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Avenir Tech Ltd

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13F filer, CIK 2029708, CENTRAL, HONG KONG, Hong Kong

Avenir Tech Ltd reported $670,959,611 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 96.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-097058

Period
2026-06-30
Reported value
$671M
Holdings
32
Top 10 weight
96.07%
New
14
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TIGRadded+11,464,913$50.4M
SPCKnew+72,930$12.3M
AMDnew+14,838$8.62M
MRVLnew+18,344$5.46M
ARMnew+12,256$4.35M

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
IBITreduced-4,986,403-$166M
NVDAexited-2,006-$350K
TSMexited-455-$154K
AVGOexited-150-$46.4K

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 0001104659-26-097058, largest first. % of portfolio is the value over $611,616,861, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,195 shares; 2024Q4: 11,293,797 shares; 2025Q1: 14,766,760 shares; 2025Q2: 16,558,663 shares; 2025Q3: 18,297,107 shares; 2025Q4: 18,287,323 shares; 2026Q1: 18,276,100 shares; 2026Q2: 13,289,697 shares 13,289,697$442M72.34%-4,986,403Timeline
TIGRUP FINTECH HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,689,872 shares; 2025Q2: 10,667,581 shares; 2025Q3: 10,667,580 shares; 2025Q4: 10,346,087 shares; 2026Q1: 10,346,087 shares; 2026Q2: 21,811,000 shares 21,811,000$96M15.69%+11,464,913Timeline
SPCKCOLLABORATIVE INVESTMNT SERQuarterly 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: 72,930 shares 72,930$12.3M2.02%newTimeline
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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,838 shares 14,838$8.62M1.41%newTimeline
BITBBITWISE BITCOIN ETF TRQuarterly 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: 173,163 shares; 2026Q1: 173,163 shares; 2026Q2: 173,163 shares 173,163$5.52M0.9%0Timeline
MRVLMARVELL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,344 shares 18,344$5.46M0.89%newTimeline
MFIMF INTL LTDQuarterly 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: 500,000 shares; 2026Q2: 500,000 shares 500,000$4.63M0.76%0Timeline
ARMARM HOLDINGS 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: 12,256 shares 12,256$4.35M0.71%newTimeline
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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,618 shares 9,618$4.17M0.68%newTimeline
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: 32,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,552 shares 3,552$4.1M0.67%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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,354 shares 5,354$3.87M0.63%newTimeline
ALABASTERA LABS 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: 7,854 shares 7,854$3.79M0.62%newTimeline
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: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 1,572 shares 1,572$3.13M0.51%+1,502Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 52,544 shares; 2025Q1: 58,627 shares; 2025Q2: 58,618 shares; 2025Q3: 58,618 shares; 2025Q4: 58,618 shares; 2026Q1: 58,616 shares; 2026Q2: 58,616 shares 58,616$2.99M0.49%0Timeline
INTWGRANITESHARES ETF TRQuarterly 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: 48,407 shares 48,407$2.45M0.4%newTimeline
XXITWENTY ONE CAP 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: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$1.98M0.32%0Timeline
AMDLGRANITESHARES ETF TRQuarterly 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: 18,395 shares 18,395$1.52M0.25%newTimeline
HOODROBINHOOD MKTS 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: 1,250 shares; 2026Q2: 11,797 shares 11,797$1.18M0.19%+10,547Timeline
WDHWATERDROP 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: 859,202 shares; 2025Q4: 859,202 shares; 2026Q1: 859,202 shares; 2026Q2: 859,202 shares 859,202$971K0.16%0Timeline
ETHAISHARES ETHEREUM TRQuarterly 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: 109,464 shares; 2025Q4: 59,464 shares; 2026Q1: 59,464 shares; 2026Q2: 59,464 shares 59,464$707K0.12%0Timeline
HSDTSOLANA COQuarterly 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: 290,655 shares; 2026Q1: 290,655 shares; 2026Q2: 290,655 shares 290,655$480K0.08%0Timeline
BMNRBITMINE IMMERSION TECHS 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: 29,105 shares; 2026Q1: 29,105 shares; 2026Q2: 29,105 shares 29,105$387K0.06%0Timeline
KLARKLARNA GROUP 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: 18,000 shares 18,000$364K0.06%newTimeline
STRKSTRATEGY 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: 702 shares 702$59.6K0.01%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$50.6K0.01%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 5,100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$35.3K0.01%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,400 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$28.9K<0.01%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 680 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$28.2K<0.01%0Timeline
ASTSAST SPACEMOBILE 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: 10 shares 10$889<0.01%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$76<0.01%0Timeline
IQIQIYI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$1<0.01%0Timeline

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
INTEL CORPINTEL CORP CALLcall425,000$59.3Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION2,006$350Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC455$154Kshares
AVGOBROADCOM INC150$46.4Kshares
ISHARES BITCOIN TRUST ETFISHARES BITCOIN TRUST ETF200$7.68Kput

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 0001104659-26-097058 base2026-08-14acceptance time not in the bulk data set