Ahara Advisors LLC
Net buyer this quarter
$296M
49
+$419M
41.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $25M | 8.45% | 0.00% | +453.8% | Q4 2025 |
 DIS | $15.2M | 5.13% | 0.00% | +180.8% | Q4 2025 |
 GOOG | $13.9M | 4.71% | Not reported | +47.1% | Q4 2025 |
 NVDA | $12M | 4.07% | 0.00% | +223.3% | Q4 2025 |
 UBER | $10.2M | 3.45% | 0.01% | +37.3% | Q4 2025 |
| GOOGL | $10.1M | 3.43% | 0.00% | +13.8% | Q4 2025 |
 ABNB | $9.68M | 3.27% | Not reported | +24.4% | Q4 2025 |
 CRWV | $9.18M | 3.10% | Not reported | +39.9% | Q4 2025 |
 WFC | $9.12M | 3.08% | 0.00% | +857.7% | Q4 2025 |
 PGR | $8.48M | 2.87% | 0.01% | +2479.0% | Q1 2026 |
 BRK.B | $6.36M | 2.15% | Not reported | +88.5% | Q4 2025 |
 ASML | $6.17M | 2.09% | 0.00% | +1670.7% | Q4 2025 |
 AMZN | $6.12M | 2.07% | 0.00% | +52.9% | Q4 2025 |
 AMD | $5.88M | 1.99% | 0.00% | +486.2% | Q4 2025 |
 TSLA | $5.77M | 1.95% | 0.00% | +306.9% | Q4 2025 |
 FDS | $5.64M | 1.91% | 0.07% | +1238.6% | Q4 2025 |
 AAPL | $5.39M | 1.82% | 0.00% | +20.5% | Q4 2025 |
 SPY | $5.23M | 1.77% | Not reported | +2542.6% | Q4 2025 |
 ARM | $5.09M | 1.72% | 0.00% | +605.7% | Q1 2026 |
 FSLR | $4.8M | 1.62% | 0.23% | +2888.5% | Q4 2025 |
 EXPE | $4.66M | 1.58% | 0.03% | +94.8% | Q4 2025 |
 RBLX | $4.38M | 1.48% | 0.01% | +0.8% | Q4 2025 |
 RNG | $4.38M | 1.48% | 0.24% | +5.9% | Q4 2025 |
 PATH | $4.3M | 1.45% | Not reported | +26.8% | Q4 2025 |
 STUB | $3.6M | 1.22% | Not reported | +57.2% | Q1 2026 |
 MQ | $3.34M | 1.13% | Not reported | +28.2% | Q4 2025 |
 CRM | $3.29M | 1.11% | 0.00% | +77.3% | Q4 2025 |
 ZM | $2.78M | 0.94% | Not reported | +325.7% | Q4 2025 |
 RDDT | $2.75M | 0.93% | Not reported | +226.9% | Q4 2025 |
 BLND | $2.48M | 0.84% | 0.12% | -7.0% | Q4 2025 |
 AVGO | $2.37M | 0.80% | 0.00% | +155.1% | Q1 2026 |
 OKTA | $2.35M | 0.79% | Not reported | +4.5% | Q4 2025 |
 PINS | $2.34M | 0.79% | 0.04% | +15.6% | Q4 2025 |
 INTU | $2.22M | 0.75% | 0.02% | +2389.4% | Q1 2026 |
 TSM | $2.15M | 0.73% | 0.00% | +7269.7% | Q4 2025 |
 ETSY | $2.09M | 0.70% | 0.02% | -9.8% | Q4 2025 |
 XOM | $1.73M | 0.58% | 0.00% | +360.1% | Q4 2025 |
 QQQ | $1.64M | 0.56% | Not reported | +918.7% | Q4 2025 |
 BKNG | $1.58M | 0.53% | 0.00% | +113.3% | Q4 2025 |
 DUOL | $1.51M | 0.51% | 0.12% | +188.1% | Q4 2025 |
 NFLX | $1.21M | 0.41% | 0.00% | +85.2% | Q1 2026 |
 S | $1.14M | 0.39% | Not reported | +135.3% | Q4 2025 |
 PANW | $1.06M | 0.36% | 0.00% | New | Q2 2026 |
 AMPL | $826K | 0.28% | Not reported | New | Q2 2026 |
 META | $813K | 0.27% | Not reported | +115.6% | Q4 2025 |
 LYFT | $776K | 0.26% | 0.01% | -34.2% | Q4 2025 |
 MELI | $766K | 0.26% | 0.00% | +252.6% | Q4 2025 |
 HROW | $587K | 0.20% | 0.06% | +42.6% | Q4 2025 |
 DDOG | $470K | 0.16% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOG | $10.7M | 8.95% | Not reported | +0.4% | Q4 2025 |
| GOOGL | $8.83M | 7.39% | 0.00% | +51.0% | Q4 2025 |
| UBER | $6.9M | 5.77% | 0.00% | +51.1% | Q4 2025 |
| ABNB | $6.37M | 5.32% | Not reported | +9.2% | Q4 2025 |
| BRK.B | $5.67M | 4.74% | Not reported | +0.2% | Q4 2025 |
| NVDA | $5.67M | 4.74% | 0.00% | +32.6% | Q4 2025 |
| AMZN | $4.8M | 4.01% | 0.00% | +5.5% | Q4 2025 |
| AAPL | $4.57M | 3.82% | 0.00% | +4.2% | Q4 2025 |
| MSFT | $4.51M | 3.77% | 0.00% | +75.7% | Q4 2025 |
| EXPE | $3.56M | 2.98% | 0.01% | +5.6% | Q4 2025 |
| RBLX | $3.48M | 2.91% | 0.01% | 0.0% | Q4 2025 |
| CRWV | $3.27M | 2.74% | Not reported | +24.9% | Q4 2025 |
| RNG | $3.13M | 2.62% | 0.23% | +12.4% | Q4 2025 |
| MQ | $2.25M | 1.88% | Not reported | +50.9% | Q4 2025 |
| DIS | $2.17M | 1.82% | 0.00% | +18.0% | Q4 2025 |
| SPY | $2.1M | 1.76% | Not reported | -4.5% | Q4 2025 |
| FSLR | $1.6M | 1.34% | 0.01% | +3.5% | Q4 2025 |
| AMD | $1.53M | 1.28% | 0.00% | +117.8% | Q4 2025 |
| CRM | $1.45M | 1.21% | 0.00% | +19.1% | Q4 2025 |
| TSLA | $1.37M | 1.15% | 0.00% | -36.3% | Q4 2025 |
| TSM | $1.27M | 1.06% | 0.00% | +7.3% | Q4 2025 |
| ETSY | $1.15M | 0.96% | 0.02% | -0.6% | Q4 2025 |
| OKTA | $1.02M | 0.85% | Not reported | +47.8% | Q4 2025 |
| RDDT | $1.01M | 0.85% | Not reported | +77.0% | Q4 2025 |
| STUB | $935K | 0.78% | Not reported | New | Q1 2026 |
| NFLX | $914K | 0.76% | 0.00% | New | Q1 2026 |
| BKNG | $914K | 0.76% | 0.00% | +21.9% | Q4 2025 |
| INTU | $815K | 0.68% | 0.00% | New | Q1 2026 |
| PINS | $722K | 0.60% | 0.03% | +48.9% | Q4 2025 |
| AVGO | $711K | 0.59% | 0.00% | New | Q1 2026 |
| ASML | $699K | 0.58% | 0.00% | +3.1% | Q4 2025 |
| META | $680K | 0.57% | Not reported | -23.0% | Q4 2025 |
| DUOL | $678K | 0.57% | 0.04% | +410.6% | Q4 2025 |
| HROW | $576K | 0.48% | 0.04% | +26.7% | Q4 2025 |
| QQQ | $569K | 0.48% | Not reported | +10.9% | Q4 2025 |
| MELI | $562K | 0.47% | 0.00% | Not reported | Q4 2025 |
| S | $544K | 0.45% | Not reported | +73.7% | Q4 2025 |
| BLND | $505K | 0.42% | 0.12% | +53.3% | Q4 2025 |
| PGR | $445K | 0.37% | 0.00% | New | Q1 2026 |
| WFC | $404K | 0.34% | 0.00% | -4.4% | Q4 2025 |
| FDS | $385K | 0.32% | 0.00% | +3.7% | Q4 2025 |
| LYFT | $384K | 0.32% | 0.01% | Not reported | Q4 2025 |
| ZM | $344K | 0.29% | Not reported | +0.1% | Q4 2025 |
| XOM | $270K | 0.23% | 0.00% | -23.1% | Q4 2025 |
| ARM | $227K | 0.19% | 0.00% | New | Q1 2026 |
| PATH | $147K | 0.12% | Not reported | -0.3% | Q4 2025 |
| Q4 2025 | |||||
| GOOG | $11.7M | 10.60% | Not reported | New | Q4 2025 |
| GOOGL | $6.37M | 5.79% | 0.00% | New | Q4 2025 |
| ABNB | $6.27M | 5.69% | Not reported | New | Q4 2025 |
| BRK.B | $5.94M | 5.39% | Not reported | New | Q4 2025 |
| UBER | $5.19M | 4.71% | 0.00% | New | Q4 2025 |
| AMZN | $5.04M | 4.58% | 0.00% | New | Q4 2025 |
| RBLX | $4.99M | 4.53% | 0.01% | New | Q4 2025 |
| AAPL | $4.69M | 4.27% | 0.00% | New | Q4 2025 |
| NVDA | $4.57M | 4.15% | 0.00% | New | Q4 2025 |
| EXPE | $4.14M | 3.76% | 0.01% | New | Q4 2025 |
| MSFT | $3.35M | 3.05% | 0.00% | New | Q4 2025 |
| TSLA | $2.61M | 2.37% | 0.00% | New | Q4 2025 |
| CRWV | $2.42M | 2.20% | Not reported | New | Q4 2025 |
| SPY | $2.31M | 2.10% | Not reported | New | Q4 2025 |
| DIS | $2.17M | 1.98% | 0.00% | New | Q4 2025 |
| RNG | $2.16M | 1.96% | 0.20% | New | Q4 2025 |
| FSLR | $2.04M | 1.86% | 0.01% | New | Q4 2025 |
| MQ | $1.73M | 1.57% | Not reported | New | Q4 2025 |
| CRM | $1.73M | 1.57% | 0.00% | New | Q4 2025 |
| ETSY | $1.28M | 1.16% | 0.02% | New | Q4 2025 |
| TSM | $1.07M | 0.97% | 0.00% | New | Q4 2025 |
| META | $1.02M | 0.93% | Not reported | New | Q4 2025 |
| RDDT | $979K | 0.89% | Not reported | New | Q4 2025 |
| BKNG | $953K | 0.87% | 0.00% | New | Q4 2025 |
| OKTA | $755K | 0.69% | Not reported | New | Q4 2025 |
| AMD | $740K | 0.67% | 0.00% | New | Q4 2025 |
| PINS | $685K | 0.62% | 0.02% | New | Q4 2025 |
| MELI | $655K | 0.60% | 0.00% | New | Q4 2025 |
| HROW | $632K | 0.57% | 0.03% | New | Q4 2025 |
| BLND | $589K | 0.54% | 0.08% | New | Q4 2025 |
| LYFT | $559K | 0.51% | 0.01% | New | Q4 2025 |
| ASML | $548K | 0.50% | 0.00% | New | Q4 2025 |
| QQQ | $546K | 0.50% | Not reported | New | Q4 2025 |
| FDS | $496K | 0.45% | 0.00% | New | Q4 2025 |
| WFC | $494K | 0.45% | 0.00% | New | Q4 2025 |
| ZM | $369K | 0.34% | Not reported | New | Q4 2025 |
| S | $365K | 0.33% | Not reported | New | Q4 2025 |
 TGT | $307K | 0.28% | 0.00% | New | Q4 2025 |
 ORCL | $299K | 0.27% | 0.00% | New | Q4 2025 |
| XOM | $249K | 0.23% | 0.00% | New | Q4 2025 |
| DUOL | $237K | 0.21% | 0.01% | New | Q4 2025 |
| PATH | $218K | 0.20% | Not reported | New | Q4 2025 |
 GS | $214K | 0.19% | 0.00% | New | Q4 2025 |