Holders — by stockHoldings — by fund
PIAR LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002054677
$174.0M
disclosed book value
92
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 92 of 92 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 13,380 | $15.4M | 8.9% |
| 2 | BEBLOOM ENERGY CORP | 33,527 | $10.1M | 5.8% |
| 3 | NVDANVIDIA CORPORATION | 50,517 | $10.1M | 5.8% |
| 4 | AAPLAPPLE INC | 22,711 | $6.6M | 3.8% |
| 5 | AMZNAMAZON COM INC | 27,505 | $6.6M | 3.8% |
| 6 | METAMETA PLATFORMS INC | 11,520 | $6.5M | 3.7% |
| 7 | LITELUMENTUM HLDGS INC | 6,710 | $5.8M | 3.3% |
| 8 | CRWDCROWDSTRIKE HLDGS INC | 7,525 | $5.7M | 3.3% |
| 9 | APPAPPLOVIN CORP | 10,910 | $5.6M | 3.2% |
| 10 | TSLATESLA INC | 13,125 | $5.5M | 3.2% |
| 11 | AVGOBROADCOM INC | 13,150 | $5.0M | 2.9% |
| 12 | FIXCOMFORT SYS USA INC | 2,500 | $5.0M | 2.8% |
| 13 | WDCWESTERN DIGITAL CORP | 6,920 | $4.4M | 2.5% |
| 14 | VRTVERTIV HOLDINGS CO | 12,105 | $4.1M | 2.3% |
| 15 | NFLXNETFLIX INC. | 55,009 | $3.9M | 2.3% |
| 16 | AXONAXON ENTERPRISE INC | 6,550 | $3.7M | 2.1% |
| 17 | SPOTIFY TECHNOLOGY S A | 7,500 | $3.4M | 2% |
| 18 | GOOGALPHABET INC | 9,272 | $3.3M | 1.9% |
| 19 | NEBIUS GROUP N.V. | 11,060 | $3.1M | 1.8% |
| 20 | GOOGLALPHABET INC | 7,670 | $2.7M | 1.6% |
| 21 | AMDADVANCED MICRO DEVICES INC | 4,422 | $2.6M | 1.5% |
| 22 | STRLSTERLING INFRASTRUCTURE INC | 2,980 | $2.5M | 1.4% |
| 23 | CLSCELESTICA INC | 6,700 | $2.4M | 1.4% |
| 24 | ASTERA LABS INCCALL | 68 | $2.4M | 1.4% |
| 25 | GLWCORNING INC | 8,100 | $2.1M | 1.2% |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 17,255 | $2.0M | 1.2% |
| 27 | HOODROBINHOOD MKTS INC | 18,313 | $1.8M | 1.1% |
| 28 | LRCXLAM RESEARCH CORP | 4,040 | $1.8M | 1% |
| 29 | AGXARGAN INC | 1,990 | $1.6M | 0.9% |
| 30 | MSFTMICROSOFT CORP | 4,213 | $1.6M | 0.9% |
| 31 | SEISOLARIS ENERGY INFRAS INC | 19,450 | $1.6M | 0.9% |
| 32 | AMATAPPLIED MATLS INC | 1,990 | $1.4M | 0.8% |
| 33 | CREDO TECHNOLOGY GROUP HOLDICALL | 78 | $1.4M | 0.8% |
| 34 | NOWSERVICENOW INC | 13,310 | $1.3M | 0.8% |
| 35 | MAMASTERCARD INCORPORATED | 2,560 | $1.3M | 0.8% |
| 36 | CVNACARVANA CO | 19,650 | $1.3M | 0.7% |
| 37 | KLACKLA CORP | 4,050 | $1.2M | 0.7% |
| 38 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,500 | $1.2M | 0.7% |
| 39 | STERLING INFRASTRUCTURE INCCALL | 22 | $1.2M | 0.7% |
| 40 | MARVELL TECHNOLOGY INCCALL | 68 | $1.1M | 0.6% |
| 41 | URIUNITED RENTALS INC | 980 | $1.1M | 0.6% |
| 42 | ENPHENPHASE ENERGY INC | 22,075 | $1.1M | 0.6% |
| 43 | ADVANCED MICRO DEVICES INCCALL | 24 | $991,263 | 0.6% |
| 44 | CORNING INCCALL | 62 | $933,313 | 0.5% |
| 45 | CEGCONSTELLATION ENERGY CORP | 3,600 | $894,132 | 0.5% |
| 46 | ISRGINTUITIVE SURGICAL INC | 2,000 | $795,360 | 0.5% |
| 47 | CELESTICA INCCALL | 39 | $745,405 | 0.4% |
| 48 | MSTRSTRATEGY INC | 8,500 | $738,905 | 0.4% |
| 49 | IREN LIMITED | 16,105 | $736,482 | 0.4% |
| 50 | BLOOM ENERGY CORPCALL | 35 | $709,353 | 0.4% |
| 51 | SNDKSANDISK CORP | 300 | $682,119 | 0.4% |
| 52 | LLYELI LILLY & CO | 553 | $663,285 | 0.4% |
| 53 | CREDO TECHNOLOGY GROUP HOLDI | 2,300 | $625,485 | 0.4% |
| 54 | BKNGBOOKING HOLDINGS INC | 3,325 | $592,648 | 0.3% |
| 55 | VSTVISTRA CORP | 3,460 | $548,860 | 0.3% |
| 56 | RVIROBINHOOD VENTURES FD I | 16,736 | $548,606 | 0.3% |
| 57 | AAOIAPPLIED OPTOELECTRONICS INC | 3,700 | $548,192 | 0.3% |
| 58 | ALPHABET INCCALL | 43 | $527,768 | 0.3% |
| 59 | CRWVCOREWEAVE INC | 5,220 | $519,599 | 0.3% |
| 60 | MPWRMONOLITHIC PWR SYS INC | 340 | $470,002 | 0.3% |
| 61 | AEISADVANCED ENERGY INDS | 1,200 | $447,444 | 0.3% |
| 62 | ANETARISTA NETWORKS INC | 2,473 | $420,113 | 0.2% |
| 63 | UNHUNITEDHEALTH GROUP INC | 1,000 | $415,630 | 0.2% |
| 64 | SNOWSNOWFLAKE INC | 1,630 | $414,835 | 0.2% |
| 65 | FABRINETCALL | 17 | $410,420 | 0.2% |
| 66 | HDHOME DEPOT INC | 1,100 | $387,948 | 0.2% |
| 67 | NVENT ELEC PLC | 2,280 | $386,711 | 0.2% |
| 68 | PANWPALO ALTO NETWORKS INC | 1,120 | $381,942 | 0.2% |
| 69 | SHOPSHOPIFY INC | 3,235 | $369,372 | 0.2% |
| 70 | MEDPMEDPACE HLDGS INC | 610 | $323,050 | 0.2% |
| 71 | DELLDELL TECHNOLOGIES INC | 710 | $306,337 | 0.2% |
| 72 | DATADOG INCCALL | 22 | $295,008 | 0.2% |
| 73 | SOLARIS ENERGY INFRAS INCCALL | 62 | $293,875 | 0.2% |
| 74 | ENLIGHT RENEWABLE ENERGY LTDCALL | 67 | $287,120 | 0.2% |
| 75 | ORCLORACLE CORP | 1,920 | $281,376 | 0.2% |
| 76 | ARM HOLDINGS PLCCALL | 18 | $279,828 | 0.2% |
| 77 | BLACKBERRY LTDCALL | 360 | $264,273 | 0.2% |
| 78 | CIENCIENA CORP | 500 | $245,280 | 0.1% |
| 79 | DDOGDATADOG INC | 940 | $244,738 | 0.1% |
| 80 | ADVANCED ENERGY INDSCALL | 14 | $244,185 | 0.1% |
| 81 | QBTSD-WAVE QUANTUM INC | 10,052 | $241,147 | 0.1% |
| 82 | ADIANALOG DEVICES INC | 600 | $238,302 | 0.1% |
| 83 | HCAHCA HEALTHCARE INC | 600 | $233,934 | 0.1% |
| 84 | NETCLOUDFLARE INC | 950 | $233,016 | 0.1% |
| 85 | COREWEAVE INCCALL | 50 | $229,783 | 0.1% |
| 86 | LEUCENTRUS ENERGY CORP | 1,350 | $226,625 | 0.1% |
| 87 | ARDAGH METAL PACKAGING S A | 47,370 | $224,534 | 0.1% |
| 88 | ALABASTERA LABS INC | 445 | $214,944 | 0.1% |
| 89 | QUANTA SVCS INCCALL | 6 | $205,740 | 0.1% |
| 90 | MONGODB INCCALL | 12 | $204,098 | 0.1% |
| 91 | TOYO CO LTD | 29,027 | $201,738 | 0.1% |
| 92 | LCIDLUCID GROUP INC | 21,486 | $143,741 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.