account_balance
Investment manager · 13F filer · SEC CIK 1650258
Avanda Investment Management Pte. Ltd.
Reported value$74.2Mas of Jun 30, 2026
Positions36 18 new, 6 sold out
Top 10 weight55.4%NVDA alone is 12%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.5%Added +38%
AVGOBroadcom Inc.
6.4%Added +37%
MSFTMicrosoft Corp
6.2%Added +55%
GOOGLAlphabet Inc.
5.2%Trimmed −2%
MBBiShares Tr
5.1%New
AMATApplied Materials Inc
4.7%Added +8%
VVisa Inc.
4.2%
LRCXLam Research Corp
4.1%
KLACKLA Corp
3.8%Trimmed −10%
MUMicron Technology Inc
3.2%Added +9%
ASMLASML Holding NV
3.1%
INTCIntel Corp
2.9%Trimmed −6%
NVDANVIDIA Corp
12.5%Added +38%
AVGOBroadcom Inc.
6.4%+37%
MSFTMicrosoft Corp
6.2%+55%
GOOGLAlphabet Inc.
5.2%−2%
MBBiShares Tr
5.1%New
AMATApplied Materials Inc
4.7%
VVisa Inc.
4.2%
LRCXLam Research Corp
4.1%
KLACKLA Corp
3.8%
MU3.2%ASML3.1%INTC2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 12.5% Added +38%AVGO Broadcom Inc. 6.4% Added +37%MSFT Microsoft Corp 6.2% Added +55%GOOGL Alphabet Inc. 5.2% Trimmed −2%
MBB iShares Tr 5.1% New
AMAT Applied Materials Inc 4.7% Added +8%V Visa Inc. 4.2% HeldLRCX Lam Research Corp 4.1% HeldKLAC KLA Corp 3.8% Trimmed −10%MU Micron Technology Inc 3.2% Added +9%ASML ASML Holding NV 3.1% HeldINTC Intel Corp 2.9% Trimmed −6%What changed
Biggest moves since Mar 31, 2026
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