Claar Advisors LLC
Long book
$295.1M
Q1 2026
Positions
15
Top-10 weight
93%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsClaar Advisors LLC is a wealth-management firm allocating client money, running a $295.1M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P TOTAL U.S., ALPHABET INC-CL C, AMAZON.COM INC, MICROSOFT CORP, FIDELITY WISE ORIGIN BITCOIN.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 2 of 9 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
Q1 2024
+1.5%
Q2 2024
+5.3%
Q3 2024
+2.4%
Q4 2024
-1.8%
Q1 2025
+11.9%
Q2 2025
+7.1%
Q3 2025
+0.7%
Q4 2025
-10.0%
Q1 2026
+11.7%
Sector allocation
Technology 39%
Services media 29%
Consumer discretionary 16%
Financials 13%
Consumer staples 3%
Long book by quarter
What does Claar Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 108.5K | $31.1M | 10.5% | -10.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 104.4K | $21.8M | 7.4% | 0.0% |
| MSFT MICROSOFT CORP | Technology | 47.0K | $17.4M | 5.9% | 0.0% |
| MA MASTERCARD INC - A | Services media | 24.2K | $12.1M | 4.1% | 0.0% |
| SPGI S&P GLOBAL INC | Services media | 24.7K | $10.5M | 3.6% | 0.0% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 57.7K | $9.1M | 3.1% | 0.0% |
| UBER UBER TECHNOLOGIES INC | Services media | 109.8K | $7.9M | 2.7% | 0.0% |
| V VISA INC-CLASS A SHARES | Services media | 25.0K | $7.6M | 2.6% | 0.0% |
| NOMD NOMAD FOODS LTD | Consumer staples | 463.1K | $4.5M | 1.5% | 0.0% |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 22.1K | $3.9M | 1.3% | +34.8% |
| BUR BURFORD CAPITAL LTD | Financials | 839.9K | $3.8M | 1.3% | 0.0% |
| VIA VIA TRANSPORTATION INC-CL A | Technology | 180.3K | $2.7M | 0.9% | +259.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 15 | $295.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 18 | $342.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 18 | $337.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 18 | $326.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 19 | $296.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 20 | $309.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Dec 10, 2024 | 20 | $297.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 20 | $351.2M | SEC ↗ | |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 24 | $311.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 25 | $310.7M | canonical | SEC ↗ |