Filed: 5/15/2026ACC: 0002000324-26-001916
📋 What this filing means
SPEAR ADVISORS LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $134.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$134.30M
Total AUM (reported)
1.97M
Total Shares
Allocation by class
COMMON STOCK$134.30M100.0%
Portfolio Concentration
Top 3$32.70M24.4%
4–10$53.50M39.8%
11–25$48.09M35.8%
Rest$302.000.0%
Top 3 weight
24.4%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Sole
Full voting authority
1.97M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
Coherent Corp
SOLEShares51.71K
TypeSH
Market value$12.32M
9.17%
Sole
51.71K
Shared
0.00
None
0.00
Karman Holdings Inc
SOLEShares127.97K
TypeSH
Market value$10.24M
7.63%
Sole
127.97K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.89K
TypeSH
Market value$10.14M
7.55%
Sole
6.89K
Shared
0.00
None
0.00
Terawulf Inc
SOLEShares674.21K
TypeSH
Market value$9.73M
7.24%
Sole
674.21K
Shared
0.00
None
0.00
AeroVironment Inc
SOLEShares45.70K
TypeSH
Market value$8.37M
6.23%
Sole
45.70K
Shared
0.00
None
0.00
MKS Inc
SOLEShares35.65K
TypeSH
Market value$8.19M
6.10%
Sole
35.65K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares46.52K
TypeSH
Market value$8.11M
6.04%
Sole
46.52K
Shared
0.00
None
0.00
Lam Research Corp
SOLEShares31.89K
TypeSH
Market value$6.81M
5.07%
Sole
31.89K
Shared
0.00
None
0.00
Kratos Defense & Security Solutions Inc
SOLEShares89.44K
TypeSH
Market value$6.31M
4.70%
Sole
89.44K
Shared
0.00
None
0.00
Applied Digital Corp
SOLEShares251.89K
TypeSH
Market value$5.98M
4.45%
Sole
251.89K
Shared
0.00
None
0.00
AST SpaceMobile Inc
SOLEShares69.31K
TypeSH
Market value$5.74M
4.28%
Sole
69.31K
Shared
0.00
None
0.00
Arista Networks Inc
SOLEShares43.92K
TypeSH
Market value$5.39M
4.02%
Sole
43.92K
Shared
0.00
None
0.00
EchoStar Corp
SOLEShares45.67K
TypeSH
Market value$5.35M
3.98%
Sole
45.67K
Shared
0.00
None
0.00
Astera Labs Inc
SOLEShares46.28K
TypeSH
Market value$5.07M
3.78%
Sole
46.28K
Shared
0.00
None
0.00
Rocket Lab Corp
SOLEShares78.22K
TypeSH
Market value$5.02M
3.74%
Sole
78.22K
Shared
0.00
None
0.00
Lumentum Holdings Inc
SOLEShares6.50K
TypeSH
Market value$4.57M
3.40%
Sole
6.50K
Shared
0.00
None
0.00
Intuitive Machines Inc
SOLEShares231.19K
TypeSH
Market value$4.29M
3.20%
Sole
231.19K
Shared
0.00
None
0.00
Teradyne Inc
SOLEShares12.64K
TypeSH
Market value$3.75M
2.79%
Sole
12.64K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares35.80K
TypeSH
Market value$3.55M
2.64%
Sole
35.80K
Shared
0.00
None
0.00
Credo Technology Group Holding Ltd
SOLEShares26.35K
TypeSH
Market value$2.47M
1.84%
Sole
26.35K
Shared
0.00
None
0.00
Ciena Corp
SOLEShares3.94K
TypeSH
Market value$1.53M
1.14%
Sole
3.94K
Shared
0.00
None
0.00
Cloudflare Inc
SOLEShares2.68K
TypeSH
Market value$552.8K
0.41%
Sole
2.68K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares2.32K
TypeSH
Market value$471.1K
0.35%
Sole
2.32K
Shared
0.00
None
0.00
Crowdstrike Holdings Inc
SOLEShares851.00
TypeSH
Market value$332.2K
0.25%
Sole
851.00
Shared
0.00
None
0.00
Constellation Energy Corp
SOLEShares16.00
TypeSH
Market value$4.5K
<0.01%
Sole
16.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Coherent CorpSOLE | Common Stock | 51.71K | SH | $12.32M 9.17% | 51.71K | 0.00 | 0.00 |
Karman Holdings IncSOLE | Common Stock | 127.97K | SH | $10.24M 7.63% | 127.97K | 0.00 | 0.00 |
KLA CORPSOLE | Common Stock | 6.89K | SH | $10.14M 7.55% | 6.89K | 0.00 | 0.00 |
Terawulf IncSOLE | Common Stock | 674.21K | SH | $9.73M 7.24% | 674.21K | 0.00 | 0.00 |
AeroVironment IncSOLE | Common Stock | 45.70K | SH | $8.37M 6.23% | 45.70K | 0.00 | 0.00 |
MKS IncSOLE | Common Stock | 35.65K | SH | $8.19M 6.10% | 35.65K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 46.52K | SH | $8.11M 6.04% | 46.52K | 0.00 | 0.00 |
Lam Research CorpSOLE | Common Stock | 31.89K | SH | $6.81M 5.07% | 31.89K | 0.00 | 0.00 |
Kratos Defense & Security Solutions IncSOLE | Common Stock | 89.44K | SH | $6.31M 4.70% | 89.44K | 0.00 | 0.00 |
Applied Digital CorpSOLE | Common Stock | 251.89K | SH | $5.98M 4.45% | 251.89K | 0.00 | 0.00 |
AST SpaceMobile IncSOLE | Common Stock | 69.31K | SH | $5.74M 4.28% | 69.31K | 0.00 | 0.00 |
Arista Networks IncSOLE | Common Stock | 43.92K | SH | $5.39M 4.02% | 43.92K | 0.00 | 0.00 |
EchoStar CorpSOLE | Common Stock | 45.67K | SH | $5.35M 3.98% | 45.67K | 0.00 | 0.00 |
Astera Labs IncSOLE | Common Stock | 46.28K | SH | $5.07M 3.78% | 46.28K | 0.00 | 0.00 |
Rocket Lab CorpSOLE | Common Stock | 78.22K | SH | $5.02M 3.74% | 78.22K | 0.00 | 0.00 |
Lumentum Holdings IncSOLE | Common Stock | 6.50K | SH | $4.57M 3.40% | 6.50K | 0.00 | 0.00 |
Intuitive Machines IncSOLE | Common Stock | 231.19K | SH | $4.29M 3.20% | 231.19K | 0.00 | 0.00 |
Teradyne IncSOLE | Common Stock | 12.64K | SH | $3.75M 2.79% | 12.64K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Common Stock | 35.80K | SH | $3.55M 2.64% | 35.80K | 0.00 | 0.00 |
Credo Technology Group Holding LtdSOLE | Common Stock | 26.35K | SH | $2.47M 1.84% | 26.35K | 0.00 | 0.00 |
Ciena CorpSOLE | Common Stock | 3.94K | SH | $1.53M 1.14% | 3.94K | 0.00 | 0.00 |
Cloudflare IncSOLE | Common Stock | 2.68K | SH | $552.8K 0.41% | 2.68K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | Common Stock | 2.32K | SH | $471.1K 0.35% | 2.32K | 0.00 | 0.00 |
Crowdstrike Holdings IncSOLE | Common Stock | 851.00 | SH | $332.2K 0.25% | 851.00 | 0.00 | 0.00 |
Constellation Energy CorpSOLE | Common Stock | 16.00 | SH | $4.5K <0.01% | 16.00 | 0.00 | 0.00 |
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