Avenir Tech Ltd

Wealth advisor Mechanical financials specialist (99%) CIK 2029708
League rank
#3255
in Wealth advisor · #7448 overall
Long book
$789.5M
Q1 2026
Positions
21
Top-10 weight
100%
concentration
Last quarter
-10.8%
SPY +14.8%
Turnover
45%
of book per quarter

Strategy in plain words

auto-generated from filings

Avenir Tech Ltd is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $789.5M US long book across 21 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES BITCOIN TRUST ETF, UP FINTECH HOLDING LTD - ADR, BITWISE BITCOIN ETF, MF INTERNATIONAL LTD-A, FIDELITY WISE ORIGIN BITCOIN.

Over the last 8 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 3 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2024
+5.8%
Q3 2024
+46.7%
Q4 2024
-11.8%
Q1 2025
+30.0%
Q2 2025
+7.8%
Q3 2025
-22.4%
Q4 2025
-23.7%
Q1 2026
-10.8%

Sector allocation

Technology
61%
Financials
38%
Industrials
1%

Long book by quarter

$383.5M
Q2 2024
$22.3M
Q3 2024
$603.5M
Q4 2024
$737.6M
Q1 2025
$1.17B
Q2 2025
$1.31B
Q3 2025
$1.03B
Q4 2025
$789.5M
Q1 2026

What does Avenir Tech own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MFI MF INTERNATIONAL LTD-ATechnology500.0K$5.5M0.7%New
XXI TWENTY ONE CAPITAL INC-CL AFinancials400.0K$2.6M0.3%Held
BMNR BITMINE IMMERSION TECHNOLOGIFinancials29.1K$576K0.1%Held
HSDT SOLANA COFinancials290.7K$503K0.1%Held
NVDA NVIDIA CORPTechnology2.0K$350K0.0%+33333.3%
ASML ASML HOLDING NV-NY REG SHSIndustrials70$92K0.0%New
HOOD ROBINHOOD MARKETS INC - AFinancials1.3K$87K0.0%New
AVGO BROADCOM INCTechnology150$46K0.0%New
GS GOLDMAN SACHS GROUP INCFinancials50$42K0.0%Held
GOOG ALPHABET INC-CL CTechnology100$29K0.0%Held
META META PLATFORMS INC-CLASS ATechnology50$29K0.0%Held
AAPL APPLE INCTechnology100$25K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202623$789.5M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202627$1.09B canonicalSEC ↗
Q3 202513F-HRNov 14, 202527$1.36B canonicalSEC ↗
Q2 202513F-HRAug 14, 202541$1.31B canonicalSEC ↗
Q1 202513F-HRMay 15, 202526$795.2M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20256$603.5M canonicalSEC ↗
Q3 202413F-HRNov 14, 20246$22.3M canonicalSEC ↗
Q2 202413F-HRAug 2, 20246$383.5M canonicalSEC ↗