Advaya LLP HEI/A β€” HEICO CORP NEW

Ownership history in Advaya LLP  Β·  2 quarters on record

AI Ownership Summary

Advaya LLP reported HEICO CORP NEW (HEI/A) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 13.88% in 2026 Q1. The latest visible filing shows HEI/A at 13.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HEI/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advaya LLP's position in HEICO CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HEI/A was reported at 13.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.88% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advaya LLP held HEI/A β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 94,520 +16,520 +21.2% 13.88% $20.0M 2026-05-15 $211.55
2025 Q4 INITIATED β€” β€” β€” 78,000 β€” β€” 12.86% $19.7M 2026-02-17 $254.25

FAQ About Advaya LLP and HEI/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advaya LLP reported owning HEI/A?

Advaya LLP reported HEI/A across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HEI/A position in Advaya LLP's portfolio?

The largest reported portfolio weight for HEI/A was 13.88% in 2026 Q1.

What is the latest reported HEI/A position on this page?

The most recent filing on this page is 2026 Q1, when Advaya LLP reported 94,520 shares, equal to 13.88% of portfolio, with an estimated market value of $20.0M.

What does the chart on this HEI/A ownership page compare?

The chart compares Advaya LLP's quarterly HEI/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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