Advaya LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Advaya LLP disclosed 7 US equity positions worth $153.1m in its Q4 2025 13F filing. The largest position was WWD at 19.8% of the reported book, followed by AMZN and SRAD.
What did Advaya LLP own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WWD WOODWARD INC | Industrials | 19.8% | $30.3m | 100,300 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 19.7% | $30.1m | 130,500 | – | |
| 3 | SRAD SPORTRADAR GROUP AG | Technology | 15.4% | $23.6m | 993,300 | – | |
| 4 | HEI/A HEICO CORP NEW | 12.9% | $19.7m | 78,000 | – | ||
| 5 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 12.8% | $19.5m | 55,714 | – | |
| 6 | LLYVK LIBERTY LIVE HOLDINGS INC | 10.0% | $15.3m | 184,500 | – | ||
| 7 | SCHW SCHWAB CHARLES CORP | Financial Services | 9.5% | $14.5m | 145,300 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.