Avanda Investment Management Pte. Ltd. reported 35 positions worth $70.45M for the quarter ended Jun 30, 2026, up 13.7% on the prior quarter. It opened 17 new positions, added to 7, trimmed 5 and exited 4. Its largest holding is Nvidia Corp at 13.1% 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 |
|---|---|---|---|---|
| NVDA Nvidia Corp | +12.6K | +37.5% | $2.52M | 13.12% |
| NBIS Nebius Group N.V. | +7,200 | – | $1.99M | 2.82% |
| MSFT Microsoft Corp | +4,400 | +55.3% | $1.64M | 6.54% |
| CRWV CoreWeave, Inc. | +16.4K | – | $1.63M | 2.32% |
| AVGO Broadcom Inc. | +3,410 | +37.2% | $1.29M | 6.74% |
| APH Amphenol Corp | +14.6K | – | $1.29M | 1.83% |
| SPCX Space Exploration Technologies Corp | +6,370 | – | $1.09M | 1.54% |
| POWI Power Integrations Inc | +12.5K | – | $1.05M | 1.49% |
| STM STMicroelectronics N.V. | +13.6K | – | $1.02M | 1.45% |
| TEL TE Connectivity plc | +4,800 | – | $967.73K | 1.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SE Sea Ltd | -163.5K | -100.0% | $13.54M | Exited |
| YUMC Yum China Holdings, Inc. | -251.6K | -100.0% | $12.37M | Exited |
| AMD Advanced Micro Devices Inc | -4,100 | -53.2% | $2.38M | 2.97% |
| KLAR Klarna Group plc | -46.0K | -100.0% | $601.67K | Exited |
| KLAC Kla Corp | -1,000 | -9.6% | $301.71K | 4.03% |
| INTC Intel Corp | -900 | -5.6% | $125.67K | 3.03% |
| AMZN Amazon Com Inc | -500 | -6.8% | $119.17K | 2.3% |
| GOOGL Alphabet Inc. | -220 | -2.0% | $78.62K | 5.47% |
| BEKE KE Holdings Inc. | -4,000 | -100.0% | $59.88K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NBIS Nebius Group N.V. | +7,200 | $1.99M | 2.82% |
| CRWV CoreWeave, Inc. | +16.4K | $1.63M | 2.32% |
| APH Amphenol Corp | +14.6K | $1.29M | 1.83% |
| SPCX Space Exploration Technologies Corp | +6,370 | $1.09M | 1.54% |
| POWI Power Integrations Inc | +12.5K | $1.05M | 1.49% |
| STM STMicroelectronics N.V. | +13.6K | $1.02M | 1.45% |
| TEL TE Connectivity plc | +4,800 | $967.73K | 1.37% |
| VSH Vishay Intertechnology Inc | +16.8K | $903.50K | 1.28% |
| GLW Corning Inc | +3,300 | $842.92K | 1.2% |
| ON On Semiconductor Corp | +8,100 | $765.77K | 1.09% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 46.2K | $9.24M | 13.12% | +12.6K | +37.5% | Added | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 12.6K | $4.75M | 6.74% | +3,410 | +37.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 12.4K | $4.61M | 6.54% | +4,400 | +55.3% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 10.8K | $3.85M | 5.47% | -220 | -2.0% | Reduced | 0% |
| 5 | AMAT Applied Materials Inc | Technology | 4,840 | $3.50M | 4.97% | +340 | +7.6% | Added | 0% |
| 6 | V Visa Inc. | Financial Services | 9,000 | $3.09M | 4.38% | 0 | 0.0% | Unchanged | 0% |
| 7 | LRCX Lam Research Corp | Technology | 7,100 | $3.08M | 4.37% | 0 | 0.0% | Unchanged | 0% |
| 8 | KLAC Kla Corp | Technology | 9,400 | $2.84M | 4.03% | -1,000 | -9.6% | Reduced | 0% |
| 9 | MU Micron Technology Inc | Technology | 2,080 | $2.40M | 3.41% | +180 | +9.5% | Added | 0% |
| 10 | ASML Asml Holding Nv | Technology | 1,140 | $2.27M | 3.22% | 0 | 0.0% | Unchanged | 0% |
| 11 | INTC Intel Corp | Technology | 15.3K | $2.14M | 3.03% | -900 | -5.6% | Reduced | 0% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 3,600 | $2.09M | 2.97% | -4,100 | -53.2% | Reduced | 0% |
| 13 | TXN Texas Instruments Inc | Technology | 7,000 | $2.09M | 2.96% | 0 | 0.0% | Unchanged | 0% |
| 14 | LIN Linde Plc | Basic Materials | 4,000 | $2.08M | 2.95% | 0 | 0.0% | Unchanged | 0% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 4,000 | $2.01M | 2.85% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Avanda Investment Management Pte.
As of its Q2 2026 13F filing, Avanda Investment Management Pte. Ltd.’s five largest positions were Nvidia Corp (NVDA) at 13.1%, Broadcom Inc. (AVGO) at 6.7%, Microsoft Corp (MSFT) at 6.5%, Alphabet Inc. (GOOGL) at 5.5%, Applied Materials Inc (AMAT) at 5.0% of the reported portfolio.
Avanda Investment Management Pte. Ltd. reported a 13F portfolio worth $70.45M across 35 positions for Q2 2026. That is up 13.7% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($2.52M), Nebius Group N.V. ($1.99M), Microsoft Corp ($1.64M). It opened 17 new positions.
Its largest sales by value were Sea Ltd ($13.54M), Yum China Holdings, Inc. ($12.37M), Advanced Micro Devices Inc ($2.38M). It exited 4 positions entirely.
From the Form 13F-HR reports Avanda Investment Management Pte. Ltd. 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.