Filed: 8/10/2026ACC: 0001951757-26-001204
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $174.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$174.05M
Total AUM (reported)
681.55K
Total Shares
Allocation by class
COM$97.17M55.8%
COM CL A$23.74M13.6%
CL A$17.08M9.8%
CALL$12.74M7.3%
COM NEW$4.16M2.4%
SHS$4.05M2.3%
CAP STK CL C$3.28M1.9%
Portfolio Concentration
Top 3$35.70M20.5%
4–10$42.26M24.3%
11–25$50.48M29.0%
Rest$45.61M26.2%
Top 3 weight
20.5%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 681.55K
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
681.55K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
MICRON TECHNOLOGY INC
SOLEShares13.38K
TypeSH
Market value$15.44M
8.87%
Sole
0.00
Shared
0.00
None
13.38K
BLOOM ENERGY CORP
SOLEShares33.53K
TypeSH
Market value$10.15M
5.83%
Sole
0.00
Shared
0.00
None
33.53K
NVIDIA CORPORATION
SOLEShares50.52K
TypeSH
Market value$10.11M
5.81%
Sole
0.00
Shared
0.00
None
50.52K
APPLE INC
SOLEShares22.71K
TypeSH
Market value$6.57M
3.78%
Sole
0.00
Shared
0.00
None
22.71K
AMAZON COM INC
SOLEShares27.50K
TypeSH
Market value$6.56M
3.77%
Sole
0.00
Shared
0.00
None
27.50K
META PLATFORMS INC
SOLEShares11.52K
TypeSH
Market value$6.49M
3.73%
Sole
0.00
Shared
0.00
None
11.52K
LUMENTUM HLDGS INC
SOLEShares6.71K
TypeSH
Market value$5.76M
3.31%
Sole
0.00
Shared
0.00
None
6.71K
CROWDSTRIKE HLDGS INC
SOLEShares7.53K
TypeSH
Market value$5.74M
3.30%
Sole
0.00
Shared
0.00
None
7.53K
APPLOVIN CORP
SOLEShares10.91K
TypeSH
Market value$5.62M
3.23%
Sole
0.00
Shared
0.00
None
10.91K
TESLA INC
SOLEShares13.13K
TypeSH
Market value$5.52M
3.17%
Sole
0.00
Shared
0.00
None
13.13K
BROADCOM INC
SOLEShares13.15K
TypeSH
Market value$4.97M
2.85%
Sole
0.00
Shared
0.00
None
13.15K
COMFORT SYS USA INC
SOLEShares2.50K
TypeSH
Market value$4.95M
2.85%
Sole
0.00
Shared
0.00
None
2.50K
WESTERN DIGITAL CORP
SOLEShares6.92K
TypeSH
Market value$4.42M
2.54%
Sole
0.00
Shared
0.00
None
6.92K
VERTIV HOLDINGS CO
SOLEShares12.11K
TypeSH
Market value$4.05M
2.33%
Sole
0.00
Shared
0.00
None
12.11K
NETFLIX INC.
SOLEShares55.01K
TypeSH
Market value$3.93M
2.26%
Sole
0.00
Shared
0.00
None
55.01K
AXON ENTERPRISE INC
SOLEShares6.55K
TypeSH
Market value$3.67M
2.11%
Sole
0.00
Shared
0.00
None
6.55K
SPOTIFY TECHNOLOGY S A
SOLEShares7.50K
TypeSH
Market value$3.44M
1.98%
Sole
0.00
Shared
0.00
None
7.50K
ALPHABET INC
SOLEShares9.27K
TypeSH
Market value$3.28M
1.88%
Sole
0.00
Shared
0.00
None
9.27K
NEBIUS GROUP N.V.
SOLEShares11.06K
TypeSH
Market value$3.05M
1.75%
Sole
0.00
Shared
0.00
None
11.06K
ALPHABET INC
SOLEShares7.67K
TypeSH
Market value$2.74M
1.57%
Sole
0.00
Shared
0.00
None
7.67K
ADVANCED MICRO DEVICES INC
SOLEShares4.42K
TypeSH
Market value$2.57M
1.48%
Sole
0.00
Shared
0.00
None
4.42K
STERLING INFRASTRUCTURE INC
SOLEShares2.98K
TypeSH
Market value$2.50M
1.44%
Sole
0.00
Shared
0.00
None
2.98K
CELESTICA INC
SOLEShares6.70K
TypeSH
Market value$2.44M
1.40%
Sole
0.00
Shared
0.00
None
6.70K
ASTERA LABS INC
SOLEShares68.00
TypePRN
Market value$2.39M
1.37%
Sole
0.00
Shared
0.00
None
68.00
CORNING INC
SOLEShares8.10K
TypeSH
Market value$2.07M
1.19%
Sole
0.00
Shared
0.00
None
8.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 13.38K | SH | $15.44M 8.87% | 0.00 | 0.00 | 13.38K |
BLOOM ENERGY CORPSOLE | COM CL A | 33.53K | SH | $10.15M 5.83% | 0.00 | 0.00 | 33.53K |
NVIDIA CORPORATIONSOLE | COM | 50.52K | SH | $10.11M 5.81% | 0.00 | 0.00 | 50.52K |
APPLE INCSOLE | COM | 22.71K | SH | $6.57M 3.78% | 0.00 | 0.00 | 22.71K |
AMAZON COM INCSOLE | COM | 27.50K | SH | $6.56M 3.77% | 0.00 | 0.00 | 27.50K |
META PLATFORMS INCSOLE | CL A | 11.52K | SH | $6.49M 3.73% | 0.00 | 0.00 | 11.52K |
LUMENTUM HLDGS INCSOLE | COM | 6.71K | SH | $5.76M 3.31% | 0.00 | 0.00 | 6.71K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.53K | SH | $5.74M 3.30% | 0.00 | 0.00 | 7.53K |
APPLOVIN CORPSOLE | COM CL A | 10.91K | SH | $5.62M 3.23% | 0.00 | 0.00 | 10.91K |
TESLA INCSOLE | COM | 13.13K | SH | $5.52M 3.17% | 0.00 | 0.00 | 13.13K |
BROADCOM INCSOLE | COM | 13.15K | SH | $4.97M 2.85% | 0.00 | 0.00 | 13.15K |
COMFORT SYS USA INCSOLE | COM | 2.50K | SH | $4.95M 2.85% | 0.00 | 0.00 | 2.50K |
WESTERN DIGITAL CORPSOLE | COM | 6.92K | SH | $4.42M 2.54% | 0.00 | 0.00 | 6.92K |
VERTIV HOLDINGS COSOLE | COM CL A | 12.11K | SH | $4.05M 2.33% | 0.00 | 0.00 | 12.11K |
NETFLIX INC.SOLE | COM | 55.01K | SH | $3.93M 2.26% | 0.00 | 0.00 | 55.01K |
AXON ENTERPRISE INCSOLE | COM | 6.55K | SH | $3.67M 2.11% | 0.00 | 0.00 | 6.55K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 7.50K | SH | $3.44M 1.98% | 0.00 | 0.00 | 7.50K |
ALPHABET INCSOLE | CAP STK CL C | 9.27K | SH | $3.28M 1.88% | 0.00 | 0.00 | 9.27K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 11.06K | SH | $3.05M 1.75% | 0.00 | 0.00 | 11.06K |
ALPHABET INCSOLE | CAP STK CL A | 7.67K | SH | $2.74M 1.57% | 0.00 | 0.00 | 7.67K |
ADVANCED MICRO DEVICES INCSOLE | COM | 4.42K | SH | $2.57M 1.48% | 0.00 | 0.00 | 4.42K |
STERLING INFRASTRUCTURE INCSOLE | COM | 2.98K | SH | $2.50M 1.44% | 0.00 | 0.00 | 2.98K |
CELESTICA INCSOLE | COM | 6.70K | SH | $2.44M 1.40% | 0.00 | 0.00 | 6.70K |
ASTERA LABS INCSOLE | CALL | 68.00 | PRN | $2.39M 1.37% | 0.00 | 0.00 | 68.00 |
CORNING INCSOLE | COM | 8.10K | SH | $2.07M 1.19% | 0.00 | 0.00 | 8.10K |
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