Advaya LLP

CIK 0002056686 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

Advaya LLP reported 6 positions worth $151.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AMZN (33.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$151.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AMZN	AMAZON COM INC	SH	$50.7M	33.41%	212,800	—	—
▸ 2	WWD	WOODWARD INC	SH	$25.8M	16.98%	60,600	—	—
▸ 3	MA	MASTERCARD INCORPORATED	SH	$25.7M	16.91%	50,000	—	—
▸ 4	HEI-A	HEICO CORP NEW	SH	$24.4M	16.06%	94,520	—	—
▸ 5	LLYVK	LIBERTY LIVE HOLDINGS INC	SH	$16.4M	10.77%	154,800	—	—
▸ 6	SNDK	SANDISK CORP	SH	$8.9M	5.87%	3,920	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Advaya LLP hold as of Q2 2026?

Advaya LLP reported 6 positions worth $151.8M in its Q2 2026 13F filing. Largest positions: AMZN (33.4%), WWD (17.0%), MA (16.9%), HEI-A (16.1%) and LLYVK (10.8%).

What did Advaya LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Advaya LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.