Ahara Advisors LLC
Ahara Advisors LLC reported 56 US-listed holdings worth $295.9 million in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Microsoft Corp. (8.4%), VG Totl STK Vprs (7.1%) and Walt Disney Co. (5.1%). Against the quarter before, it opened 3 positions, added to 50, trimmed 3 and sold out of 0.
The 14 largest of its 56 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +4.7% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Palo Alto Networks Inc. PANW$1.1 million
- Amplitude Inc. AMPL$825,512
- Datadog, Inc. DDOG$469,809
Added to 50
- Microsoft Corp. MSFT+55,288 shares · +454%
- Walt Disney Co. DIS+40,766 shares · +181%
- iShares Trust FXI+130,627 shares · +1214%
- Vanguard Ftse Emerging Markets VWO+26,764 shares · +694%
- NVIDIA Corp. NVDA+72,533 shares · +223%
- Wells Fargo & Company WFC+43,487 shares · +858%
- Progressive Corp. PGR+55,603 shares · +2479%
- ASML Holding N.V. ASML+8,838 shares · +1671%
and 42 more in the table below
Trimmed 3
- Lyft, Inc. LYFT-9,881 shares · -34%
- Etsy Inc. ETSY-2,247 shares · -10%
- Blend Labs Inc. BLND-20,808 shares · -7%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Microsoft Corp. MSFT | 67.5K | $25.0 million | 8.45% | +55.3K |
| VG Totl STK Vprs VTI | 56.6K | $20.9 million | 7.08% | +5.4K |
| Walt Disney Co. DIS | 63.3K | $15.2 million | 5.13% | +40.8K |
| Alphabet Inc. GOOG | 54.9K | $13.9 million | 4.71% | +17.6K |
| NVIDIA Corp. NVDA | 105.0K | $12.0 million | 4.07% | +72.5K |
| Uber Technologies, Inc. UBER | 131.7K | $10.2 million | 3.45% | +35.8K |
| Alphabet Inc. GOOGL | 35.0K | $10.1 million | 3.43% | +4.2K |
| iShares Trust FXI | 141.4K | $9.8 million | 3.30% | +130.6K |
| Vanguard Ftse Emerging Markets VWO | 30.6K | $9.8 million | 3.30% | +26.8K |
| Airbnb, Inc. ABNB | 62.7K | $9.7 million | 3.27% | +12.3K |
| Coreweave Inc. CRWV | 59.1K | $9.2 million | 3.10% | +16.9K |
| Wells Fargo & Company WFC | 48.6K | $9.1 million | 3.08% | +43.5K |
| Progressive Corp. PGR | 57.8K | $8.5 million | 2.87% | +55.6K |
| Berkshire Hathaway Inc. Class B BRKB | 22.3K | $6.4 million | 2.15% | +10.5K |
| ASML Holding N.V. ASML | 9.4K | $6.2 million | 2.09% | +8.8K |
| Amazon.com Inc. AMZN | 35.2K | $6.1 million | 2.07% | +12.2K |
| Advanced Micro Devices Inc. AMD | 44.2K | $5.9 million | 1.99% | +36.6K |
| Tesla, Inc. TSLA | 15.0K | $5.8 million | 1.95% | +11.3K |
| Factset Research Systems Inc. FDS | 23.7K | $5.6 million | 1.91% | +22.0K |
| Apple Inc. AAPL | 21.7K | $5.4 million | 1.82% | +3.7K |
| SPDR S&P 500 SPY | 85.3K | $5.2 million | 1.77% | +82.1K |
| Arm Holdings plc ARM | 10.6K | $5.1 million | 1.72% | +9.1K |
| First Solar, Inc. FSLR | 242.2K | $4.8 million | 1.62% | +234.1K |
| Expedia Group, Inc. EXPE | 30.0K | $4.7 million | 1.58% | +14.6K |
| Vanguard S&P 500 VOO | 42.3K | $4.5 million | 1.53% | +41.8K |
| Roblox Corp. RBLX | 62.1K | $4.4 million | 1.48% | +518 |
| RingCentral, Inc. RNG | 89.1K | $4.4 million | 1.48% | +4.9K |
| UiPath, Inc. PATH | 16.8K | $4.3 million | 1.45% | +3.6K |
| Stubhub Hldgs Inc. STUB | 235.4K | $3.6 million | 1.22% | +85.6K |
| iShares Trust IEUR | 711.4K | $3.5 million | 1.18% | +703.1K |
| iShares Core S&P 500 ETF IVV | 29.1K | $3.5 million | 1.17% | +28.0K |
| Marqeta Inc MQ | 705.2K | $3.3 million | 1.13% | +154.9K |
| Salesforce, Inc. CRM | 13.8K | $3.3 million | 1.11% | +6.0K |
| Zoom Video Communications in ZM | 18.2K | $2.8 million | 0.94% | +13.9K |
| Reddit, Inc. RDDT | 24.6K | $2.7 million | 0.93% | +17.1K |
| Blend Labs Inc. BLND | 276.3K | $2.5 million | 0.84% | -20.8K |
| Broadcom Inc. AVGO | 5.9K | $2.4 million | 0.80% | +3.6K |
| Okta, Inc. OKTA | 13.5K | $2.3 million | 0.79% | +579 |
| Pinterest, Inc. PINS | 45.5K | $2.3 million | 0.79% | +6.2K |
| Intuit Inc. INTU | 46.9K | $2.2 million | 0.75% | +45.0K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 277.1K | $2.2 million | 0.73% | +273.3K |
| Etsy Inc. ETSY | 20.7K | $2.1 million | 0.70% | -2.2K |
| ExxonMobil Holdings Corp. XOM | 7.3K | $1.7 million | 0.58% | +5.7K |
| Invesco QQQ Trust QQQ | 10.0K | $1.6 million | 0.56% | +9.1K |
| Booking Holdings Inc. BKNG | 11.6K | $1.6 million | 0.53% | +6.1K |
| Duolingo, Inc. DUOL | 19.8K | $1.5 million | 0.51% | +12.9K |
| Netflix Inc. NFLX | 17.6K | $1.2 million | 0.41% | +8.1K |
| Sentinelone Inc. S | 99.4K | $1.1 million | 0.39% | +57.1K |
| Palo Alto Networks Inc. PANW | 2.9K | $1.1 million | 0.36% | new |
| Schwab Strategic Trust SCHF | 15.9K | $947,121 | 0.32% | +6.4K |
| Amplitude Inc. AMPL | 58.9K | $825,512 | 0.28% | new |
| Meta Platforms, Inc. META | 2.6K | $813,002 | 0.27% | +1.4K |
| Lyft, Inc. LYFT | 19.0K | $775,853 | 0.26% | -9.9K |
| MercadoLibre, Inc. MELI | 1.1K | $765,625 | 0.26% | +821 |
| Harrow Inc. HROW | 23.3K | $587,318 | 0.20% | +7.0K |
| Datadog, Inc. DDOG | 18.3K | $469,809 | 0.16% | new |