Institutional Fund
Avenir Corp
Alexandria, VACIK 10334755 filings on record
Portfolio Value
$820.50M
Q1 2026
Holdings
72
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-11.0%
from $921.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp11.0%
- Markel Group Inc10.7%
- Amazon Com Inc9.5%
- American Tower Corp New8.7%
- Oreilly Automotive Inc8.4%
- Apple Inc7.1%
- Other44.5%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 244.1K | $90.36M | 11.0% | −1.3K | Reduced |
| 2 | Markel Group Inc | 45.8K | $87.73M | 10.7% | −540 | Reduced |
| 3 | Amazon Com Inc | 375.3K | $78.16M | 9.5% | −3.5K | Reduced |
| 4 | American Tower Corp New | 415.4K | $71.68M | 8.7% | −2.4K | Reduced |
| 5 | Oreilly Automotive Inc | 749.7K | $69.20M | 8.4% | −7.9K | Reduced |
| 6 | Apple Inc | 228.9K | $58.09M | 7.1% | −1.7K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 108.9K | $52.20M | 6.4% | −807 | Reduced |
| 8 | Copart Inc | 1.11M | $36.82M | 4.5% | −7.3K | Reduced |
| 9 | Mastercard Incorporated | 65.1K | $32.51M | 4.0% | +2.0K | Added |
| 10 | Adobe Inc | 126.6K | $30.78M | 3.8% | +12.3K | Added |
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