Funds · 13F holdings

Avenir Tech Ltd

13F holdings for Q2 2026 · CENTRAL, HONG KONG, K3 · filed August 14, 2026

Avenir Tech Ltd reported $671M in 13F securities across 32 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were IBIT (72.3%), TIGR (15.7%), Space Ex Tech Spacex Class A (2.0%). Reported value fell 15.0% from the quarter before. It opened 13 new positions, added to 3, trimmed 1 and sold out of 3.

13F value Q2 2026
$671M
Holdings
32
Change vs prior quarter
-15.0%
Rank by 13F value
#3,260

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Top holdings

StockValueWeightSharesChange in sharesMove
IBIT iShares Bitcoin Trust ETF$442M72.3%13,289,697-27.3%Trimmed
TIGR UP Fintech Holding Ltd$96.0M15.7%21,811,000+110.8%Added
Space Ex Tech Spacex Class A$12.3M2.0%72,930NewNew
AMD Advanced Micro Devices Inc.$8.6M1.4%14,838NewNew
Bitwise Bitcoin Etp ETF TR$5.5M0.9%173,1630%Unchanged
MRVL Marvell Technology Inc.$5.5M0.9%18,344NewNew
MF Intl LTD$4.6M0.8%500,0000%Unchanged
ARM Arm Holdings plc$4.3M0.7%12,256NewNew
LRCX Lam Research Corporation$4.2M0.7%9,618NewNew
MU Micron Technology Inc.$4.1M0.7%3,552NewNew
AMAT Applied Materials Inc.$3.9M0.6%5,354NewNew
ALAB Astera Labs Inc.$3.8M0.6%7,854NewNew
Asml HLDG NV N Y Registry SHS$3.1M0.5%1,572+2146%Added
Fidelity Wise Origin Bitcoin$3.0M0.5%58,6160%Unchanged
Graniteshares ETF TR$2.5M0.4%48,407NewNew
XXI Twenty One Capital Inc.$2.0M0.3%400,0000%Unchanged
Graniteshares ETF TR$1.5M0.2%18,395NewNew
HOOD Robinhood Markets Inc.$1.2M0.2%11,797+843.8%Added
WDH Waterdrop Inc.$971K0.2%859,2020%Unchanged
iShares Ethereum TR$707K0.1%59,4640%Unchanged
HSDT Solana Company$480K0.1%290,6550%Unchanged
BMNR BitMine Immersion Technologies Inc.$387K0.1%29,1050%Unchanged
Klarna Group PLC$364K0.1%18,000NewNew
Strategy Inc$60K0.0%702NewNew
GS Goldman Sachs Group Inc.$51K0.0%500%Unchanged

Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $612M in share positions; options and bonds count in the 13F value but not here.

Biggest buys in Q2 2026

  1. TIGR UP Fintech Holding Ltd Added+$50.4M
  2. Space Ex Tech Spacex Class A New+$12.3M
  3. AMD Advanced Micro Devices Inc. New+$8.6M
  4. MRVL Marvell Technology Inc. New+$5.5M
  5. ARM Arm Holdings plc New+$4.3M
  6. LRCX Lam Research Corporation New+$4.2M
  7. MU Micron Technology Inc. New+$4.1M
  8. AMAT Applied Materials Inc. New+$3.9M
  9. ALAB Astera Labs Inc. New+$3.8M
  10. Asml HLDG NV N Y Registry SHS Added+$3.0M

Biggest sells in Q2 2026

  1. IBIT iShares Bitcoin Trust ETF Trimmed-$166M
  2. NVDA NVIDIA Corporation Sold out-$350K
  3. TSM Taiwan Semiconductor Manufacturing Company Ltd. Sold out-$154K
  4. AVGO Broadcom Inc. Sold out-$46K

The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 13 new, 3 added, 1 trimmed, 3 sold out.

Sector mix

13F value by quarter

Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
Q1 '26
Q2 '26
Reported 13F value: Q2 2024 $383M, Q3 2024 $22.3M, Q4 2024 $604M, Q1 2025 $795M, Q2 2025 $1.3B, Q3 2025 $1.4B, Q4 2025 $1.1B, Q1 2026 $790M, Q2 2026 $671M.

More holdings

StockValueWeightSharesChange in sharesMove
GOOG Alphabet Inc.$35K0.0%1000%Unchanged
AAPL Apple Inc.$29K0.0%1000%Unchanged
META Meta Platforms Inc.$28K0.0%500%Unchanged
ASTS AST SpaceMobile Inc.$8890.0%10NewNew
PDD PDD Holdings Inc.$760.0%10%Unchanged
IQ iQIYI Inc.$10.0%10%Unchanged

Questions about Avenir Tech Ltd

What does Avenir Tech Ltd own?
In its Form 13F for Q2 2026, Avenir Tech Ltd reported 32 holdings worth $671M. The five largest were IBIT, TIGR, Space Ex Tech Spacex Class A, AMD, Bitwise Bitcoin Etp ETF TR.
What did Avenir Tech Ltd buy and sell in Q2 2026?
Avenir Tech Ltd opened 13 new positions, added to 3, trimmed 1 and sold out of 3 compared with the quarter before.
When did Avenir Tech Ltd file its latest 13F?
Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.

From Form 13F filed by Avenir Tech Ltd (SEC CIK 0002029708) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds