SPEAR ADVISORS LLC

PrivateCIK: 2119894
Location

EAST HAMPTON, NY

26
Positions
$134.30M
Total AUM (reported)
1.97M
Total Shares

Allocation by class

TOTAL AUM$134.30M26 positions
COMMON STOCK$134.30M100.0%

Portfolio Concentration

Top 324.4%4–1039.8%11–2535.8%Rest0.0%TOP 1064.2%0%100%
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

SOLE
Common Stock
Shares51.71K
TypeSH
Market value$12.32M
9.17%
Sole
51.71K
Shared
0.00
None
0.00

Karman Holdings Inc

SOLE
Common Stock
Shares127.97K
TypeSH
Market value$10.24M
7.63%
Sole
127.97K
Shared
0.00
None
0.00

KLA CORP

SOLE
Common Stock
Shares6.89K
TypeSH
Market value$10.14M
7.55%
Sole
6.89K
Shared
0.00
None
0.00

Terawulf Inc

SOLE
Common Stock
Shares674.21K
TypeSH
Market value$9.73M
7.24%
Sole
674.21K
Shared
0.00
None
0.00

AeroVironment Inc

SOLE
Common Stock
Shares45.70K
TypeSH
Market value$8.37M
6.23%
Sole
45.70K
Shared
0.00
None
0.00

MKS Inc

SOLE
Common Stock
Shares35.65K
TypeSH
Market value$8.19M
6.10%
Sole
35.65K
Shared
0.00
None
0.00

NVIDIA Corp

SOLE
Common Stock
Shares46.52K
TypeSH
Market value$8.11M
6.04%
Sole
46.52K
Shared
0.00
None
0.00

Lam Research Corp

SOLE
Common Stock
Shares31.89K
TypeSH
Market value$6.81M
5.07%
Sole
31.89K
Shared
0.00
None
0.00

Kratos Defense & Security Solutions Inc

SOLE
Common Stock
Shares89.44K
TypeSH
Market value$6.31M
4.70%
Sole
89.44K
Shared
0.00
None
0.00

Applied Digital Corp

SOLE
Common Stock
Shares251.89K
TypeSH
Market value$5.98M
4.45%
Sole
251.89K
Shared
0.00
None
0.00

AST SpaceMobile Inc

SOLE
Common Stock
Shares69.31K
TypeSH
Market value$5.74M
4.28%
Sole
69.31K
Shared
0.00
None
0.00

Arista Networks Inc

SOLE
Common Stock
Shares43.92K
TypeSH
Market value$5.39M
4.02%
Sole
43.92K
Shared
0.00
None
0.00

EchoStar Corp

SOLE
Common Stock
Shares45.67K
TypeSH
Market value$5.35M
3.98%
Sole
45.67K
Shared
0.00
None
0.00

Astera Labs Inc

SOLE
Common Stock
Shares46.28K
TypeSH
Market value$5.07M
3.78%
Sole
46.28K
Shared
0.00
None
0.00

Rocket Lab Corp

SOLE
Common Stock
Shares78.22K
TypeSH
Market value$5.02M
3.74%
Sole
78.22K
Shared
0.00
None
0.00

Lumentum Holdings Inc

SOLE
Common Stock
Shares6.50K
TypeSH
Market value$4.57M
3.40%
Sole
6.50K
Shared
0.00
None
0.00

Intuitive Machines Inc

SOLE
Common Stock
Shares231.19K
TypeSH
Market value$4.29M
3.20%
Sole
231.19K
Shared
0.00
None
0.00

Teradyne Inc

SOLE
Common Stock
Shares12.64K
TypeSH
Market value$3.75M
2.79%
Sole
12.64K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
Common Stock
Shares35.80K
TypeSH
Market value$3.55M
2.64%
Sole
35.80K
Shared
0.00
None
0.00

Credo Technology Group Holding Ltd

SOLE
Common Stock
Shares26.35K
TypeSH
Market value$2.47M
1.84%
Sole
26.35K
Shared
0.00
None
0.00

Ciena Corp

SOLE
Common Stock
Shares3.94K
TypeSH
Market value$1.53M
1.14%
Sole
3.94K
Shared
0.00
None
0.00

Cloudflare Inc

SOLE
Common Stock
Shares2.68K
TypeSH
Market value$552.8K
0.41%
Sole
2.68K
Shared
0.00
None
0.00

Advanced Micro Devices Inc

SOLE
Common Stock
Shares2.32K
TypeSH
Market value$471.1K
0.35%
Sole
2.32K
Shared
0.00
None
0.00

Crowdstrike Holdings Inc

SOLE
Common Stock
Shares851.00
TypeSH
Market value$332.2K
0.25%
Sole
851.00
Shared
0.00
None
0.00

Constellation Energy Corp

SOLE
Common Stock
Shares16.00
TypeSH
Market value$4.5K
<0.01%
Sole
16.00
Shared
0.00
None
0.00
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