Piar LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Piar LLC reported 57 stock positions worth $101.4 million. Its top holding was Nvidia (NVDA) at 15.5% of the portfolio, followed by Tesla (TSLA, 12.4%) and Netflix (NFLX, 8.2%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002054677
- Portfolio Value
- $101.4M (Q4 2024)
- SEC Filing
- 0001951757-25-000174 ↗ filed Feb 3, 2025
Holdings Value
Holdings 57 stocks · $101.4M
| NVDA Nvidia Corp. | 15.47% | 116,755 | $15.7M | — |
| TSLA Tesla Inc. | 12.39% | 31,095 | $12.6M | — |
| NFLX Netflix Inc. | 8.18% | 9,307 | $8.3M | — |
| META Meta Platforms Inc. Class A | 7.94% | 13,740 | $8.0M | — |
| AAPL Apple Inc. | 7.70% | 31,151 | $7.8M | — |
| AMZN Amazon.com Inc. | 7.46% | 34,450 | $7.6M | — |
| MSFT Microsoft Corp. | 2.96% | 7,121 | $3.0M | — |
| SPOT Spotify Technology SA | 2.91% | 6,600 | $3.0M | — |
| NOW ServiceNow Inc. | 2.83% | 2,709 | $2.9M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.55% | 7,550 | $2.6M | — |
| AVGO Broadcom Inc. | 2.38% | 10,420 | $2.4M | — |
| MA Mastercard Inc. Class A | 1.92% | 3,700 | $1.9M | — |
| GOOGL Alphabet Inc. Class A | 1.74% | 9,310 | $1.8M | — |
| GOOG Alphabet Inc. Class C | 1.65% | 8,760 | $1.7M | — |
| LRCX Lam Research Corp. | 1.33% | 18,600 | $1.3M | — |
| ISRG Intuitive Surgical Inc. | 1.18% | 2,301 | $1.2M | — |
| AXON Axon Enterprise Inc. | 1.06% | 1,800 | $1.1M | — |
| SHOP Shopify Inc. Class A | 1.04% | 9,910 | $1.1M | — |
| LLY Eli Lilly & Co. | 1.00% | 1,312 | $1.0M | — |
| BKNG Booking Holdings Inc. | 0.99% | 201 | $999K | — |
| ZM Zoom Communications Inc. | 0.97% | 12,010 | $980K | — |
| DOCU Docusign Inc. | 0.80% | 9,000 | $809K | — |
| URI United Rentals Inc. | 0.70% | 1,007 | $709K | — |
| UPST Upstart Holdings Inc. | 0.70% | 11,475 | $707K | — |
| CVNA Carvana Co. | 0.59% | 2,960 | $602K | — |
| MEDP Medpace Holdings Inc. | 0.56% | 1,720 | $571K | — |
| ETSY Etsy Inc. | 0.55% | 10,600 | $561K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 2,780 | $549K | — |
| AMD Advanced Micro Devices | 0.52% | 4,360 | $527K | — |
| RH RH | 0.50% | 1,300 | $512K | — |
| ENPH Enphase Energy Inc. | 0.50% | 7,400 | $508K | — |
| HD Home Depot Inc. | 0.50% | 1,300 | $506K | — |
| ARM Arm Holdings PLC-ADR | 0.49% | 4,025 | $497K | — |
| SNOW Snowflake Inc. | 0.47% | 3,110 | $480K | — |
| ULTA Ulta Beauty Inc. | 0.47% | 1,100 | $478K | — |
| CMG Chipotle Mexican Grill Inc. | 0.43% | 7,195 | $434K | — |
| GWRE Guidewire Software Inc. | 0.42% | 2,510 | $423K | — |
| SMCI Super Micro Computer Inc. | 0.41% | 13,660 | $416K | — |
| VRT Vertiv Holdings Co. Class A | 0.41% | 3,620 | $411K | — |
| AMAT Applied Materials Inc. | 0.39% | 2,400 | $390K | — |
| PANW Palo Alto Networks Inc. | 0.38% | 2,124 | $386K | — |
| LULU Lululemon Athletica Inc. | 0.38% | 1,000 | $382K | — |
| LEA Lear Corp. | 0.37% | 4,000 | $379K | — |
| CAVA Cava Group Inc. | 0.31% | 2,775 | $313K | — |
| AMBA Ambarella Inc. | 0.29% | 4,000 | $291K | — |
| MRNA Moderna Inc. | 0.28% | 6,800 | $283K | — |
| ADBE Adobe Inc. | 0.26% | 600 | $267K | — |
| FIX Comfort Systems USA Inc. | 0.25% | 600 | $254K | — |
| UNH Unitedhealth Group Inc. | 0.25% | 500 | $253K | — |
| ICLR Icon PLC | 0.25% | 1,200 | $252K | — |
| HCA HCA Healthcare Inc. | 0.24% | 800 | $240K | — |
| APP AppLovin Corp. Class A | 0.22% | 695 | $225K | — |
| RIVN Rivian Automotive Inc. Class A | 0.22% | 16,700 | $222K | — |
| V Visa Inc. Class A | 0.22% | 700 | $221K | — |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 2,855 | $216K | — |
| ROKU Roku Inc. | 0.21% | 2,800 | $208K | — |
| LCID Lucid Group Inc. | 0.09% | 30,330 | $92K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |