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Advaya LLP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Advaya LLP disclosed 7 US equity positions worth $143.8m in its Q1 2026 13F filing. The largest position was AMZN at 27.5% of the reported book, followed by WWD and SRAD.

· Q2 2026 →

What did Advaya LLP own in Q1 2026? Top 7 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 AMZN AMAZON COM INC Consumer Cyclical 27.5%$39.5m189,800
2 WWD WOODWARD INC Industrials 21.1%$30.4m84,800
3 SRAD SPORTRADAR GROUP AG Technology 15.5%$22.2m1,329,000
4 HEI/A HEICO CORP NEW 13.9%$20.0m94,520
5 LLYVK LIBERTY LIVE HOLDINGS INC Communication Services 12.1%$17.4m184,500
6 MA MASTERCARD INCORPORATED Financial Services 9.5%$13.7m27,400
7 LYV LIVE NATION ENTERTAINMENT IN Communication Services 0.4%$640.5k4,200

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.