Proem Advisors LLC — 13F Holdings & Portfolio
CIK 1842526 · latest 13F-HR filed 2026-08-11
Proem Advisors LLC manages $1.87B in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (24.68%), DRAM (6.32%), AMD (6.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 7, added to 12, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 470
DALLAS, TX 75220
$1.87B
Long-equity book
56
Distinct positions
2026-06-30
Filed 2026-08-11
+12 / −7 / ↑12 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$55.0M +1084.4%
- NVIDIA CORPORATION$24.6M +55.2%
- ADVANCED MICRO DEVICES INC$23.1M +722.6%
- ALPHABET INC$18.5M +99.0%
- MICROSOFT CORP$4.0M +12.0%
Top Trims
- BROADCOM INC-$28.9M -71.8%
- META PLATFORMS INC-$3.0M -21.2%
- WIX COM LTD-$2.7M -38.3%
- AMAZON COM INC-$1.8M -42.8%
- APPLOVIN CORP-$1.2M -7.5%
New Positions
- LAM RESEARCH CORP$28.2M
- INTEL CORP$20.9M
- APPLIED MATLS INC$18.1M
- TEXAS INSTRS INC$8.2M
- ANALOG DEVICES INC$7.9M
Exited Positions
- FASTLY INC$7.5M
- SAMSARA INC$5.8M
- DLOCAL LTD$5.5M
- SEZZLE INC$4.3M
- ORACLE CORP$2.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC Call | MU | 595112103 | $461.7M | 24.68% | 400,000 | SH |
| 2 | ROUNDHILL ETF TRUST Call | DRAM | 77926X320 | $118.2M | 6.32% | 1,600,000 | SH |
| 3 | ADVANCED MICRO DEVICES INC Call | AMD | 007903107 | $116.2M | 6.21% | 200,000 | SH |
| 4 | INTEL CORP Call | INTC | 458140100 | $111.7M | 5.97% | 800,000 | SH |
| 5 | LAM RESEARCH CORP Call | LRCX | 512807306 | $86.7M | 4.63% | 200,000 | SH |
| 6 | COHERENT CORP Call | COHR | 19247G107 | $74.0M | 3.95% | 187,500 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $69.0M | 3.69% | 345,000 | SH |
| 8 | KLA CORP Call | KLAC | 482480100 | $60.3M | 3.23% | 200,000 | SH |
| 9 | MICRON TECHNOLOGY INC | MU | 595112103 | $60.0M | 3.21% | 52,000 | SH |
| 10 | AMAZON COM INC Call | AMZN | 023135106 | $47.7M | 2.55% | 200,000 | SH |
| 11 | DELL TECHNOLOGIES INC Call | DELL | 24703L202 | $46.6M | 2.49% | 108,000 | SH |
| 12 | APPLIED MATLS INC Call | AMAT | 038222105 | $43.4M | 2.32% | 60,000 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $37.3M | 1.99% | 100,000 | SH |
| 14 | ALPHABET INC | GOOG | 02079K107 | $37.1M | 1.98% | 105,000 | SH |
| 15 | MICRON TECHNOLOGY INC Put | MU | 595112103 | $34.6M | 1.85% | 30,000 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $31.8M | 1.70% | 110,000 | SH |
| 17 | TEXAS INSTRS INC Call | TXN | 882508104 | $29.8M | 1.59% | 100,000 | SH |
| 18 | MARVELL TECHNOLOGY INC Call | MRVL | 573874104 | $29.8M | 1.59% | 100,000 | SH |
| 19 | LAM RESEARCH CORP | LRCX | 512807306 | $28.2M | 1.51% | 65,000 | SH |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $26.3M | 1.40% | 45,226 | SH |
| 21 | MICROCHIP TECHNOLOGY INC. Call | MCHP | 595017104 | $22.8M | 1.22% | 250,000 | SH |
| 22 | INTEL CORP | INTC | 458140100 | $20.9M | 1.12% | 150,000 | SH |
| 23 | NVIDIA CORPORATION Call | NVDA | 67066G104 | $20.0M | 1.07% | 100,000 | SH |
| 24 | MICROSOFT CORP Call | MSFT | 594918104 | $19.2M | 1.03% | 51,500 | SH |
| 25 | APPLIED MATLS INC | AMAT | 038222105 | $18.1M | 0.97% | 25,000 | SH |
| 26 | ARM HOLDINGS PLC Call | ARM | 042068205 | $17.7M | 0.95% | 50,000 | SH |
| 27 | APPLOVIN CORP | APP | 03831W108 | $14.2M | 0.76% | 27,500 | SH |
| 28 | SEA LTD | SE | 81141R100 | $13.3M | 0.71% | 139,000 | SH |
| 29 | WORKDAY INC Call | WDAY | 98138H101 | $12.2M | 0.65% | 100,000 | SH |
| 30 | BROADCOM INC | AVGO | 11135F101 | $11.3M | 0.61% | 30,000 | SH |
| 31 | META PLATFORMS INC | META | 30303M102 | $11.3M | 0.60% | 20,000 | SH |
| 32 | CREDO TECHNOLOGY GROUP HOLDI Call | CRDO | G25457105 | $10.9M | 0.58% | 40,000 | SH |
| 33 | MERCADOLIBRE INC | MELI | 58733R102 | $9.3M | 0.50% | 5,500 | SH |
| 34 | ROBINHOOD MKTS INC | HOOD | 770700102 | $9.2M | 0.49% | 92,000 | SH |
| 35 | WOLFSPEED INC Call | WOLF | 97785W106 | $8.2M | 0.44% | 170,000 | SH |
| 36 | TEXAS INSTRS INC | TXN | 882508104 | $8.2M | 0.44% | 27,500 | SH |
| 37 | DOORDASH INC | DASH | 25809K105 | $8.0M | 0.43% | 43,392 | SH |
| 38 | ANALOG DEVICES INC | ADI | 032654105 | $7.9M | 0.42% | 20,000 | SH |
| 39 | DUOLINGO INC | DUOL | 26603R106 | $7.9M | 0.42% | 68,450 | SH |
| 40 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $6.9M | 0.37% | 16,000 | SH |
| 41 | NOKIA CORP Call | NOK | 654902204 | $6.6M | 0.35% | 500,000 | SH |
| 42 | SUPER MICRO COMPUTER INC Call | SMCI | 86800U302 | $6.1M | 0.33% | 208,000 | SH |
| 43 | NU HLDGS LTD | NU | G6683N103 | $5.7M | 0.30% | 425,614 | SH |
| 44 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $5.4M | 0.29% | 20,000 | SH |
| 45 | CORNING INC | GLW | 219350105 | $5.1M | 0.27% | 20,000 | SH |
| 46 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $4.8M | 0.25% | 40,881 | SH |
| 47 | SUPER MICRO COMPUTER INC | SMCI | 86800U302 | $4.7M | 0.25% | 160,000 | SH |
| 48 | WIX COM LTD | WIX | M98068105 | $4.3M | 0.23% | 95,000 | SH |
| 49 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $3.8M | 0.20% | 110,000 | SH |
| 50 | MNTN INC | MNTN | 55318A108 | $3.1M | 0.17% | 340,441 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $1.87B | 56 | 0001172661-26-003237 |
| 2026-03-31 | 2026-05-13 | $1.68B | 36 | 0001172661-26-001768 |
| 2025-12-31 | 2026-02-04 | $880.2M | 36 | 0001172661-26-000468 |
| 2025-09-30 | 2025-10-30 | $940.7M | 41 | 0001172661-25-004512 |