Advaya LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Advaya LLP disclosed 6 US equity positions worth $151.8m in its Q2 2026 13F filing. The largest position was AMZN at 33.4% of the reported book, followed by WWD and MA. Against the Q1 2026 filing, it opened 1 new position, added to 2 and reduced 2 among the top 6 holdings.
What did Advaya LLP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 33.4% | $50.7m | 212,800 | 12% | added |
| 2 | WWD WOODWARD INC | Industrials | 17.0% | $25.8m | 60,600 | -29% | reduced |
| 3 | MA MASTERCARD INCORPORATED | Financial Services | 16.9% | $25.7m | 50,000 | 82% | added |
| 4 | HEI/A HEICO CORP NEW | 16.1% | $24.4m | 94,520 | 0% | held | |
| 5 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 10.8% | $16.4m | 154,800 | -16% | reduced |
| 6 | SNDK SANDISK CORP | Technology | 5.9% | $8.9m | 3,920 | – | new |
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.