HolderBook

Ahara Advisors LLC

Reported holdings as of Q2 2026, from 3 quarterly filings.

CIK
2116771
Reported value
$295.9M
Positions
56
Top 10 weight
46.2%
Filed
2026-07-22
Days after quarter end
22

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MICROSOFT CORPMSFT$25.0M67,4718.45%+4.68pp3q+453.8%+$20.5M
VANGUARD INDEX FDSVTI$20.9M56,6237.08%-6.66pp3q+10.6%+$2.0M
DISNEY WALT CODIS$15.2M63,3155.13%+3.31pp3q+180.8%+$9.8M
ALPHABET INCGOOG$13.9M54,8734.71%-4.23pp3q+47.1%+$4.5M
NVIDIA CORPORATIONNVDA$12.0M105,0194.07%-0.67pp3q+223.3%+$8.3M
UBER TECHNOLOGIES INCUBER$10.2M131,6653.45%-2.32pp3q+37.3%+$2.8M
ALPHABET INCGOOGL$10.1M34,9573.43%-3.96pp3q+13.8%+$1.2M
ISHARES TRFXI$9.8M141,3863.30%+2.98pp3q+1214.1%+$9.0M
VANGUARD INTL EQUITY INDEX FVWO$9.8M30,6223.30%+3.12pp3q+693.7%+$8.5M
AIRBNB INCABNB$9.7M62,7413.27%-2.05pp3q+24.4%+$1.9M
COREWEAVE INCCRWV$9.2M59,1153.10%+0.36pp3q+39.9%+$2.6M
WELLS FARGO & COWFC$9.1M48,5573.08%+2.74pp3q+857.7%+$8.2M
PROGRESSIVE CORPPGR$8.5M57,8462.87%+2.49pp2q+2479.0%+$8.1M
BERKSHIRE HATHAWAY INC DELBRKB$6.4M22,2932.15%-2.59pp3q+88.5%+$3.0M
ASML HLDG NVASML$6.2M9,3672.09%+1.50pp3q+1670.7%+$5.8M
AMAZON COM INCAMZN$6.1M35,2192.07%-1.94pp3q+52.9%+$2.1M
ADVANCED MICRO DEVICES INCAMD$5.9M44,1551.99%+0.71pp3q+486.2%+$4.9M
TESLA INCTSLA$5.8M15,0161.95%+0.80pp3q+306.9%+$4.4M
FACTSET RESH SYS INCFDS$5.6M23,7341.91%+1.58pp3q+1238.6%+$5.2M
APPLE INCAAPL$5.4M21,6951.82%-2.00pp3q+20.5%+$919.1K
STATE STR SPDR S&P 500 ETF TSPY$5.2M85,3291.77%+0.01pp3q+2542.6%+$5.0M
ARM HOLDINGS PLCARM$5.1M10,5931.72%+1.53pp2q+605.7%+$4.4M
FIRST SOLAR INCFSLR$4.8M242,1881.62%+0.29pp3q+2888.5%+$4.6M
EXPEDIA GROUP INCEXPE$4.7M30,0481.58%-1.40pp3q+94.8%+$2.3M
VANGUARD INDEX FDSVOO$4.5M42,3201.53%+1.29pp3q+8661.9%+$4.5M
ROBLOX CORPRBLX$4.4M62,0731.48%-1.43pp3q+0.8%+$36.5K
RINGCENTRAL INCRNG$4.4M89,1141.48%-1.14pp3q+5.9%+$242.8K
UIPATH INCPATH$4.3M16,7941.45%+1.33pp3q+26.8%+$909.4K
STUBHUB HLDGS INCSTUB$3.6M235,4241.22%+0.43pp2q+57.2%+$1.3M
ISHARES TRIEUR$3.5M711,4111.18%+0.69pp3q+8427.0%+$3.4M
ISHARES TRIVV$3.5M29,0591.17%+0.61pp3q+2699.5%+$3.4M
MARQETA INCMQ$3.3M705,1911.13%-0.75pp3q+28.2%+$734.4K
SALESFORCE INCCRM$3.3M13,7601.11%-0.10pp3q+77.3%+$1.4M
ZOOM COMMUNICATIONS INCZM$2.8M18,2170.94%+0.65pp3q+325.7%+$2.1M
REDDIT INCRDDT$2.7M24,6280.93%+0.08pp3q+226.8%+$1.9M
BLEND LABS INCBLND$2.5M276,2630.84%+0.42pp3q-7.0%-$186.8K
BROADCOM INCAVGO$2.4M5,8600.80%+0.21pp2q+155.1%+$1.4M
OKTA INCOKTA$2.3M13,4910.79%-0.06pp3q+4.5%+$100.8K
PINTEREST INCPINS$2.3M45,5340.79%+0.19pp3q+15.6%+$317.0K
INTUITINTU$2.2M46,9000.75%+0.07pp2q+2389.4%+$2.1M
TAIWAN SEMICONDUCTOR MANUFACTSM$2.2M277,1010.73%-0.33pp3q+7269.7%+$2.1M
ETSY INCETSY$2.1M20,6630.70%-0.25pp3q-9.8%-$226.8K
EXXON MOBIL CORPXOMXXXX$1.7M7,3290.58%+0.36pp3q+360.1%+$1.4M
INVESCO QQQ TRQQQ$1.6M10,0440.56%+0.08pp3q+918.7%+$1.5M
BOOKING HOLDINGS INCBKNG$1.6M11,5720.53%-0.23pp3q+5232.7%+$1.5M
DUOLINGO INCDUOL$1.5M19,8290.51%-0.06pp3q+188.1%+$988.3K
NETFLIX INCNFLX$1.2M17,6160.41%-0.36pp2q+85.2%+$557.2K
SENTINELONE INCS$1.1M99,3960.39%-0.07pp3q+135.3%+$657.2K
PALO ALTO NETWORKS INCPANW$1.1M2,8680.36%-newNEW
SCHWAB STRATEGIC TRSCHF$947.1K15,9090.32%+0.12pp3q+67.5%+$381.6K
AMPLITUDE INCAMPL$825.5K58,8970.28%-newNEW
META PLATFORMS INCMETA$813.0K2,5640.27%-0.29pp3q+115.6%+$436.0K
LYFT INCLYFT$775.9K18,9920.26%-0.06pp3q-34.2%-$403.7K
MERCADOLIBRE INCMELI$765.6K1,1460.26%-0.21pp3q+252.6%+$548.5K
HARROW INCHROW$587.3K23,3000.20%-0.28pp3q+42.6%+$175.4K
DATADOG INCDDOG$469.8K18,3470.16%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 35.8%Semiconductors & Electronics 9.2%Business Services 8.5%Telecom & Media 7.3%Insurance 5.4%Banks & Lending 3.3%Computer Hardware 2.3%Transport & Logistics 2.3%Industrials 2.2%Retail & Consumer 2.2%Autos & Aerospace 2.1%Other sectors 0.8%Not classified 18.6%
 
SectorValueShare
Software & IT Services$98.5M35.8%
Semiconductors & Electronics$25.4M9.2%
Business Services$23.5M8.5%
Telecom & Media$20.0M7.3%
Insurance$14.8M5.4%
Banks & Lending$9.1M3.3%
Computer Hardware$6.5M2.3%
Transport & Logistics$6.2M2.3%
Industrials$6.2M2.2%
Retail & Consumer$6.1M2.2%
Autos & Aerospace$5.8M2.1%
Other sectors$2.2M0.8%
Not classified$51.1M18.6%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$295.9M563503046.2%22
Q1 2026$119.6M536299362.2%45
Q4 2025$110.0M50000062.2%92

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.