Piar LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Piar LLC reported 53 stock positions worth $89.6 million. Its top holding was Nvidia (NVDA) at 13.8% of the portfolio, followed by Netflix (NFLX, 10.0%) and Meta Platforms Class A (META, 9.3%). Compared with Q1 2025, it reduced 19. The biggest sale was ServiceNow (NOW, shares −4%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0002054677
Portfolio Value
$89.6M (Q2 2025)
SEC Filing
0001951757-25-000872 ↗ filed Jul 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $101.4M Q4 2024 Q1 2025: $90.3M Q1 2025 Q2 2025: $89.6M $89.6M Q2 2025 Q3 2025: $139.7M Q3 2025 Q4 2025: $131.8M Q4 2025 Q1 2026: $118.8M Q1 2026 Q2 2026: $161.3M Q2 2026

Holdings 53 stocks · $89.6M
NVDA Nvidia Corp. 13.75% 113,695 $12.3M Reduce -0.6%
NFLX Netflix Inc. 10.00% 9,607 $9.0M Reduce -1.0%
META Meta Platforms Inc. Class A 9.32% 14,490 $8.4M Reduce -1.0%
TSLA Tesla Inc. 8.90% 30,770 $8.0M Reduce -0.7%
AAPL Apple Inc. 7.53% 30,381 $6.7M Reduce -0.7%
AMZN Amazon.com Inc. 7.39% 34,790 $6.6M Reduce -0.9%
SPOT Spotify Technology SA 4.54% 7,400 $4.1M No change
CRWD CrowdStrike Holdings Inc. Class A 3.44% 8,750 $3.1M No change
MSFT Microsoft Corp. 3.01% 7,191 $2.7M Reduce -1.4%
NOW ServiceNow Inc. 2.44% 2,750 $2.2M Reduce -3.5%
MA Mastercard Inc. Class A 2.20% 3,600 $2.0M No change
AVGO Broadcom Inc. 2.14% 11,460 $1.9M Reduce -1.4%
GOOGL Alphabet Inc. Class A 1.52% 8,810 $1.4M No change
GOOG Alphabet Inc. Class C 1.51% 8,660 $1.4M No change
ISRG Intuitive Surgical Inc. 1.38% 2,501 $1.2M No change
AXON Axon Enterprise Inc. 1.35% 2,300 $1.2M Reduce -4.2%
LLY Eli Lilly & Co. 1.30% 1,412 $1.2M No change
CVNA Carvana Co. 1.27% 5,450 $1.1M Reduce -2.0%
BKNG Booking Holdings Inc. 1.03% 201 $926K No change
PLTR Palantir Technologies Inc. Class A 1.03% 10,955 $925K No change
APP AppLovin Corp. Class A 0.94% 3,195 $847K No change
ENPH Enphase Energy Inc. 0.90% 13,000 $807K No change
LRCX Lam Research Corp. 0.88% 10,800 $785K No change
SHOP Shopify Inc. Class A 0.84% 7,910 $755K No change
URI United Rentals Inc. 0.70% 1,007 $631K No change
MEDP Medpace Holdings Inc. 0.60% 1,750 $533K No change
VRT Vertiv Holdings Co. Class A 0.54% 6,710 $484K Reduce -0.1%
UPST Upstart Holdings Inc. 0.53% 10,375 $478K Reduce -0.5%
HD Home Depot Inc. 0.53% 1,300 $476K No change
GWRE Guidewire Software Inc. 0.52% 2,500 $468K Reduce -0.4%
TSM Taiwan Semiconductor-SP ADR 0.52% 2,820 $468K Reduce -0.3%
SMCI Super Micro Computer Inc. 0.50% 13,060 $447K No change
ZM Zoom Communications Inc. 0.49% 6,010 $443K No change
DOCU Docusign Inc. 0.45% 5,000 $407K No change
ARM Arm Holdings PLC-ADR 0.44% 3,725 $398K No change
ETSY Etsy Inc. 0.42% 7,900 $373K No change
ULTA Ulta Beauty Inc. 0.41% 1,000 $367K No change
AMD Advanced Micro Devices 0.40% 3,460 $355K No change
LEA Lear Corp. 0.39% 4,000 $353K No change
VST Vistra Corp. 0.36% 2,710 $318K Reduce -15.6%
ADBE Adobe Inc. 0.34% 800 $307K No change
AMAT Applied Materials Inc. 0.34% 2,100 $305K No change
CMG Chipotle Mexican Grill Inc. 0.33% 5,870 $295K Reduce -0.4%
LULU Lululemon Athletica Inc. 0.32% 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 No change
SNOW Snowflake Inc. 0.30% 1,810 $265K No change
CAVA Cava Group Inc. 0.28% 2,875 $248K No change
RH RH 0.26% 1,000 $234K No change
UNH Unitedhealth Group Inc. 0.23% 400 $210K No change
NOC Northrop Grumman Corp. 0.23% 400 $205K No change
RIVN Rivian Automotive Inc. Class A 0.21% 15,406 $192K Reduce -11.5%
LCID Lucid Group Inc. 0.08% 30,040 $73K Reduce -25.0%

Portfolio Sells Q1 2025 → Q2 2025
NOW ServiceNow Inc. Reduce -3.5% 2.44% −0.07
VST Vistra Corp. Reduce -15.6% 0.36% −0.06
AXON Axon Enterprise Inc. Reduce -4.2% 1.35% −0.05
LCID Lucid Group Inc. Reduce -25.0% 0.08% −0.03
RIVN Rivian Automotive Inc. Class A Reduce -11.5% 0.21% −0.03
NFLX Netflix Inc. Reduce -1.0% 10.00% −0.02
META Meta Platforms Inc. Class A Reduce -1.0% 9.32% −0.02
MSFT Microsoft Corp. Reduce -1.4% 3.01% −0.02
CVNA Carvana Co. Reduce -2.0% 1.27% −0.01
AVGO Broadcom Inc. Reduce -1.4% 2.14% −0.01
AMZN Amazon.com Inc. Reduce -0.9% 7.39% −0.00
CMG Chipotle Mexican Grill Inc. Reduce -0.4% 0.33% +0.00
UPST Upstart Holdings Inc. Reduce -0.5% 0.53% +0.00
GWRE Guidewire Software Inc. Reduce -0.4% 0.52% +0.00
TSM Taiwan Semiconductor-SP ADR Reduce -0.3% 0.52% +0.00
VRT Vertiv Holdings Co. Class A Reduce -0.1% 0.54% +0.00
AAPL Apple Inc. Reduce -0.7% 7.53% +0.01
TSLA Tesla Inc. Reduce -0.7% 8.90% +0.02
NVDA Nvidia Corp. Reduce -0.6% 13.75% +0.03

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$161.3MMU, BE, NVDA, AAPL, AMZN
Q1 2026 62$118.8MNVDA, META, NFLX, AAPL, TSLA
Q4 2025 61$131.8MNVDA, APP, META, NFLX, TSLA
Q3 2025 61$139.7MNVDA, NFLX, META, TSLA, APP
Q2 2025 53$89.6MNVDA, NFLX, META, TSLA, AAPL
Q1 2025 53$90.3MNVDA, NFLX, META, TSLA, AAPL
Q4 2024 57$101.4MNVDA, TSLA, NFLX, META, AAPL