Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $25.0M | 8.4% | +453.8% |
| VTIVanguard Index Fds | $20.9M | 7.1% | +10.6% |
| DISDisney Walt Co | $15.2M | 5.1% | +180.8% |
| GOOGAlphabet Inc | $13.9M | 4.7% | +47.1% |
| NVDANvidia Corporation | $12.0M | 4.1% | +223.3% |
| UBERUber Technologies Inc | $10.2M | 3.4% | +37.3% |
| GOOGLAlphabet Inc | $10.1M | 3.4% | +13.8% |
| FXIIshares Tr | $9.8M | 3.3% | +1214.1% |
| VWOVanguard Intl Equity Index F | $9.8M | 3.3% | +693.7% |
| ABNBAirbnb Inc | $9.7M | 3.3% | +24.4% |
| CRWVCoreweave Inc | $9.2M | 3.1% | +39.9% |
| WFCWells Fargo & Co | $9.1M | 3.1% | +857.7% |
| PGRProgressive Corp | $8.5M | 2.9% | +2479.0% |
| BRK/BBerkshire Hathaway Inc Del | $6.4M | 2.2% | +88.5% |
| Asml Hldg NvCUSIP N07059210 | $6.2M | 2.1% | +1670.7% |
| AMZNAmazon Com Inc | $6.1M | 2.1% | +52.9% |
| AMDAdvanced Micro Devices Inc | $5.9M | 2.0% | +486.2% |
| TSLATesla Inc | $5.8M | 2.0% | +306.9% |
| FDSFactset Resh Sys Inc | $5.6M | 1.9% | +1238.6% |
| AAPLApple Inc | $5.4M | 1.8% | +20.5% |
| SPYState Str Spdr S&p 500 Etf T | $5.2M | 1.8% | +2542.6% |
| ARMArm Holdings PLC | $5.1M | 1.7% | +605.7% |
| FSLRFirst Solar Inc | $4.8M | 1.6% | +2888.5% |
| EXPEExpedia Group Inc | $4.7M | 1.6% | +94.8% |
| VOOVanguard Index Fds | $4.5M | 1.5% | +8661.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $5.9M |
| ARMArm Holdings PLC | March 31, 2026 | +134.4% | $5.1M |
| STUBStubhub Hldgs Inc | March 31, 2026 | +106.3% | $3.6M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $6.2M |
| OKTAOkta Inc | December 31, 2025 | +57.8% | $2.3M |
| CRWVCoreweave Inc | December 31, 2025 | +39.0% | $9.2M |
| RNGRingcentral Inc | December 31, 2025 | +35.0% | $4.4M |
| AVGOBroadcom Inc | March 31, 2026 | +22.0% | $2.4M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $10.1M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $13.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −10.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ahara Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2116771&type=13F-HR&dateb=&owner=include&count=40CIK 2116771
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2116771/000117266126002748/Filed July 22, 2026 · accession 0001172661-26-002748