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§ 13F · FUND PROFILE

Advaya LLP.

AUM · $152M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 12, 2026
#TickerNameShares$ value% portΔ Q2
1AMZNAMAZON COM INC213K$51M
2WWDWOODWARD INC61K$26M
3MAMASTERCARD INCORPORATED50K$26M
4HEI/AHEICO CORP NEW95K$24M
5LLYVKLIBERTY LIVE HOLDINGS INC155K$16M
6SNDKSANDISK CORP4K$9M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ADVAYA SIGNAL

AC read

Advaya LLP is a Other fund managing $152 million in assets. The fund runs a focused portfolio of just 6 positions.

Read the full dossier →
Advaya LLP 13F Holdings & Portfolio Analysis | Acid Capitalist