Advaya LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Advaya LLP reported 7 stock positions worth $143.8 million. Its top holding was Amazon.com (AMZN) at 27.5% of the portfolio, followed by Woodward (WWD, 21.1%) and Sportradar Group AG-A (SRAD, 15.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 3 and reduced 1. The biggest buy was a new position in Mastercard Class A (MA) and the biggest sale an exit from Elevance Health (ELV).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056686
- Portfolio Value
- $143.8M (Q1 2026)
- SEC Filing
- 0002056686-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $143.8M
| AMZN Amazon.com Inc. | 27.49% | 189,800 | $39.5M | Add +45.4% |
| WWD Woodward Inc. | 21.11% | 84,800 | $30.4M | Reduce -15.4% |
| SRAD Sportradar Group AG-A | 15.47% | 1,329,000 | $22.2M | Add +33.8% |
| HEI.A Heico Corp. Class A | 13.88% | 94,520 | $20.0M | Add +21.2% |
| LLYVK Liberty Live Holdings Class C | 12.08% | 184,500 | $17.4M | No change |
| MA Mastercard Inc. Class A | 9.52% | 27,400 | $13.7M | New |
| LYV Live Nation Entertainment Inc. | 0.45% | 4,200 | $641K | New |