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. Cloning the disclosed picks since 2026 would be +9% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
Following at the filing date actually beat the quarter-end book by 8.6 points over this window.
Growth of $10,000 cloning Advaya LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
100% 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
Other tracked managers holding the same core names as Advaya LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 9 / 7 | $210.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | 9 / 7 | $175.6B |
| FMR LLC | 9 / 7 | $93.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 9 / 7 | $65.7B |
| JPMORGAN CHASE & CO | 9 / 7 | $58.3B |
| MORGAN STANLEY | 9 / 7 | $47.8B |
| NORGES BANK | 9 / 7 | $43.6B |
| BANK OF AMERICA CORP /DE/ | 9 / 7 | $23.9B |
Ranked by how many of Advaya LLP's top 7 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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, filed up to 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.