Filed: 11/10/2025ACC: 0001951757-25-001355
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $148.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$148.55M
Total AUM (reported)
505.37K
Total Shares
Allocation by class
COM$83.47M56.2%
CL A$26.77M18.0%
COM CL A$13.99M9.4%
CALL$8.84M6.0%
SHS$6.49M4.4%
COM NEW$2.39M1.6%
CAP STK CL A$2.12M1.4%
Portfolio Concentration
Top 3$38.05M25.6%
4–10$50.02M33.7%
11–25$36.93M24.9%
Rest$23.55M15.9%
Top 3 weight
25.6%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 505.37K
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
505.37K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA CORPORATION
SOLEShares82.22K
TypeSH
Market value$15.34M
10.33%
Sole
0.00
Shared
0.00
None
82.22K
NETFLIX INC
SOLEShares9.72K
TypeSH
Market value$11.66M
7.85%
Sole
0.00
Shared
0.00
None
9.72K
META PLATFORMS INC
SOLEShares15.04K
TypeSH
Market value$11.05M
7.44%
Sole
0.00
Shared
0.00
None
15.04K
TESLA INC
SOLEShares21.20K
TypeSH
Market value$9.43M
6.35%
Sole
0.00
Shared
0.00
None
21.20K
APPLOVIN CORP
SOLEShares12.14K
TypeSH
Market value$8.73M
5.87%
Sole
0.00
Shared
0.00
None
12.14K
AMAZON COM INC
SOLEShares34.23K
TypeSH
Market value$7.52M
5.06%
Sole
0.00
Shared
0.00
None
34.23K
APPLE INC
SOLEShares27.89K
TypeSH
Market value$7.10M
4.78%
Sole
0.00
Shared
0.00
None
27.89K
SPOTIFY TECHNOLOGY S A
SOLEShares9.30K
TypeSH
Market value$6.49M
4.37%
Sole
0.00
Shared
0.00
None
9.30K
PALANTIR TECHNOLOGIES INC
SOLEShares33.88K
TypeSH
Market value$6.18M
4.16%
Sole
0.00
Shared
0.00
None
33.88K
BROADCOM INC
SOLEShares13.86K
TypeSH
Market value$4.57M
3.08%
Sole
0.00
Shared
0.00
None
13.86K
CROWDSTRIKE HLDGS INC
SOLEShares9K
TypeSH
Market value$4.41M
2.97%
Sole
0.00
Shared
0.00
None
9K
MICROSOFT CORP
SOLEShares7.34K
TypeSH
Market value$3.80M
2.56%
Sole
0.00
Shared
0.00
None
7.34K
AXON ENTERPRISE INC
SOLEShares5.25K
TypeSH
Market value$3.77M
2.54%
Sole
0.00
Shared
0.00
None
5.25K
ROBINHOOD MKTS INC
SOLEShares23.72K
TypeSH
Market value$3.40M
2.29%
Sole
0.00
Shared
0.00
None
23.72K
VISTRA CORP
SOLEShares14.46K
TypeSH
Market value$2.83M
1.91%
Sole
0.00
Shared
0.00
None
14.46K
CARVANA CO
SOLEShares7.32K
TypeSH
Market value$2.76M
1.86%
Sole
0.00
Shared
0.00
None
7.32K
SERVICENOW INC
SOLEShares2.95K
TypeSH
Market value$2.71M
1.83%
Sole
0.00
Shared
0.00
None
2.95K
ALPHABET INC
SOLEShares8.71K
TypeSH
Market value$2.12M
1.43%
Sole
0.00
Shared
0.00
None
8.71K
BLOOM ENERGY CORP
SOLEShares363.00
TypePRN
Market value$1.76M
1.19%
Sole
0.00
Shared
0.00
None
363.00
CONSTELLATION ENERGY CORP
SOLEShares5.12K
TypeSH
Market value$1.68M
1.13%
Sole
0.00
Shared
0.00
None
5.12K
MASTERCARD INCORPORATED
SOLEShares2.94K
TypeSH
Market value$1.67M
1.12%
Sole
0.00
Shared
0.00
None
2.94K
OKLO INC
SOLEShares368.00
TypePRN
Market value$1.56M
1.05%
Sole
0.00
Shared
0.00
None
368.00
ALPHABET INC
SOLEShares6.23K
TypeSH
Market value$1.52M
1.02%
Sole
0.00
Shared
0.00
None
6.23K
COMFORT SYS USA INC
SOLEShares1.80K
TypeSH
Market value$1.49M
1.00%
Sole
0.00
Shared
0.00
None
1.80K
APPLOVIN CORP
SOLEShares109.00
TypePRN
Market value$1.45M
0.98%
Sole
0.00
Shared
0.00
None
109.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 82.22K | SH | $15.34M 10.33% | 0.00 | 0.00 | 82.22K |
NETFLIX INCSOLE | COM | 9.72K | SH | $11.66M 7.85% | 0.00 | 0.00 | 9.72K |
META PLATFORMS INCSOLE | CL A | 15.04K | SH | $11.05M 7.44% | 0.00 | 0.00 | 15.04K |
TESLA INCSOLE | COM | 21.20K | SH | $9.43M 6.35% | 0.00 | 0.00 | 21.20K |
APPLOVIN CORPSOLE | COM CL A | 12.14K | SH | $8.73M 5.87% | 0.00 | 0.00 | 12.14K |
AMAZON COM INCSOLE | COM | 34.23K | SH | $7.52M 5.06% | 0.00 | 0.00 | 34.23K |
APPLE INCSOLE | COM | 27.89K | SH | $7.10M 4.78% | 0.00 | 0.00 | 27.89K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 9.30K | SH | $6.49M 4.37% | 0.00 | 0.00 | 9.30K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 33.88K | SH | $6.18M 4.16% | 0.00 | 0.00 | 33.88K |
BROADCOM INCSOLE | COM | 13.86K | SH | $4.57M 3.08% | 0.00 | 0.00 | 13.86K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9K | SH | $4.41M 2.97% | 0.00 | 0.00 | 9K |
MICROSOFT CORPSOLE | COM | 7.34K | SH | $3.80M 2.56% | 0.00 | 0.00 | 7.34K |
AXON ENTERPRISE INCSOLE | COM | 5.25K | SH | $3.77M 2.54% | 0.00 | 0.00 | 5.25K |
ROBINHOOD MKTS INCSOLE | COM CL A | 23.72K | SH | $3.40M 2.29% | 0.00 | 0.00 | 23.72K |
VISTRA CORPSOLE | COM | 14.46K | SH | $2.83M 1.91% | 0.00 | 0.00 | 14.46K |
CARVANA COSOLE | CL A | 7.32K | SH | $2.76M 1.86% | 0.00 | 0.00 | 7.32K |
SERVICENOW INCSOLE | COM | 2.95K | SH | $2.71M 1.83% | 0.00 | 0.00 | 2.95K |
ALPHABET INCSOLE | CAP STK CL A | 8.71K | SH | $2.12M 1.43% | 0.00 | 0.00 | 8.71K |
BLOOM ENERGY CORPSOLE | CALL | 363.00 | PRN | $1.76M 1.19% | 0.00 | 0.00 | 363.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 5.12K | SH | $1.68M 1.13% | 0.00 | 0.00 | 5.12K |
MASTERCARD INCORPORATEDSOLE | CL A | 2.94K | SH | $1.67M 1.12% | 0.00 | 0.00 | 2.94K |
OKLO INCSOLE | CALL | 368.00 | PRN | $1.56M 1.05% | 0.00 | 0.00 | 368.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.23K | SH | $1.52M 1.02% | 0.00 | 0.00 | 6.23K |
COMFORT SYS USA INCSOLE | COM | 1.80K | SH | $1.49M 1.00% | 0.00 | 0.00 | 1.80K |
APPLOVIN CORPSOLE | CALL | 109.00 | PRN | $1.45M 0.98% | 0.00 | 0.00 | 109.00 |
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