Ahara Advisors LLC reported 51 positions worth $135.63M for the quarter ended Sep 30, 2026, up 28.8% on the prior quarter. It opened 4 new positions, added to 22, trimmed 25 and exited 0. Its largest holding is Nvidia Corp at 9.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UBER Uber Technologies, Inc | +137.9K | +13,287.8% | $9.45M | 7.02% |
| ABNB Airbnb, Inc. | +49.0K | +648.8% | $7.87M | 6.7% |
| GOOGL Alphabet Inc. | +19.4K | +233.0% | $6.69M | 7.05% |
| GOOG Alphabet Inc. | +16.6K | +84.7% | $5.65M | 9.08% |
| AAPL Apple Inc. | +13.0K | +298.2% | $4.32M | 4.25% |
| RNG RingCentral, Inc. | +51.7K | +797.3% | $3.86M | 3.2% |
| MQ Marqeta, Inc. | +212.0K | +39,952.0% | $3.60M | 2.66% |
| RBLX Roblox Corp | +61.0K | +11,782.0% | $2.59M | 1.92% |
| AMZN Amazon Com Inc | +10.2K | +75.1% | $2.55M | 4.38% |
| CRWV CoreWeave, Inc. | +25.1K | +144.5% | $2.18M | 2.72% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -269.1K | -98.4% | $122.76M | 1.51% |
| FSLR First Solar, Inc. | -227.0K | -96.8% | $39.77M | 0.985% |
| MSFT Microsoft Corp | -42.6K | -76.1% | $21.87M | 5.06% |
| AMD Advanced Micro Devices Inc | -27.0K | -76.5% | $16.53M | 3.74% |
| ASML Asml Holding Nv | -8,330 | -94.1% | $15.10M | 0.693% |
| PGR Progressive Corp | -52.0K | -94.2% | $10.77M | 0.493% |
| INTU Intuit Inc. | -33.1K | -80.7% | $9.13M | 1.61% |
| FDS Factset Research Systems Inc | -19.6K | -90.9% | $5.30M | 0.391% |
| DDOG Datadog, Inc. | -16.7K | -95.5% | $4.59M | 0.158% |
| TSLA Tesla, Inc. | -8,811 | -77.0% | $3.13M | 0.687% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 55.6K | $12.69M | 9.36% | -5,992 | -9.7% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 36.2K | $12.32M | 9.08% | +16.6K | +84.7% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 27.8K | $9.56M | 7.05% | +19.4K | +233.0% | Added | 0% |
| 4 | UBER Uber Technologies, Inc | Technology | 139.0K | $9.52M | 7.02% | +137.9K | +13,287.8% | Added | 0.01% |
| 5 | ABNB Airbnb, Inc. | Technology | 56.5K | $9.08M | 6.7% | +49.0K | +648.8% | Added | 0.01% |
| 6 | MSFT Microsoft Corp | Technology | 13.4K | $6.87M | 5.06% | -42.6K | -76.1% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 23.8K | $5.94M | 4.38% | +10.2K | +75.1% | Added | 0% |
| 8 | AAPL Apple Inc. | Technology | 17.3K | $5.77M | 4.25% | +13.0K | +298.2% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 8,285 | $5.07M | 3.74% | -27.0K | -76.5% | Reduced | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 10.2K | $5.06M | 3.73% | -3,013 | -22.9% | Reduced | 0% |
| 11 | EXPE Expedia Group, Inc. | Technology | 17.2K | $4.54M | 3.35% | +3,984 | +30.1% | Added | 0.01% |
| 12 | RNG RingCentral, Inc. | Technology | 58.1K | $4.34M | 3.2% | +51.7K | +797.3% | Added | 0.08% |
| 13 | CRWV CoreWeave, Inc. | Technology | 42.4K | $3.69M | 2.72% | +25.1K | +144.5% | Added | 0.01% |
| 14 | MQ Marqeta, Inc. | Technology | 212.6K | $3.61M | 2.66% | +212.0K | +39,952.0% | Added | 0.2% |
| 15 | DIS Walt Disney Co | Communication Services | 32.8K | $3.45M | 2.54% | -2,446 | -6.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Ahara Advisors.
As of its Q3 2026 13F filing, Ahara Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 9.4%, Alphabet Inc. (GOOG) at 9.1%, Alphabet Inc. (GOOGL) at 7.0%, Uber Technologies, Inc (UBER) at 7.0%, Airbnb, Inc. (ABNB) at 6.7% of the reported portfolio.
Ahara Advisors LLC reported a 13F portfolio worth $135.63M across 51 positions for Q3 2026. That is up 28.8% from the previous quarter.
Its largest purchases by value were Uber Technologies, Inc ($9.45M), Airbnb, Inc. ($7.87M), Alphabet Inc. ($6.69M). It opened 4 new positions.
Its largest sales by value were Taiwan Semiconductor Manufacturing Co Ltd ($122.76M), First Solar, Inc. ($39.77M), Microsoft Corp ($21.87M). It exited 0 positions entirely.
From the Form 13F-HR reports Ahara Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.