Filed: 7/16/2025ACC: 0001951757-25-000872
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $89.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$89.59M
Total AUM (reported)
487.51K
Total Shares
Allocation by class
COM$60.65M67.7%
CL A$16.18M18.1%
SHS$4.07M4.5%
COM NEW$2.82M3.2%
COM CL A$1.52M1.7%
CAP STK CL A$1.36M1.5%
CAP STK CL C$1.35M1.5%
Portfolio Concentration
Top 3$29.63M33.1%
4–10$33.39M37.3%
11–25$17.04M19.0%
Rest$9.53M10.6%
Top 3 weight
33.1%
Top 10 weight
70.3%
Voting Authority Distribution
Total shares with voting rights: 487.51K
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
487.51K
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
SOLEShares113.69K
TypeSH
Market value$12.32M
13.75%
Sole
0.00
Shared
0.00
None
113.69K
NETFLIX INC
SOLEShares9.61K
TypeSH
Market value$8.96M
10.00%
Sole
0.00
Shared
0.00
None
9.61K
META PLATFORMS INC
SOLEShares14.49K
TypeSH
Market value$8.35M
9.32%
Sole
0.00
Shared
0.00
None
14.49K
TESLA INC
SOLEShares30.77K
TypeSH
Market value$7.97M
8.90%
Sole
0.00
Shared
0.00
None
30.77K
APPLE INC
SOLEShares30.38K
TypeSH
Market value$6.75M
7.53%
Sole
0.00
Shared
0.00
None
30.38K
AMAZON COM INC
SOLEShares34.79K
TypeSH
Market value$6.62M
7.39%
Sole
0.00
Shared
0.00
None
34.79K
SPOTIFY TECHNOLOGY S A
SOLEShares7.40K
TypeSH
Market value$4.07M
4.54%
Sole
0.00
Shared
0.00
None
7.40K
CROWDSTRIKE HLDGS INC
SOLEShares8.75K
TypeSH
Market value$3.09M
3.44%
Sole
0.00
Shared
0.00
None
8.75K
MICROSOFT CORP
SOLEShares7.19K
TypeSH
Market value$2.70M
3.01%
Sole
0.00
Shared
0.00
None
7.19K
SERVICENOW INC
SOLEShares2.75K
TypeSH
Market value$2.19M
2.44%
Sole
0.00
Shared
0.00
None
2.75K
MASTERCARD INCORPORATED
SOLEShares3.60K
TypeSH
Market value$1.97M
2.20%
Sole
0.00
Shared
0.00
None
3.60K
BROADCOM INC
SOLEShares11.46K
TypeSH
Market value$1.92M
2.14%
Sole
0.00
Shared
0.00
None
11.46K
ALPHABET INC
SOLEShares8.81K
TypeSH
Market value$1.36M
1.52%
Sole
0.00
Shared
0.00
None
8.81K
ALPHABET INC
SOLEShares8.66K
TypeSH
Market value$1.35M
1.51%
Sole
0.00
Shared
0.00
None
8.66K
INTUITIVE SURGICAL INC
SOLEShares2.50K
TypeSH
Market value$1.24M
1.38%
Sole
0.00
Shared
0.00
None
2.50K
AXON ENTERPRISE INC
SOLEShares2.30K
TypeSH
Market value$1.21M
1.35%
Sole
0.00
Shared
0.00
None
2.30K
ELI LILLY & CO
SOLEShares1.41K
TypeSH
Market value$1.17M
1.30%
Sole
0.00
Shared
0.00
None
1.41K
CARVANA CO
SOLEShares5.45K
TypeSH
Market value$1.14M
1.27%
Sole
0.00
Shared
0.00
None
5.45K
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
1.03%
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
0.90%
Sole
0.00
Shared
0.00
None
13K
LAM RESEARCH CORP
SOLEShares10.80K
TypeSH
Market value$785.2K
0.88%
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 | 113.69K | SH | $12.32M 13.75% | 0.00 | 0.00 | 113.69K |
NETFLIX INCSOLE | COM | 9.61K | SH | $8.96M 10.00% | 0.00 | 0.00 | 9.61K |
META PLATFORMS INCSOLE | CL A | 14.49K | SH | $8.35M 9.32% | 0.00 | 0.00 | 14.49K |
TESLA INCSOLE | COM | 30.77K | SH | $7.97M 8.90% | 0.00 | 0.00 | 30.77K |
APPLE INCSOLE | COM | 30.38K | SH | $6.75M 7.53% | 0.00 | 0.00 | 30.38K |
AMAZON COM INCSOLE | COM | 34.79K | SH | $6.62M 7.39% | 0.00 | 0.00 | 34.79K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 7.40K | SH | $4.07M 4.54% | 0.00 | 0.00 | 7.40K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 8.75K | SH | $3.09M 3.44% | 0.00 | 0.00 | 8.75K |
MICROSOFT CORPSOLE | COM | 7.19K | SH | $2.70M 3.01% | 0.00 | 0.00 | 7.19K |
SERVICENOW INCSOLE | COM | 2.75K | SH | $2.19M 2.44% | 0.00 | 0.00 | 2.75K |
MASTERCARD INCORPORATEDSOLE | CL A | 3.60K | SH | $1.97M 2.20% | 0.00 | 0.00 | 3.60K |
BROADCOM INCSOLE | COM | 11.46K | SH | $1.92M 2.14% | 0.00 | 0.00 | 11.46K |
ALPHABET INCSOLE | CAP STK CL A | 8.81K | SH | $1.36M 1.52% | 0.00 | 0.00 | 8.81K |
ALPHABET INCSOLE | CAP STK CL C | 8.66K | SH | $1.35M 1.51% | 0.00 | 0.00 | 8.66K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.50K | SH | $1.24M 1.38% | 0.00 | 0.00 | 2.50K |
AXON ENTERPRISE INCSOLE | COM | 2.30K | SH | $1.21M 1.35% | 0.00 | 0.00 | 2.30K |
ELI LILLY & COSOLE | COM | 1.41K | SH | $1.17M 1.30% | 0.00 | 0.00 | 1.41K |
CARVANA COSOLE | CL A | 5.45K | SH | $1.14M 1.27% | 0.00 | 0.00 | 5.45K |
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 1.03% | 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 0.90% | 0.00 | 0.00 | 13K |
LAM RESEARCH CORPSOLE | COM NEW | 10.80K | SH | $785.2K 0.88% | 0.00 | 0.00 | 10.80K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 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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