Avanda Investment Management Pte. Ltd.

SINGAPORE, U0 · CIK 1650258 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2017 · corporation

Private funds2 (2 hedge) · $6.5bn gross assets
Form ADV · 2026-09-18SEC adviser record

Legal entityAVANDA INVESTMENT MANAGEMENT PTE. LTD. (SG)

Kindhedge funds
Others nearbySingapore

As an employer

Offices in1 country
Private fundshedge 2

$74.2m reported value +17.6% vs Q1 2026

36positions

55.4%in top 10

18 new 7 added 5 reduced 6 sold out vs Q1 2026

Options: 2 call positions ($190.4m notional), 1 put positions ($34.6m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	46,200	$9.2m12.45%	12.45%	Added +12.6k	+12,600 37.5%
2	BROADCOM INC COM AVGO	AVGO	12,570	$4.7m6.40%	6.40%	Added +3.4k	+3,410 37.2%
3	MICROSOFT CORP COM MSFT	MSFT	12,360	$4.6m6.21%	6.21%	Added +4.4k	+4,400 55.3%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,780	$3.9m5.19%	5.19%	Reduced -220	-220 -2.0%
5	ISHARES TR MBS ETF MBB	MBB	40,000	$3.8m5.09%	5.09%	New
6	APPLIED MATLS INC COM AMAT	AMAT	4,840	$3.5m4.71%	4.71%	Added +340	+340 7.6%
7	VISA INC COM CL A V	V	9,000	$3.1m4.16%	4.16%	Unchanged
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	7,100	$3.1m4.14%	4.14%	Unchanged
9	KLA CORP COM NEW KLAC	KLAC	9,400	$2.8m3.82%	3.82%	Reduced -1.0k	-1,000 -9.6%
10	MICRON TECHNOLOGY INC COM MU	MU	2,080	$2.4m3.23%	3.23%	Added +180	+180 9.5%
11	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,140	$2.3m3.06%	3.06%	Unchanged
12	INTEL CORP COM INTC	INTC	15,300	$2.1m2.88%	2.88%	Reduced -900	-900 -5.6%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,600	$2.1m2.82%	2.82%	Reduced -4.1k	-4,100 -53.2%
14	TEXAS INSTRS INC COM TXN	TXN	7,000	$2.1m2.81%	2.81%	Unchanged
15	LINDE PLC SHS LIN	LIN	4,000	$2.1m2.80%	2.80%	Unchanged
16	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,000	$2.0m2.70%	2.70%	Unchanged
17	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	7,200	$2.0m2.68%	2.68%	New
18	APPLE INC COM AAPL	AAPL	5,820	$1.7m2.27%	2.27%	Added +2.9k	+2,920 100.7%
19	META PLATFORMS INC CL A META	META	2,920	$1.6m2.22%	2.22%	Added +640	+640 28.1%
20	COREWEAVE INC COM CL A CRWV	CRWV	16,400	$1.6m2.20%	2.20%	New
21	AMAZON COM INC COM AMZN	AMZN	6,800	$1.6m2.18%	2.18%	Reduced -500	-500 -6.8%
22	AMPHENOL CORP CL A APH	APH	7,300	$1.3m1.73%	1.73%	New
23	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	6,370	$1.1m1.47%	1.47%	New
24	POWER INTEGRATIONS INC COM POWI	POWI	12,500	$1.0m1.41%	1.41%	New
25	STMICROELECTRONICS N V NY REGISTRY STM	STM	13,600	$1.0m1.37%	1.37%	New
26	TE CONNECTIVITY PLC ORD SHS TEL	TEL	4,800	$967.7k1.30%	1.30%	New
27	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	16,800	$903.5k1.22%	1.22%	New
28	CORNING INC COM GLW	GLW	3,300	$842.9k1.14%	1.14%	New
29	ON SEMICONDUCTOR CORP COM ON	ON	8,100	$765.8k1.03%	1.03%	New
30	ARISTA NETWORKS INC COM SHS ANET	ANET	4,000	$679.5k0.92%	0.92%	New
31	COHERENT CORP COM COHR	COHR	1,500	$591.7k0.80%	0.80%	New
32	CIENA CORP COM NEW CIEN	CIEN	1,200	$588.7k0.79%	0.79%	New
33	CISCO SYS INC COM CSCO	CSCO	5,000	$587.3k0.79%	0.79%	New
34	LUMENTUM HLDGS INC COM LITE	LITE	600	$514.8k0.69%	0.69%	New
35	TTM TECHNOLOGIES INC COM TTMI	TTMI	2,700	$505.0k0.68%	0.68%	New
36	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	3,200	$474.1k0.64%	0.64%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SEA LTD SE	SE	163,506	$13.5m163.5k shares
YUM CHINA HLDGS INC YUMC	YUMC	251,550	$12.4m251.6k shares
KLARNA GROUP PLC KLAR	KLAR	45,964	$601.7k46.0k shares
ISHARES INC EWZ	EWZ	15,208	$580.7k15.2k shares
ISHARES TR KSA	KSA	14,719	$578.9k14.7k shares
KE HLDGS INC BEKE	BEKE	4,000	$59.9k4.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES INC EWT · Call	EWT	Call	1,167,000	$126.7m1.2m shares	New
ISHARES INC EWY · Call	EWY	Call	315,100	$63.6m315.1k shares	New
ISHARES TR SOXX · Put	SOXX	Put	54,000	$34.6m54.0k shares	New