Arkolith/Funds/Ahara Advisors LLC

Ahara Advisors LLC

CIK 2116771
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Ahara Advisors LLC holds a focused book of 50 stocks worth $119.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened STUBHUB HOLDINGS INC-CLASS A and trimmed ROBLOX CORP. Their largest long position is ALPHABET INC at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
30
existing
Trimmed
11
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
65%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Industrials
7%
Consumer Discretionary
1%
Communication Services
1%
Financials
1%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$16.4M51.2K
13.7%
+25%
Added · +10K sh
2Alphabet Inc
CAP STK CL C
$10.7M37.3K
8.9%
+0.4%
Added · +150 sh
3Alphabet Inc
CAP STK CL A
$8.8M30.7K
7.4%
+51%
Added · +10K sh
4Uber Technologies Inc
COM
$6.9M95.9K
5.8%
+51%
Added · +32K sh
5Airbnb Inc
COM CL A
$6.4M50.4K
5.3%
+9.2%
Added · +4K sh
6Berkshire Hathaway Inc Del
CL B NEW
$5.7M11.8K
4.7%
+0.2%
Added · +20 sh
7Nvidia Corporation
COM
$5.7M32.5K
4.7%
+33%
Added · +8K sh
8Amazon Com Inc
COM
$4.8M23.0K
4.0%
+5.5%
Added · +1K sh
9Apple Inc
COM
$4.6M18.0K
3.8%
+4.2%
Added · +730 sh
10Microsoft Corp
COM
$4.5M12.2K
3.8%
+76%
Added · +5K sh
11Expedia Group Inc
COM NEW
$3.6M15.4K
3.0%
+5.6%
Added · +816 sh
12Roblox Corp
CL A
$3.5M61.6K
2.9%
~0%
Reduced · −7 sh
13Coreweave Inc
COM CL A
$3.3M42.3K
2.7%
+25%
Added · +8K sh
14Ringcentral Inc
CL A
$3.1M84.2K
2.6%
+12%
Added · +9K sh
15Marqeta Inc
CLASS A COM
$2.2M550.3K
1.9%
+51%
Added · +186K sh
16Disney Walt Co
COM
$2.2M22.5K
1.8%
+18%
Added · +3K sh
17State STR SPDR S&P 500 ETF T
TR UNIT
$2.1M3.2K
1.8%
−4.5%
Reduced · −152 sh
18First Solar Inc
COM
$1.6M8.1K
1.3%
+3.5%
Added · +276 sh
19Advanced Micro Devices Inc
COM
$1.5M7.5K
1.3%
+118%
Added · +4K sh
20Salesforce Inc
COM
$1.4M7.8K
1.2%
+19%
Added · +1K sh
21Tesla Inc
COM
$1.4M3.7K
1.1%
−36%
Reduced · −2K sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$1.3M3.8K
1.1%
+7.3%
Added · +255 sh
23Etsy Inc
COM
$1.1M22.9K
1.0%
−0.6%
Reduced · −147 sh
24Okta Inc
CL A
$1.0M12.9K
0.8%
+48%
Added · +4K sh
25Reddit Inc
CL A
$1.0M7.5K
0.8%
+77%
Added · +3K sh
26Stubhub Hldgs Inc
CL A
$935K149.8K
0.8%
New
New position
27Netflix Inc.
COM
$914K9.5K
0.8%
New
New position
28Booking Holdings Inc
COM
$914K217
0.8%
+22%
Added · +39 sh
29Intuit
COM
$815K1.9K
0.7%
New
New position
30Pinterest Inc
CL A
$722K39.4K
0.6%
+49%
Added · +13K sh
31Broadcom Inc
COM
$711K2.3K
0.6%
New
New position
32Asml Hldg NV
N Y REGISTRY SHS
$699K529
0.6%
+3.1%
Added · +16 sh
33Meta Platforms Inc
CL A
$680K1.2K
0.6%
−23%
Reduced · −355 sh
34Duolingo Inc
CL A COM
$678K6.9K
0.6%
+411%
Added · +6K sh
35Ishares TR
CORE S&P500 ETF
$678K1.0K
0.6%
−12%
Reduced · −141 sh
36Ishares TR
CORE MSCI EURO
$586K8.3K
0.5%
Held
37Harrow Inc
COM
$576K16.3K
0.5%
+27%
Added · +3K sh
38Invesco QQQ TR
UNIT SER 1
$569K986
0.5%
+11%
Added · +97 sh
39Mercadolibre Inc
COM
$562K325
0.5%
Held
40Sentinelone Inc
CL A
$544K42.2K
0.5%
+74%
Added · +18K sh
41Blend Labs Inc
CL A
$505K297.1K
0.4%
+53%
Added · +103K sh
42Progressive Corp
COM
$445K2.2K
0.4%
New
New position
43Wells Fargo & Co
COM
$404K5.1K
0.3%
−4.4%
Reduced · −232 sh
44Ishares TR
CHINA LG-CAP ETF
$386K10.8K
0.3%
Held
45Factset Resh Sys Inc
COM
$385K1.8K
0.3%
+3.7%
Added · +63 sh
46Lyft Inc
CL A COM
$384K28.9K
0.3%
Held
47Zoom Communications Inc
CL A
$344K4.3K
0.3%
+0.1%
Added · +6 sh
48Vanguard Index FDS
S&P 500 ETF SHS
$289K483
0.2%
+6.4%
Added · +29 sh
49Exxon Mobil Corp
COM
$270K1.6K
0.2%
−23%
Reduced · −479 sh
50Schwab Strategic TR
INTL EQTY ETF
$235K9.5K
0.2%
−24%
Reduced · −3K sh
Showing 50 of 53 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202653$119.6M13F-HR
Q4 2025Dec 31, 2025Apr 2, 202650$110.0M13F-HR

Data source

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.