Avanda Investment Management Pte. Ltd. — 13F Holdings & Portfolio
CIK 1650258 · latest 13F-HR filed 2026-05-05
Avanda Investment Management Pte. Ltd. manages $63.1M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SE (21.45%), YUMC (19.59%), NVDA (9.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 10, added to 9, and trimmed 9.
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.
$63.1M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-05-05
+3 / −10 / ↑9 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$1.6M +36.0%
- ADVANCED MICRO DEVICES INC$945.3K +152.2%
- KLA CORP$802.3K +110.0%
- ASML HLDG NV$756.8K +101.1%
- APPLIED MATLS INC$715.7K +87.0%
Top Trims
- SEA LTD-$7.3M -35.1%
- VISA INC-$4.0M -59.4%
- LINDE PLC-$3.6M -64.5%
- YUM CHINA HLDGS INC-$3.4M -21.4%
- ALPHABET INC-$3.1M -49.5%
Exited Positions
- ISHARES TR$10.7M
- PTC INC$3.2M
- MSCI INC$2.3M
- EDWARDS LIFESCIENCES CORP$1.7M
- ZOETIS INC$1.7M
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 | SEA LTD | SE | 81141R100 | $13.5M | 21.45% | 163,506 | SH |
| 2 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $12.4M | 19.59% | 251,550 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.9M | 9.28% | 33,600 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $3.2M | 5.01% | 11,000 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $2.9M | 4.67% | 7,960 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $2.8M | 4.49% | 9,160 | SH |
| 7 | VISA INC | V | 92826C839 | $2.7M | 4.31% | 9,000 | SH |
| 8 | LINDE PLC | LIN | G54950103 | $2.0M | 3.14% | 4,000 | SH |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.0M | 3.11% | 4,000 | SH |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.6M | 2.48% | 7,700 | SH |
| 11 | APPLIED MATLS INC | AMAT | 038222105 | $1.5M | 2.44% | 4,500 | SH |
| 12 | KLA CORP | KLAC | 482480100 | $1.5M | 2.43% | 1,040 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 2.41% | 7,300 | SH |
| 14 | LAM RESEARCH CORP | LRCX | 512807306 | $1.5M | 2.40% | 7,100 | SH |
| 15 | ASML HLDG NV | ASML | N07059210 | $1.5M | 2.38% | 1,140 | SH |
| 16 | TEXAS INSTRS INC | TXN | 882508104 | $1.4M | 2.15% | 7,000 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $1.3M | 2.07% | 2,280 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $736.0K | 1.17% | 2,900 | SH |
| 19 | INTEL CORP | INTC | 458140100 | $714.9K | 1.13% | 16,200 | SH |
| 20 | MICRON TECHNOLOGY INC | MU | 595112103 | $641.9K | 1.02% | 1,900 | SH |
| 21 | KLARNA GROUP PLC | KLAR | G5279N105 | $601.7K | 0.95% | 45,964 | SH |
| 22 | ISHARES INC | EWZ | 464286400 | $580.7K | 0.92% | 15,208 | SH |
| 23 | ISHARES TR | KSA | 46434V423 | $578.9K | 0.92% | 14,719 | SH |
| 24 | KE HLDGS INC | BEKE | 482497104 | $59.9K | 0.09% | 4,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $63.1M | 24 | 0001650258-26-000004 |
| 2025-12-31 | 2026-02-13 | $100.6M | 31 | 0001650258-26-000002 |