Spear Advisors LLC
Spear Advisors LLC reported 28 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Spear Advisors LLC reported 28 holdings worth US$291M as of Jun 30, 2026. Largest: Astera Labs, Inc., Kla Corporation and Coherent Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Astera Labs, Inc. | 67,007 | US$32.4M | 11.1% |
| Kla Corporation | 85,024 | US$25.7M | 8.8% |
| Coherent Corp. | 62,252 | US$24.6M | 8.4% |
| Mks Inc. | 44,491 | US$19.8M | 6.8% |
| Cloudflare, Inc. | 79,885 | US$19.6M | 6.7% |
| Lam Research Corporation | 33,817 | US$14.7M | 5.0% |
| Terawulf Inc. | 558K | US$13.8M | 4.7% |
| Macom Technology Solutions Holdings, Inc. | 36,086 | US$13.7M | 4.7% |
| Marvell Technology, Inc. | 41,712 | US$12.4M | 4.3% |
| Applied Digital Corporation | 301K | US$11.2M | 3.9% |
| Nokia Oyj | 784K | US$10.4M | 3.6% |
| Lumentum Holdings Inc. | 11,080 | US$9.51M | 3.3% |
| Nvidia Corporation | 46,143 | US$9.23M | 3.2% |
| Credo Technology Group Holding Ltd | 32,868 | US$8.94M | 3.1% |
| Rocket Lab Corporation | 80,145 | US$8.15M | 2.8% |
| Ast Spacemobile, Inc. | 89,941 | US$7.99M | 2.7% |
| Teradyne, Inc. | 14,650 | US$7.09M | 2.4% |
| Intuitive Machines, Inc. | 289K | US$6.17M | 2.1% |
| Arista Networks, Inc. | 27,115 | US$4.61M | 1.6% |
| Ciena Corporation | 4,898 | US$2.4M | 0.82% |
| Advanced Micro Devices Inc | 2,876 | US$1.67M | 0.57% |
| Crowdstrike Holdings, Inc. | 1,051 | US$802K | 0.28% |
| Kratos Defense & Security Solutions, Inc. | 3,303 | US$165K | 0.06% |
| Karman Holdings Inc. | 1,304 | US$65,096 | 0.02% |
| Constellation Energy Corporation | 16 | US$3,974 | <0.01% |
| Snowflake Inc. | 2 | US$509 | <0.01% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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