Ahara Advisors LLC
- SEC CIK
- 0002116771
- Latest filing
- Jul 30, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 55
- +2 vs. Q1 2026
- Portfolio value
- $147.9M
- +$28.3M (+23.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 588 | $200.5K | 0.1% | +588 | New | History |
| XOMExxonMobil Holdings Corp | COM | 1,480 | $202.3K | 0.1% | −113−7.1% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 821 | $213.8K | 0.1% | +821 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,008 | $239.2K | 0.2% | +150+3.9% | Added | – |
| LYFTLyft, Inc. | CL A COM | 17,526 | $256.1K | 0.2% | −11,347−39.3% | Reduced | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 10,759 | $339.9K | 0.2% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 13,254 | $367.1K | 0.2% | +3,755+39.5% | Added | – |
| ZMZoom Communications, Inc. | Stock | 4,348 | $375.3K | 0.3% | +69+1.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 552 | $379.2K | 0.3% | +69+14.3% | Added | – |
| WFCWells Fargo & Company | Stock | 5,093 | $420.9K | 0.3% | +23+0.5% | Added | History |
| AMPLAmplitude, Inc. | Stock | 58,345 | $446.3K | 0.3% | +58,345 | New | History |
| HROWHarrow, Inc. | COM | 10,571 | $448.9K | 0.3% | −5,771−35.3% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 273,569 | $467.8K | 0.3% | −23,502−7.9% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 2,123 | $488.5K | 0.3% | +350+19.7% | Added | History |
| ARMArm Holdings PLC | ADR | 1,466 | $519.8K | 0.4% | −35−2.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 325 | $551.9K | 0.4% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 786 | $578.6K | 0.4% | −200−20.3% | Reduced | – |
| PGRProgressive Corp | Stock | 2,655 | $580.0K | 0.4% | +412+18.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,084 | $610.7K | 0.4% | −105−8.8% | Reduced | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 8,343 | $627.1K | 0.4% | 00.0% | Unchanged | – |
| SSentinelOne, Inc. | CL A | 41,051 | $696.6K | 0.5% | −1,197−2.8% | Reduced | History |
| PINSPinterest, Inc. | CL A | 35,306 | $742.5K | 0.5% | −4,072−10.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,038 | $777.7K | 0.5% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 2,280 | $861.1K | 0.6% | −17−0.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 13,608 | $971.6K | 0.7% | +4,098+43.1% | Added | History |
| ASMLASML Holding NV | ADR | 518 | $1.03M | 0.7% | −11−2.1% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 9,258 | $1.06M | 0.7% | +2,375+34.5% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 6,479 | $1.15M | 0.8% | +1,054+19.4% | AddedConverted for a 25-for-1 split | History |
| ETSYEtsy Inc | COM | 19,579 | $1.47M | 1.0% | −3,331−14.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,580 | $1.51M | 1.0% | −110−3.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 5,849 | $1.53M | 1.0% | +3,965+210.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 10,228 | $1.60M | 1.1% | +2,466+31.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,532 | $1.69M | 1.1% | −228−6.1% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 7,550 | $1.78M | 1.2% | −554−6.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 13,166 | $1.80M | 1.2% | +254+2.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,694 | $2.01M | 1.4% | −535−16.6% | Reduced | History |
| RDDTReddit, Inc. | Stock | 13,869 | $2.41M | 1.6% | +6,334+84.1% | Added | History |
| DISWalt Disney Co | Stock | 28,021 | $2.70M | 1.8% | +5,472+24.3% | Added | History |
| MQMarqeta, Inc. | CLASS A COM | 703,068 | $2.85M | 1.9% | +152,804+27.8% | Added | History |
| STUBStubHub Holdings, Inc. | CL A | 234,638 | $3.02M | 2.0% | +84,861+56.7% | Added | History |
| RNGRingCentral, Inc. | CL A | 82,635 | $3.22M | 2.2% | −1,534−1.8% | Reduced | History |
| RBLXRoblox Corp | Stock | 61,555 | $3.35M | 2.3% | 00.0% | Unchanged | History |
| CRWVCoreWeave, Inc. | Stock | 41,768 | $4.16M | 2.8% | −496−1.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 11,436 | $4.27M | 2.9% | −747−6.1% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 16,794 | $4.30M | 2.9% | +1,369+8.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,127 | $4.57M | 3.1% | −2,700−22.8% | Reduced | History |
| AAPLApple Inc. | Stock | 17,347 | $5.02M | 3.4% | −652−3.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,849 | $5.14M | 3.5% | +1,316+17.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 21,611 | $5.15M | 3.5% | −1,417−6.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 55,191 | $7.90M | 5.3% | +4,764+9.4% | Added | History |
| NVDANVIDIA Corp | Stock | 43,464 | $8.70M | 5.9% | +10,978+33.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 130,627 | $9.43M | 6.4% | +34,732+36.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 26,614 | $9.51M | 6.4% | −4,106−13.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 35,294 | $12.5M | 8.4% | −2,016−5.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,035 | $20.7M | 14.0% | +4,819+9.4% | Added | – |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.