Avanda Investment Management Pte. Ltd.

Avanda Investment Management Pte. Ltd. reported 41 holdings worth US$299M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Avanda Investment Management Pte. Ltd. reported 41 holdings worth US$299M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Microsoft Corp. Filed Aug 12, 2026 (Form 13F).

Holdings
41
Value as reported
US$299M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation46,200US$9.24M3.1%
Broadcom Inc.12,570US$4.75M1.6%
Microsoft Corp.12,360US$4.61M1.5%
Alphabet Inc (google) Class C10,780US$3.85M1.3%
Applied Materials, Inc.4,840US$3.5M1.2%
Visa Inc.9,000US$3.09M1.0%
Lam Research Corporation7,100US$3.08M1.0%
Kla Corporation9,400US$2.84M0.95%
Micron Technology, Inc.2,080US$2.4M0.80%
Asml Holding Nv1,140US$2.27M0.76%
Intel Corporation15,300US$2.14M0.71%
Advanced Micro Devices Inc3,600US$2.09M0.70%
Texas Instruments Incorporated7,000US$2.09M0.70%
Thermo Fisher Scientific Inc4,000US$2.01M0.67%
Apple Inc5,820US$1.68M0.56%
Meta Platforms, Inc.2,920US$1.64M0.55%
Coreweave, Inc.16,400US$1.63M0.55%
Amazon.com, Inc.6,800US$1.62M0.54%
Amphenol Corporation7,300US$1.29M0.43%
Space Exploration Technologies Corp6,370US$1.09M0.36%
Power Integrations, Inc.12,500US$1.05M0.35%
Stmicroelectronics Nv13,600US$1.02M0.34%
Vishay Intertechnology, Inc.16,800US$904K0.30%
Corning Incorporated3,300US$843K0.28%
On Semiconductor Corporation8,100US$766K0.26%
Arista Networks, Inc.4,000US$680K0.23%
Coherent Corp.1,500US$592K0.20%
Ciena Corporation1,200US$589K0.20%
Cisco Systems, Inc.5,000US$587K0.20%
Lumentum Holdings Inc.600US$515K0.17%
Ttm Technologies, Inc.2,700US$505K0.17%
Applied Optoelectronics, Inc.3,200US$474K0.16%
Ke Holdings, Inc. Class A0US$00.00%
Yum China Holdings, Inc.0US$00.00%

Source

View original at SEC

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