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Avanda Investment Management Pte. Ltd.

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13F filer, CIK 1650258, SINGAPORE, Singapore

Avanda Investment Management Pte. Ltd. reported $299,200,405 across 39 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 55.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001650258-26-000005

Period
2026-06-30
Reported value
$299M
Holdings
39
Top 10 weight
55.42%
New
21
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MBBnew+40,000$3.78M
KLACadded+8,360$2.52M
NVDAadded+12,600$2.52M
NBISnew+7,200$1.99M
MSFTadded+4,400$1.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SEexited-163,506-$13.5M
YUMCexited-251,550-$12.4M
AMDreduced-4,100-$2.38M
KLARexited-45,964-$602K
EWZexited-15,208-$581K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001650258-26-000005, largest first. % of portfolio is the value over $74,232,805, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,433 shares; 2024Q4: 24,000 shares; 2025Q1: 19,472 shares; 2025Q2: not reported; 2025Q3: 10,100 shares; 2025Q4: 23,100 shares; 2026Q1: 33,600 shares; 2026Q2: 46,200 shares 46,200$9.24M12.45%+12,600Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 6,400 shares; 2026Q1: 9,160 shares; 2026Q2: 12,570 shares 12,570$4.75M6.4%+3,410Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,395 shares; 2024Q4: 11,474 shares; 2025Q1: 11,563 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 7,960 shares; 2026Q2: 12,360 shares 12,360$4.61M6.21%+4,400Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,460 shares; 2024Q4: 36,418 shares; 2025Q1: 36,686 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 11,000 shares; 2026Q2: 10,780 shares 10,780$3.85M5.19%-220Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,458 shares; 2025Q3: 246,574 shares; 2025Q4: 112,618 shares; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000$3.78M5.09%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 3,200 shares; 2026Q1: 4,500 shares; 2026Q2: 4,840 shares 4,840$3.5M4.71%+340Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,252 shares; 2024Q4: 34,419 shares; 2025Q1: 34,688 shares; 2025Q2: 19,250 shares; 2025Q3: 19,250 shares; 2025Q4: 19,125 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000$3.09M4.16%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 4,700 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100$3.08M4.14%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 600 shares; 2026Q1: 1,040 shares; 2026Q2: 9,400 shares 9,400$2.84M3.82%+8,360Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,000 shares; 2026Q1: 1,900 shares; 2026Q2: 2,080 shares 2,080$2.4M3.23%+180Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 700 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140$2.27M3.06%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 16,200 shares; 2026Q2: 15,300 shares 15,300$2.14M2.88%-900Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 2,900 shares; 2026Q1: 7,700 shares; 2026Q2: 3,600 shares 3,600$2.09M2.82%-4,100Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,800 shares; 2024Q4: 28,419 shares; 2025Q1: 28,688 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000$2.09M2.81%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,692 shares; 2024Q4: not reported; 2025Q1: 10,650 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 13,100 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000$2.08M2.8%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,042 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000$2.01M2.7%0Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200$1.99M2.68%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,900 shares; 2026Q2: 5,820 shares 5,820$1.68M2.27%+2,920Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,950 shares; 2024Q4: 11,472 shares; 2025Q1: 5,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,280 shares; 2026Q2: 2,920 shares 2,920$1.64M2.22%+640Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,400 shares 16,400$1.63M2.2%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,940 shares; 2024Q4: 16,418 shares; 2025Q1: 16,686 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,300 shares; 2026Q2: 6,800 shares 6,800$1.62M2.18%-500Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,300 shares 7,300$1.29M1.73%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,370 shares 6,370$1.09M1.47%newTimeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500$1.05M1.41%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,600 shares 13,600$1.02M1.37%newTimeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800$968K1.3%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,800 shares 16,800$904K1.22%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300$843K1.14%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,100 shares 8,100$766K1.03%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000$680K0.92%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500$592K0.8%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200$589K0.79%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$587K0.79%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600$515K0.69%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700$505K0.68%newTimeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200$474K0.64%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
EWTISHARES INC MSCI TAIWAN ETFcall1,167,000$127Mnew
EWYISHARES INC MSCI STH KOR ETFcall315,100$63.6Mnew
SOXXISHARES TR COMput54,000$34.6Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SESEA LTD163,506$13.5Mshares
YUMCYUM CHINA HLDGS INC251,550$12.4Mshares
KLARKLARNA GROUP PLC45,964$602Kshares
EWZISHARES INC15,208$581Kshares
KSAISHARES TR14,719$579Kshares
BEKEKE HLDGS INC4,000$59.9Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001650258-26-000005 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001650258-26-000005 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001650258-26-000004 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001650258-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001650258-25-000009 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001650258-25-000005 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001650258-25-000004 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001650258-25-000001 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001650258-24-000010 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001650258-24-000007 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001650258-24-000005 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001650258-24-000003 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set