Filed: 5/5/2026ACC: 0001650258-26-000004
📋 What this filing means
AVANDA INVESTMENT MANAGEMENT PTE. LTD. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $63.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$63.14M
Total AUM (reported)
632.73K
Total Shares
Allocation by class
COM$34.05M53.9%
SPONSORD ADS$13.54M21.4%
CAP STK CL A$3.16M5.0%
COM NEW$3.05M4.8%
COM CL A$2.72M4.3%
SHS$2.58M4.1%
N Y REGISTRY SHS$1.51M2.4%
Portfolio Concentration
Top 3$31.77M50.3%
4–10$17.18M27.2%
11–25$14.19M22.5%
Top 3 weight
50.3%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 632.73K
Sole
Full voting authority
632.73K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
SEA LTD
SOLEShares163.51K
TypeSH
Market value$13.54M
21.45%
Sole
163.51K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
SOLEShares251.55K
TypeSH
Market value$12.37M
19.59%
Sole
251.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares33.60K
TypeSH
Market value$5.86M
9.28%
Sole
33.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11K
TypeSH
Market value$3.16M
5.01%
Sole
11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.96K
TypeSH
Market value$2.95M
4.67%
Sole
7.96K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares9.16K
TypeSH
Market value$2.84M
4.49%
Sole
9.16K
Shared
0.00
None
0.00
VISA INC
SOLEShares9K
TypeSH
Market value$2.72M
4.31%
Sole
9K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares4K
TypeSH
Market value$1.98M
3.14%
Sole
4K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares4K
TypeSH
Market value$1.97M
3.11%
Sole
4K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.70K
TypeSH
Market value$1.57M
2.48%
Sole
7.70K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares4.50K
TypeSH
Market value$1.54M
2.44%
Sole
4.50K
Shared
0.00
None
0.00
KLA CORP
SOLEShares1.04K
TypeSH
Market value$1.53M
2.43%
Sole
1.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.30K
TypeSH
Market value$1.52M
2.41%
Sole
7.30K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares7.10K
TypeSH
Market value$1.52M
2.40%
Sole
7.10K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares1.14K
TypeSH
Market value$1.51M
2.38%
Sole
1.14K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares7K
TypeSH
Market value$1.36M
2.15%
Sole
7K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.28K
TypeSH
Market value$1.30M
2.07%
Sole
2.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.90K
TypeSH
Market value$736.0K
1.17%
Sole
2.90K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares16.20K
TypeSH
Market value$714.9K
1.13%
Sole
16.20K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.90K
TypeSH
Market value$641.9K
1.02%
Sole
1.90K
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares45.96K
TypeSH
Market value$601.7K
0.95%
Sole
45.96K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares15.21K
TypeSH
Market value$580.7K
0.92%
Sole
15.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.72K
TypeSH
Market value$578.9K
0.92%
Sole
14.72K
Shared
0.00
None
0.00
KE HLDGS INC
SOLEShares4K
TypeSH
Market value$59.9K
0.09%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEA LTDSOLE | SPONSORD ADS | 163.51K | SH | $13.54M 21.45% | 163.51K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 251.55K | SH | $12.37M 19.59% | 251.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.60K | SH | $5.86M 9.28% | 33.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11K | SH | $3.16M 5.01% | 11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.96K | SH | $2.95M 4.67% | 7.96K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.16K | SH | $2.84M 4.49% | 9.16K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9K | SH | $2.72M 4.31% | 9K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 4K | SH | $1.98M 3.14% | 4K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 4K | SH | $1.97M 3.11% | 4K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.70K | SH | $1.57M 2.48% | 7.70K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 4.50K | SH | $1.54M 2.44% | 4.50K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 1.04K | SH | $1.53M 2.43% | 1.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.30K | SH | $1.52M 2.41% | 7.30K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 7.10K | SH | $1.52M 2.40% | 7.10K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.14K | SH | $1.51M 2.38% | 1.14K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 7K | SH | $1.36M 2.15% | 7K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.28K | SH | $1.30M 2.07% | 2.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.90K | SH | $736.0K 1.17% | 2.90K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 16.20K | SH | $714.9K 1.13% | 16.20K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.90K | SH | $641.9K 1.02% | 1.90K | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 45.96K | SH | $601.7K 0.95% | 45.96K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI BRAZIL ETF | 15.21K | SH | $580.7K 0.92% | 15.21K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI SAUDI ARBIA | 14.72K | SH | $578.9K 0.92% | 14.72K | 0.00 | 0.00 |
KE HLDGS INCSOLE | SPONSORED ADS | 4K | SH | $59.9K 0.09% | 4K | 0.00 | 0.00 |