Claar Advisors

Latest statistics and disclosures from Claar Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITOT, GOOG, AMZN, MSFT, MA, and represent 79.72% of Claar Advisors's stock portfolio.
  • Added to shares of these 2 stocks: VRSK (+$5.1M), LLY.
  • Started 2 new stock positions in VRSK, LLY.
  • Reduced shares in these 10 stocks: FBTC (-$10M), GOOG (-$7.6M), MA, V, SPGI, ITOT, AMZN, MSFT, UBER, ICE.
  • Claar Advisors was a net seller of stock by $-13M.
  • Claar Advisors has $310M in assets under management (AUM), dropping by 5.19%.
  • Central Index Key (CIK): 0001593410

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Portfolio Holdings for Claar Advisors

Claar Advisors holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 52.6 $163M 994k 164.27
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Alphabet Cap Stk Cl C (GOOG) 9.9 $31M -19% 87k 353.33
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Amazon (AMZN) 8.0 $25M 104k 238.34
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Microsoft Corporation (MSFT) 5.6 $18M 47k 373.02
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Mastercard Class A (MA) 3.6 $11M -10% 22k 513.60
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S&p Global (SPGI) 3.1 $9.6M -4% 24k 407.26
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Uber Technologies (UBER) 2.5 $7.9M 110k 72.16
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Visa Com Cl A (V) 2.5 $7.8M -9% 23k 343.09
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Intercontinental Exchange (ICE) 2.3 $7.1M 58k 123.11
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Alibaba Group Hldg Sponsored Ads (BABA) 1.8 $5.5M 58k 95.98
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Verisk Analytics (VRSK) 1.7 $5.1M NEW 29k 179.53
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Nomad Foods Usd Ord Shs (NOMD) 1.6 $5.1M 463k 10.95
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Burford Capital Ord Shs (BUR) 1.1 $3.4M 840k 4.10
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Via Transn Com Cl A (VIA) 1.1 $3.3M 180k 18.14
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Coinbase Global Com Cl A (COIN) 1.0 $3.2M 22k 146.19
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Eli Lilly & Co. (LLY) 1.0 $3.1M NEW 2.6k 1199.43
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Fidelity Wise Bitcoin SHS (FBTC) 0.6 $1.8M -85% 35k 51.05
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Past Filings by Claar Advisors

SEC 13F filings are viewable for Claar Advisors going back to 2013

View all past filings