Piar LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Piar LLC reported 53 stock positions worth $90.3 million. Its top holding was Nvidia (NVDA) at 13.7% of the portfolio, followed by Netflix (NFLX, 10.0%) and Meta Platforms Class A (META, 9.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 22 and reduced 22. The biggest buy was Netflix (NFLX, shares +4%) and the biggest sale Tesla (TSLA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002054677
- Portfolio Value
- $90.3M (Q1 2025)
- SEC Filing
- 0001951757-25-000453 ↗ filed Apr 25, 2025
Holdings Value
Holdings 53 stocks · $90.3M
| NVDA Nvidia Corp. | 13.73% | 114,405 | $12.4M | Reduce -2.0% |
| NFLX Netflix Inc. | 10.02% | 9,707 | $9.1M | Add +4.3% |
| META Meta Platforms Inc. Class A | 9.34% | 14,640 | $8.4M | Add +6.5% |
| TSLA Tesla Inc. | 8.88% | 30,970 | $8.0M | Reduce -0.4% |
| AAPL Apple Inc. | 7.52% | 30,581 | $6.8M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 7.39% | 35,100 | $6.7M | Add +1.9% |
| SPOT Spotify Technology SA | 4.51% | 7,400 | $4.1M | Add +12.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.42% | 8,750 | $3.1M | Add +15.9% |
| MSFT Microsoft Corp. | 3.03% | 7,291 | $2.7M | Add +2.4% |
| NOW ServiceNow Inc. | 2.51% | 2,850 | $2.3M | Add +5.2% |
| MA Mastercard Inc. Class A | 2.18% | 3,600 | $2.0M | Reduce -2.7% |
| AVGO Broadcom Inc. | 2.15% | 11,620 | $1.9M | Add +11.5% |
| GOOGL Alphabet Inc. Class A | 1.51% | 8,810 | $1.4M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 1.50% | 8,660 | $1.4M | Reduce -1.1% |
| AXON Axon Enterprise Inc. | 1.40% | 2,400 | $1.3M | Add +33.3% |
| ISRG Intuitive Surgical Inc. | 1.37% | 2,501 | $1.2M | Add +8.7% |
| LLY Eli Lilly & Co. | 1.29% | 1,412 | $1.2M | Add +7.6% |
| CVNA Carvana Co. | 1.29% | 5,560 | $1.2M | Add +87.8% |
| BKNG Booking Holdings Inc. | 1.02% | 201 | $926K | No change |
| PLTR Palantir Technologies Inc. Class A | 1.02% | 10,955 | $925K | Add +283.7% |
| APP AppLovin Corp. Class A | 0.94% | 3,195 | $847K | Add +359.7% |
| ENPH Enphase Energy Inc. | 0.89% | 13,000 | $807K | Add +75.7% |
| LRCX Lam Research Corp. | 0.87% | 10,800 | $785K | Reduce -41.9% |
| SHOP Shopify Inc. Class A | 0.84% | 7,910 | $755K | Reduce -20.2% |
| URI United Rentals Inc. | 0.70% | 1,007 | $631K | No change |
| MEDP Medpace Holdings Inc. | 0.59% | 1,750 | $533K | Add +1.7% |
| VRT Vertiv Holdings Co. Class A | 0.54% | 6,720 | $485K | Add +85.6% |
| UPST Upstart Holdings Inc. | 0.53% | 10,425 | $480K | Reduce -9.2% |
| HD Home Depot Inc. | 0.53% | 1,300 | $476K | No change |
| GWRE Guidewire Software Inc. | 0.52% | 2,510 | $470K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 2,830 | $470K | Add +1.8% |
| SMCI Super Micro Computer Inc. | 0.49% | 13,060 | $447K | Reduce -4.4% |
| ZM Zoom Communications Inc. | 0.49% | 6,010 | $443K | Reduce -50.0% |
| DOCU Docusign Inc. | 0.45% | 5,000 | $407K | Reduce -44.4% |
| ARM Arm Holdings PLC-ADR | 0.44% | 3,725 | $398K | Reduce -7.5% |
| VST Vistra Corp. | 0.42% | 3,210 | $377K | New |
| ETSY Etsy Inc. | 0.41% | 7,900 | $373K | Reduce -25.5% |
| ULTA Ulta Beauty Inc. | 0.41% | 1,000 | $367K | Reduce -9.1% |
| AMD Advanced Micro Devices | 0.39% | 3,460 | $355K | Reduce -20.6% |
| LEA Lear Corp. | 0.39% | 4,000 | $353K | No change |
| ADBE Adobe Inc. | 0.34% | 800 | $307K | Add +33.3% |
| AMAT Applied Materials Inc. | 0.34% | 2,100 | $305K | Reduce -12.5% |
| CMG Chipotle Mexican Grill Inc. | 0.33% | 5,895 | $296K | Reduce -18.1% |
| LULU Lululemon Athletica Inc. | 0.31% | 1,000 | $283K | No change |
| HCA HCA Healthcare Inc. | 0.31% | 800 | $276K | No change |
| PANW Palo Alto Networks Inc. | 0.30% | 1,600 | $273K | Reduce -24.7% |
| SNOW Snowflake Inc. | 0.29% | 1,810 | $265K | Reduce -41.8% |
| CAVA Cava Group Inc. | 0.28% | 2,875 | $248K | Add +3.6% |
| RH RH | 0.26% | 1,000 | $234K | Reduce -23.1% |
| RIVN Rivian Automotive Inc. Class A | 0.24% | 17,406 | $217K | Add +4.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 400 | $210K | Reduce -20.0% |
| NOC Northrop Grumman Corp. | 0.23% | 400 | $205K | New |
| LCID Lucid Group Inc. | 0.11% | 40,040 | $97K | Add +32.0% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -0.4% | 8.88% | −3.50 |
| NVDA Nvidia Corp. | Reduce -2.0% | 13.73% | −1.74 |
| ZM Zoom Communications Inc. | Reduce -50.0% | 0.49% | −0.48 |
| LRCX Lam Research Corp. | Reduce -41.9% | 0.87% | −0.46 |
| DOCU Docusign Inc. | Reduce -44.4% | 0.45% | −0.35 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.29 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.28 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.25 |
| ICLR Icon PLC | Sold out | 0.00% | −0.25 |
| RH RH | Reduce -23.1% | 0.26% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 1.51% | −0.23 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.22 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.21 |
| SHOP Shopify Inc. Class A | Reduce -20.2% | 0.84% | −0.20 |
| SNOW Snowflake Inc. | Reduce -41.8% | 0.29% | −0.18 |
| AAPL Apple Inc. | Reduce -1.8% | 7.52% | −0.18 |
| UPST Upstart Holdings Inc. | Reduce -9.2% | 0.53% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 1.50% | −0.15 |
| ETSY Etsy Inc. | Reduce -25.5% | 0.41% | −0.14 |
| AMD Advanced Micro Devices | Reduce -20.6% | 0.39% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -18.1% | 0.33% | −0.10 |
| PANW Palo Alto Networks Inc. | Reduce -24.7% | 0.30% | −0.08 |
| ULTA Ulta Beauty Inc. | Reduce -9.1% | 0.41% | −0.07 |
| ARM Arm Holdings PLC-ADR | Reduce -7.5% | 0.44% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -12.5% | 0.34% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -20.0% | 0.23% | −0.02 |
| SMCI Super Micro Computer Inc. | Reduce -4.4% | 0.49% | +0.08 |
| MA Mastercard Inc. Class A | Reduce -2.7% | 2.18% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| NFLX Netflix Inc. | Add +4.3% | 10.02% | +1.84 |
| SPOT Spotify Technology SA | Add +12.1% | 4.51% | +1.59 |
| META Meta Platforms Inc. Class A | Add +6.5% | 9.34% | +1.40 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +15.9% | 3.42% | +0.87 |
| PLTR Palantir Technologies Inc. Class A | Add +283.7% | 1.02% | +0.81 |
| APP AppLovin Corp. Class A | Add +359.7% | 0.94% | +0.72 |
| CVNA Carvana Co. | Add +87.8% | 1.29% | +0.69 |
| VST Vistra Corp. | New | 0.42% | +0.42 |
| ENPH Enphase Energy Inc. | Add +75.7% | 0.89% | +0.39 |
| AXON Axon Enterprise Inc. | Add +33.3% | 1.40% | +0.34 |
| LLY Eli Lilly & Co. | Add +7.6% | 1.29% | +0.29 |
| NOC Northrop Grumman Corp. | New | 0.23% | +0.23 |
| ISRG Intuitive Surgical Inc. | Add +8.7% | 1.37% | +0.19 |
| VRT Vertiv Holdings Co. Class A | Add +85.6% | 0.54% | +0.13 |
| ADBE Adobe Inc. | Add +33.3% | 0.34% | +0.08 |
| MSFT Microsoft Corp. | Add +2.4% | 3.03% | +0.07 |
| MEDP Medpace Holdings Inc. | Add +1.7% | 0.59% | +0.03 |
| RIVN Rivian Automotive Inc. Class A | Add +4.2% | 0.24% | +0.02 |
| LCID Lucid Group Inc. | Add +32.0% | 0.11% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 0.52% | −0.02 |
| CAVA Cava Group Inc. | Add +3.6% | 0.28% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.9% | 7.39% | −0.06 |
| AVGO Broadcom Inc. | Add +11.5% | 2.15% | −0.23 |
| NOW ServiceNow Inc. | Add +5.2% | 2.51% | −0.32 |
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 |