Claar Advisors LLC — 13F Holdings & Portfolio

CIK 1593410 · latest 13F-HR filed 2026-08-14

Claar Advisors LLC manages $310.4M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (52.58%), GOOG (9.90%), AMZN (8.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 4, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
250 W 55TH STREET, 35TH FLOOR
NEW YORK, NY 10019
Phone
(212) 905-0190
Filing Manager
Claar Advisors LLC
NEW YORK, NY
Signatory
Carrie Bertuccio
Chief Operating Officer
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AUM

$310.4M

Long-equity book

Holdings

17

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −0 / ↑4 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$21.5M +15.2%
  • AMAZON COM INC$3.1M +14.3%
  • NOMAD FOODS LTD$616.4K +13.9%
  • VIA TRANSN INC$562.0K +20.8%
Show all 4 →

Top Trims

  • FIDELITY WISE BITCOIN-$12.2M -87.2%
  • INTERCONTINENTAL EXCHANGE INC-$2.0M -21.8%
  • ALIBABA GROUP HLDG LTD-$1.7M -23.6%
  • MASTERCARD INC-$965.7K -8.0%
  • S&P GLOBAL INC-$943.7K -9.0%
Show all 7 →

New Positions

  • VERISK ANALYTICS INC$5.1M
  • ELI LILLY & CO$3.1M
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ITOT 464287150 $163.2M 52.58% 993,607 SH
2 ALPHABET INC GOOG 02079K107 $30.7M 9.90% 86,980 SH
3 AMAZON COM INC AMZN 023135106 $24.9M 8.01% 104,353 SH
4 MICROSOFT CORP MSFT 594918104 $17.5M 5.64% 46,929 SH
5 MASTERCARD INC MA 57636Q104 $11.1M 3.59% 21,695 SH
6 S&P GLOBAL INC SPGI 78409V104 $9.6M 3.08% 23,494 SH
7 UBER TECHNOLOGIES INC UBER 90353T100 $7.9M 2.55% 109,687 SH
8 VISA INC V 92826C839 $7.8M 2.50% 22,662 SH
9 INTERCONTINENTAL EXCHANGE INC ICE 45866F104 $7.1M 2.29% 57,615 SH
10 ALIBABA GROUP HLDG LTD BABA 01609W102 $5.5M 1.78% 57,650 SH
11 VERISK ANALYTICS INC VRSK 92345Y106 $5.1M 1.65% 28,530 SH
12 NOMAD FOODS LTD NOMD G6564A105 $5.1M 1.63% 462,740 SH
13 BURFORD CAPITAL LIMITED BUR G17977110 $3.4M 1.11% 839,708 SH
14 VIA TRANSN INC VIA 92556W104 $3.3M 1.05% 180,081 SH
15 COINBASE GLOBAL INC COIN 19260Q107 $3.2M 1.04% 22,112 SH
16 ELI LILLY & CO LLY 532457108 $3.1M 1.01% 2,615 SH
17 FIDELITY WISE BITCOIN FBTC 315948109 $1.8M 0.58% 35,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $310.4M 17 0001493152-26-038307
2026-03-31 2026-05-15 $295.1M 15 0001493152-26-023736
2025-12-31 2026-02-17 $342.1M 18 0001493152-26-007096
2025-09-30 2025-11-14 $337.8M 18 0001493152-25-023427