本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Advaya LLP (CIK 2056686) reported $151.8M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($50.7M, 33.41%), WWD ($25.8M, 16.98%), MA ($25.7M, 16.91%), HEIA ($24.4M, 16.06%), LLYVK ($16.4M, 10.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $50.7M | 33.41% | 212,800 | Added |
| 2 | WWD | WOODWARD INC | $25.8M | 16.98% | 60,600 | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $25.7M | 16.91% | 50,000 | Added |
| 4 | HEIA | HEICO CORP NEW | $24.4M | 16.06% | 94,520 | Hold |
| 5 | LLYVK | LIBERTY LIVE HOLDINGS INC | $16.4M | 10.77% | 154,800 | Trimmed |
| 6 | SNDK | SANDISK CORP | $8.9M | 5.87% | 3,920 | New |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
| 8 | SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30