Filed: 2/3/2025ACC: 0001951757-25-000174
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $101.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$101.37M
Total AUM (reported)
508.80K
Total Shares
Allocation by class
COM$72.87M71.9%
CL A$15.91M15.7%
SHS$3.50M3.4%
COM NEW$3.34M3.3%
CAP STK CL A$1.76M1.7%
CAP STK CL C$1.67M1.6%
COM CL A$1.29M1.3%
Portfolio Concentration
Top 3$36.53M36.0%
4–10$34.81M34.3%
11–25$18.28M18.0%
Rest$11.75M11.6%
Top 3 weight
36.0%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 508.80K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
508.80K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:
NVIDIA CORPORATION
SOLEShares116.75K
TypeSH
Market value$15.68M
15.47%
Sole
0.00
Shared
0.00
None
116.75K
TESLA INC
SOLEShares31.09K
TypeSH
Market value$12.56M
12.39%
Sole
0.00
Shared
0.00
None
31.09K
NETFLIX INC
SOLEShares9.31K
TypeSH
Market value$8.30M
8.18%
Sole
0.00
Shared
0.00
None
9.31K
META PLATFORMS INC
SOLEShares13.74K
TypeSH
Market value$8.04M
7.94%
Sole
0.00
Shared
0.00
None
13.74K
APPLE INC
SOLEShares31.15K
TypeSH
Market value$7.80M
7.70%
Sole
0.00
Shared
0.00
None
31.15K
AMAZON COM INC
SOLEShares34.45K
TypeSH
Market value$7.56M
7.46%
Sole
0.00
Shared
0.00
None
34.45K
MICROSOFT CORP
SOLEShares7.12K
TypeSH
Market value$3.00M
2.96%
Sole
0.00
Shared
0.00
None
7.12K
SPOTIFY TECHNOLOGY S A
SOLEShares6.60K
TypeSH
Market value$2.95M
2.91%
Sole
0.00
Shared
0.00
None
6.60K
SERVICENOW INC
SOLEShares2.71K
TypeSH
Market value$2.87M
2.83%
Sole
0.00
Shared
0.00
None
2.71K
CROWDSTRIKE HLDGS INC
SOLEShares7.55K
TypeSH
Market value$2.58M
2.55%
Sole
0.00
Shared
0.00
None
7.55K
BROADCOM INC
SOLEShares10.42K
TypeSH
Market value$2.42M
2.38%
Sole
0.00
Shared
0.00
None
10.42K
MASTERCARD INCORPORATED
SOLEShares3.70K
TypeSH
Market value$1.95M
1.92%
Sole
0.00
Shared
0.00
None
3.70K
ALPHABET INC
SOLEShares9.31K
TypeSH
Market value$1.76M
1.74%
Sole
0.00
Shared
0.00
None
9.31K
ALPHABET INC
SOLEShares8.76K
TypeSH
Market value$1.67M
1.65%
Sole
0.00
Shared
0.00
None
8.76K
LAM RESEARCH CORP
SOLEShares18.60K
TypeSH
Market value$1.34M
1.33%
Sole
0.00
Shared
0.00
None
18.60K
INTUITIVE SURGICAL INC
SOLEShares2.30K
TypeSH
Market value$1.20M
1.18%
Sole
0.00
Shared
0.00
None
2.30K
AXON ENTERPRISE INC
SOLEShares1.80K
TypeSH
Market value$1.07M
1.06%
Sole
0.00
Shared
0.00
None
1.80K
SHOPIFY INC
SOLEShares9.91K
TypeSH
Market value$1.05M
1.04%
Sole
0.00
Shared
0.00
None
9.91K
ELI LILLY & CO
SOLEShares1.31K
TypeSH
Market value$1.01M
1.00%
Sole
0.00
Shared
0.00
None
1.31K
BOOKING HOLDINGS INC
SOLEShares201.00
TypeSH
Market value$998.7K
0.99%
Sole
0.00
Shared
0.00
None
201.00
ZOOM COMMUNICATIONS INC
SOLEShares12.01K
TypeSH
Market value$980.1K
0.97%
Sole
0.00
Shared
0.00
None
12.01K
DOCUSIGN INC
SOLEShares9K
TypeSH
Market value$809.5K
0.80%
Sole
0.00
Shared
0.00
None
9K
UNITED RENTALS INC
SOLEShares1.01K
TypeSH
Market value$709.4K
0.70%
Sole
0.00
Shared
0.00
None
1.01K
UPSTART HLDGS INC
SOLEShares11.47K
TypeSH
Market value$706.5K
0.70%
Sole
0.00
Shared
0.00
None
11.47K
CARVANA CO
SOLEShares2.96K
TypeSH
Market value$601.9K
0.59%
Sole
0.00
Shared
0.00
None
2.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 116.75K | SH | $15.68M 15.47% | 0.00 | 0.00 | 116.75K |
TESLA INCSOLE | COM | 31.09K | SH | $12.56M 12.39% | 0.00 | 0.00 | 31.09K |
NETFLIX INCSOLE | COM | 9.31K | SH | $8.30M 8.18% | 0.00 | 0.00 | 9.31K |
META PLATFORMS INCSOLE | CL A | 13.74K | SH | $8.04M 7.94% | 0.00 | 0.00 | 13.74K |
APPLE INCSOLE | COM | 31.15K | SH | $7.80M 7.70% | 0.00 | 0.00 | 31.15K |
AMAZON COM INCSOLE | COM | 34.45K | SH | $7.56M 7.46% | 0.00 | 0.00 | 34.45K |
MICROSOFT CORPSOLE | COM | 7.12K | SH | $3.00M 2.96% | 0.00 | 0.00 | 7.12K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 6.60K | SH | $2.95M 2.91% | 0.00 | 0.00 | 6.60K |
SERVICENOW INCSOLE | COM | 2.71K | SH | $2.87M 2.83% | 0.00 | 0.00 | 2.71K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.55K | SH | $2.58M 2.55% | 0.00 | 0.00 | 7.55K |
BROADCOM INCSOLE | COM | 10.42K | SH | $2.42M 2.38% | 0.00 | 0.00 | 10.42K |
MASTERCARD INCORPORATEDSOLE | CL A | 3.70K | SH | $1.95M 1.92% | 0.00 | 0.00 | 3.70K |
ALPHABET INCSOLE | CAP STK CL A | 9.31K | SH | $1.76M 1.74% | 0.00 | 0.00 | 9.31K |
ALPHABET INCSOLE | CAP STK CL C | 8.76K | SH | $1.67M 1.65% | 0.00 | 0.00 | 8.76K |
LAM RESEARCH CORPSOLE | COM NEW | 18.60K | SH | $1.34M 1.33% | 0.00 | 0.00 | 18.60K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.30K | SH | $1.20M 1.18% | 0.00 | 0.00 | 2.30K |
AXON ENTERPRISE INCSOLE | COM | 1.80K | SH | $1.07M 1.06% | 0.00 | 0.00 | 1.80K |
SHOPIFY INCSOLE | CL A | 9.91K | SH | $1.05M 1.04% | 0.00 | 0.00 | 9.91K |
ELI LILLY & COSOLE | COM | 1.31K | SH | $1.01M 1.00% | 0.00 | 0.00 | 1.31K |
BOOKING HOLDINGS INCSOLE | COM | 201.00 | SH | $998.7K 0.99% | 0.00 | 0.00 | 201.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 12.01K | SH | $980.1K 0.97% | 0.00 | 0.00 | 12.01K |
DOCUSIGN INCSOLE | COM | 9K | SH | $809.5K 0.80% | 0.00 | 0.00 | 9K |
UNITED RENTALS INCSOLE | COM | 1.01K | SH | $709.4K 0.70% | 0.00 | 0.00 | 1.01K |
UPSTART HLDGS INCSOLE | COM | 11.47K | SH | $706.5K 0.70% | 0.00 | 0.00 | 11.47K |
CARVANA COSOLE | CL A | 2.96K | SH | $601.9K 0.59% | 0.00 | 0.00 | 2.96K |
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