In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Piar LLC reported 61 stock positions worth $139.7 million . Its top holding was Nvidia (NVDA) at 11.0% of the portfolio, followed by Netflix (NFLX, 8.3% ) and Meta Platforms Class A (META, 7.9% ). Compared with Q2 2025, it opened 21 new positions, sold out of 13, added to 20 and reduced 18. The biggest buy was AppLovin Class A (APP, shares +280% ) and the biggest sale Nvidia (NVDA, shares −28% ).
Location LAS VEGAS, NV
CIK 0002054677
Portfolio Value $139.7M (Q3 2025) Holdings 61 stocks · $139.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2025 NVDA Nvidia Corp. 82,223 $15.3M Reduce -27.7% NFLX Netflix Inc. 9,722 $11.7M Add +1.2% META Meta Platforms Inc. Class A 15,045 $11.0M Add +3.8% TSLA Tesla Inc. 21,200 $9.4M Reduce -31.1% APP AppLovin Corp. Class A 12,145 $8.7M Add +280.1% AMZN Amazon.com Inc. 34,235 $7.5M Reduce -1.6% AAPL Apple Inc. 27,890 $7.1M Reduce -8.2% SPOT Spotify Technology SA 9,300 $6.5M Add +25.7% PLTR Palantir Technologies Inc. Class A 33,875 $6.2M Add +209.2% AVGO Broadcom Inc. 13,860 $4.6M Add +20.9% CRWD CrowdStrike Holdings Inc. Class A 9,000 $4.4M Add +2.9% MSFT Microsoft Corp. 7,339 $3.8M Add +2.1% AXON Axon Enterprise Inc. 5,250 $3.8M Add +128.3% HOOD Robinhood Markets Inc. Class A 23,718 $3.4M New VST Vistra Corp. 14,460 $2.8M Add +433.6% CVNA Carvana Co. 7,320 $2.8M Add +34.3% NOW ServiceNow Inc. 2,950 $2.7M Add +7.3% GOOGL Alphabet Inc. Class A 8,710 $2.1M Reduce -1.1% CEG Constellation Energy 5,120 $1.7M New MA Mastercard Inc. Class A 2,935 $1.7M Reduce -18.5% GOOG Alphabet Inc. Class C 6,230 $1.5M Reduce -28.1% FIX Comfort Systems USA Inc. 1,800 $1.5M New VRT Vertiv Holdings Co. Class A 9,340 $1.4M Add +39.2% AGX Argan Inc. 4,910 $1.3M New URI United Rentals Inc. 1,300 $1.2M Add +29.1% BKNG Booking Holdings Inc. 201 $1.1M No change ISRG Intuitive Surgical Inc. 2,201 $984K Reduce -12.0% SHOP Shopify Inc. Class A 6,235 $927K Reduce -21.2% ENPH Enphase Energy Inc. 21,640 $766K Add +66.5% LRCX Lam Research Corp. 5,300 $710K Reduce -50.9% MSTR Strategy Inc. 1,900 $612K New LLY Eli Lilly & Co. 800 $610K Reduce -43.3% TSM Taiwan Semiconductor-SP ADR 2,095 $585K Reduce -25.7% AMD Advanced Micro Devices 3,510 $568K Add +1.4% IONQ Ionq Inc. 8,887 $547K New HD Home Depot Inc. 1,300 $527K No change CLS Celestica Inc. 2,000 $493K New LEU Centrus Energy Corp. Class A 1,500 $465K New SNOW Snowflake Inc. 2,010 $453K Add +11.1% KLAC KLA Corp. 400 $431K New AMAT Applied Materials Inc. 2,070 $424K Reduce -1.4% UPST Upstart Holdings Inc. 8,185 $416K Reduce -21.1% RH RH 2,000 $406K Add +100.0% QBTS D-Wave Quantum Inc. 15,267 $377K New ANET Arista Networks Inc. 2,550 $372K New STRL Sterling Infrastructure Inc. 1,000 $340K New MEDP Medpace Holdings Inc. 610 $314K Reduce -65.1% UBER Uber Technologies Inc. 2,925 $287K New MPWR Monolithic Power Systems Inc. 300 $276K New ORCL Oracle Corp. 930 $262K New HCA HCA Healthcare Inc. 600 $256K Reduce -25.0% LCID Lucid Group Inc. 10,110 $241K Add +236.6% HIMS Hims & Hers Health Inc. 4,175 $237K New RBLX Roblox Corp. Class A 1,700 $235K New AFRM Affirm Holdings Inc. 3,085 $225K New ULTA Ulta Beauty Inc. 400 $219K Reduce -60.0% CDNS Cadence Design SYS Inc. 600 $211K New CAVA Cava Group Inc. 3,475 $210K Add +20.9% INTU Intuit Inc. 300 $205K New PANW Palo Alto Networks Inc. 1,000 $204K Reduce -37.5% PLUG Plug Power Inc. 11,800 $27K New
Options reported separately and not counted above: BLOOM ENERGY CORP calls ($1.8M), OKLO INC calls ($1.6M), APPLOVIN CORP calls ($1.5M), IREN LIMITED calls ($1.4M), ASTERA LABS INC calls ($635K), NEBIUS GROUP N.V. calls ($565K), NVIDIA CORPORATION calls ($476K), COREWEAVE INC calls ($422K), TESLA INC calls ($315K), MICRON TECHNOLOGY INC calls ($220K).
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ NVDA Nvidia Corp. Reduce -27.7% 10.98% −2.77 AAPL Apple Inc. Reduce -8.2% 5.08% −2.45 TSLA Tesla Inc. Reduce -31.1% 6.75% −2.15 AMZN Amazon.com Inc. Reduce -1.6% 5.38% −2.01 MA Mastercard Inc. Class A Reduce -18.5% 1.20% −1.01 LLY Eli Lilly & Co. Reduce -43.3% 0.44% −0.86 ISRG Intuitive Surgical Inc. Reduce -12.0% 0.70% −0.68 GWRE Guidewire Software Inc. Sold out 0.00% −0.52 SMCI Super Micro Computer Inc. Sold out 0.00% −0.50 ZM Zoom Communications Inc. Sold out 0.00% −0.49 DOCU Docusign Inc. Sold out 0.00% −0.45 ARM Arm Holdings PLC-ADR Sold out 0.00% −0.44 GOOG Alphabet Inc. Class C Reduce -28.1% 1.09% −0.42 ETSY Etsy Inc. Sold out 0.00% −0.42 LEA Lear Corp. Sold out 0.00% −0.39 MEDP Medpace Holdings Inc. Reduce -65.1% 0.22% −0.37 LRCX Lam Research Corp. Reduce -50.9% 0.51% −0.37 ADBE Adobe Inc. Sold out 0.00% −0.34 CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.33 LULU Lululemon Athletica Inc. Sold out 0.00% −0.32 ULTA Ulta Beauty Inc. Reduce -60.0% 0.16% −0.25 UPST Upstart Holdings Inc. Reduce -21.1% 0.30% −0.24 UNH Unitedhealth Group Inc. Sold out 0.00% −0.23 NOC Northrop Grumman Corp. Sold out 0.00% −0.23 RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.21 SHOP Shopify Inc. Class A Reduce -21.2% 0.66% −0.18 PANW Palo Alto Networks Inc. Reduce -37.5% 0.15% −0.16 HCA HCA Healthcare Inc. Reduce -25.0% 0.18% −0.13 TSM Taiwan Semiconductor-SP ADR Reduce -25.7% 0.42% −0.10 AMAT Applied Materials Inc. Reduce -1.4% 0.30% −0.04 GOOGL Alphabet Inc. Class A Reduce -1.1% 1.52% −0.01
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ APP AppLovin Corp. Class A Add +280.1% 6.25% +5.30 PLTR Palantir Technologies Inc. Class A Add +209.2% 4.42% +3.39 HOOD Robinhood Markets Inc. Class A New 2.43% +2.43 VST Vistra Corp. Add +433.6% 2.03% +1.67 AXON Axon Enterprise Inc. Add +128.3% 2.70% +1.35 CEG Constellation Energy New 1.21% +1.21 AVGO Broadcom Inc. Add +20.9% 3.27% +1.13 FIX Comfort Systems USA Inc. New 1.06% +1.06 AGX Argan Inc. New 0.95% +0.95 CVNA Carvana Co. Add +34.3% 1.98% +0.70 VRT Vertiv Holdings Co. Class A Add +39.2% 1.01% +0.47 MSTR Strategy Inc. New 0.44% +0.44 IONQ Ionq Inc. New 0.39% +0.39 CLS Celestica Inc. New 0.35% +0.35 LEU Centrus Energy Corp. Class A New 0.33% +0.33 KLAC KLA Corp. New 0.31% +0.31 QBTS D-Wave Quantum Inc. New 0.27% +0.27 ANET Arista Networks Inc. New 0.27% +0.27 STRL Sterling Infrastructure Inc. New 0.24% +0.24 UBER Uber Technologies Inc. New 0.21% +0.21 MPWR Monolithic Power Systems Inc. New 0.20% +0.20 ORCL Oracle Corp. New 0.19% +0.19 URI United Rentals Inc. Add +29.1% 0.89% +0.18 HIMS Hims & Hers Health Inc. New 0.17% +0.17 RBLX Roblox Corp. Class A New 0.17% +0.17 AFRM Affirm Holdings Inc. New 0.16% +0.16 CDNS Cadence Design SYS Inc. New 0.15% +0.15 INTU Intuit Inc. New 0.15% +0.15 SPOT Spotify Technology SA Add +25.7% 4.65% +0.10 LCID Lucid Group Inc. Add +236.6% 0.17% +0.09 RH RH Add +100.0% 0.29% +0.03 SNOW Snowflake Inc. Add +11.1% 0.32% +0.03 PLUG Plug Power Inc. New 0.02% +0.02 AMD Advanced Micro Devices Add +1.4% 0.41% +0.01 CAVA Cava Group Inc. Add +20.9% 0.15% −0.13 CRWD CrowdStrike Holdings Inc. Class A Add +2.9% 3.16% −0.28 MSFT Microsoft Corp. Add +2.1% 2.72% −0.29 ENPH Enphase Energy Inc. Add +66.5% 0.55% −0.35 NOW ServiceNow Inc. Add +7.3% 1.94% −0.50 META Meta Platforms Inc. Class A Add +3.8% 7.91% −1.41 NFLX Netflix Inc. Add +1.2% 8.34% −1.66
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ BLOOM ENERGY CORP call New 363 $1.8M OKLO INC call New 368 $1.6M APPLOVIN CORP call New 109 $1.5M IREN LIMITED call New 557 $1.4M ASTERA LABS INC call New 65 $635K NEBIUS GROUP N.V. call New 76 $565K NVIDIA CORPORATION call New 733 $476K COREWEAVE INC call New 58 $422K TESLA INC call New 81 $315K MICRON TECHNOLOGY INC call New 25 $220K
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