Institutional
Ahara Advisors LLC
CIK 0002116771
$119.6M
Reported AUM
53
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $16.4M | 13.74% | +10,125 | +24.6% |
| 2 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $10.7M | 8.95% | +150 | +0.4% |
| 3 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $8.8M | 7.39% | +10,375 | +51.0% |
| 4 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $6.9M | 5.77% | +32,430 | +51.1% |
| 5 | ABNB | AIRBNB INC | $133.54 | -0.13% | -5.05% | -7.27% | $6.4M | 5.32% | +4,264 | +9.2% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $5.7M | 4.74% | +20 | +0.2% |
| 7 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $5.7M | 4.74% | +7,977 | +32.5% |
| 8 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $4.8M | 4.01% | +1,191 | +5.5% |
| 9 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $4.6M | 3.82% | +730 | +4.2% |
| 10 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $4.5M | 3.77% | +5,249 | +75.7% |
| 11 | EXPE | EXPEDIA GROUP INC | $228.88 | 0.75% | 30.66% | 44.04% | $3.6M | 2.98% | +816 | +5.6% |
| 12 | RBLX | ROBLOX CORP | $41.82 | -3.53% | -56.35% | -45.67% | $3.5M | 2.91% | −7 | −0.0% |
| 13 | CRWV | COREWEAVE INC | $100.39 | -7.07% | -28.37% | 143.08% | $3.3M | 2.74% | +8,426 | +24.9% |
| 14 | RNG | RINGCENTRAL INC | $42.29 | -3.95% | 55.99% | -84.12% | $3.1M | 2.62% | +9,315 | +12.4% |
| 15 | MQ | MARQETA INC | $3.86 | -0.64% | -29.07% | -85.54% | $2.2M | 1.88% | +185,609 | +50.9% |
| 16 | DIS | DISNEY WALT CO | $99.71 | 0.37% | -11.49% | -42.02% | $2.2M | 1.82% | +3,438 | +18.0% |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $2.1M | 1.76% | −152 | −4.5% |
| 18 | FSLR | FIRST SOLAR INC | $284.95 | 2.13% | 67.72% | 224.28% | $1.6M | 1.34% | +276 | +3.5% |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | 301.39% | 339.19% | $1.5M | 1.28% | +4,075 | +117.8% |
| 20 | CRM | SALESFORCE INC | $185.66 | -1.64% | -31.86% | -22.13% | $1.4M | 1.21% | +1,246 | +19.1% |
| 21 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $1.4M | 1.15% | −2,106 | −36.3% |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $1.3M | 1.06% | +255 | +7.3% |
| 23 | ETSY | ETSY INC | $66.86 | -0.28% | 4.78% | -63.57% | $1.1M | 0.96% | −147 | −0.6% |
| 24 | OKTA | OKTA INC | $118.72 | -3.85% | 12.98% | -52.09% | $1.0M | 0.85% | +4,178 | +47.8% |
| 25 | RDDT | REDDIT INC | $173.45 | -5.69% | 43.00% | 290.30% | $1.0M | 0.85% | +3,277 | +77.0% |
| 26 | STUB | STUBHUB HLDGS INC | $9.29 | -0.96% | -49.67% | -51.49% | $935K | 0.78% | +149,777 | NEW |
| 27 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $914K | 0.76% | +9,510 | NEW |
| 28 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | -25.40% | 94.38% | $914K | 0.76% | +39 | +21.9% |
| 29 | INTU | INTUIT | $296.76 | -1.73% | -61.23% | -42.11% | $815K | 0.68% | +1,884 | NEW |
| 30 | PINS | PINTEREST INC | $21.42 | -0.79% | -37.37% | -63.63% | $722K | 0.60% | +12,927 | +48.9% |
| 31 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $711K | 0.59% | +2,297 | NEW |
| 32 | ASML | ASML HLDG NV | $1641.74 | -6.59% | — | — | $699K | 0.58% | +16 | +3.1% |
| 33 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $680K | 0.57% | −355 | −23.0% |
| 34 | DUOL | DUOLINGO INC | $109.03 | -0.11% | — | — | $678K | 0.57% | +5,535 | +410.6% |
| 35 | IVV | ISHARES TR | $740.91 | -2.62% | — | — | $678K | 0.57% | −141 | −12.0% |
| 36 | IEUR | ISHARES TR | $74.98 | 0.83% | — | — | $586K | 0.49% | — | HELD |
| 37 | HROW | HARROW INC | $33.17 | -0.08% | — | — | $576K | 0.48% | +3,441 | +26.7% |
| 38 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $569K | 0.48% | +97 | +10.9% |
| 39 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | — | — | $562K | 0.47% | — | HELD |
| 40 | S | SENTINELONE INC | $15.95 | -3.51% | — | — | $544K | 0.45% | +17,920 | +73.7% |
| 41 | BLND | BLEND LABS INC | $1.62 | -5.81% | — | — | $505K | 0.42% | +103,248 | +53.3% |
| 42 | PGR | PROGRESSIVE CORP | $204.02 | 4.42% | — | — | $445K | 0.37% | +2,243 | NEW |
| 43 | WMT2 | WELLS FARGO & CO | — | — | — | — | $404K | 0.34% | −232 | −4.4% |
| 44 | FXI | ISHARES TR | $34.75 | -2.03% | — | — | $386K | 0.32% | — | HELD |
| 45 | FDS | FACTSET RESH SYS INC | $252.44 | -1.24% | — | — | $385K | 0.32% | +63 | +3.7% |
| 46 | LYFT | LYFT INC | $13.65 | -3.33% | — | — | $384K | 0.32% | — | HELD |
| 47 | ZNGA | ZOOM COMMUNICATIONS INC | — | — | — | — | $344K | 0.29% | +6 | +0.1% |
| 48 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | — | — | $289K | 0.24% | +29 | +6.4% |
| 49 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $270K | 0.23% | −479 | −23.1% |
| 50 | SCHF | SCHWAB STRATEGIC TR | $26.81 | -3.77% | — | — | $235K | 0.20% | −3,066 | −24.4% |
| 51 | ARM | ARM HOLDINGS PLC | $342.93 | -12.84% | — | — | $227K | 0.19% | +1,501 | NEW |
| 52 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | — | — | $209K | 0.17% | −593 | −13.3% |
| 53 | PATH | UIPATH INC | $11.13 | -0.98% | — | — | $147K | 0.12% | −40 | −0.3% |
| 54 | TGT | TARGET CORP | $122.57 | -1.03% | — | — | — | — | −3,136 | EXITED |
| 55 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | — | — | −1,534 | EXITED |
| 56 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | — | — | −243 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001981. 13F discloses long positions only — shorts, foreign equities, and options are excluded.