Advaya LLP
Net seller this quarter
$152M
6
-$8.1M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $50.7M | 33.41% | 0.00% | +12.1% | Q4 2025 |
 WWD | $25.8M | 16.98% | 0.10% | -28.5% | Q4 2025 |
 MA | $25.7M | 16.91% | 0.00% | +82.5% | Q1 2026 |
 HEI.A | $24.4M | 16.06% | Not reported | Not reported | Q4 2025 |
 LLYVK | $16.4M | 10.77% | Not reported | -16.1% | Q4 2025 |
 SNDK | $8.91M | 5.87% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AMZN | $39.5M | 27.49% | 0.00% | +45.4% | Q4 2025 |
| WWD | $30.4M | 21.11% | 0.14% | -15.5% | Q4 2025 |
 SRAD | $22.2M | 15.47% | Not reported | +33.8% | Q4 2025 |
| HEI.A | $20M | 13.88% | Not reported | +21.2% | Q4 2025 |
| LLYVK | $17.4M | 12.08% | Not reported | Not reported | Q4 2025 |
| MA | $13.7M | 9.52% | 0.00% | New | Q1 2026 |
 LYV | $641K | 0.45% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| WWD | $30.3M | 19.80% | 0.17% | New | Q4 2025 |
| AMZN | $30.1M | 19.67% | 0.00% | New | Q4 2025 |
| SRAD | $23.6M | 15.42% | Not reported | New | Q4 2025 |
| HEI.A | $19.7M | 12.86% | Not reported | New | Q4 2025 |
 ELV | $19.5M | 12.75% | 0.03% | New | Q4 2025 |
| LLYVK | $15.3M | 10.02% | Not reported | New | Q4 2025 |
 SCHW | $14.5M | 9.48% | 0.01% | New | Q4 2025 |