Piar LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Piar LLC reported 73 stock positions worth $161.3 million. Its top holding was Micron Technology (MU) at 9.6% of the portfolio, followed by Bloom Energy Class A (BE, 6.3%) and Nvidia (NVDA, 6.3%). Compared with Q1 2026, it opened 18 new positions, sold out of 7, added to 19 and reduced 33. The biggest buy was Micron Technology (MU, shares +49%) and the biggest sale Netflix (NFLX, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002054677
- Portfolio Value
- $161.3M (Q2 2026)
- SEC Filing
- 0001951757-26-001204 ↗ filed Aug 10, 2026
Holdings Value
Holdings 73 stocks · $161.3M
| MU Micron Technology Inc. | 9.57% | 13,380 | $15.4M | Add +48.8% |
| BE Bloom Energy Corp. Class A | 6.29% | 33,527 | $10.1M | Add +15.3% |
| NVDA Nvidia Corp. | 6.27% | 50,517 | $10.1M | Reduce -14.2% |
| AAPL Apple Inc. | 4.07% | 22,711 | $6.6M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 4.06% | 27,505 | $6.6M | Add +0.9% |
| META Meta Platforms Inc. Class A | 4.02% | 11,520 | $6.5M | Reduce -13.1% |
| LITE Lumentum Holdings Inc. | 3.57% | 6,710 | $5.8M | Add +147.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.56% | 7,525 | $5.7M | Reduce -1.0% |
| APP AppLovin Corp. Class A | 3.48% | 10,910 | $5.6M | Reduce -14.7% |
| TSLA Tesla Inc. | 3.42% | 13,125 | $5.5M | Reduce -14.2% |
| AVGO Broadcom Inc. | 3.08% | 13,150 | $5.0M | Reduce -5.7% |
| FIX Comfort Systems USA Inc. | 3.07% | 2,500 | $5.0M | Add +31.6% |
| WDC Western Digital Corp. | 2.74% | 6,920 | $4.4M | New |
| VRT Vertiv Holdings Co. Class A | 2.51% | 12,105 | $4.1M | Add +5.6% |
| NFLX Netflix Inc. | 2.43% | 55,009 | $3.9M | Reduce -20.6% |
| AXON Axon Enterprise Inc. | 2.28% | 6,550 | $3.7M | Add +1.6% |
| SPOT Spotify Technology SA | 2.13% | 7,500 | $3.4M | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 2.03% | 9,272 | $3.3M | Add +12.7% |
| NBIS Nebius Group NV | 1.89% | 11,060 | $3.1M | Add +56.5% |
| GOOGL Alphabet Inc. Class A | 1.70% | 7,670 | $2.7M | Reduce -7.7% |
| AMD Advanced Micro Devices | 1.59% | 4,422 | $2.6M | Add +1.1% |
| STRL Sterling Infrastructure Inc. | 1.55% | 2,980 | $2.5M | Add +14.6% |
| CLS Celestica Inc. | 1.52% | 6,700 | $2.4M | Add +55.8% |
| GLW Corning Inc. | 1.28% | 8,100 | $2.1M | New |
| PLTR Palantir Technologies Inc. Class A | 1.25% | 17,255 | $2.0M | Reduce -38.8% |
| HOOD Robinhood Markets Inc. Class A | 1.14% | 18,313 | $1.8M | Reduce -16.0% |
| LRCX Lam Research Corp. | 1.09% | 4,040 | $1.8M | Add +3.6% |
| AGX Argan Inc. | 0.99% | 1,990 | $1.6M | Add +2.0% |
| MSFT Microsoft Corp. | 0.97% | 4,213 | $1.6M | Reduce -35.6% |
| SEI Solaris Energy Infrastructur | 0.97% | 19,450 | $1.6M | Add +7937.2% |
| AMAT Applied Materials Inc. | 0.89% | 1,990 | $1.4M | Add +6.4% |
| NOW ServiceNow Inc. | 0.82% | 13,310 | $1.3M | Reduce -51.1% |
| MA Mastercard Inc. Class A | 0.82% | 2,560 | $1.3M | Reduce -3.8% |
| CVNA Carvana Co. | 0.80% | 19,650 | $1.3M | Reduce -28.9% |
| KLAC KLA Corp. | 0.76% | 4,050 | $1.2M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.74% | 2,500 | $1.2M | Reduce -14.2% |
| URI United Rentals Inc. | 0.69% | 980 | $1.1M | Reduce -10.9% |
| ENPH Enphase Energy Inc. | 0.67% | 22,075 | $1.1M | Reduce -1.1% |
| CEG Constellation Energy | 0.55% | 3,600 | $894K | Reduce -22.1% |
| ISRG Intuitive Surgical Inc. | 0.49% | 2,000 | $795K | No change |
| MSTR Strategy Inc. | 0.46% | 8,500 | $739K | Reduce -42.6% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.46% | 16,105 | $736K | Reduce -10.3% |
| SNDK Sandisk Corp. | 0.42% | 300 | $682K | New |
| LLY Eli Lilly & Co. | 0.41% | 553 | $663K | Reduce -15.3% |
| CRDO Credo Technology Group Holdi | 0.39% | 2,300 | $625K | New |
| BKNG Booking Holdings Inc. | 0.37% | 3,325 | $593K | Reduce -33.8% |
| VST Vistra Corp. | 0.34% | 3,460 | $549K | Reduce -68.4% |
| RVI Robinhood Ventures Fund I | 0.34% | 16,736 | $549K | New |
| AAOI Applied Optoelectronics Inc. | 0.34% | 3,700 | $548K | New |
| CRWV Coreweave Inc. Class A | 0.32% | 5,220 | $520K | Add +66.2% |
| MPWR Monolithic Power Systems Inc. | 0.29% | 340 | $470K | Reduce -15.0% |
| AEIS Advanced Energy Industries | 0.28% | 1,200 | $447K | New |
| ANET Arista Networks Inc. | 0.26% | 2,473 | $420K | Add +49.9% |
| UNH Unitedhealth Group Inc. | 0.26% | 1,000 | $416K | New |
| SNOW Snowflake Inc. | 0.26% | 1,630 | $415K | Reduce -9.9% |
| HD Home Depot Inc. | 0.24% | 1,100 | $388K | Reduce -15.4% |
| NVT Nvent Electric PLC | 0.24% | 2,280 | $387K | New |
| PANW Palo Alto Networks Inc. | 0.24% | 1,120 | $382K | New |
| SHOP Shopify Inc. Class A | 0.23% | 3,235 | $369K | Reduce -38.2% |
| MEDP Medpace Holdings Inc. | 0.20% | 610 | $323K | No change |
| DELL Dell Technologies -C | 0.19% | 710 | $306K | New |
| ORCL Oracle Corp. | 0.17% | 1,920 | $281K | New |
| CIEN Ciena Corp. | 0.15% | 500 | $245K | New |
| DDOG Datadog Inc. Class A | 0.15% | 940 | $245K | New |
| QBTS D-Wave Quantum Inc. | 0.15% | 10,052 | $241K | Reduce -61.8% |
| ADI Analog Devices Inc. | 0.15% | 600 | $238K | New |
| HCA HCA Healthcare Inc. | 0.14% | 600 | $234K | No change |
| NET Cloudflare Inc. Class A | 0.14% | 950 | $233K | New |
| LEU Centrus Energy Corp. Class A | 0.14% | 1,350 | $227K | Reduce -16.7% |
| AMBP Ardagh Metal Packaging SA | 0.14% | 47,370 | $225K | New |
| ALAB Astera Labs Inc. | 0.13% | 445 | $215K | Reduce -80.7% |
| TOYO Toyo Co. Ltd. | 0.13% | 29,027 | $202K | New |
| LCID Lucid Group Inc. | 0.09% | 21,486 | $144K | Reduce -64.9% |
Options reported separately and not counted above: ASTERA LABS INC calls ($2.4M), CREDO TECHNOLOGY GROUP HOLDI calls ($1.4M), STERLING INFRASTRUCTURE INC calls ($1.2M), MARVELL TECHNOLOGY INC calls ($1.1M), ADVANCED MICRO DEVICES INC calls ($991K), CORNING INC calls ($933K), CELESTICA INC calls ($745K), BLOOM ENERGY CORP calls ($709K), ALPHABET INC calls ($528K), FABRINET calls ($410K), DATADOG INC calls ($295K), SOLARIS ENERGY INFRAS INC calls ($294K), and 7 more.
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -20.6% | 2.43% | −3.17 |
| NVDA Nvidia Corp. | Reduce -14.2% | 6.27% | −2.38 |
| META Meta Platforms Inc. Class A | Reduce -13.1% | 4.02% | −2.36 |
| PLTR Palantir Technologies Inc. Class A | Reduce -38.8% | 1.25% | −2.22 |
| NOW ServiceNow Inc. | Reduce -51.1% | 0.82% | −1.58 |
| TSLA Tesla Inc. | Reduce -14.2% | 3.42% | −1.37 |
| SPOT Spotify Technology SA | Reduce -6.5% | 2.13% | −1.14 |
| MSTR Strategy Inc. | Reduce -42.6% | 0.46% | −1.10 |
| MSFT Microsoft Corp. | Reduce -35.6% | 0.97% | −1.06 |
| VST Vistra Corp. | Reduce -68.4% | 0.34% | −1.05 |
| AAPL Apple Inc. | Reduce -4.8% | 4.07% | −1.02 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.83 |
| APP AppLovin Corp. Class A | Reduce -14.7% | 3.48% | −0.80 |
| CVNA Carvana Co. | Reduce -28.9% | 0.80% | −0.66 |
| AVGO Broadcom Inc. | Reduce -5.7% | 3.08% | −0.56 |
| CEG Constellation Energy | Reduce -22.1% | 0.55% | −0.53 |
| LCID Lucid Group Inc. | Reduce -64.9% | 0.09% | −0.40 |
| BKNG Booking Holdings Inc. | Reduce -33.8% | 0.37% | −0.34 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 1.70% | −0.31 |
| MA Mastercard Inc. Class A | Reduce -3.8% | 0.82% | −0.30 |
| SHOP Shopify Inc. Class A | Reduce -38.2% | 0.23% | −0.29 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.25 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.23 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.21 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.18 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.17 |
| QBTS D-Wave Quantum Inc. | Reduce -61.8% | 0.15% | −0.17 |
| HOOD Robinhood Markets Inc. Class A | Reduce -16.0% | 1.14% | −0.13 |
| HD Home Depot Inc. | Reduce -15.4% | 0.24% | −0.12 |
| LEU Centrus Energy Corp. Class A | Reduce -16.7% | 0.14% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -15.3% | 0.41% | −0.09 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.2% | 0.74% | −0.09 |
| ALAB Astera Labs Inc. | Reduce -80.7% | 0.13% | −0.08 |
| MPWR Monolithic Power Systems Inc. | Reduce -15.0% | 0.29% | −0.08 |
| JOBY Joby Aviation Inc. | Sold out | 0.00% | −0.07 |
| IREN Iren Ltd. | Reduce -10.3% | 0.46% | −0.06 |
| ENPH Enphase Energy Inc. | Reduce -1.1% | 0.67% | −0.04 |
| URI United Rentals Inc. | Reduce -10.9% | 0.69% | +0.01 |
| SNOW Snowflake Inc. | Reduce -9.9% | 0.26% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 3.56% | +1.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +48.8% | 9.57% | +7.02 |
| BE Bloom Energy Corp. Class A | Add +15.3% | 6.29% | +2.97 |
| WDC Western Digital Corp. | New | 2.74% | +2.74 |
| LITE Lumentum Holdings Inc. | Add +147.6% | 3.57% | +1.97 |
| GLW Corning Inc. | New | 1.28% | +1.28 |
| NBIS Nebius Group NV | Add +56.5% | 1.89% | +1.28 |
| FIX Comfort Systems USA Inc. | Add +31.6% | 3.07% | +0.87 |
| AMD Advanced Micro Devices | Add +1.1% | 1.59% | +0.84 |
| STRL Sterling Infrastructure Inc. | Add +14.6% | 1.55% | +0.66 |
| CLS Celestica Inc. | Add +55.8% | 1.52% | +0.50 |
| SNDK Sandisk Corp. | New | 0.42% | +0.42 |
| CRDO Credo Technology Group Holdi | New | 0.39% | +0.39 |
| LRCX Lam Research Corp. | Add +3.6% | 1.09% | +0.38 |
| AMAT Applied Materials Inc. | Add +6.4% | 0.89% | +0.35 |
| SEI Solaris Energy Infrastructur | Add +7937.2% | 0.97% | +0.34 |
| RVI Robinhood Ventures Fund I | New | 0.34% | +0.34 |
| AAOI Applied Optoelectronics Inc. | New | 0.34% | +0.34 |
| AEIS Advanced Energy Industries | New | 0.28% | +0.28 |
| KLAC KLA Corp. | Add +1.3% | 0.76% | +0.26 |
| UNH Unitedhealth Group Inc. | New | 0.26% | +0.26 |
| NVT Nvent Electric PLC | New | 0.24% | +0.24 |
| PANW Palo Alto Networks Inc. | New | 0.24% | +0.24 |
| DELL Dell Technologies -C | New | 0.19% | +0.19 |
| ORCL Oracle Corp. | New | 0.17% | +0.17 |
| CIEN Ciena Corp. | New | 0.15% | +0.15 |
| DDOG Datadog Inc. Class A | New | 0.15% | +0.15 |
| ADI Analog Devices Inc. | New | 0.15% | +0.15 |
| NET Cloudflare Inc. Class A | New | 0.14% | +0.14 |
| AMBP Ardagh Metal Packaging SA | New | 0.14% | +0.14 |
| TOYO Toyo Co. Ltd. | New | 0.13% | +0.13 |
| CRWV Coreweave Inc. Class A | Add +66.2% | 0.32% | +0.12 |
| VRT Vertiv Holdings Co. Class A | Add +5.6% | 2.51% | +0.10 |
| AGX Argan Inc. | Add +2.0% | 0.99% | +0.09 |
| ANET Arista Networks Inc. | Add +49.9% | 0.26% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +12.7% | 2.03% | +0.04 |
| AXON Axon Enterprise Inc. | Add +1.6% | 2.28% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.9% | 4.06% | −0.71 |
Options Activity Q1 2026 → Q2 2026
| ASTERA LABS INC | call | Add +41.7% | 68 | $2.4M |
| LUMENTUM HLDGS INC | call | Sold out | 57 | $1.7Mbefore exit |
| CREDO TECHNOLOGY GROUP HOLDI | call | New | 78 | $1.4M |
| STERLING INFRASTRUCTURE INC | call | Add +15.8% | 22 | $1.2M |
| MARVELL TECHNOLOGY INC | call | New | 68 | $1.1M |
| MICRON TECHNOLOGY INC | call | Sold out | 83 | $1.1Mbefore exit |
| ADVANCED MICRO DEVICES INC | call | New | 24 | $991K |
| CORNING INC | call | Reduce -39.2% | 62 | $933K |
| CELESTICA INC | call | Reduce -42.6% | 39 | $745K |
| BLOOM ENERGY CORP | call | Reduce -77.4% | 35 | $709K |
| WESTERN DIGITAL CORP | call | Sold out | 62 | $660Kbefore exit |
| ALPHABET INC | call | Reduce -10.4% | 43 | $528K |
| FASTLY INC | call | Sold out | 289 | $450Kbefore exit |
| FABRINET | call | Add +70.0% | 17 | $410K |
| NETFLIX INC. | call | Sold out | 104 | $359Kbefore exit |
| APPLOVIN CORP | call | Sold out | 24 | $358Kbefore exit |
| HECLA MINING COMPANY | call | Sold out | 521 | $331Kbefore exit |
| DATADOG INC | call | New | 22 | $295K |
| SOLARIS ENERGY INFRAS INC | call | Reduce -18.4% | 62 | $294K |
| ENLIGHT RENEWABLE ENERGY LTD | call | New | 67 | $287K |
| ARM HOLDINGS PLC | call | New | 18 | $280K |
| BLACKBERRY LTD | call | New | 360 | $264K |
| ADVANCED ENERGY INDS | call | Reduce -70.8% | 14 | $244K |
| COREWEAVE INC | call | Reduce -30.6% | 50 | $230K |
| AXON ENTERPRISE INC | call | Sold out | 15 | $210Kbefore exit |
| QUANTA SVCS INC | call | New | 6 | $206K |
| MONGODB INC | call | New | 12 | $204K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $161.3M | MU, BE, NVDA, AAPL, AMZN |
| Q1 2026 | 62 | $118.8M | NVDA, META, NFLX, AAPL, TSLA |
| Q4 2025 | 61 | $131.8M | NVDA, APP, META, NFLX, TSLA |
| Q3 2025 | 61 | $139.7M | NVDA, NFLX, META, TSLA, APP |
| Q2 2025 | 53 | $89.6M | NVDA, NFLX, META, TSLA, AAPL |
| Q1 2025 | 53 | $90.3M | NVDA, NFLX, META, TSLA, AAPL |
| Q4 2024 | 57 | $101.4M | NVDA, TSLA, NFLX, META, AAPL |