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Portfolio (Quarterly) Guide ↗

Ahara Advisors LLC

· CIK 0002116771
13F Portfolio $148M AUM 55 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 3 New 22 Added 24 Reduced
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC 35,294.0 $12.5M 8.43% -2K -5.4% $353.33
2 GOOGL ALPHABET INC Communication Services 26,614.0 $9.5M 6.43% -4K -13.4% $357.37 -1.2%
3 AMZN AMAZON COM INC Consumer Cyclical 21,611.0 $5.2M 3.48% -1K -6.2% $238.34 +6.8%
4 AAPL APPLE INC Technology 17,347.0 $5.0M 3.39% -652.0 -3.6% $289.36 +18.4%
5 BERKSHIRE HATHAWAY INC DEL 9,127.0 $4.6M 3.09% -3K -22.8% $500.40
6 MSFT MICROSOFT CORP Technology 11,436.0 $4.3M 2.88% -747.0 -6.1% $373.03 +32.9%
7 CRWV COREWEAVE INC Technology 41,768.0 $4.2M 2.81% -496.0 -1.2% $99.54 -13.8%
8 RNG RINGCENTRAL INC Technology 82,635.0 $3.2M 2.18% -2K -1.8% $38.98 +98.9%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,694.0 $2.0M 1.36% -535.0 -16.6% $746.77 +3.6%
10 FSLR FIRST SOLAR INC Energy 7,550.0 $1.8M 1.21% -554.0 -6.8% $235.94 -15.0%
11 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,532.0 $1.7M 1.14% -228.0 -6.1% $477.53 -6.4%
12 TSLA TESLA INC Consumer Cyclical 3,580.0 $1.5M 1.02% -110.0 -3.0% $420.60 -10.4%
13 ETSY INC 19,579.0 $1.5M 1.00% -3K -14.5% $75.33
14 ASML ASML HLDG NV Technology 518.0 $1.0M 0.70% -11.0 -2.1% $1990.08 -13.6%
15 AVGO BROADCOM INC Technology 2,280.0 $861K 0.58% -17.0 -0.7% $377.69 -3.9%
16 PINS PINTEREST INC Communication Services 35,306.0 $742K 0.50% -4K -10.3% $21.03 -10.6%
17 S SENTINELONE INC Technology 41,051.0 $697K 0.47% -1K -2.8% $16.97 +38.6%
18 META META PLATFORMS INC Communication Services 1,084.0 $611K 0.41% -105.0 -8.8% $563.34 +32.7%
19 QQQ INVESCO QQQ TR Financial Services 786.0 $579K 0.39% -200.0 -20.3% $736.15 +1.2%
20 ARM ARM HOLDINGS PLC Technology 1,466.0 $520K 0.35% -35.0 -2.3% $354.57 -7.0%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.2%
Consumer Cyclical 20.0%
Communication Services 16.5%
Financial Services 4.0%
Energy 1.9%
Healthcare 0.4%