Filed: 5/8/2026ACC: 0001951757-26-000803
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $128.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$128.45M
Total AUM (reported)
681.81K
Total Shares
Allocation by class
COM$68.44M53.3%
CL A$18.02M14.0%
COM CL A$15.39M12.0%
CALL$9.67M7.5%
SHS$3.89M3.0%
COM NEW$2.93M2.3%
CAP STK CL A$2.39M1.9%
Portfolio Concentration
Top 3$24.51M19.1%
4–10$34.89M27.2%
11–25$37.01M28.8%
Rest$32.04M24.9%
Top 3 weight
19.1%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 681.81K
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
681.81K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
NVIDIA CORPORATION
SOLEShares58.90K
TypeSH
Market value$10.27M
8.00%
Sole
0.00
Shared
0.00
None
58.90K
META PLATFORMS INC
SOLEShares13.25K
TypeSH
Market value$7.58M
5.90%
Sole
0.00
Shared
0.00
None
13.25K
NETFLIX INC.
SOLEShares69.24K
TypeSH
Market value$6.66M
5.18%
Sole
0.00
Shared
0.00
None
69.24K
APPLE INC
SOLEShares23.86K
TypeSH
Market value$6.06M
4.72%
Sole
0.00
Shared
0.00
None
23.86K
TESLA INC
SOLEShares15.30K
TypeSH
Market value$5.69M
4.43%
Sole
0.00
Shared
0.00
None
15.30K
AMAZON COM INC
SOLEShares27.25K
TypeSH
Market value$5.68M
4.42%
Sole
0.00
Shared
0.00
None
27.25K
APPLOVIN CORP
SOLEShares12.79K
TypeSH
Market value$5.09M
3.96%
Sole
0.00
Shared
0.00
None
12.79K
BROADCOM INC
SOLEShares13.95K
TypeSH
Market value$4.32M
3.36%
Sole
0.00
Shared
0.00
None
13.95K
PALANTIR TECHNOLOGIES INC
SOLEShares28.17K
TypeSH
Market value$4.12M
3.21%
Sole
0.00
Shared
0.00
None
28.17K
BLOOM ENERGY CORP
SOLEShares29.08K
TypeSH
Market value$3.94M
3.07%
Sole
0.00
Shared
0.00
None
29.08K
SPOTIFY TECHNOLOGY S A
SOLEShares8.02K
TypeSH
Market value$3.89M
3.03%
Sole
0.00
Shared
0.00
None
8.02K
MICRON TECHNOLOGY INC
SOLEShares8.99K
TypeSH
Market value$3.04M
2.37%
Sole
0.00
Shared
0.00
None
8.99K
CROWDSTRIKE HLDGS INC
SOLEShares7.60K
TypeSH
Market value$2.97M
2.31%
Sole
0.00
Shared
0.00
None
7.60K
VERTIV HOLDINGS CO
SOLEShares11.46K
TypeSH
Market value$2.87M
2.24%
Sole
0.00
Shared
0.00
None
11.46K
SERVICENOW INC
SOLEShares27.21K
TypeSH
Market value$2.84M
2.21%
Sole
0.00
Shared
0.00
None
27.21K
AXON ENTERPRISE INC
SOLEShares6.45K
TypeSH
Market value$2.74M
2.13%
Sole
0.00
Shared
0.00
None
6.45K
COMFORT SYS USA INC
SOLEShares1.90K
TypeSH
Market value$2.62M
2.04%
Sole
0.00
Shared
0.00
None
1.90K
MICROSOFT CORP
SOLEShares6.54K
TypeSH
Market value$2.42M
1.89%
Sole
0.00
Shared
0.00
None
6.54K
ALPHABET INC
SOLEShares8.31K
TypeSH
Market value$2.39M
1.86%
Sole
0.00
Shared
0.00
None
8.31K
ALPHABET INC
SOLEShares8.23K
TypeSH
Market value$2.36M
1.84%
Sole
0.00
Shared
0.00
None
8.23K
LUMENTUM HLDGS INC
SOLEShares2.71K
TypeSH
Market value$1.90M
1.48%
Sole
0.00
Shared
0.00
None
2.71K
STRATEGY INC
SOLEShares14.80K
TypeSH
Market value$1.85M
1.44%
Sole
0.00
Shared
0.00
None
14.80K
CARVANA CO
SOLEShares5.53K
TypeSH
Market value$1.74M
1.35%
Sole
0.00
Shared
0.00
None
5.53K
LUMENTUM HLDGS INC
SOLEShares57.00
TypePRN
Market value$1.73M
1.35%
Sole
0.00
Shared
0.00
None
57.00
VISTRA CORP
SOLEShares10.96K
TypeSH
Market value$1.65M
1.28%
Sole
0.00
Shared
0.00
None
10.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 58.90K | SH | $10.27M 8.00% | 0.00 | 0.00 | 58.90K |
META PLATFORMS INCSOLE | CL A | 13.25K | SH | $7.58M 5.90% | 0.00 | 0.00 | 13.25K |
NETFLIX INC.SOLE | COM | 69.24K | SH | $6.66M 5.18% | 0.00 | 0.00 | 69.24K |
APPLE INCSOLE | COM | 23.86K | SH | $6.06M 4.72% | 0.00 | 0.00 | 23.86K |
TESLA INCSOLE | COM | 15.30K | SH | $5.69M 4.43% | 0.00 | 0.00 | 15.30K |
AMAZON COM INCSOLE | COM | 27.25K | SH | $5.68M 4.42% | 0.00 | 0.00 | 27.25K |
APPLOVIN CORPSOLE | COM CL A | 12.79K | SH | $5.09M 3.96% | 0.00 | 0.00 | 12.79K |
BROADCOM INCSOLE | COM | 13.95K | SH | $4.32M 3.36% | 0.00 | 0.00 | 13.95K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 28.17K | SH | $4.12M 3.21% | 0.00 | 0.00 | 28.17K |
BLOOM ENERGY CORPSOLE | COM CL A | 29.08K | SH | $3.94M 3.07% | 0.00 | 0.00 | 29.08K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 8.02K | SH | $3.89M 3.03% | 0.00 | 0.00 | 8.02K |
MICRON TECHNOLOGY INCSOLE | COM | 8.99K | SH | $3.04M 2.37% | 0.00 | 0.00 | 8.99K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.60K | SH | $2.97M 2.31% | 0.00 | 0.00 | 7.60K |
VERTIV HOLDINGS COSOLE | COM CL A | 11.46K | SH | $2.87M 2.24% | 0.00 | 0.00 | 11.46K |
SERVICENOW INCSOLE | COM | 27.21K | SH | $2.84M 2.21% | 0.00 | 0.00 | 27.21K |
AXON ENTERPRISE INCSOLE | COM | 6.45K | SH | $2.74M 2.13% | 0.00 | 0.00 | 6.45K |
COMFORT SYS USA INCSOLE | COM | 1.90K | SH | $2.62M 2.04% | 0.00 | 0.00 | 1.90K |
MICROSOFT CORPSOLE | COM | 6.54K | SH | $2.42M 1.89% | 0.00 | 0.00 | 6.54K |
ALPHABET INCSOLE | CAP STK CL A | 8.31K | SH | $2.39M 1.86% | 0.00 | 0.00 | 8.31K |
ALPHABET INCSOLE | CAP STK CL C | 8.23K | SH | $2.36M 1.84% | 0.00 | 0.00 | 8.23K |
LUMENTUM HLDGS INCSOLE | COM | 2.71K | SH | $1.90M 1.48% | 0.00 | 0.00 | 2.71K |
STRATEGY INCSOLE | CL A NEW | 14.80K | SH | $1.85M 1.44% | 0.00 | 0.00 | 14.80K |
CARVANA COSOLE | CL A | 5.53K | SH | $1.74M 1.35% | 0.00 | 0.00 | 5.53K |
LUMENTUM HLDGS INCSOLE | CALL | 57.00 | PRN | $1.73M 1.35% | 0.00 | 0.00 | 57.00 |
VISTRA CORPSOLE | COM | 10.96K | SH | $1.65M 1.28% | 0.00 | 0.00 | 10.96K |
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