Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avanda Investment Management Pte. Ltd. (CIK 1650258) reported $63.1M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SE ($13.5M, 21.45%), YUMC ($12.4M, 19.59%), NVDA ($5.9M, 9.28%), GOOGL ($3.2M, 5.01%), MSFT ($2.9M, 4.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $13.5M | 21.45% | 163,506 | Hold |
| 2 | YUMC | YUM CHINA HLDGS INC | $12.4M | 19.59% | 251,550 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $5.9M | 9.28% | 33,600 | Added |
| 4 | GOOGL | ALPHABET INC | $3.2M | 5.01% | 11,000 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $2.9M | 4.67% | 7,960 | Added |
| 6 | AVGO | BROADCOM INC | $2.8M | 4.49% | 9,160 | Added |
| 7 | V | VISA INC | $2.7M | 4.31% | 9,000 | Trimmed |
| 8 | LIN | LINDE PLC | $2.0M | 3.14% | 4,000 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $2.0M | 3.11% | 4,000 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $1.6M | 2.48% | 7,700 | Added |
| 11 | AMAT | APPLIED MATLS INC | $1.5M | 2.44% | 4,500 | Added |
| 12 | KLAC | KLA CORP | $1.5M | 2.43% | 1,040 | Added |
| 13 | AMZN | AMAZON COM INC | $1.5M | 2.41% | 7,300 | New |
| 14 | LRCX | LAM RESEARCH CORP | $1.5M | 2.40% | 7,100 | Added |
| 15 | ASML | ASML HLDG NV | $1.5M | 2.38% | 1,140 | Added |
| 16 | TXN | TEXAS INSTRS INC | $1.4M | 2.15% | 7,000 | Trimmed |
| 17 | META | META PLATFORMS INC | $1.3M | 2.07% | 2,280 | New |
| 18 | AAPL | APPLE INC | $735,991 | 1.17% | 2,900 | Added |
| 19 | INTC | INTEL CORP | $714,906 | 1.13% | 16,200 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $641,896 | 1.02% | 1,900 | Trimmed |
| 21 | KLARNA GROUP PLC | $601,669 | 0.95% | 45,964 | New | |
| 22 | KSA | ISHARES TR | $578,879 | 0.92% | 14,719 | Hold |
| 23 | EWZ | ISHARES INC | $580,666 | 0.92% | 15,208 | Hold |
| 24 | BEKE | KE HLDGS INC | $59,880 | 0.09% | 4,000 | Trimmed |
| 25 | ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31