PIAR LLC — 13F Holdings & Portfolio
CIK 2054677 · latest 13F-HR filed 2026-08-10
PIAR LLC manages $174.0M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (8.87%), BE (5.83%), NVDA (5.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 7, added to 33, and trimmed 19.
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.
LAS VEGAS, NV 89131
$174.0M
Long-equity book
92
Distinct positions
2026-06-30
Filed 2026-08-10
+18 / −7 / ↑33 / ↓19
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$12.4M +408.2%
- BLOOM ENERGY CORP$6.2M +157.6%
- LUMENTUM HLDGS INC$3.9M +202.3%
- CROWDSTRIKE HLDGS INC$2.8M +93.5%
- COMFORT SYS USA INC$2.3M +89.1%
Top Trims
- NETFLIX INC.-$2.7M -41.0%
- PALANTIR TECHNOLOGIES INC-$2.1M -51.2%
- SERVICENOW INC-$1.5M -53.5%
- STRATEGY INC-$1.1M -60.0%
- VISTRA CORP-$1.1M -66.7%
New Positions
- WESTERN DIGITAL CORP$4.4M
- CORNING INC$2.1M
- SANDISK CORP$682.1K
- CREDO TECHNOLOGY GROUP HOLDI$625.5K
- ROBINHOOD VENTURES FD I$548.6K
Exited Positions
- OKLO INC$990.8K
- PRIMORIS SVCS CORP$300.4K
- HECLA MINING COMPANY$278.9K
- WHEATON PRECIOUS METALS CORP$249.2K
- ULTA BEAUTY INC$209.1K
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 | MU | 595112103 | $15.4M | 8.87% | 13,380 | SH |
| 2 | BLOOM ENERGY CORP | BE | 093712107 | $10.1M | 5.83% | 33,527 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $10.1M | 5.81% | 50,517 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $6.6M | 3.78% | 22,711 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $6.6M | 3.77% | 27,505 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $6.5M | 3.73% | 11,520 | SH |
| 7 | LUMENTUM HLDGS INC | LITE | 55024U109 | $5.8M | 3.31% | 6,710 | SH |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.7M | 3.30% | 7,525 | SH |
| 9 | APPLOVIN CORP | APP | 03831W108 | $5.6M | 3.23% | 10,910 | SH |
| 10 | TESLA INC | TSLA | 88160R101 | $5.5M | 3.17% | 13,125 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $5.0M | 2.85% | 13,150 | SH |
| 12 | COMFORT SYS USA INC | FIX | 199908104 | $5.0M | 2.85% | 2,500 | SH |
| 13 | WESTERN DIGITAL CORP | WDC | 958102105 | $4.4M | 2.54% | 6,920 | SH |
| 14 | VERTIV HOLDINGS CO | VRT | 92537N108 | $4.1M | 2.33% | 12,105 | SH |
| 15 | NETFLIX INC. | NFLX | 64110L106 | $3.9M | 2.26% | 55,009 | SH |
| 16 | AXON ENTERPRISE INC | AXON | 05464C101 | $3.7M | 2.11% | 6,550 | SH |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $3.4M | 1.98% | 7,500 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $3.3M | 1.88% | 9,272 | SH |
| 19 | NEBIUS GROUP N.V. | NBIS | N97284108 | $3.1M | 1.75% | 11,060 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $2.7M | 1.57% | 7,670 | SH |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.6M | 1.48% | 4,422 | SH |
| 22 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $2.5M | 1.44% | 2,980 | SH |
| 23 | CELESTICA INC | CLS | 15101Q207 | $2.4M | 1.40% | 6,700 | SH |
| 24 | ASTERA LABS INC Call | ALAB | 04626A903 | $2.4M | 1.37% | 68 | PRN |
| 25 | CORNING INC | GLW | 219350105 | $2.1M | 1.19% | 8,100 | SH |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.0M | 1.16% | 17,255 | SH |
| 27 | ROBINHOOD MKTS INC | HOOD | 770700102 | $1.8M | 1.06% | 18,313 | SH |
| 28 | LAM RESEARCH CORP | LRCX | 512807306 | $1.8M | 1.01% | 4,040 | SH |
| 29 | ARGAN INC | AGX | 04010E109 | $1.6M | 0.91% | 1,990 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 0.90% | 4,213 | SH |
| 31 | SOLARIS ENERGY INFRAS INC | SEI | 83418M103 | $1.6M | 0.90% | 19,450 | SH |
| 32 | APPLIED MATLS INC | AMAT | 038222105 | $1.4M | 0.83% | 1,990 | SH |
| 33 | CREDO TECHNOLOGY GROUP HOLDI Call | CRDO | G25457905 | $1.4M | 0.82% | 78 | PRN |
| 34 | SERVICENOW INC | NOW | 81762P102 | $1.3M | 0.76% | 13,310 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.3M | 0.76% | 2,560 | SH |
| 36 | CARVANA CO | CVNA | 146869102 | $1.3M | 0.74% | 19,650 | SH |
| 37 | KLA CORP | KLAC | 482480100 | $1.2M | 0.70% | 4,050 | SH |
| 38 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.2M | 0.69% | 2,500 | SH |
| 39 | STERLING INFRASTRUCTURE INC Call | STRL | 859241901 | $1.2M | 0.68% | 22 | PRN |
| 40 | MARVELL TECHNOLOGY INC Call | MRVL | 573874904 | $1.1M | 0.64% | 68 | PRN |
| 41 | UNITED RENTALS INC | URI | 911363109 | $1.1M | 0.64% | 980 | SH |
| 42 | ENPHASE ENERGY INC | ENPH | 29355A107 | $1.1M | 0.62% | 22,075 | SH |
| 43 | ADVANCED MICRO DEVICES INC Call | AMD | 007903907 | $991.3K | 0.57% | 24 | PRN |
| 44 | CORNING INC Call | CORN | 219350905 | $933.3K | 0.54% | 62 | PRN |
| 45 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $894.1K | 0.51% | 3,600 | SH |
| 46 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $795.4K | 0.46% | 2,000 | SH |
| 47 | CELESTICA INC Call | CLS | 15101Q907 | $745.4K | 0.43% | 39 | PRN |
| 48 | STRATEGY INC | MSTR | 594972408 | $738.9K | 0.42% | 8,500 | SH |
| 49 | IREN LIMITED | IREN | Q4982L109 | $736.5K | 0.42% | 16,105 | SH |
| 50 | BLOOM ENERGY CORP Call | — | 093712907 | $709.4K | 0.41% | 35 | PRN |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $174.0M | 92 | 0001951757-26-001204 |
| 2026-03-31 | 2026-05-08 | $128.5M | 80 | 0001951757-26-000803 |
| 2025-12-31 | 2026-01-27 | $141.1M | 81 | 0001951757-26-000315 |