Arkolith/Funds/Ahara Advisors LLC

Ahara Advisors LLC

CIK 2116771
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Ahara Advisors LLC holds a focused book of 56 stocks worth $148.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Coreweave Inc-CL A. Their largest long position is Microsoft Corp at 14% of the equity book. Cloning the disclosed picks since 2026 would be +25% (+101.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
31
existing
Trimmed
22
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.7%
+101.7%/yr · since Apr '26
Their reported book
+3.6%
held from quarter-end
S&P 500
+12.7%
same window
$10K$11K$11K$12K$13KApr '26Apr '26May '26Jun '26Jul '26Jul '26
Ahara Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 21.1 points over this window.

Growth of $10,000 cloning Ahara Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
60%
Top 20 holdings
82%

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

Direct sector allocation

77% mapped to company sectors

Information Technology
48%
ETF / fund or unclassified
23%
Financials
12%
Consumer Discretionary
12%
Industrials
3%
Energy
1%
Communication Services
0%
Health Care
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

Funds with the most overlap

Other tracked managers holding the same core names as Ahara Advisors LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.59 / 56$1.9T
FMR LLC59 / 56$742.7B
MORGAN STANLEY59 / 56$494.2B
JPMORGAN CHASE & CO59 / 56$491.0B
BANK OF AMERICA CORP /DE/59 / 56$306.4B
GOLDMAN SACHS GROUP INC59 / 56$238.7B
Bank of New York Mellon Corp59 / 56$173.2B
ROYAL BANK OF CANADA59 / 56$136.4B

Ranked by how many of Ahara Advisors LLC's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

56 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$20.7M56.0K
14.0%
+360%
Added · +44K sh
2Disney Walt Co
COM
$12.5M35.3K
8.4%
+57%
Added · +13K sh
3Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$9.5M26.6K
6.4%
+590%
Added · +23K sh
4Ishares TR
CHINA LG-CAP ETF
$9.4M130.6K
6.4%
12×
Added · +120K sh
5Wells Fargo & Co
COM
$8.7M43.5K
5.9%
+757%
Added · +38K sh
6Progressive Corp
COM
$7.9M55.2K
5.3%
25×
Added · +53K sh
7Factset Resh Sys Inc
COM
$5.2M21.6K
3.5%
12×
Added · +20K sh
8ASML Hldg NV
N Y REGISTRY SHS
$5.1M8.8K
3.5%
17×
Added · +8K sh
9Coreweave Inc
COM CL A
$5.0M17.3K
3.4%
−59%
Reduced · −25K sh
10Arm Holdings PLC
SPONSORED ADS
$4.6M9.1K
3.1%
+508%
Added · +8K sh
11Uipath Inc
CL A
$4.3M16.8K
2.9%
+27%
Added · +4K sh
12Tesla Inc
COM
$4.3M11.4K
2.9%
+210%
Added · +8K sh
13Vanguard Index FDS
S&P 500 ETF SHS
$4.2M41.8K
2.8%
86×
Added · +41K sh
14Nvidia Corporation
COM
$3.3M61.6K
2.3%
+89%
Added · +29K sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$3.2M82.6K
2.2%
26×
Added · +79K sh
16First Solar Inc
COM
$3.0M234.6K
2.0%
29×
Added · +227K sh
17Ishares TR
CORE MSCI EURO
$2.9M703.1K
1.9%
84×
Added · +695K sh
18Ishares TR
CORE S&P500 ETF
$2.7M28.0K
1.8%
27×
Added · +27K sh
19Zoom Communications Inc
CL A
$2.4M13.9K
1.6%
+224%
Added · +10K sh
20Blend Labs Inc
CL A
$2.0M2.7K
1.4%
−99%
Reduced · −294K sh
21Berkshire Hathaway Inc Del
CL B NEW
$1.8M13.2K
1.2%
+11%
Added · +1K sh
22Airbnb Inc
COM CL A
$1.8M7.5K
1.2%
−85%
Reduced · −43K sh
23Salesforce Inc
COM
$1.7M3.5K
1.1%
−54%
Reduced · −4K sh
24Pinterest Inc
CL A
$1.6M10.2K
1.1%
−74%
Reduced · −29K sh
25Exxon Mobil Corp
COM
$1.5M5.8K
1.0%
+267%
Added · +4K sh
26Broadcom Inc
COM
$1.5M3.6K
1.0%
+56%
Added · +1K sh
27Alphabet Inc
CAP STK CL C
$1.5M19.6K
1.0%
−48%
Reduced · −18K sh
28Ringcentral Inc
CL A
$1.2M6.5K
0.8%
−92%
Reduced · −78K sh
29Invesco QQQ TR
UNIT SER 1
$1.1M9.3K
0.7%
+839%
Added · +8K sh
30Roblox Corp
CL A
$1.0M518
0.7%
−99%
Reduced · −61K sh
31Amazon Com Inc
COM
$972K13.6K
0.7%
−41%
Reduced · −9K sh
32Palo Alto Networks Inc
COM
$861K2.3K
0.6%
New
New position
33Uber Technologies Inc
COM
$778K1.0K
0.5%
−99%
Reduced · −95K sh
34Advanced Micro Devices Inc
COM
$742K35.3K
0.5%
+369%
Added · +28K sh
35Intuit
COM
$697K41.1K
0.5%
22×
Added · +39K sh
36Alphabet Inc
CAP STK CL A
$627K8.3K
0.4%
−73%
Reduced · −22K sh
37Etsy Inc
COM
$611K1.1K
0.4%
−95%
Reduced · −22K sh
38Schwab Strategic TR
INTL EQTY ETF
$580K2.7K
0.4%
−72%
Reduced · −7K sh
39Stubhub Hldgs Inc
CL A
$579K786
0.4%
−99%
Reduced · −149K sh
40Okta Inc
CL A
$552K325
0.4%
−97%
Reduced · −13K sh
41Lyft Inc
CL A COM
$520K1.5K
0.4%
−95%
Reduced · −27K sh
42Marqeta Inc
CLASS A COM
$488K2.1K
0.3%
−100%
Reduced · −548K sh
43Taiwan Semiconductor Manufac
SPONSORED ADS
$468K273.6K
0.3%
73×
Added · +270K sh
44Duolingo Inc
CL A COM
$449K10.6K
0.3%
+54%
Added · +4K sh
45Sentinelone Inc
CL A
$446K58.3K
0.3%
+38%
Added · +16K sh
46Booking Holdings Inc
COM
$421K5.1K
0.3%
23×
Added · +5K sh
47Amplitude Inc
COM CL A
$379K552
0.3%
New
New position
48Apple Inc
COM
$375K4.3K
0.3%
−76%
Reduced · −14K sh
49Expedia Group Inc
COM NEW
$367K13.3K
0.2%
−14%
Reduced · −2K sh
50Reddit Inc
CL A
$340K10.8K
0.2%
+43%
Added · +3K sh
Showing 50 of 56 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202656$148.0M13F-HR
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.