Advaya LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Advaya LLP reported 6 stock positions worth $151.8 million. Its top holding was Amazon.com (AMZN) at 33.4% of the portfolio, followed by Woodward (WWD, 17.0%) and Mastercard Class A (MA, 16.9%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 2 and reduced 2. The biggest buy was Mastercard Class A (MA, shares +82%) and the biggest sale an exit from Sportradar Group AG-A (SRAD).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056686
- Portfolio Value
- $151.8M (Q2 2026)
- SEC Filing
- 0002056686-26-000005 ↗ filed Aug 12, 2026
Holdings Value
Holdings 6 stocks · $151.8M
| AMZN Amazon.com Inc. | 33.41% | 212,800 | $50.7M | Add +12.1% |
| WWD Woodward Inc. | 16.98% | 60,600 | $25.8M | Reduce -28.5% |
| MA Mastercard Inc. Class A | 16.91% | 50,000 | $25.7M | Add +82.5% |
| HEI.A Heico Corp. Class A | 16.06% | 94,520 | $24.4M | No change |
| LLYVK Liberty Live Holdings Class C | 10.77% | 154,800 | $16.4M | Reduce -16.1% |
| SNDK Sandisk Corp. | 5.87% | 3,920 | $8.9M | New |