Piar LLC
Piar LLC reported 92 holdings worth US$174M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Piar LLC reported 92 holdings worth US$174M as of Jun 30, 2026. Largest: Micron Technology, Inc., Bloom Energy Corporation and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$174M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 13,380 | US$15.4M | 8.9% |
| Bloom Energy Corporation | 33,527 | US$10.1M | 5.8% |
| Nvidia Corporation | 50,517 | US$10.1M | 5.8% |
| Apple Inc | 22,711 | US$6.57M | 3.8% |
| Amazon.com, Inc. | 27,505 | US$6.56M | 3.8% |
| Meta Platforms, Inc. | 11,520 | US$6.49M | 3.7% |
| Alphabet Inc (google) Class C | 16,837 | US$6.02M | 3.5% |
| Lumentum Holdings Inc. | 6,710 | US$5.76M | 3.3% |
| Crowdstrike Holdings, Inc. | 7,525 | US$5.74M | 3.3% |
| Applovin Corporation | 10,910 | US$5.62M | 3.2% |
| Tesla, Inc. | 13,125 | US$5.52M | 3.2% |
| Broadcom Inc. | 13,150 | US$4.97M | 2.9% |
| Comfort Systems Usa, Inc. | 2,500 | US$4.95M | 2.8% |
| Western Digital Corporation | 6,920 | US$4.42M | 2.5% |
| Vertiv Holdings, Llc | 12,105 | US$4.05M | 2.3% |
| Netflix, Inc. | 55,009 | US$3.93M | 2.3% |
| Axon Enterprise, Inc. | 6,550 | US$3.67M | 2.1% |
| Advanced Micro Devices Inc | 4,422 | US$2.57M | 1.5% |
| Sterling Infrastructure, Inc. | 2,980 | US$2.5M | 1.4% |
| Celestica Inc. | 6,700 | US$2.44M | 1.4% |
| Corning Incorporated | 8,100 | US$2.07M | 1.2% |
| Palantir Technologies Inc. | 17,255 | US$2.01M | 1.2% |
| Robinhood Markets, Inc. | 18,313 | US$1.84M | 1.1% |
| Lam Research Corporation | 4,040 | US$1.75M | 1.0% |
| Argan, Inc. | 1,990 | US$1.59M | 0.91% |
| Microsoft Corp. | 4,213 | US$1.57M | 0.90% |
| Solaris Energy Infrastructure, Inc. | 19,450 | US$1.56M | 0.90% |
| Applied Materials, Inc. | 1,990 | US$1.44M | 0.83% |
| Servicenow, Inc. | 13,310 | US$1.32M | 0.76% |
| Mastercard Incorporated | 2,560 | US$1.31M | 0.76% |
| Carvana Co. | 19,650 | US$1.29M | 0.74% |
| Kla Corporation | 4,050 | US$1.22M | 0.70% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,500 | US$1.19M | 0.69% |
| United Rentals, Inc. | 980 | US$1.11M | 0.64% |
| Enphase Energy, Inc. | 22,075 | US$1.09M | 0.62% |
| Constellation Energy Corporation | 3,600 | US$894K | 0.51% |
| Intuitive Surgical, Inc. | 2,000 | US$795K | 0.46% |
| Strategy Inc | 8,500 | US$739K | 0.42% |
| Sandisk Corporation | 300 | US$682K | 0.39% |
| Eli Lilly And Company | 553 | US$663K | 0.38% |
| Credo Technology Group Holding Ltd | 2,300 | US$625K | 0.36% |
| Booking Holdings Inc. Common Stock | 3,325 | US$593K | 0.34% |
| Vistra Corp. | 3,460 | US$549K | 0.32% |
| Applied Optoelectronics, Inc. | 3,700 | US$548K | 0.31% |
| Coreweave, Inc. | 5,220 | US$520K | 0.30% |
| Monolithic Power Systems, Inc. | 340 | US$470K | 0.27% |
| Advanced Energy Industries, Inc. | 1,200 | US$447K | 0.26% |
| Arista Networks, Inc. | 2,473 | US$420K | 0.24% |
| Unitedhealth Group Incorporated | 1,000 | US$416K | 0.24% |
| Snowflake Inc. | 1,630 | US$415K | 0.24% |
| Home Depot, Inc. (the) | 1,100 | US$388K | 0.22% |
| Palo Alto Networks, Inc. | 1,120 | US$382K | 0.22% |
| Shopify Inc. | 3,235 | US$369K | 0.21% |
| Medpace Holdings, Inc. | 610 | US$323K | 0.19% |
| Dell Technologies Inc. | 710 | US$306K | 0.18% |
| Oracle Corporation | 1,920 | US$281K | 0.16% |
| Ciena Corporation | 500 | US$245K | 0.14% |
| Datadog, Inc. | 940 | US$245K | 0.14% |
| D-wave Quantum Inc. | 10,052 | US$241K | 0.14% |
| Analog Devices, Inc. | 600 | US$238K | 0.14% |
| Hca Healthcare, Inc. | 600 | US$234K | 0.13% |
| Cloudflare, Inc. | 950 | US$233K | 0.13% |
| Centrus Energy Corp. | 1,350 | US$227K | 0.13% |
| Astera Labs, Inc. | 445 | US$215K | 0.12% |
| Toyo Co., Ltd | 29,027 | US$202K | 0.12% |
| Lucid Group, Inc. | 21,486 | US$144K | 0.08% |
| Oklo Inc. | 0 | US$0 | 0.00% |
| Hecla Mining Company | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Primoris Services Corporation | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Wheaton Precious Metals Corp | 0 | US$0 | 0.00% |
| Joby Aviation, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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