Advaya LLP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$153.1M
Holdings
7
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWDWOODWARD INC | 100,300 | $30.3M | 19.80% | |
| 2 | AMZNAMAZON COM INC | 130,500 | $30.1M | 19.67% | |
| 3 | SRADSPORTRADAR GROUP AG | 993,300 | $23.6M | 15.42% | |
| 4 | HEIHEICO CORP NEW | 78,000 | $19.7M | 12.86% | |
| 5 | ELVELEVANCE HEALTH INC FORMERLY | 55,714 | $19.5M | 12.75% | |
| 6 | LLYVKLIBERTY LIVE HOLDINGS INC | 184,500 | $15.3M | 10.02% | |
| 7 | SCHWSCHWAB CHARLES CORP | 145,300 | $14.5M | 9.48% |