Advaya LLP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Advaya LLP reported 7 stock positions worth $153.1 million. Its top holding was Woodward (WWD) at 19.8% of the portfolio, followed by Amazon.com (AMZN, 19.7%) and Sportradar Group AG-A (SRAD, 15.4%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002056686
Portfolio Value
$153.1M (Q4 2025)
SEC Filing
0002056686-26-000002 ↗ filed Feb 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $153.1M $153.1M Q4 2025 Q1 2026: $143.8M Q1 2026 Q2 2026: $151.8M Q2 2026

Holdings 7 stocks · $153.1M

WWD Woodward Inc. 19.80% 100,300 $30.3M —
AMZN Amazon.com Inc. 19.67% 130,500 $30.1M —
SRAD Sportradar Group AG-A 15.42% 993,300 $23.6M —
HEI.A Heico Corp. Class A 12.86% 78,000 $19.7M —
ELV Elevance Health Inc. 12.75% 55,714 $19.5M —
LLYVK Liberty Live Holdings Class C 10.02% 184,500 $15.3M —
SCHW Schwab (charles) Corp. 9.48% 145,300 $14.5M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$151.8MAMZN, WWD, MA, HEI.A, LLYVK
Q1 2026 7$143.8MAMZN, WWD, SRAD, HEI.A, LLYVK
Q4 2025 7$153.1MWWD, AMZN, SRAD, HEI.A, ELV