Filed: 10/21/2026ACC: 0001951757-26-001732
📋 What this filing means
PIAR LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $164.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$164.78M
Total AUM (reported)
714.93K
Total Shares
Allocation by class
COM$96.15M58.4%
CL A$20.34M12.3%
COM CL A$17.12M10.4%
CALL$5.49M3.3%
SHS$4.77M2.9%
CAP STK CL C$4.52M2.7%
SHS CLASS A$3.08M1.9%
Portfolio Concentration
Top 3$33.59M20.4%
4–10$44.35M26.9%
11–25$44.70M27.1%
Rest$42.13M25.6%
Top 3 weight
20.4%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 714.93K
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
714.93K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
MICRON TECHNOLOGY INC
SOLEShares12.93K
TypeSH
Market value$13.77M
8.35%
Sole
0.00
Shared
0.00
None
12.93K
NVIDIA CORPORATION
SOLEShares47.78K
TypeSH
Market value$10.91M
6.62%
Sole
0.00
Shared
0.00
None
47.78K
BLOOM ENERGY CORP
SOLEShares32.16K
TypeSH
Market value$8.91M
5.41%
Sole
0.00
Shared
0.00
None
32.16K
META PLATFORMS INC
SOLEShares11.09K
TypeSH
Market value$8.04M
4.88%
Sole
0.00
Shared
0.00
None
11.09K
APPLE INC
SOLEShares21.97K
TypeSH
Market value$7.32M
4.44%
Sole
0.00
Shared
0.00
None
21.97K
LUMENTUM HLDGS INC
SOLEShares7.04K
TypeSH
Market value$6.83M
4.15%
Sole
0.00
Shared
0.00
None
7.04K
CROWDSTRIKE HLDGS INC
SOLEShares25.52K
TypeSH
Market value$6.76M
4.10%
Sole
0.00
Shared
0.00
None
25.52K
AMAZON COM INC
SOLEShares26.04K
TypeSH
Market value$6.49M
3.94%
Sole
0.00
Shared
0.00
None
26.04K
ALPHABET INC
SOLEShares13.25K
TypeSH
Market value$4.52M
2.74%
Sole
0.00
Shared
0.00
None
13.25K
TESLA INC
SOLEShares12.40K
TypeSH
Market value$4.40M
2.67%
Sole
0.00
Shared
0.00
None
12.40K
BROADCOM INC
SOLEShares12.45K
TypeSH
Market value$4.37M
2.65%
Sole
0.00
Shared
0.00
None
12.45K
COMFORT SYS USA INC
SOLEShares2.60K
TypeSH
Market value$4.30M
2.61%
Sole
0.00
Shared
0.00
None
2.60K
SPOTIFY TECHNOLOGY S A
SOLEShares6.91K
TypeSH
Market value$3.37M
2.04%
Sole
0.00
Shared
0.00
None
6.91K
ADVANCED MICRO DEVICES INC
SOLEShares5.36K
TypeSH
Market value$3.28M
1.99%
Sole
0.00
Shared
0.00
None
5.36K
WESTERN DIGITAL CORP
SOLEShares7.14K
TypeSH
Market value$3.24M
1.97%
Sole
0.00
Shared
0.00
None
7.14K
NETFLIX INC.
SOLEShares46.56K
TypeSH
Market value$3.24M
1.97%
Sole
0.00
Shared
0.00
None
46.56K
NEBIUS GROUP N.V.
SOLEShares13.05K
TypeSH
Market value$3.08M
1.87%
Sole
0.00
Shared
0.00
None
13.05K
CELESTICA INC
SOLEShares8.25K
TypeSH
Market value$2.98M
1.81%
Sole
0.00
Shared
0.00
None
8.25K
VERTIV HOLDINGS CO
SOLEShares11.52K
TypeSH
Market value$2.78M
1.69%
Sole
0.00
Shared
0.00
None
11.52K
APPLOVIN CORP
SOLEShares9.18K
TypeSH
Market value$2.67M
1.62%
Sole
0.00
Shared
0.00
None
9.18K
PALANTIR TECHNOLOGIES INC
SOLEShares13.52K
TypeSH
Market value$2.53M
1.53%
Sole
0.00
Shared
0.00
None
13.52K
AXON ENTERPRISE INC
SOLEShares5.38K
TypeSH
Market value$2.28M
1.38%
Sole
0.00
Shared
0.00
None
5.38K
ALPHABET INC
SOLEShares6.50K
TypeSH
Market value$2.24M
1.36%
Sole
0.00
Shared
0.00
None
6.50K
MICROSOFT CORP
SOLEShares4.30K
TypeSH
Market value$2.21M
1.34%
Sole
0.00
Shared
0.00
None
4.30K
STERLING INFRASTRUCTURE INC
SOLEShares4.38K
TypeSH
Market value$2.15M
1.31%
Sole
0.00
Shared
0.00
None
4.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 12.93K | SH | $13.77M 8.35% | 0.00 | 0.00 | 12.93K |
NVIDIA CORPORATIONSOLE | COM | 47.78K | SH | $10.91M 6.62% | 0.00 | 0.00 | 47.78K |
BLOOM ENERGY CORPSOLE | COM CL A | 32.16K | SH | $8.91M 5.41% | 0.00 | 0.00 | 32.16K |
META PLATFORMS INCSOLE | CL A | 11.09K | SH | $8.04M 4.88% | 0.00 | 0.00 | 11.09K |
APPLE INCSOLE | COM | 21.97K | SH | $7.32M 4.44% | 0.00 | 0.00 | 21.97K |
LUMENTUM HLDGS INCSOLE | COM | 7.04K | SH | $6.83M 4.15% | 0.00 | 0.00 | 7.04K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 25.52K | SH | $6.76M 4.10% | 0.00 | 0.00 | 25.52K |
AMAZON COM INCSOLE | COM | 26.04K | SH | $6.49M 3.94% | 0.00 | 0.00 | 26.04K |
ALPHABET INCSOLE | CAP STK CL C | 13.25K | SH | $4.52M 2.74% | 0.00 | 0.00 | 13.25K |
TESLA INCSOLE | COM | 12.40K | SH | $4.40M 2.67% | 0.00 | 0.00 | 12.40K |
BROADCOM INCSOLE | COM | 12.45K | SH | $4.37M 2.65% | 0.00 | 0.00 | 12.45K |
COMFORT SYS USA INCSOLE | COM | 2.60K | SH | $4.30M 2.61% | 0.00 | 0.00 | 2.60K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 6.91K | SH | $3.37M 2.04% | 0.00 | 0.00 | 6.91K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.36K | SH | $3.28M 1.99% | 0.00 | 0.00 | 5.36K |
WESTERN DIGITAL CORPSOLE | COM | 7.14K | SH | $3.24M 1.97% | 0.00 | 0.00 | 7.14K |
NETFLIX INC.SOLE | COM | 46.56K | SH | $3.24M 1.97% | 0.00 | 0.00 | 46.56K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 13.05K | SH | $3.08M 1.87% | 0.00 | 0.00 | 13.05K |
CELESTICA INCSOLE | COM | 8.25K | SH | $2.98M 1.81% | 0.00 | 0.00 | 8.25K |
VERTIV HOLDINGS COSOLE | COM CL A | 11.52K | SH | $2.78M 1.69% | 0.00 | 0.00 | 11.52K |
APPLOVIN CORPSOLE | COM CL A | 9.18K | SH | $2.67M 1.62% | 0.00 | 0.00 | 9.18K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 13.52K | SH | $2.53M 1.53% | 0.00 | 0.00 | 13.52K |
AXON ENTERPRISE INCSOLE | COM | 5.38K | SH | $2.28M 1.38% | 0.00 | 0.00 | 5.38K |
ALPHABET INCSOLE | CAP STK CL A | 6.50K | SH | $2.24M 1.36% | 0.00 | 0.00 | 6.50K |
MICROSOFT CORPSOLE | COM | 4.30K | SH | $2.21M 1.34% | 0.00 | 0.00 | 4.30K |
STERLING INFRASTRUCTURE INCSOLE | COM | 4.38K | SH | $2.15M 1.31% | 0.00 | 0.00 | 4.38K |
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