Advaya LLP holds a concentrated book of 7 stocks worth $143.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MASTERCARD INC - A and trimmed WOODWARD INC. Their largest long position is AMAZON COM INC at 27% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056686/holdings"
Use Arkolith to show Advaya LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $39.5M | 189.8K | 27.5% | ▲+45% Added · +59K sh | |
| 2 | Woodward Inc COM | $30.4M | 84.8K | 21.1% | ▼−15% Reduced · −16K sh | |
| 3 | Sportradar Group AG CLASS A ORD SHS | $22.2M | 1.33M | 15.5% | ▲+34% Added · +336K sh | |
| 4 | Heico Corp New CL A | $20.0M | 94.5K | 13.9% | ▲+21% Added · +17K sh | |
| 5 | Liberty Live Holdings Inc COM SHS SER C | $17.4M | 184.5K | 12.1% | —Held | |
| 6 | Mastercard Incorporated CL A | $13.7M | 27.4K | 9.5% | ▲New New position | |
| 7 | Live Nation Entertainment In COM | $641K | 4.2K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.