Avanda Investment Management Pte. Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Avanda Investment Management Pte. Ltd. disclosed 36 US equity positions worth $74.2m in its Q2 2026 13F filing. The largest position was NVDA at 12.5% of the reported book, followed by AVGO and MSFT. Against the Q1 2026 filing, it opened 18 new positions, added to 8 and reduced 4 among the top 36 holdings.
What did Avanda Investment Management Pte. Ltd. own in Q2 2026? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 12.5% | $9.2m | 46,200 | 38% | added |
| 2 | AVGO BROADCOM INC | Technology | 6.4% | $4.7m | 12,570 | 37% | added |
| 3 | MSFT MICROSOFT CORP | Technology | 6.2% | $4.6m | 12,360 | 55% | added |
| 4 | GOOGL ALPHABET INC | Communication Services | 5.2% | $3.9m | 10,780 | -2% | reduced |
| 5 | MBB ISHARES TR | 5.1% | $3.8m | 40,000 | – | new | |
| 6 | AMAT APPLIED MATLS INC | Technology | 4.7% | $3.5m | 4,840 | 8% | added |
| 7 | V VISA INC | Financial Services | 4.2% | $3.1m | 9,000 | 0% | held |
| 8 | LRCX LAM RESEARCH CORP | Technology | 4.1% | $3.1m | 7,100 | 0% | held |
| 9 | KLAC KLA CORP | Technology | 3.8% | $2.8m | 9,400 | 804% | added |
| 10 | MU MICRON TECHNOLOGY INC | Technology | 3.2% | $2.4m | 2,080 | 9% | added |
| 11 | ASML ASML HLDG NV | Technology | 3.1% | $2.3m | 1,140 | 0% | held |
| 12 | INTC INTEL CORP | Technology | 2.9% | $2.1m | 15,300 | -6% | reduced |
| 13 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.8% | $2.1m | 3,600 | -53% | reduced |
| 14 | TXN TEXAS INSTRS INC | Technology | 2.8% | $2.1m | 7,000 | 0% | held |
| 15 | LIN LINDE PLC | Basic Materials | 2.8% | $2.1m | 4,000 | 0% | held |
| 16 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 2.7% | $2.0m | 4,000 | 0% | held |
| 17 | NBIS NEBIUS GROUP N.V. | Communication Services | 2.7% | $2.0m | 7,200 | – | new |
| 18 | AAPL APPLE INC | Technology | 2.3% | $1.7m | 5,820 | 101% | added |
| 19 | META META PLATFORMS INC | Communication Services | 2.2% | $1.6m | 2,920 | 28% | added |
| 20 | CRWV COREWEAVE INC | Technology | 2.2% | $1.6m | 16,400 | – | new |
| 21 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $1.6m | 6,800 | -7% | reduced |
| 22 | APH AMPHENOL CORP | Technology | 1.7% | $1.3m | 7,300 | – | new |
| 23 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 1.5% | $1.1m | 6,370 | – | new |
| 24 | POWI POWER INTEGRATIONS INC | Technology | 1.4% | $1.0m | 12,500 | – | new |
| 25 | STM STMICROELECTRONICS N V | Technology | 1.4% | $1.0m | 13,600 | – | new |
| 26 | TEL TE CONNECTIVITY PLC | Technology | 1.3% | $967.7k | 4,800 | – | new |
| 27 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 1.2% | $903.5k | 16,800 | – | new |
| 28 | GLW CORNING INC | Technology | 1.1% | $842.9k | 3,300 | – | new |
| 29 | ON ON SEMICONDUCTOR CORP | Technology | 1.0% | $765.8k | 8,100 | – | new |
| 30 | ANET ARISTA NETWORKS INC | Technology | 0.9% | $679.5k | 4,000 | – | new |
| 31 | COHR COHERENT CORP | Technology | 0.8% | $591.7k | 1,500 | – | new |
| 32 | CIEN CIENA CORP | Technology | 0.8% | $588.7k | 1,200 | – | new |
| 33 | CSCO CISCO SYS INC | Technology | 0.8% | $587.3k | 5,000 | – | new |
| 34 | LITE LUMENTUM HLDGS INC | Technology | 0.7% | $514.8k | 600 | – | new |
| 35 | TTMI TTM TECHNOLOGIES INC | Technology | 0.7% | $505.0k | 2,700 | – | new |
| 36 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 0.6% | $474.1k | 3,200 | – | 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.