Filed: 1/27/2026ACC: 0001951757-26-000315
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $141.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$141.09M
Total AUM (reported)
886.83K
Total Shares
Allocation by class
COM$75.05M53.2%
CL A$23.98M17.0%
COM CL A$15.38M10.9%
CALL$9.27M6.6%
SHS$5.44M3.9%
COM NEW$2.86M2.0%
CAP STK CL A$2.74M1.9%
Portfolio Concentration
Top 3$32.53M23.1%
4–10$46.82M33.2%
11–25$34.35M24.3%
Rest$27.38M19.4%
Top 3 weight
23.1%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 886.83K
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
886.83K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
NVIDIA CORPORATION
SOLEShares72.74K
TypeSH
Market value$13.57M
9.62%
Sole
0.00
Shared
0.00
None
72.74K
APPLOVIN CORP
SOLEShares14.23K
TypeSH
Market value$9.59M
6.80%
Sole
0.00
Shared
0.00
None
14.23K
META PLATFORMS INC
SOLEShares14.21K
TypeSH
Market value$9.38M
6.65%
Sole
0.00
Shared
0.00
None
14.21K
NETFLIX INC
SOLEShares90.88K
TypeSH
Market value$8.52M
6.04%
Sole
0.00
Shared
0.00
None
90.88K
TESLA INC
SOLEShares17.69K
TypeSH
Market value$7.96M
5.64%
Sole
0.00
Shared
0.00
None
17.69K
AMAZON COM INC
SOLEShares31.69K
TypeSH
Market value$7.31M
5.18%
Sole
0.00
Shared
0.00
None
31.69K
APPLE INC
SOLEShares26.66K
TypeSH
Market value$7.25M
5.14%
Sole
0.00
Shared
0.00
None
26.66K
PALANTIR TECHNOLOGIES INC
SOLEShares30.86K
TypeSH
Market value$5.49M
3.89%
Sole
0.00
Shared
0.00
None
30.86K
SPOTIFY TECHNOLOGY S A
SOLEShares9K
TypeSH
Market value$5.23M
3.70%
Sole
0.00
Shared
0.00
None
9K
BROADCOM INC
SOLEShares14.65K
TypeSH
Market value$5.07M
3.59%
Sole
0.00
Shared
0.00
None
14.65K
CROWDSTRIKE HLDGS INC
SOLEShares8.75K
TypeSH
Market value$4.10M
2.91%
Sole
0.00
Shared
0.00
None
8.75K
MICROSOFT CORP
SOLEShares7.04K
TypeSH
Market value$3.41M
2.41%
Sole
0.00
Shared
0.00
None
7.04K
CARVANA CO
SOLEShares6.65K
TypeSH
Market value$2.81M
1.99%
Sole
0.00
Shared
0.00
None
6.65K
ALPHABET INC
SOLEShares8.76K
TypeSH
Market value$2.74M
1.94%
Sole
0.00
Shared
0.00
None
8.76K
AXON ENTERPRISE INC
SOLEShares4.82K
TypeSH
Market value$2.74M
1.94%
Sole
0.00
Shared
0.00
None
4.82K
ROBINHOOD MKTS INC
SOLEShares24.06K
TypeSH
Market value$2.72M
1.93%
Sole
0.00
Shared
0.00
None
24.06K
ALPHABET INC
SOLEShares6.98K
TypeSH
Market value$2.19M
1.55%
Sole
0.00
Shared
0.00
None
6.98K
VISTRA CORP
SOLEShares13.36K
TypeSH
Market value$2.16M
1.53%
Sole
0.00
Shared
0.00
None
13.36K
SERVICENOW INC
SOLEShares13.76K
TypeSH
Market value$2.11M
1.49%
Sole
0.00
Shared
0.00
None
13.76K
CONSTELLATION ENERGY CORP
SOLEShares5.22K
TypeSH
Market value$1.84M
1.31%
Sole
0.00
Shared
0.00
None
5.22K
COMFORT SYS USA INC
SOLEShares1.90K
TypeSH
Market value$1.77M
1.26%
Sole
0.00
Shared
0.00
None
1.90K
MASTERCARD INCORPORATED
SOLEShares2.86K
TypeSH
Market value$1.63M
1.16%
Sole
0.00
Shared
0.00
None
2.86K
VERTIV HOLDINGS CO
SOLEShares8.87K
TypeSH
Market value$1.44M
1.02%
Sole
0.00
Shared
0.00
None
8.87K
BLOOM ENERGY CORP
SOLEShares35.10K
TypePRN
Market value$1.36M
0.96%
Sole
0.00
Shared
0.00
None
35.10K
MICRON TECHNOLOGY INC
SOLEShares4.68K
TypeSH
Market value$1.34M
0.95%
Sole
0.00
Shared
0.00
None
4.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 72.74K | SH | $13.57M 9.62% | 0.00 | 0.00 | 72.74K |
APPLOVIN CORPSOLE | COM CL A | 14.23K | SH | $9.59M 6.80% | 0.00 | 0.00 | 14.23K |
META PLATFORMS INCSOLE | CL A | 14.21K | SH | $9.38M 6.65% | 0.00 | 0.00 | 14.21K |
NETFLIX INCSOLE | COM | 90.88K | SH | $8.52M 6.04% | 0.00 | 0.00 | 90.88K |
TESLA INCSOLE | COM | 17.69K | SH | $7.96M 5.64% | 0.00 | 0.00 | 17.69K |
AMAZON COM INCSOLE | COM | 31.69K | SH | $7.31M 5.18% | 0.00 | 0.00 | 31.69K |
APPLE INCSOLE | COM | 26.66K | SH | $7.25M 5.14% | 0.00 | 0.00 | 26.66K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 30.86K | SH | $5.49M 3.89% | 0.00 | 0.00 | 30.86K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 9K | SH | $5.23M 3.70% | 0.00 | 0.00 | 9K |
BROADCOM INCSOLE | COM | 14.65K | SH | $5.07M 3.59% | 0.00 | 0.00 | 14.65K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 8.75K | SH | $4.10M 2.91% | 0.00 | 0.00 | 8.75K |
MICROSOFT CORPSOLE | COM | 7.04K | SH | $3.41M 2.41% | 0.00 | 0.00 | 7.04K |
CARVANA COSOLE | CL A | 6.65K | SH | $2.81M 1.99% | 0.00 | 0.00 | 6.65K |
ALPHABET INCSOLE | CAP STK CL A | 8.76K | SH | $2.74M 1.94% | 0.00 | 0.00 | 8.76K |
AXON ENTERPRISE INCSOLE | COM | 4.82K | SH | $2.74M 1.94% | 0.00 | 0.00 | 4.82K |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.06K | SH | $2.72M 1.93% | 0.00 | 0.00 | 24.06K |
ALPHABET INCSOLE | CAP STK CL C | 6.98K | SH | $2.19M 1.55% | 0.00 | 0.00 | 6.98K |
VISTRA CORPSOLE | COM | 13.36K | SH | $2.16M 1.53% | 0.00 | 0.00 | 13.36K |
SERVICENOW INCSOLE | COM | 13.76K | SH | $2.11M 1.49% | 0.00 | 0.00 | 13.76K |
CONSTELLATION ENERGY CORPSOLE | COM | 5.22K | SH | $1.84M 1.31% | 0.00 | 0.00 | 5.22K |
COMFORT SYS USA INCSOLE | COM | 1.90K | SH | $1.77M 1.26% | 0.00 | 0.00 | 1.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 2.86K | SH | $1.63M 1.16% | 0.00 | 0.00 | 2.86K |
VERTIV HOLDINGS COSOLE | COM CL A | 8.87K | SH | $1.44M 1.02% | 0.00 | 0.00 | 8.87K |
BLOOM ENERGY CORPSOLE | CALL | 35.10K | PRN | $1.36M 0.96% | 0.00 | 0.00 | 35.10K |
MICRON TECHNOLOGY INCSOLE | COM | 4.68K | SH | $1.34M 0.95% | 0.00 | 0.00 | 4.68K |
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