TA
Tiff Advisory Services, LLC
13F filer · CIK 0001271347Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$408MU.S. long equity reported on 13F
Positions60 new · 6 closed
Net flow last quarter-$19.4MBuys minus sells
Top 10 positions weight23.7%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 29, 20266 positions | |||||
| $39.9M | 9.79% | 0.00% | -1.2% | Q2 2013 | |
| $21.2M | 5.19% | 0.00% | -28.5% | Q2 2024 | |
| $15M | 3.68% | Not reported | +46.5% | Q4 2021 | |
| $13.4M | 3.28% | 0.09% | Not reported | Q2 2024 | |
| $5.4M | 1.32% | Not reported | +4.7% | Q3 2025 | |
| $1.69M | 0.42% | 0.00% | -40.9% | Q2 2013 | |
| Q1 2026Reported May 12, 202612 positions | |||||
| $35.5M | 7.99% | 0.00% | -19.7% | Q2 2013 | |
| $25.8M | 5.82% | 0.00% | -44.2% | Q2 2024 | |
| $15.9M | 3.58% | 0.10% | -50.0% | Q2 2024 | |
| $8.32M | 1.87% | Not reported | -21.1% | Q4 2021 | |
| $7.14M | 1.61% | 7.53% | Not reported | Q2 2022 | |
| $4.48M | 1.01% | Not reported | -2.4% | Q3 2025 | |
| $3.1M | 0.70% | 0.00% | +5.9% | Q2 2013 | |
| $2.92M | 0.66% | 0.00% | -1.9% | Q4 2019 | |
| $2.85M | 0.64% | 0.00% | -81.8% | Q2 2013 | |
| $2.61M | 0.59% | 0.00% | -12.8% | Q4 2024 | |
| $2.59M | 0.58% | 0.02% | +2.3% | Q4 2023 | |
| $565K | 0.13% | 0.20% | -0.1% | Q3 2023 | |
| Q4 2025Reported Feb 9, 202614 positions | |||||
| $49.5M | 8.51% | 0.00% | -34.8% | Q2 2024 | |
| $47.3M | 8.14% | 0.00% | +11.7% | Q2 2013 | |
| $22.1M | 3.80% | 0.19% | Not reported | Q2 2024 | |
| $20.5M | 3.52% | 0.00% | +334.8% | Q2 2013 | |
| $11.5M | 1.98% | Not reported | Not reported | Q4 2021 | |
| $4.86M | 0.84% | Not reported | -74.5% | Q3 2025 | |
| $3.45M | 0.59% | 0.00% | -1.9% | Q4 2019 | |
| $3.25M | 0.56% | 0.00% | +10.5% | Q2 2013 | |
| $3.24M | 0.56% | 0.00% | -18.6% | Q4 2024 | |
| $2.98M | 0.51% | 0.02% | +11.3% | Q4 2023 | |
| $696K | 0.12% | 0.20% | -77.2% | Q3 2023 | |
| $423K | 0.07% | 0.41% | Not reported | Q2 2022 | |
| $101K | 0.02% | 0.00% | New | Q4 2025 | |
| $508 | 0.00% | 0.00% | Not reported | Q4 2019 | |
| Q3 2025Reported Nov 6, 202512 positions | |||||
| $75.9M | 15.81% | 0.00% | Not reported | Q2 2024 | |
| $39.7M | 8.26% | 0.00% | +29.6% | Q2 2013 | |
| $18.6M | 3.88% | 0.18% | +22.6% | Q2 2024 | |
| $18.6M | 3.88% | Not reported | New | Q3 2025 | |
| $5.04M | 1.05% | 0.00% | +42.8% | Q2 2013 | |
| $3.89M | 0.81% | 0.00% | -7.2% | Q4 2024 | |
| $3.42M | 0.71% | 0.00% | Not reported | Q4 2019 | |
| $2.99M | 0.62% | 0.88% | -76.4% | Q3 2023 | |
| $2.97M | 0.62% | 0.02% | +10.2% | Q4 2023 | |
| $2.8M | 0.58% | 0.00% | -73.4% | Q2 2013 | |
| $2.74M | 0.57% | 0.00% | Not reported | Q2 2020 | |
| $585K | 0.12% | 0.41% | Not reported | Q2 2022 | |
Premium opens every quarter this fund has filed