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Portfolio (Quarterly) Guide ↗

Ahara Advisors LLC

· CIK 0002116771
13F Portfolio $120M AUM 53 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 29 Added 9 Reduced 3 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 3,690.0 $1.4M 1.15% -2K -36.3% $371.75 +12.2%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,760.0 $1.3M 1.06% +255.0 +7.3% $337.92 +18.9%
23 ETSY INC 22,910.0 $1.1M 0.96% -147.0 -0.6% $49.98
24 OKTA OKTA INC Technology 12,912.0 $1.0M 0.85% +4K +47.8% $78.71 +13.6%
25 RDDT REDDIT INC Communication Services 7,535.0 $1.0M 0.85% +3K +77.0% $134.65 +9.0%
26 STUBHUB HLDGS INC 149,777.0 $935K 0.78% NEW $6.24
27 NFLX NETFLIX INC. Communication Services 9,510.0 $914K 0.76% NEW $96.15 -7.1%
28 BKNG BOOKING HOLDINGS INC Consumer Cyclical 217.0 $914K 0.76% +39.0 +21.9% $4210.32 -96.2%
29 INTU INTUIT Technology 1,884.0 $815K 0.68% NEW $432.38 -29.0%
30 PINS PINTEREST INC Communication Services 39,378.0 $722K 0.60% +13K +48.9% $18.34 +2.6%
31 AVGO BROADCOM INC Technology 2,297.0 $711K 0.59% NEW $309.50 +33.9%
32 ASML ASML HLDG NV Technology 529.0 $699K 0.58% +16.0 +3.1% $1321.24 +20.5%
33 META META PLATFORMS INC Communication Services 1,189.0 $680K 0.57% -355.0 -23.0% $572.14 +6.2%
34 DUOL DUOLINGO INC Technology 6,883.0 $678K 0.57% +6K +410.6% $98.57 +7.2%
35 IVV ISHARES TR 1,038.0 $678K 0.57% -141.0 -12.0% $653.31 +14.2%
36 IEUR ISHARES TR 8,343.0 $586K 0.49% $70.27 +7.7%
37 HROW HARROW INC Healthcare 16,342.0 $576K 0.48% +3K +26.7% $35.26 -6.5%
38 QQQ INVESCO QQQ TR Financial Services 986.0 $569K 0.48% +97.0 +10.9% $577.03 +23.8%
39 MELI MERCADOLIBRE INC Consumer Cyclical 325.0 $562K 0.47% $1729.70 -3.0%
40 S SENTINELONE INC Technology 42,248.0 $544K 0.46% +18K +73.7% $12.88 +39.5%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.4%
Communication Services 26.9%
Consumer Cyclical 18.9%
Financial Services 4.2%
Energy 2.0%
Healthcare 0.6%