Avanda Investment Management Pte. Ltd.
Net seller this quarter
$299M
35
-$7.35M
13.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $9.24M | 3.09% | 0.00% | +37.5% | Q2 2024 |
 AVGO | $4.75M | 1.59% | 0.00% | +37.2% | Q3 2025 |
 MSFT | $4.61M | 1.54% | 0.00% | +55.3% | Q4 2023 |
 GOOGL | $3.85M | 1.29% | 0.00% | -2.0% | Q4 2023 |
 AMAT | $3.5M | 1.17% | 0.00% | +7.6% | Q3 2025 |
 V | $3.09M | 1.03% | 0.00% | Not reported | Q4 2023 |
 LRCX | $3.08M | 1.03% | 0.00% | Not reported | Q3 2025 |
 KLAC | $2.84M | 0.95% | 0.00% | -9.6% | Q3 2025 |
 MU | $2.4M | 0.80% | 0.00% | +9.5% | Q3 2025 |
 ASML | $2.27M | 0.76% | 0.00% | Not reported | Q3 2025 |
 INTC | $2.14M | 0.71% | 0.00% | -5.6% | Q4 2025 |
 AMD | $2.09M | 0.70% | 0.00% | -53.3% | Q3 2025 |
 TXN | $2.09M | 0.70% | 0.00% | Not reported | Q4 2023 |
 LIN | $2.08M | 0.69% | 0.00% | Not reported | Q4 2023 |
 TMO | $2.01M | 0.67% | 0.00% | Not reported | Q4 2023 |
 NBIS | $1.99M | 0.66% | 0.00% | New | Q2 2026 |
 AAPL | $1.68M | 0.56% | 0.00% | +100.7% | Q4 2023 |
 META | $1.64M | 0.55% | Not reported | +28.1% | Q4 2023 |
 CRWV | $1.63M | 0.55% | Not reported | New | Q2 2026 |
 AMZN | $1.62M | 0.54% | 0.00% | -6.9% | Q4 2023 |
 APH | $1.29M | 0.43% | 0.00% | Not reported | Q1 2024 |
 SPCX | $1.09M | 0.36% | Not reported | New | Q2 2026 |
 POWI | $1.05M | 0.35% | 0.02% | New | Q2 2026 |
 STM | $1.02M | 0.34% | 0.00% | New | Q2 2026 |
 TEL | $968K | 0.32% | 0.00% | New | Q2 2026 |
 VSH | $904K | 0.30% | 0.01% | New | Q2 2026 |
 GLW | $843K | 0.28% | 0.00% | New | Q2 2026 |
 ON | $766K | 0.26% | 0.00% | New | Q2 2026 |
 ANET | $680K | 0.23% | 0.00% | New | Q2 2026 |
 COHR | $592K | 0.20% | 0.00% | New | Q2 2026 |
 CIEN | $589K | 0.20% | 0.00% | New | Q2 2026 |
 CSCO | $587K | 0.20% | 0.00% | New | Q2 2026 |
 LITE | $515K | 0.17% | 0.00% | New | Q2 2026 |
 TTMI | $505K | 0.17% | 0.00% | New | Q2 2026 |
 AAOI | $474K | 0.16% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
 SE | $13.5M | 21.45% | 0.09% | Not reported | Q4 2023 |
 YUMC | $12.4M | 19.59% | 0.07% | -24.3% | Q4 2023 |
| NVDA | $5.86M | 9.28% | 0.00% | +45.5% | Q2 2024 |
| GOOGL | $3.16M | 5.01% | 0.00% | -45.0% | Q4 2023 |
| MSFT | $2.95M | 4.67% | 0.00% | +32.7% | Q4 2023 |
| AVGO | $2.84M | 4.49% | 0.00% | +43.1% | Q3 2025 |
| V | $2.72M | 4.31% | 0.00% | -52.9% | Q4 2023 |
| LIN | $1.98M | 3.14% | 0.00% | -69.5% | Q4 2023 |
| TMO | $1.97M | 3.11% | 0.00% | -33.3% | Q4 2023 |
| AMD | $1.57M | 2.48% | 0.00% | +165.5% | Q3 2025 |
| AMAT | $1.54M | 2.44% | 0.00% | +40.6% | Q3 2025 |
| KLAC | $1.53M | 2.43% | 0.00% | +73.3% | Q3 2025 |
| AMZN | $1.52M | 2.41% | 0.00% | Not reported | Q4 2023 |
| LRCX | $1.52M | 2.40% | 0.00% | +51.1% | Q3 2025 |
| ASML | $1.51M | 2.38% | 0.00% | +62.9% | Q3 2025 |
| TXN | $1.36M | 2.15% | 0.00% | -41.7% | Q4 2023 |
| META | $1.3M | 2.07% | Not reported | Not reported | Q4 2023 |
| AAPL | $736K | 1.17% | 0.00% | +11.5% | Q4 2023 |
| INTC | $715K | 1.13% | 0.00% | -19.4% | Q4 2025 |
| MU | $642K | 1.02% | 0.00% | -36.7% | Q3 2025 |
 KLAR | $602K | 0.95% | 0.01% | New | Q1 2026 |
 BEKE | $59.9K | 0.09% | Not reported | -87.0% | Q4 2024 |
| Q4 2025 | |||||
| SE | $20.9M | 20.74% | 0.09% | -13.6% | Q4 2023 |
| YUMC | $15.7M | 15.64% | 0.09% | -40.0% | Q4 2023 |
| V | $6.71M | 6.67% | 0.00% | -0.7% | Q4 2023 |
| GOOGL | $6.26M | 6.22% | 0.00% | Not reported | Q4 2023 |
| LIN | $5.59M | 5.55% | 0.00% | +28.4% | Q4 2023 |
| NVDA | $4.31M | 4.28% | 0.00% | +128.7% | Q2 2024 |
| TMO | $3.48M | 3.46% | 0.00% | Not reported | Q4 2023 |
 PTC | $3.19M | 3.17% | 0.02% | -1.6% | Q1 2024 |
| MSFT | $2.9M | 2.89% | 0.00% | Not reported | Q4 2023 |
 MSCI | $2.34M | 2.32% | 0.01% | -1.8% | Q4 2023 |
| AVGO | $2.22M | 2.20% | 0.00% | +120.7% | Q3 2025 |
| TXN | $2.08M | 2.07% | 0.00% | Not reported | Q4 2023 |
 EW | $1.74M | 1.73% | 0.00% | -2.2% | Q1 2024 |
 ZTS | $1.67M | 1.66% | 0.00% | -2.0% | Q1 2024 |
 MCO | $1.2M | 1.19% | 0.00% | -2.1% | Q1 2024 |
| MU | $856K | 0.85% | 0.00% | +20.0% | Q3 2025 |
| AMAT | $822K | 0.82% | 0.00% | +45.5% | Q3 2025 |
| LRCX | $805K | 0.80% | 0.00% | +38.2% | Q3 2025 |
| ASML | $749K | 0.74% | 0.00% | -22.2% | Q3 2025 |
| INTC | $742K | 0.74% | 0.00% | New | Q4 2025 |
| KLAC | $729K | 0.72% | 0.00% | -25.0% | Q3 2025 |
| AAPL | $707K | 0.70% | 0.00% | Not reported | Q4 2023 |
 QCOM | $701K | 0.70% | 0.00% | +78.3% | Q1 2025 |
 MRVL | $697K | 0.69% | 0.00% | +54.7% | Q3 2025 |
| AMD | $621K | 0.62% | 0.00% | -35.6% | Q3 2025 |
 ARM | $557K | 0.55% | 0.00% | +112.5% | Q3 2025 |
| BEKE | $484K | 0.48% | Not reported | Not reported | Q4 2024 |
 HDB | $85.4K | 0.08% | 0.00% | -50.7% | Q1 2024 |
| Q3 2025 | |||||
| SE | $33.8M | 26.63% | 0.11% | Not reported | Q4 2023 |
| YUMC | $24.3M | 19.10% | 0.15% | Not reported | Q4 2023 |
| V | $6.57M | 5.17% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $4.86M | 3.83% | 0.00% | Not reported | Q4 2023 |
| LIN | $4.85M | 3.81% | 0.00% | Not reported | Q4 2023 |
| PTC | $3.78M | 2.97% | 0.02% | Not reported | Q1 2024 |
| MSFT | $3.11M | 2.45% | 0.00% | Not reported | Q4 2023 |
| TMO | $2.91M | 2.29% | 0.00% | Not reported | Q4 2023 |
| MSCI | $2.35M | 1.85% | 0.01% | Not reported | Q4 2023 |
| TXN | $2.2M | 1.74% | 0.00% | Not reported | Q4 2023 |
| ZTS | $1.98M | 1.56% | 0.00% | Not reported | Q1 2024 |
| NVDA | $1.88M | 1.48% | 0.00% | Not reported | Q2 2024 |
| EW | $1.62M | 1.28% | 0.00% | Not reported | Q1 2024 |
| MCO | $1.14M | 0.90% | 0.00% | Not reported | Q1 2024 |
| AVGO | $957K | 0.75% | 0.00% | New | Q3 2025 |
| ASML | $871K | 0.69% | 0.00% | New | Q3 2025 |
| KLAC | $863K | 0.68% | 0.00% | New | Q3 2025 |
| AMD | $728K | 0.57% | 0.00% | New | Q3 2025 |
| LRCX | $455K | 0.36% | 0.00% | New | Q3 2025 |
| AMAT | $450K | 0.35% | 0.00% | New | Q3 2025 |
| MRVL | $446K | 0.35% | 0.00% | New | Q3 2025 |
| MU | $418K | 0.33% | 0.00% | New | Q3 2025 |
| QCOM | $383K | 0.30% | 0.00% | Not reported | Q1 2025 |
| ARM | $340K | 0.27% | 0.00% | New | Q3 2025 |
| HDB | $162K | 0.13% | 0.00% | Not reported | Q1 2024 |