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PIAR LLC 13F holdings

Filed 2026-08-10 · PIAR LLC · 92 positions · $174.0M

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC13.4K$15.4M8.9%
BEBLOOM ENERGY CORP33.5K$10.1M5.8%
NVDANVIDIA CORPORATION50.5K$10.1M5.8%
AAPLAPPLE INC22.7K$6.6M3.8%
AMZNAMAZON COM INC27.5K$6.6M3.8%
METAMETA PLATFORMS INC11.5K$6.5M3.7%
LITELUMENTUM HLDGS INC6.7K$5.8M3.3%
CRWDCROWDSTRIKE HLDGS INC7.5K$5.7M3.3%
APPAPPLOVIN CORP10.9K$5.6M3.2%
TSLATESLA INC13.1K$5.5M3.2%
AVGOBROADCOM INC13.2K$5.0M2.9%
FIXCOMFORT SYS USA INC2.5K$5.0M2.8%
WDCWESTERN DIGITAL CORP6.9K$4.4M2.5%
VRTVERTIV HOLDINGS CO12.1K$4.1M2.3%
NFLXNETFLIX INC.55.0K$3.9M2.3%
AXONAXON ENTERPRISE INC6.5K$3.7M2.1%
SPOTSPOTIFY TECHNOLOGY S A7.5K$3.4M2.0%
GOOGALPHABET INC9.3K$3.3M1.9%
NBISNEBIUS GROUP N.V.11.1K$3.1M1.8%
GOOGLALPHABET INC7.7K$2.7M1.6%
AMDADVANCED MICRO DEVICES INC4.4K$2.6M1.5%
STRLSTERLING INFRASTRUCTURE INC3.0K$2.5M1.4%
CLSCELESTICA INC6.7K$2.4M1.4%
—ASTERA LABS INC68$2.4M1.4%
GLWCORNING INC8.1K$2.1M1.2%
PLTRPALANTIR TECHNOLOGIES INC17.3K$2.0M1.2%
HOODROBINHOOD MKTS INC18.3K$1.8M1.1%
LRCXLAM RESEARCH CORP4.0K$1.8M1.0%
AGXARGAN INC2.0K$1.6M0.9%
MSFTMICROSOFT CORP4.2K$1.6M0.9%
SEISOLARIS ENERGY INFRAS INC19.4K$1.6M0.9%
AMATAPPLIED MATLS INC2.0K$1.4M0.8%
—CREDO TECHNOLOGY GROUP HOLDI78$1.4M0.8%
NOWSERVICENOW INC13.3K$1.3M0.8%
MAMASTERCARD INCORPORATED2.6K$1.3M0.8%
CVNACARVANA CO19.6K$1.3M0.7%
KLACKLA CORP4.0K$1.2M0.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.5K$1.2M0.7%
—STERLING INFRASTRUCTURE INC22$1.2M0.7%
—MARVELL TECHNOLOGY INC68$1.1M0.6%
URIUNITED RENTALS INC980$1.1M0.6%
ENPHENPHASE ENERGY INC22.1K$1.1M0.6%
—ADVANCED MICRO DEVICES INC24$991,2630.6%
—CORNING INC62$933,3130.5%
CEGCONSTELLATION ENERGY CORP3.6K$894,1320.5%
ISRGINTUITIVE SURGICAL INC2.0K$795,3600.5%
—CELESTICA INC39$745,4050.4%
MSTRSTRATEGY INC8.5K$738,9050.4%
—IREN LIMITED16.1K$736,4820.4%
—BLOOM ENERGY CORP35$709,3530.4%
SNDKSANDISK CORP300$682,1190.4%
LLYELI LILLY & CO553$663,2850.4%
CRDOCREDO TECHNOLOGY GROUP HOLDI2.3K$625,4850.4%
BKNGBOOKING HOLDINGS INC3.3K$592,6480.3%
VSTVISTRA CORP3.5K$548,8600.3%
—ROBINHOOD VENTURES FD I16.7K$548,6060.3%
AAOIAPPLIED OPTOELECTRONICS INC3.7K$548,1920.3%
—ALPHABET INC43$527,7680.3%
CRWVCOREWEAVE INC5.2K$519,5990.3%
MPWRMONOLITHIC PWR SYS INC340$470,0020.3%
Top Fund Holdings
13F
Top Fund Holdings

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