Ahara Advisors
JERSEY CITY, NJfiles as Ahara Advisors LLC
$296m in 56 US stocks at the end of 30 June 2026. The top 10 are 46.2% of the money. It changed about 33.4% of the portfolio this quarter.
Value
$296m
Stocks
56
Top 10 share
46.2%
Turnover
33.4%
What changed this quarter
New
Bought for the first time this quarter.
- Palo Alto NetworksPANW0.4% of the fund
- AmplitudeAMPL0.3% of the fund
- DatadogDDOG0.2% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT8.4% of the fund+454%
- Vanguard Index FDSVTI7.1% of the fund+11%
- Walt DisneyDIS5.1% of the fund+181%
- AlphabetGOOG4.7% of the fund+47%
- NvidiaNVDA4.1% of the fund+223%
- Uber TechnologiesUBER3.4% of the fund+37%
- AlphabetGOOGL3.4% of the fund+14%
- Ishares TRFXI3.3% of the fund+1214%
- Vanguard Intl Equity Index FVWO3.3% of the fund+694%
- AirbnbABNB3.3% of the fund+24%
- CoreWeaveCRWV3.1% of the fund+40%
- Wells Fargo & CompanyWFC3.1% of the fund+858%
- ProgressivePGR2.9% of the fund+2479%
- Berkshire HathawayBRK-B2.2% of the fund+88%
- ASML Holding NVASML2.1% of the fund+1671%
- Amazon.comAMZN2.1% of the fund+53%
- Advanced Micro DevicesAMD2.0% of the fund+486%
- TeslaTSLA2.0% of the fund+307%
- Factset Research SystemsFDS1.9% of the fund+1239%
- AppleAAPL1.8% of the fund+21%
- State STR Spdr S&P 500 ETF TSPY1.8% of the fund+2543%
- ARM HoldingsARM1.7% of the fund+606%
- First SolarFSLR1.6% of the fund+2889%
- Expedia GroupEXPE1.6% of the fund+95%
- Vanguard Index FDSVOO1.5% of the fund+8662%
Cut
Sold some of their stake.
- Blend LabsBLND0.8% of the fund-7%
- EtsyETSY0.7% of the fund-10%
- LyftLYFT0.3% of the fund-34%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 7.1%
- Value
- $21m
- Shares
- 56,623
+11%
- Ishares TRFXI
- Share
- 3.3%
- Value
- $10m
- Shares
- 141,386
+1214%
- Vanguard Intl Equity Index FVWO
- Share
- 3.3%
- Value
- $10m
- Shares
- 30,622
+694%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.8%
- Value
- $5m
- Shares
- 85,329
+2543%
- ARM HoldingsARM
- Share
- 1.7%
- Value
- $5m
- Shares
- 10,593
+606%
- Vanguard Index FDSVOO
- Share
- 1.5%
- Value
- $5m
- Shares
- 42,320
+8662%
- Ishares TRIEUR
- Share
- 1.2%
- Value
- $3m
- Shares
- 711,411
+8427%
- Ishares TRIVV
- Share
- 1.2%
- Value
- $3m
- Shares
- 29,059
+2700%
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $2m
- Shares
- 10,044
+919%
- Schwab Strategic TRSCHF
- Share
- 0.3%
- Value
- $947,121
- Shares
- 15,909
+67%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 8.4% | $25m | 67,471 | +454% |
| Vanguard Index FDSVTI | 7.1% | $21m | 56,623 | +11% |
| Walt DisneyDIS | 5.1% | $15m | 63,315 | +181% |
| AlphabetGOOG | 4.7% | $14m | 54,873 | +47% |
| NvidiaNVDA | 4.1% | $12m | 105,019 | +223% |
| Uber TechnologiesUBER | 3.4% | $10m | 131,665 | +37% |
| AlphabetGOOGL | 3.4% | $10m | 34,957 | +14% |
| Ishares TRFXI | 3.3% | $10m | 141,386 | +1214% |
| Vanguard Intl Equity Index FVWO | 3.3% | $10m | 30,622 | +694% |
| AirbnbABNB | 3.3% | $10m | 62,741 | +24% |
| CoreWeaveCRWV | 3.1% | $9m | 59,115 | +40% |
| Wells Fargo & CompanyWFC | 3.1% | $9m | 48,557 | +858% |
| ProgressivePGR | 2.9% | $8m | 57,846 | +2479% |
| Berkshire HathawayBRK-B | 2.2% | $6m | 22,293 | +88% |
| ASML Holding NVASML | 2.1% | $6m | 9,367 | +1671% |
| Amazon.comAMZN | 2.1% | $6m | 35,219 | +53% |
| Advanced Micro DevicesAMD | 2.0% | $6m | 44,155 | +486% |
| TeslaTSLA | 2.0% | $6m | 15,016 | +307% |
| Factset Research SystemsFDS | 1.9% | $6m | 23,734 | +1239% |
| AppleAAPL | 1.8% | $5m | 21,695 | +21% |
| State STR Spdr S&P 500 ETF TSPY | 1.8% | $5m | 85,329 | +2543% |
| ARM HoldingsARM | 1.7% | $5m | 10,593 | +606% |
| First SolarFSLR | 1.6% | $5m | 242,188 | +2889% |
| Expedia GroupEXPE | 1.6% | $5m | 30,048 | +95% |
| Vanguard Index FDSVOO | 1.5% | $5m | 42,320 | +8662% |
| RobloxRBLX | 1.5% | $4m | 62,073 | Held |
| RingCentralRNG | 1.5% | $4m | 89,114 | +6% |
| UiPathPATH | 1.5% | $4m | 16,794 | +27% |
| StubHub HoldingsSTUB | 1.2% | $4m | 235,424 | +57% |
| Ishares TRIEUR | 1.2% | $3m | 711,411 | +8427% |
| Ishares TRIVV | 1.2% | $3m | 29,059 | +2700% |
| MarqetaMQ | 1.1% | $3m | 705,191 | +28% |
| SalesforceCRM | 1.1% | $3m | 13,760 | +77% |
| Zoom CommunicationsZM | 0.9% | $3m | 18,217 | +326% |
| RedditRDDT | 0.9% | $3m | 24,628 | +227% |
| Blend LabsBLND | 0.8% | $2m | 276,263 | -7% |
| BroadcomAVGO | 0.8% | $2m | 5,860 | +155% |
| OktaOKTA | 0.8% | $2m | 13,491 | +4% |
| PinterestPINS | 0.8% | $2m | 45,534 | +16% |
| IntuitINTU | 0.8% | $2m | 46,900 | +2389% |
| Taiwan Semiconductor ManufacturingTSM | 0.7% | $2m | 277,101 | +7270% |
| EtsyETSY | 0.7% | $2m | 20,663 | -10% |
| ExxonMobil HoldingsXOM | 0.6% | $2m | 7,329 | +360% |
| Invesco QQQ TRQQQ | 0.6% | $2m | 10,044 | +919% |
| Booking HoldingsBKNG | 0.5% | $2m | 11,572 | +113% |
| DuolingoDUOL | 0.5% | $2m | 19,829 | +188% |
| NetflixNFLX | 0.4% | $1m | 17,616 | +85% |
| SentinelOneS | 0.4% | $1m | 99,396 | +135% |
| Palo Alto NetworksPANW | 0.4% | $1m | 2,868 | New |
| Schwab Strategic TRSCHF | 0.3% | $947,121 | 15,909 | +67% |
| AmplitudeAMPL | 0.3% | $825,512 | 58,897 | New |
| Meta PlatformsMETA | 0.3% | $813,002 | 2,564 | +116% |
| LyftLYFT | 0.3% | $775,853 | 18,992 | -34% |
| MercadoLibreMELI | 0.3% | $765,625 | 1,146 | +253% |
| HarrowHROW | 0.2% | $587,318 | 23,300 | +43% |
| DatadogDDOG | 0.2% | $469,809 | 18,347 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 168.9% since 31 December 2025.
Where the money is
Technology36.7%
Media & telecom15.7%
Retail & consumer11.1%
Financial services10.0%
Industrials5.5%
Energy0.6%
Health care0.2%
Other20.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.