Ahara Advisors LLC

CIK

2116771

Location

JERSEY CITY, NJ

Portfolio Value

Micro $95,958,108

Diversification

Diversified

Filing Date

Global Rank

#5,783 / 8,605 ▲ 361 · as of Mar 2026

Top Industry

Software - Infrastructure 19.8%

3Y Alpha vs SPY

+5.7%

Period ended 3 months ago

Filed May 15, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.6%

SPY

+10.0%

Annualised alpha

+4.9%

Max drawdown

−9.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

+1.3 pts

Top 5

38.3%

+2.7 pts

Top 10

62.4%

−0.4 pts

HHI

490

Diversified+11

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.0%	$48,946,667	22
Communication Services	19.5%	$18,754,700	8
Consumer Cyclical	18.6%	$17,840,714	7
Financial Services	7.2%	$6,900,495	4
Unclassified	2.8%	$2,669,046	2
Healthcare	0.6%	$576,218	1
Energy	0.3%	$270,268	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MQ	Marqeta, Inc.	+185,609	550,264	$8,980,308
BLND	Blend Labs, Inc.	+103,248	297,071	$505,020
UBER	Uber Technologies, Inc	+32,430	95,895	$6,897,727
S	SentinelOne, Inc.	+17,920	42,248	$544,154
PINS	Pinterest, Inc.	+12,927	39,378	$722,192
GOOGL	Alphabet Inc.	+10,375	30,720	$8,833,843
RNG	RingCentral, Inc.	+9,315	84,169	$3,130,245
CRWV	CoreWeave, Inc.	+8,426	42,264	$3,274,192
NVDA	Nvidia Corp	+7,977	32,486	$5,665,558
DUOL	Duolingo, Inc.	+5,535	6,883	$678,457
MSFT	Microsoft Corp	+5,249	12,183	$4,509,781
ABNB	Airbnb, Inc.	+4,264	50,427	$6,367,921
OKTA	Okta, Inc.	+4,178	12,912	$1,016,303
AMD	Advanced Micro Devices Inc	+4,075	7,533	$1,532,438
HROW	Harrow, Inc.	+3,441	16,342	$576,218
DIS	Walt Disney Co	+3,438	22,549	$2,173,272
RDDT	Reddit, Inc.	+3,277	7,535	$1,014,587
CRM	Salesforce, Inc.	+1,246	7,762	$1,448,932
AMZN	Amazon Com Inc	+1,191	23,028	$4,796,041
EXPE	Expedia Group, Inc.	+816	15,425	$3,561,478
AAPL	Apple Inc.	+730	17,999	$4,567,966
FSLR	First Solar, Inc.	+276	8,104	$1,598,595
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+255	3,760	$1,270,692
QQQ	Invesco Qqq Trust, Series 1	+97	986	$569,099
FDS	Factset Research Systems Inc	+63	1,773	$384,723
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−2,106	3,690	$1,371,757
XOM	Exxon Mobil Corp	−479	1,593	$270,268
META	Meta Platforms, Inc.	−355	1,189	$680,262
WFC	Wells Fargo & Company/Mn	−232	5,070	$403,622
SPY	Spdr S&P 500 ETF Trust	−152	3,229	$2,099,947
ETSY	Etsy Inc	−147	22,910	$1,145,041
PATH	UiPath, Inc.	−40	13,240	$146,964
RBLX	Roblox Corp	−7	61,555	$3,481,550
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
STUB	StubHub Holdings, Inc.	149,777	$934,608
NFLX	Netflix Inc	9,510	$914,386
INTU	Intuit Inc.	1,884	$814,603
AVGO	Broadcom Inc.	2,297	$710,944
PGR	Progressive Corp/Oh/	2,243	$444,652
ARM	Arm Holdings PLC /Uk	1,501	$227,071
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TGT	Target Corp	3,136	$306,544
ORCL	Oracle Corp	1,534	$298,991
GS	Goldman Sachs Group Inc	243	$213,597
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $95,958,108 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MQ	Marqeta, Inc. Technology	Added	550,264	+185,609	$8,980,308	+29.6%	9.36%
GOOGL	Alphabet Inc. Communication Services	Added	30,720	+10,375	$8,833,843	+38.7%	9.21%
UBER	Uber Technologies, Inc Technology	Added	95,895	+32,430	$6,897,727	+33.0%	7.19%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	50,427	+4,264	$6,367,921	+1.6%	6.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,827	+20	$5,667,498	−4.5%	5.91%
NVDA	Nvidia Corp Technology	Added	32,486	+7,977	$5,665,558	+23.9%	5.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,028	+1,191	$4,796,041	−4.8%	5.00%
AAPL	Apple Inc. Technology	Added	17,999	+730	$4,567,966	−2.7%	4.76%
MSFT	Microsoft Corp Technology	Added	12,183	+5,249	$4,509,781	+34.5%	4.70%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	15,425	+816	$3,561,478	−14.0%	3.71%
RBLX	Roblox Corp Communication Services	Reduced	61,555	-7	$3,481,550	−30.2%	3.63%
CRWV	CoreWeave, Inc. Technology	Added	42,264	+8,426	$3,274,192	+35.1%	3.41%
RNG	RingCentral, Inc. Technology	Added	84,169	+9,315	$3,130,245	+44.8%	3.26%
DIS	Walt Disney Co Communication Services	Added	22,549	+3,438	$2,173,272	−0.0%	2.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,229	-152	$2,099,947	−8.9%	2.19%
FSLR	First Solar, Inc. Technology	Added	8,104	+276	$1,598,595	−21.8%	1.67%
AMD	Advanced Micro Devices Inc Technology	Added	7,533	+4,075	$1,532,438	+106.9%	1.60%
CRM	Salesforce, Inc. Technology	Added	7,762	+1,246	$1,448,932	−16.1%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,690	-2,106	$1,371,757	−47.4%	1.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,760	+255	$1,270,692	+19.3%	1.32%
ETSY	Etsy Inc Consumer Cyclical	Reduced	22,910	-147	$1,145,041	−10.4%	1.19%
OKTA	Okta, Inc. Technology	Added	12,912	+4,178	$1,016,303	+34.6%	1.06%
RDDT	Reddit, Inc. Communication Services	Added	7,535	+3,277	$1,014,587	+3.7%	1.06%
STUB	StubHub Holdings, Inc. Communication Services	NEW	149,777	NEW	$934,608	NEW	0.97%
NFLX	Netflix Inc Communication Services	NEW	9,510	NEW	$914,386	NEW	0.95%
INTU	Intuit Inc. Technology	NEW	1,884	NEW	$814,603	NEW	0.85%
PINS	Pinterest, Inc. Communication Services	Added	39,378	+12,927	$722,192	+5.5%	0.75%
AVGO	Broadcom Inc. Technology	NEW	2,297	NEW	$710,944	NEW	0.74%
ASML	Asml Holding NV Technology	Added	529	+16	$698,719	+27.3%	0.73%
META	Meta Platforms, Inc. Communication Services	Reduced	1,189	-355	$680,262	−33.3%	0.71%
DUOL	Duolingo, Inc. Technology	Added	6,883	+5,535	$678,457	+186.8%	0.71%
HROW	Harrow, Inc. Healthcare	Added	16,342	+3,441	$576,218	−8.8%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Added	986	+97	$569,099	+4.2%	0.59%
MELI	Mercadolibre Inc Consumer Cyclical	Held	325	0	$561,931	−14.2%	0.59%
S	SentinelOne, Inc. Technology	Added	42,248	+17,920	$544,154	+49.1%	0.57%
BLND	Blend Labs, Inc. Technology	Added	297,071	+103,248	$505,020	−14.3%	0.53%
PGR	Progressive Corp/Oh/ Financial Services	NEW	2,243	NEW	$444,652	NEW	0.46%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	5,070	-232	$403,622	−18.3%	0.42%
FDS	Factset Research Systems Inc Financial Services	Added	1,773	+63	$384,723	−22.5%	0.40%
LYFT	Lyft, Inc. Technology	Held	28,873	0	$384,010	−31.3%	0.40%
ZM	Zoom Communications, Inc. Technology	Added	4,279	+6	$343,988	−6.7%	0.36%
XOM	Exxon Mobil Corp Energy	Reduced	1,593	-479	$270,268	+8.4%	0.28%
ARM	Arm Holdings PLC /Uk Technology	NEW	1,501	NEW	$227,071	NEW	0.24%
PATH	UiPath, Inc. Technology	Reduced	13,240	-40	$146,964	−32.5%	0.15%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	217	+39	$36,545	−4.2%	0.04%