Ahara Advisors LLC

CIK

2116771

Location

JERSEY CITY, NJ

Portfolio Value

Small $112,125,848

Diversification

Diversified

Filing Date

Global Rank

#5,861 / 8,633 ▲ 162

Top Industry

Software - Application 17.0%

3Y Alpha vs SPY

+63.3%

Period ended 51 days ago

Filed Jul 30, 2026 · 21d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.6%

SPY

+12.8%

Annualised alpha

+65.4%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

−10.9 pts

Top 5

36.3%

−7.5 pts

Top 10

57.1%

−7.5 pts

HHI

441

Diversified−228

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.3%	$57,487,312	25
Communication Services	20.8%	$23,307,300	8
Consumer Cyclical	19.7%	$22,032,946	7
Financial Services	5.4%	$6,056,387	4
Unclassified	2.3%	$2,590,608	2
Healthcare	0.4%	$448,950	1
Energy	0.2%	$202,345	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
MQ	Marqeta, Inc.	+152,804	703,068	$2,850,940
STUB	StubHub Holdings, Inc.	+84,861	234,638	$3,019,791
UBER	Uber Technologies, Inc	+34,732	130,627	$9,426,044
NVDA	Nvidia Corp	+10,978	43,464	$8,696,711
RDDT	Reddit, Inc.	+6,334	13,869	$2,407,381
BKNG	Booking Holdings Inc.	+6,262	6,479	$1,154,816
DIS	Walt Disney Co	+5,472	28,021	$2,697,021
ABNB	Airbnb, Inc.	+4,764	55,191	$7,897,832
NFLX	Netflix Inc	+4,098	13,608	$971,611
INTU	Intuit Inc.	+3,965	5,849	$1,526,589
PATH	UiPath, Inc.	+3,554	16,794	$182,550
CRM	Salesforce, Inc.	+2,466	10,228	$1,602,318
DUOL	Duolingo, Inc.	+2,375	9,258	$1,064,855
EXPE	Expedia Group, Inc.	+1,369	16,794	$4,297,248
AMD	Advanced Micro Devices Inc	+1,316	8,849	$5,140,472
PGR	Progressive Corp/Oh/	+412	2,655	$579,984
FDS	Factset Research Systems Inc	+350	2,123	$488,459
OKTA	Okta, Inc.	+254	13,166	$1,796,500
ZM	Zoom Communications, Inc.	+69	4,348	$375,275
WFC	Wells Fargo & Company/Mn	+23	5,093	$420,885
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−41,416	26,614	$9,511,045
BLND	Blend Labs, Inc.	−23,502	273,569	$467,802
LYFT	Lyft, Inc.	−11,347	17,526	$256,054
HROW	Harrow, Inc.	−5,771	10,571	$448,950
PINS	Pinterest, Inc.	−4,072	35,306	$742,485
ETSY	Etsy Inc	−3,331	19,579	$1,474,886
BRK-B	Berkshire Hathaway Inc	−2,700	9,127	$4,567,059
RNG	RingCentral, Inc.	−1,534	82,635	$3,221,112
AMZN	Amazon Com Inc	−1,417	21,611	$5,150,765
S	SentinelOne, Inc.	−1,197	41,051	$696,635
MSFT	Microsoft Corp	−747	11,436	$4,265,856
AAPL	Apple Inc.	−652	17,347	$5,019,527
FSLR	First Solar, Inc.	−554	7,550	$1,781,498
SPY	Spdr S&P 500 ETF Trust	−535	2,694	$2,011,798
CRWV	CoreWeave, Inc.	−496	41,768	$4,157,586
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−228	3,532	$1,686,777
QQQ	Invesco Qqq Trust, Series 1	−200	786	$578,810
XOM	ExxonMobil Holdings Corp	−113	1,480	$202,345
TSLA	Tesla, Inc.	−110	3,580	$1,505,748
META	Meta Platforms, Inc.	−105	1,084	$610,606
ARM	Arm Holdings PLC /Uk	−35	1,466	$519,799
AVGO	Broadcom Inc.	−17	2,280	$861,270
ASML	Asml Holding NV	−11	518	$1,030,529
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMPL	Amplitude, Inc.	58,345	$446,339
DDOG	Datadog, Inc.	821	$213,755
PANW	Palo Alto Networks Inc	588	$200,519
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $112,125,848 total · filing declares 55 positions · $147,883,031 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	26,614	-41,416	$9,511,045	−51.3%	8.48%
UBER	Uber Technologies, Inc Technology	Added	130,627	+34,732	$9,426,044	+36.7%	8.41%
NVDA	Nvidia Corp Technology	Added	43,464	+10,978	$8,696,711	+53.5%	7.76%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	55,191	+4,764	$7,897,832	+24.0%	7.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,611	-1,417	$5,150,765	+7.4%	4.59%
AMD	Advanced Micro Devices Inc Technology	Added	8,849	+1,316	$5,140,472	+235.4%	4.58%
AAPL	Apple Inc. Technology	Reduced	17,347	-652	$5,019,527	+9.9%	4.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,127	-2,700	$4,567,059	−19.4%	4.07%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	16,794	+1,369	$4,297,248	+20.7%	3.83%
MSFT	Microsoft Corp Technology	Reduced	11,436	-747	$4,265,856	−5.4%	3.80%
CRWV	CoreWeave, Inc. Technology	Reduced	41,768	-496	$4,157,586	+27.0%	3.71%
RBLX	Roblox Corp Communication Services	Held	61,555	0	$3,347,360	−3.9%	2.99%
RNG	RingCentral, Inc. Technology	Reduced	82,635	-1,534	$3,221,112	+2.9%	2.87%
STUB	StubHub Holdings, Inc. Communication Services	Added	234,638	+84,861	$3,019,791	+223.1%	2.69%
MQ	Marqeta, Inc. Technology	Added	703,068	+152,804	$2,850,940	+27.0%	2.54%
DIS	Walt Disney Co Communication Services	Added	28,021	+5,472	$2,697,021	+24.1%	2.41%
RDDT	Reddit, Inc. Communication Services	Added	13,869	+6,334	$2,407,381	+137.3%	2.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,694	-535	$2,011,798	−4.2%	1.79%
OKTA	Okta, Inc. Technology	Added	13,166	+254	$1,796,500	+76.8%	1.60%
FSLR	First Solar, Inc. Technology	Reduced	7,550	-554	$1,781,498	+11.4%	1.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,532	-228	$1,686,777	+32.7%	1.50%
CRM	Salesforce, Inc. Technology	Added	10,228	+2,466	$1,602,318	+10.6%	1.43%
INTU	Intuit Inc. Technology	Added	5,849	+3,965	$1,526,589	+87.4%	1.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,580	-110	$1,505,748	+9.8%	1.34%
ETSY	Etsy Inc Consumer Cyclical	Reduced	19,579	-3,331	$1,474,886	+28.8%	1.32%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	6,479	+6,262	$1,154,816	+26.4%	1.03%
DUOL	Duolingo, Inc. Technology	Added	9,258	+2,375	$1,064,855	+57.0%	0.95%
ASML	Asml Holding NV Technology	Reduced	518	-11	$1,030,529	+47.5%	0.92%
NFLX	Netflix Inc Communication Services	Added	13,608	+4,098	$971,611	+6.3%	0.87%
AVGO	Broadcom Inc. Technology	Reduced	2,280	-17	$861,270	+21.1%	0.77%
PINS	Pinterest, Inc. Communication Services	Reduced	35,306	-4,072	$742,485	+2.8%	0.66%
S	SentinelOne, Inc. Technology	Reduced	41,051	-1,197	$696,635	+28.0%	0.62%
META	Meta Platforms, Inc. Communication Services	Reduced	1,084	-105	$610,606	−10.2%	0.54%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,655	+412	$579,984	+30.4%	0.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	786	-200	$578,810	+1.7%	0.52%
MELI	Mercadolibre Inc Consumer Cyclical	Held	325	0	$551,651	−1.8%	0.49%
ARM	Arm Holdings PLC /Uk Technology	Reduced	1,466	-35	$519,799	+128.9%	0.46%
FDS	Factset Research Systems Inc Financial Services	Added	2,123	+350	$488,459	+27.0%	0.44%
BLND	Blend Labs, Inc. Technology	Reduced	273,569	-23,502	$467,802	−7.4%	0.42%
HROW	Harrow, Inc. Healthcare	Reduced	10,571	-5,771	$448,950	−22.1%	0.40%
AMPL	Amplitude, Inc. Technology	NEW	58,345	NEW	$446,339	NEW	0.40%
WFC	Wells Fargo & Company/Mn Financial Services	Added	5,093	+23	$420,885	+4.3%	0.38%
ZM	Zoom Communications, Inc. Technology	Added	4,348	+69	$375,275	+9.1%	0.33%
LYFT	Lyft, Inc. Technology	Reduced	17,526	-11,347	$256,054	−33.3%	0.23%
DDOG	Datadog, Inc. Technology	NEW	821	NEW	$213,755	NEW	0.19%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,480	-113	$202,345	−25.1%	0.18%
PANW	Palo Alto Networks Inc Technology	NEW	588	NEW	$200,519	NEW	0.18%
PATH	UiPath, Inc. Technology	Added	16,794	+3,554	$182,550	+24.2%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.