Advaya LLP
•CIK: 2056686•Filing: Q4 2025
**Advaya LLP** manages $153M across a concentrated portfolio of seven positions. The fund exhibits significant conviction in technology and growth names, with top holdings including WWD at $30.3M and AMZN at $30.1M. Further notable allocations include SEIC ($23.6M) and HEI/A ($19.7M), suggesting a tactical focus on high-beta sectors. This structure indicates a concentrated, high-conviction approach to generating alpha.
Total AUM
$153.1M
QoQ Performance
N/A
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
WWD
AMZN
SRAD
HEI/A
ELV
LLYVK
SCHW
WWD19.8%
AMZN19.7%
SRAD15.4%
HEI/A12.9%
ELV12.8%
LLYVK10.0%
SCHW9.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other60.8%
Consumer19.7%
Communication10.0%
Financial9.5%