Q2 2026 13F · SEC CIK 2029708
Avenir Tech Ltd
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $611.6M
- Reported positions
- 31
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.0 yrs
Avenir Tech Ltd is an investment manager that reported 31 positions worth $611.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Bitcoin Trust ETF (IBIT, 72.3%), Up Fintech Hldg Ltd (TIGR, 15.7%), Space Ex Tech Spacex Class (SPCK, 2.0%).
Avenir Tech Ltd holdings all 31 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Avenir Tech Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCK Space Ex Tech Spacex Class2.0% of 13F
- AMD Advanced Micro Devices Inc1.4% of 13F
- MRVL Marvell Technology Inc0.9% of 13F
- ARM Arm Holdings PLC0.7% of 13F
- LRCX Lam Research Corp0.7% of 13F
- MU Micron Technology Inc0.7% of 13F
- AMAT Applied Matls Inc0.6% of 13F
- ALAB Astera Labs Inc0.6% of 13F
Added to
- ASML Asml Hldg NV+2145.7% shares
- HOOD Robinhood Mkts Inc+843.8% shares
- TIGR Up Fintech Hldg Ltd+110.8% shares
Reduced
- IBIT Ishares Bitcoin Trust ETF-27.3% shares
Sold out
- NVDA Nvidia Corporationwas 0.0%
- TSM Taiwan Semiconductor Manufacwas 0.0%
- AVGO Broadcom Incwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -45.0% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $611.6M | 31 |
| Q1 2026 | $789.5M | 21 |
| Q4 2025 | $1.0B | 24 |
| Q3 2025 | $1.3B | 22 |
| Q2 2025 | $1.2B | 36 |
| Q1 2025 | $737.6M | 21 |
| Q4 2024 | $603.5M | 6 |
| Q3 2024 | $22.3M | 6 |
| Q2 2024 | $383.5M | 6 |
Questions about Avenir Tech Ltd's portfolio
What stocks does Avenir Tech Ltd own?
Avenir Tech Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 31 positions worth $611.6M. The largest are Ishares Bitcoin Trust ETF (IBIT) at 72.3%, Up Fintech Hldg Ltd (TIGR) at 15.7%, Space Ex Tech Spacex Class (SPCK) at 2.0%, Advanced Micro Devices Inc (AMD) at 1.4% and Bitwise Bitcoin ETF Tr (BITB) at 0.9%.
What did Avenir Tech Ltd buy last quarter?
In Q2 2026, Avenir Tech Ltd added a new position in Space Ex Tech Spacex Class (SPCK), a new position in Advanced Micro Devices Inc (AMD), a new position in Marvell Technology Inc (MRVL), a new position in Arm Holdings PLC (ARM), a new position in Lam Research Corp (LRCX), Asml Hldg NV (ASML) (+2145.7% shares), Robinhood Mkts Inc (HOOD) (+843.8% shares) and Up Fintech Hldg Ltd (TIGR) (+110.8% shares), compared with its Q1 2026 filing.
What did Avenir Tech Ltd sell last quarter?
In Q2 2026, Avenir Tech Ltd sold all of Nvidia Corporation (NVDA), sold all of Taiwan Semiconductor Manufac (TSM), sold all of Broadcom Inc (AVGO) and Ishares Bitcoin Trust ETF (IBIT) (-27.3% shares), compared with its Q1 2026 filing.
When is Avenir Tech Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Avenir Tech Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.