Filed: 3/13/2026ACC: 0002000324-26-000887
📋 What this filing means
SPEAR ADVISORS LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $142.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$142.69M
Total AUM (reported)
1.90M
Total Shares
Allocation by class
COMMON STOCK$142.69M100.0%
Portfolio Concentration
Top 3$41.40M29.0%
4–10$55.06M38.6%
11–25$46.23M32.4%
Top 3 weight
29.0%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
1.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
Astera Labs Inc
SOLEShares94.89K
TypeSH
Market value$15.79M
11.06%
Sole
94.89K
Shared
0.00
None
0.00
Coherent Corp
SOLEShares75.37K
TypeSH
Market value$13.91M
9.75%
Sole
75.37K
Shared
0.00
None
0.00
Credo Technology Group Holding Ltd
SOLEShares81.35K
TypeSH
Market value$11.71M
8.20%
Sole
81.35K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares118.45K
TypeSH
Market value$10.07M
7.05%
Sole
118.45K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares48.70K
TypeSH
Market value$9.08M
6.37%
Sole
48.70K
Shared
0.00
None
0.00
Rocket Lab Corp
SOLEShares126.62K
TypeSH
Market value$8.83M
6.19%
Sole
126.62K
Shared
0.00
None
0.00
Applied Digital Corp
SOLEShares293.26K
TypeSH
Market value$7.19M
5.04%
Sole
293.26K
Shared
0.00
None
0.00
Ciena Corp
SOLEShares29.70K
TypeSH
Market value$6.95M
4.87%
Sole
29.70K
Shared
0.00
None
0.00
Terawulf Inc
SOLEShares576.60K
TypeSH
Market value$6.63M
4.64%
Sole
576.60K
Shared
0.00
None
0.00
AST SpaceMobile Inc
SOLEShares86.91K
TypeSH
Market value$6.31M
4.42%
Sole
86.91K
Shared
0.00
None
0.00
EchoStar Corp
SOLEShares57.70K
TypeSH
Market value$6.27M
4.40%
Sole
57.70K
Shared
0.00
None
0.00
Constellation Energy Corp
SOLEShares16.68K
TypeSH
Market value$5.89M
4.13%
Sole
16.68K
Shared
0.00
None
0.00
Cloudflare Inc
SOLEShares29.64K
TypeSH
Market value$5.84M
4.10%
Sole
29.64K
Shared
0.00
None
0.00
Shopify Inc
SOLEShares34.57K
TypeSH
Market value$5.57M
3.90%
Sole
34.57K
Shared
0.00
None
0.00
Arista Networks Inc
SOLEShares36.60K
TypeSH
Market value$4.80M
3.36%
Sole
36.60K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares21.46K
TypeSH
Market value$4.60M
3.22%
Sole
21.46K
Shared
0.00
None
0.00
Crowdstrike Holdings Inc
SOLEShares7.50K
TypeSH
Market value$3.51M
2.46%
Sole
7.50K
Shared
0.00
None
0.00
Zscaler Inc
SOLEShares15.38K
TypeSH
Market value$3.46M
2.42%
Sole
15.38K
Shared
0.00
None
0.00
Snowflake Inc
SOLEShares10.86K
TypeSH
Market value$2.38M
1.67%
Sole
10.86K
Shared
0.00
None
0.00
Rigetti Computing Inc
SOLEShares93.09K
TypeSH
Market value$2.06M
1.45%
Sole
93.09K
Shared
0.00
None
0.00
IonQ Inc
SOLEShares41.29K
TypeSH
Market value$1.85M
1.30%
Sole
41.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astera Labs IncSOLE | Common Stock | 94.89K | SH | $15.79M 11.06% | 94.89K | 0.00 | 0.00 |
Coherent CorpSOLE | Common Stock | 75.37K | SH | $13.91M 9.75% | 75.37K | 0.00 | 0.00 |
Credo Technology Group Holding LtdSOLE | Common Stock | 81.35K | SH | $11.71M 8.20% | 81.35K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 118.45K | SH | $10.07M 7.05% | 118.45K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 48.70K | SH | $9.08M 6.37% | 48.70K | 0.00 | 0.00 |
Rocket Lab CorpSOLE | Common Stock | 126.62K | SH | $8.83M 6.19% | 126.62K | 0.00 | 0.00 |
Applied Digital CorpSOLE | Common Stock | 293.26K | SH | $7.19M 5.04% | 293.26K | 0.00 | 0.00 |
Ciena CorpSOLE | Common Stock | 29.70K | SH | $6.95M 4.87% | 29.70K | 0.00 | 0.00 |
Terawulf IncSOLE | Common Stock | 576.60K | SH | $6.63M 4.64% | 576.60K | 0.00 | 0.00 |
AST SpaceMobile IncSOLE | Common Stock | 86.91K | SH | $6.31M 4.42% | 86.91K | 0.00 | 0.00 |
EchoStar CorpSOLE | Common Stock | 57.70K | SH | $6.27M 4.40% | 57.70K | 0.00 | 0.00 |
Constellation Energy CorpSOLE | Common Stock | 16.68K | SH | $5.89M 4.13% | 16.68K | 0.00 | 0.00 |
Cloudflare IncSOLE | Common Stock | 29.64K | SH | $5.84M 4.10% | 29.64K | 0.00 | 0.00 |
Shopify IncSOLE | Common Stock | 34.57K | SH | $5.57M 3.90% | 34.57K | 0.00 | 0.00 |
Arista Networks IncSOLE | Common Stock | 36.60K | SH | $4.80M 3.36% | 36.60K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | Common Stock | 21.46K | SH | $4.60M 3.22% | 21.46K | 0.00 | 0.00 |
Crowdstrike Holdings IncSOLE | Common Stock | 7.50K | SH | $3.51M 2.46% | 7.50K | 0.00 | 0.00 |
Zscaler IncSOLE | Common Stock | 15.38K | SH | $3.46M 2.42% | 15.38K | 0.00 | 0.00 |
Snowflake IncSOLE | Common Stock | 10.86K | SH | $2.38M 1.67% | 10.86K | 0.00 | 0.00 |
Rigetti Computing IncSOLE | Common Stock | 93.09K | SH | $2.06M 1.45% | 93.09K | 0.00 | 0.00 |
IonQ IncSOLE | Common Stock | 41.29K | SH | $1.85M 1.30% | 41.29K | 0.00 | 0.00 |