StreetAlpha
13F holdings · Q2 2026

Avenir Tech

Central, Hong Kong, K3 · files as Avenir Tech Ltd
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2029708

Avenir Tech reported 31 stocks worth $612M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IBIT (72.3%), TIGR (15.7%) and SPCK (2.0%). Compared with Q1 2026, the fund opened new positions in SPCK, AMD and MRVL, added to TIGR, ASML and HOOD, trimmed IBIT and sold out of NVDA, TSM and AVGO.

Reported value$612M−22.5% vs last quarter · $671M including options
Stocks held3113 new · 3 sold out
Top 5 weight92.4%very concentrated
Turnover45%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IBIT
Ishares Bitcoin Trust ETF
$442M72.3%13.3M−5M (−27%)8 of 8
2
TIGR
UP Fintech Hldg Ltd
$96M15.7%21.8M+11.5M (+111%)6 of 8
3
SPCK
Collaborative Investmnt Ser
$12.3M2.0%73KNew position1 of 8
4
AMD
Advanced Micro Devices Inc
$8.6M1.4%15KNew position1 of 8
5
BITB
Bitwise Bitcoin ETF TR
$5.5M0.9%173KNo change3 of 8
6
MRVL
Marvell Technology Inc
$5.5M0.9%18KNew position1 of 8
7
MFI
MF Intl Ltd
$4.6M0.8%500KNo change2 of 8
8
ARM
Arm Hldgs PLC Equity A F
$4.3M0.7%12KNew position1 of 8
9
LRCX
Lam Research Corp
$4.2M0.7%9,618New position1 of 8
10
MU
Micron Technology Inc
$4.1M0.7%3,552New position2 of 8
🔒 21 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
NVDA
Nvidia Corporation
$350K2,006
TSM
Taiwan Semiconductor Mfg Ltd
$154K455
AVGO
Broadcom Inc
$46K150

Options

valued at the underlying shares
StockTypeValueSharesChange
INTC
Intel Corp
Call$59.3M425K+425,000

Reported value

last 8 quarters
$22.3MQ3 '24
$604MQ4 '24
$738MQ1 '25
$1.2BQ2 '25
$1.3BQ3 '25
$1BQ4 '25
$790MQ1 '26
$612MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Avenir Tech 13F FAQ

What does Avenir Tech own?

Avenir Tech reported 31 stocks worth $612M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IBIT (72.3%), TIGR (15.7%) and SPCK (2.0%). The table above lists every position in the filing (the top 10 without an account).

What did Avenir Tech buy and sell in Q2 2026?

Compared with Q1 2026: 13 new positions, 3 added to, 1 trimmed and 3 sold out. New positions include SPCK, AMD and MRVL. It sold all of NVDA, TSM and AVGO.

When will Avenir Tech file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Avenir Tech's portfolio worth?

The Q2 2026 filing reports $612M in US stocks ($671M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.