Piar Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Piar Llc disclosed 71 stock positions valued at approximately $161.31M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, BLOOM ENERGY CORP, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $161.31M
Holdings by Sector
Piar Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 9.57% | 13,380 | +4,385 | +48.75% | $15,444,400 |
| BLOOM ENERGY CORP | BE | Industrials | 6.29% | 33,527 | +4,448 | +15.30% | $10,148,623 |
| NVIDIA CORPORATION | NVDA | Technology | 6.27% | 50,517 | -8,380 | -14.23% | $10,107,947 |
| APPLE INC | AAPL | Technology | 4.07% | 22,711 | -1,154 | -4.84% | $6,571,666 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.06% | 27,505 | +250 | +0.92% | $6,555,542 |
| META PLATFORMS INC | META | Communication Services | 4.02% | 11,520 | -1,730 | -13.06% | $6,489,101 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.57% | 6,710 | +4,000 | +147.60% | $5,757,583 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 3.56% | 7,525 | -75 | -0.99% | $5,742,629 |
| APPLOVIN CORP | APP | Technology | 3.48% | 10,910 | -1,875 | -14.67% | $5,621,159 |
| TESLA INC | TSLA | Consumer Cyclical | 3.42% | 13,125 | -2,175 | -14.22% | $5,520,375 |
| BROADCOM INC | AVGO | Technology | 3.08% | 13,150 | -800 | -5.73% | $4,967,413 |
| COMFORT SYS USA INC | FIX | Industrials | 3.07% | 2,500 | +600 | +31.58% | $4,954,875 |
| WESTERN DIGITAL CORP | WDC | Technology | 2.74% | 6,920 | +6,920 | +100.00% | $4,419,942 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.51% | 12,105 | +645 | +5.63% | $4,052,996 |
| NETFLIX INC. | NFLX | Communication Services | 2.43% | 55,009 | -14,230 | -20.55% | $3,927,643 |
| AXON ENTERPRISE INC | AXON | Industrials | 2.28% | 6,550 | +100 | +1.55% | $3,671,996 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 2.13% | 7,500 | -520 | -6.48% | $3,443,475 |
| ALPHABET INC | GOOG | Communication Services | 2.03% | 9,272 | +1,042 | +12.66% | $3,276,076 |
| NEBIUS GROUP N.V. | NBIS | Other | 1.89% | 11,060 | +3,995 | +56.55% | $3,054,440 |
| ALPHABET INC | GOOGL | Communication Services | 1.70% | 7,670 | -640 | -7.70% | $2,741,028 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.59% | 4,422 | +50 | +1.14% | $2,568,784 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 1.55% | 2,980 | +380 | +14.62% | $2,501,293 |
| CELESTICA INC | CLS | Technology | 1.52% | 6,700 | +2,400 | +55.81% | $2,444,160 |
| CORNING INC | GLW | Technology | 1.28% | 8,100 | +8,100 | +100.00% | $2,068,983 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.25% | 17,255 | -10,918 | -38.75% | $2,013,141 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.14% | 18,313 | -3,490 | -16.01% | $1,836,428 |
| LAM RESEARCH CORP | LRCX | Other | 1.09% | 4,040 | +140 | +3.59% | $1,750,653 |
| ARGAN INC | AGX | Industrials | 0.99% | 1,990 | +40 | +2.05% | $1,589,115 |
| MICROSOFT CORP | MSFT | Technology | 0.97% | 4,213 | -2,330 | -35.61% | $1,571,533 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 0.97% | 19,450 | +19,208 | +7937.19% | $1,564,947 |
Showing 30 of 71 holdings in the latest reporting period.