☆Ahara Advisors LLC
Quality Q
0.419
AUM ($M)
148
Positions
55
Turnover
0.08
Top-10 wt
60%
Herfindahl
0.052
History (qtrs)
3
Excess Return
not eligible
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Holdings · 56 positions · portfolio value $148M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 14.0% | +10.2% | 20.7 | 56,035 | +43,852 | 0 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 8.4% | +6.6% | 12.5 | 35,294 | +12,745 | 0 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 6.4% | +6.3% | 9.5 | 26,614 | +22,756 | 0 | — |
| ☆FXI funds › | ISHARES TR | ADD | — | 6.4% | +6.0% | 9.4 | 130,627 | +119,868 | 0 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 5.9% | +5.5% | 8.7 | 43,464 | +38,394 | 0 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 5.3% | +5.0% | 7.9 | 55,191 | +52,948 | 0 | — |
| ☆FDS funds › | FACTSET RESH SYS INC | ADD | — | 3.5% | +3.2% | 5.2 | 21,611 | +19,838 | 0 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 3.5% | +2.9% | 5.1 | 8,849 | +8,320 | 0 | — |
| ☆CRWV funds › | COREWEAVE INC | TRIM | — | 3.4% | +0.7% | 5.0 | 17,347 | -24,917 | 0 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | ADD | — | 3.1% | +2.9% | 4.6 | 9,127 | +7,626 | 0 | — |
| ☆PATH funds › | UIPATH INC | ADD | — | 2.9% | +2.8% | 4.3 | 16,794 | +3,554 | 0 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 2.9% | +1.7% | 4.3 | 11,436 | +7,746 | 0 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 2.8% | +2.6% | 4.2 | 41,768 | +41,285 | 0 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.3% | -2.5% | 3.3 | 61,555 | +29,069 | 0 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 2.2% | +0.4% | 3.2 | 82,635 | +79,406 | 0 | — |
| ☆FSLR funds › | FIRST SOLAR INC | ADD | — | 2.0% | +0.7% | 3.0 | 234,638 | +226,534 | 0 | — |
| ☆IEUR funds › | ISHARES TR | ADD | — | 1.9% | +1.4% | 2.9 | 703,068 | +694,725 | 0 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.8% | +1.3% | 2.7 | 28,021 | +26,983 | 0 | — |
| ☆ZM funds › | ZOOM COMMUNICATIONS INC | ADD | — | 1.6% | +1.3% | 2.4 | 13,869 | +9,590 | 0 | — |
| ☆BLND funds › | BLEND LABS INC | TRIM | — | 1.4% | +0.9% | 2.0 | 2,694 | -294,377 | 0 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.2% | -3.5% | 1.8 | 13,166 | +1,339 | 0 | — |
| ☆ABNB funds › | AIRBNB INC | TRIM | — | 1.2% | -4.1% | 1.8 | 7,550 | -42,877 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 1.1% | -0.1% | 1.7 | 3,532 | -4,230 | 0 | — |
| ☆PINS funds › | PINTEREST INC | TRIM | — | 1.1% | +0.5% | 1.6 | 10,228 | -29,150 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 1.0% | +0.8% | 1.5 | 5,849 | +4,256 | 0 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 1.0% | +0.4% | 1.5 | 3,580 | +1,283 | 0 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.0% | -8.0% | 1.5 | 19,579 | -17,731 | 0 | — |
| ☆RNG funds › | RINGCENTRAL INC | TRIM | — | 0.8% | -1.8% | 1.2 | 6,479 | -77,690 | 0 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.7% | +0.2% | 1.1 | 9,258 | +8,272 | 0 | — |
| ☆RBLX funds › | ROBLOX CORP | TRIM | — | 0.7% | -2.2% | 1.0 | 518 | -61,037 | 0 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.7% | -3.4% | 1.0 | 13,608 | -9,420 | 0 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.6% | +0.6% | 0.9 | 2,280 | +2,280 | 0 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.5% | -5.2% | 0.8 | 1,038 | -94,857 | 0 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.5% | -0.8% | 0.7 | 35,306 | +27,773 | 0 | — |
| ☆INTU funds › | INTUIT | ADD | — | 0.5% | -0.2% | 0.7 | 41,051 | +39,167 | 0 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.4% | -7.0% | 0.6 | 8,343 | -22,377 | 0 | — |
| ☆ETSY funds › | ETSY INC | TRIM | — | 0.4% | -0.5% | 0.6 | 1,084 | -21,826 | 0 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | +0.2% | 0.6 | 2,655 | -6,844 | 0 | — |
| ☆STUB funds › | STUBHUB HLDGS INC | TRIM | — | 0.4% | -0.4% | 0.6 | 786 | -148,991 | 0 | — |
| ☆OKTA funds › | OKTA INC | TRIM | — | 0.4% | -0.5% | 0.6 | 325 | -12,587 | 0 | — |
| ☆LYFT funds › | LYFT INC | TRIM | — | 0.4% | +0.0% | 0.5 | 1,466 | -27,407 | 0 | — |
| ☆CUSIP:57142B104 funds › | MARQETA INC | TRIM | — | 0.3% | -1.5% | 0.5 | 2,123 | -548,141 | 0 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.3% | -0.7% | 0.5 | 273,569 | +269,809 | 0 | — |
| ☆DUOL funds › | DUOLINGO INC | ADD | — | 0.3% | -0.3% | 0.4 | 10,571 | +3,688 | 0 | — |
| ☆S funds › | SENTINELONE INC | ADD | — | 0.3% | -0.2% | 0.4 | 58,345 | +16,097 | 0 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.3% | -0.5% | 0.4 | 5,093 | +4,876 | 0 | — |
| ☆AMPL funds › | AMPLITUDE INC | NEW | — | 0.3% | +0.3% | 0.4 | 552 | +552 | 0 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.3% | -3.6% | 0.4 | 4,348 | -13,651 | 0 | — |
| ☆EXPE funds › | EXPEDIA GROUP INC | TRIM | — | 0.2% | -2.7% | 0.4 | 13,254 | -2,171 | 0 | — |
| ☆RDDT funds › | REDDIT INC | ADD | — | 0.2% | -0.6% | 0.3 | 10,759 | +3,224 | 0 | — |
| ☆DDOG funds › | DATADOG INC | NEW | — | 0.2% | +0.2% | 0.3 | 17,526 | +17,526 | 0 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.2% | -0.6% | 0.2 | 4,008 | -5,502 | 0 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 0.1% | -0.3% | 0.2 | 821 | +496 | 0 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.4% | 0.2 | 1,480 | +291 | 0 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -13.6% | 0.2 | 588 | -50,628 | 0 | — |
| ☆HROW funds › | HARROW INC | TRIM | — | 0.1% | -0.4% | 0.1 | 12,729 | -3,613 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 148 | 56 | 0.66 | 60% | 0.052 | 0.000 | — | left |
| 2026Q1 | 120 | 53 | 0.11 | 62% | 0.053 | 0.358 | — | entered |
| 2025Q4 | 110 | 50 | 0.00 | 62% | 0.053 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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