Piar Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Piar Llc disclosed 74 stock positions valued at approximately $159.28M as of quarter-end September 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, NVIDIA CORPORATION, and BLOOM ENERGY CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $159.28M
Holdings by Sector
Piar Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 8.64% | 12,925 | -455 | -3.40% | $13,766,547 |
| NVIDIA CORPORATION | NVDA | Technology | 6.85% | 47,777 | -2,740 | -5.42% | $10,911,311 |
| BLOOM ENERGY CORP | BE | Industrials | 5.59% | 32,162 | -1,365 | -4.07% | $8,908,231 |
| META PLATFORMS INC | META | Communication Services | 5.05% | 11,087 | -433 | -3.76% | $8,040,071 |
| APPLE INC | AAPL | Technology | 4.59% | 21,971 | -740 | -3.26% | $7,316,799 |
| LUMENTUM HLDGS INC | LITE | Technology | 4.29% | 7,035 | +325 | +4.84% | $6,832,814 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 4.24% | 25,525 | +18,000 | +239.20% | $6,757,744 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.07% | 26,040 | -1,465 | -5.33% | $6,487,866 |
| ALPHABET INC | GOOG | Communication Services | 2.83% | 13,252 | +3,980 | +42.92% | $4,515,486 |
| TESLA INC | TSLA | Consumer Cyclical | 2.76% | 12,405 | -720 | -5.49% | $4,401,418 |
| BROADCOM INC | AVGO | Technology | 2.74% | 12,445 | -705 | -5.36% | $4,370,560 |
| COMFORT SYS USA INC | FIX | Industrials | 2.70% | 2,600 | +100 | +4.00% | $4,300,634 |
| SPOTIFY TECHNOLOGY S A | SPOT | Communication Services | 2.11% | 6,910 | -590 | -7.87% | $3,367,796 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.06% | 5,357 | +935 | +21.14% | $3,277,198 |
| WESTERN DIGITAL CORP | WDC | Technology | 2.04% | 7,140 | +220 | +3.18% | $3,244,844 |
| NETFLIX INC. | NFLX | Communication Services | 2.03% | 46,562 | -8,447 | -15.36% | $3,239,784 |
| NEBIUS GROUP N.V. | NBIS | Communication Services | 1.93% | 13,050 | +1,990 | +17.99% | $3,078,234 |
| CELESTICA INC | CLS | Technology | 1.87% | 8,250 | +1,550 | +23.13% | $2,981,798 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.74% | 11,515 | -590 | -4.87% | $2,778,685 |
| APPLOVIN CORP | APP | Technology | 1.67% | 9,180 | -1,730 | -15.86% | $2,666,147 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.59% | 13,515 | -3,740 | -21.67% | $2,527,981 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.43% | 5,385 | -1,165 | -17.79% | $2,275,270 |
| ALPHABET INC | GOOGL | Communication Services | 1.40% | 6,500 | -1,170 | -15.25% | $2,236,520 |
| MICROSOFT CORP | MSFT | Technology | 1.38% | 4,300 | +87 | +2.07% | $2,205,470 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 1.35% | 4,380 | +1,400 | +46.98% | $2,153,996 |
| SANDISK CORP | SNDK | Technology | 1.31% | 1,200 | +900 | +300.00% | $2,087,868 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.21% | 17,123 | -1,190 | -6.50% | $1,926,338 |
| CORNING INC | GLW | Technology | 1.07% | 11,100 | +3,000 | +37.04% | $1,706,736 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.05% | 8,590 | +6,290 | +273.48% | $1,673,246 |
| ASTERA LABS INC | ALAB | Technology | 0.99% | 4,430 | +3,985 | +895.51% | $1,576,947 |
Showing 30 of 74 holdings in the latest reporting period.