Filed: 4/25/2025ACC: 0001951757-25-000453
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $90.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$90.34M
Total AUM (reported)
502.35K
Total Shares
Allocation by class
COM$61.26M67.8%
CL A$17.05M18.9%
SHS$4.07M4.5%
COM NEW$2.82M3.1%
COM CL A$1.55M1.7%
CAP STK CL A$1.36M1.5%
CAP STK CL C$1.35M1.5%
Portfolio Concentration
Top 3$29.89M33.1%
4–10$33.66M37.3%
11–25$17.14M19.0%
Rest$9.65M10.7%
Top 3 weight
33.1%
Top 10 weight
70.3%
Voting Authority Distribution
Total shares with voting rights: 502.35K
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
502.35K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
NVIDIA CORPORATION
SOLEShares114.41K
TypeSH
Market value$12.40M
13.73%
Sole
0.00
Shared
0.00
None
114.41K
NETFLIX INC
SOLEShares9.71K
TypeSH
Market value$9.05M
10.02%
Sole
0.00
Shared
0.00
None
9.71K
META PLATFORMS INC
SOLEShares14.64K
TypeSH
Market value$8.44M
9.34%
Sole
0.00
Shared
0.00
None
14.64K
TESLA INC
SOLEShares30.97K
TypeSH
Market value$8.03M
8.88%
Sole
0.00
Shared
0.00
None
30.97K
APPLE INC
SOLEShares30.58K
TypeSH
Market value$6.79M
7.52%
Sole
0.00
Shared
0.00
None
30.58K
AMAZON COM INC
SOLEShares35.10K
TypeSH
Market value$6.68M
7.39%
Sole
0.00
Shared
0.00
None
35.10K
SPOTIFY TECHNOLOGY S A
SOLEShares7.40K
TypeSH
Market value$4.07M
4.51%
Sole
0.00
Shared
0.00
None
7.40K
CROWDSTRIKE HLDGS INC
SOLEShares8.75K
TypeSH
Market value$3.09M
3.42%
Sole
0.00
Shared
0.00
None
8.75K
MICROSOFT CORP
SOLEShares7.29K
TypeSH
Market value$2.74M
3.03%
Sole
0.00
Shared
0.00
None
7.29K
SERVICENOW INC
SOLEShares2.85K
TypeSH
Market value$2.27M
2.51%
Sole
0.00
Shared
0.00
None
2.85K
MASTERCARD INCORPORATED
SOLEShares3.60K
TypeSH
Market value$1.97M
2.18%
Sole
0.00
Shared
0.00
None
3.60K
BROADCOM INC
SOLEShares11.62K
TypeSH
Market value$1.95M
2.15%
Sole
0.00
Shared
0.00
None
11.62K
ALPHABET INC
SOLEShares8.81K
TypeSH
Market value$1.36M
1.51%
Sole
0.00
Shared
0.00
None
8.81K
ALPHABET INC
SOLEShares8.66K
TypeSH
Market value$1.35M
1.50%
Sole
0.00
Shared
0.00
None
8.66K
AXON ENTERPRISE INC
SOLEShares2.40K
TypeSH
Market value$1.26M
1.40%
Sole
0.00
Shared
0.00
None
2.40K
INTUITIVE SURGICAL INC
SOLEShares2.50K
TypeSH
Market value$1.24M
1.37%
Sole
0.00
Shared
0.00
None
2.50K
ELI LILLY & CO
SOLEShares1.41K
TypeSH
Market value$1.17M
1.29%
Sole
0.00
Shared
0.00
None
1.41K
CARVANA CO
SOLEShares5.56K
TypeSH
Market value$1.16M
1.29%
Sole
0.00
Shared
0.00
None
5.56K
BOOKING HOLDINGS INC
SOLEShares201.00
TypeSH
Market value$926.0K
1.03%
Sole
0.00
Shared
0.00
None
201.00
PALANTIR TECHNOLOGIES INC
SOLEShares10.96K
TypeSH
Market value$924.6K
1.02%
Sole
0.00
Shared
0.00
None
10.96K
APPLOVIN CORP
SOLEShares3.19K
TypeSH
Market value$846.6K
0.94%
Sole
0.00
Shared
0.00
None
3.19K
ENPHASE ENERGY INC
SOLEShares13K
TypeSH
Market value$806.6K
0.89%
Sole
0.00
Shared
0.00
None
13K
LAM RESEARCH CORP
SOLEShares10.80K
TypeSH
Market value$785.2K
0.87%
Sole
0.00
Shared
0.00
None
10.80K
SHOPIFY INC
SOLEShares7.91K
TypeSH
Market value$755.2K
0.84%
Sole
0.00
Shared
0.00
None
7.91K
UNITED RENTALS INC
SOLEShares1.01K
TypeSH
Market value$631.1K
0.70%
Sole
0.00
Shared
0.00
None
1.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 114.41K | SH | $12.40M 13.73% | 0.00 | 0.00 | 114.41K |
NETFLIX INCSOLE | COM | 9.71K | SH | $9.05M 10.02% | 0.00 | 0.00 | 9.71K |
META PLATFORMS INCSOLE | CL A | 14.64K | SH | $8.44M 9.34% | 0.00 | 0.00 | 14.64K |
TESLA INCSOLE | COM | 30.97K | SH | $8.03M 8.88% | 0.00 | 0.00 | 30.97K |
APPLE INCSOLE | COM | 30.58K | SH | $6.79M 7.52% | 0.00 | 0.00 | 30.58K |
AMAZON COM INCSOLE | COM | 35.10K | SH | $6.68M 7.39% | 0.00 | 0.00 | 35.10K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 7.40K | SH | $4.07M 4.51% | 0.00 | 0.00 | 7.40K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 8.75K | SH | $3.09M 3.42% | 0.00 | 0.00 | 8.75K |
MICROSOFT CORPSOLE | COM | 7.29K | SH | $2.74M 3.03% | 0.00 | 0.00 | 7.29K |
SERVICENOW INCSOLE | COM | 2.85K | SH | $2.27M 2.51% | 0.00 | 0.00 | 2.85K |
MASTERCARD INCORPORATEDSOLE | CL A | 3.60K | SH | $1.97M 2.18% | 0.00 | 0.00 | 3.60K |
BROADCOM INCSOLE | COM | 11.62K | SH | $1.95M 2.15% | 0.00 | 0.00 | 11.62K |
ALPHABET INCSOLE | CAP STK CL A | 8.81K | SH | $1.36M 1.51% | 0.00 | 0.00 | 8.81K |
ALPHABET INCSOLE | CAP STK CL C | 8.66K | SH | $1.35M 1.50% | 0.00 | 0.00 | 8.66K |
AXON ENTERPRISE INCSOLE | COM | 2.40K | SH | $1.26M 1.40% | 0.00 | 0.00 | 2.40K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.50K | SH | $1.24M 1.37% | 0.00 | 0.00 | 2.50K |
ELI LILLY & COSOLE | COM | 1.41K | SH | $1.17M 1.29% | 0.00 | 0.00 | 1.41K |
CARVANA COSOLE | CL A | 5.56K | SH | $1.16M 1.29% | 0.00 | 0.00 | 5.56K |
BOOKING HOLDINGS INCSOLE | COM | 201.00 | SH | $926.0K 1.03% | 0.00 | 0.00 | 201.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 10.96K | SH | $924.6K 1.02% | 0.00 | 0.00 | 10.96K |
APPLOVIN CORPSOLE | COM CL A | 3.19K | SH | $846.6K 0.94% | 0.00 | 0.00 | 3.19K |
ENPHASE ENERGY INCSOLE | COM | 13K | SH | $806.6K 0.89% | 0.00 | 0.00 | 13K |
LAM RESEARCH CORPSOLE | COM NEW | 10.80K | SH | $785.2K 0.87% | 0.00 | 0.00 | 10.80K |
SHOPIFY INCSOLE | CL A | 7.91K | SH | $755.2K 0.84% | 0.00 | 0.00 | 7.91K |
UNITED RENTALS INCSOLE | COM | 1.01K | SH | $631.1K 0.70% | 0.00 | 0.00 | 1.01K |
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