Piar LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Piar LLC reported 62 stock positions worth $118.8 million. Its top holding was Nvidia (NVDA) at 8.6% of the portfolio, followed by Meta Platforms Class A (META, 6.4%) and Netflix (NFLX, 5.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 7, added to 17 and reduced 27. The biggest buy was Bloom Energy Class A (BE, shares +553%) and the biggest sale AppLovin Class A (APP, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002054677
- Portfolio Value
- $118.8M (Q1 2026)
- SEC Filing
- 0001951757-26-000803 ↗ filed May 8, 2026
Holdings Value
Holdings 62 stocks · $118.8M
| NVDA Nvidia Corp. | 8.65% | 58,897 | $10.3M | Reduce -19.0% |
| META Meta Platforms Inc. Class A | 6.38% | 13,250 | $7.6M | Reduce -6.7% |
| NFLX Netflix Inc. | 5.60% | 69,239 | $6.7M | Reduce -23.8% |
| AAPL Apple Inc. | 5.10% | 23,865 | $6.1M | Reduce -10.5% |
| TSLA Tesla Inc. | 4.79% | 15,300 | $5.7M | Reduce -13.5% |
| AMZN Amazon.com Inc. | 4.78% | 27,255 | $5.7M | Reduce -14.0% |
| APP AppLovin Corp. Class A | 4.28% | 12,785 | $5.1M | Reduce -10.2% |
| AVGO Broadcom Inc. | 3.63% | 13,950 | $4.3M | Reduce -4.8% |
| PLTR Palantir Technologies Inc. Class A | 3.47% | 28,173 | $4.1M | Reduce -8.7% |
| BE Bloom Energy Corp. Class A | 3.32% | 29,079 | $3.9M | Add +552.6% |
| SPOT Spotify Technology SA | 3.27% | 8,020 | $3.9M | Reduce -10.9% |
| MU Micron Technology Inc. | 2.56% | 8,995 | $3.0M | Add +92.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.50% | 7,600 | $3.0M | Reduce -13.1% |
| VRT Vertiv Holdings Co. Class A | 2.42% | 11,460 | $2.9M | Add +29.2% |
| NOW ServiceNow Inc. | 2.39% | 27,210 | $2.8M | Add +97.8% |
| AXON Axon Enterprise Inc. | 2.31% | 6,450 | $2.7M | Add +33.8% |
| FIX Comfort Systems USA Inc. | 2.21% | 1,900 | $2.6M | No change |
| MSFT Microsoft Corp. | 2.04% | 6,543 | $2.4M | Reduce -7.1% |
| GOOGL Alphabet Inc. Class A | 2.01% | 8,310 | $2.4M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 1.99% | 8,230 | $2.4M | Add +17.9% |
| LITE Lumentum Holdings Inc. | 1.60% | 2,710 | $1.9M | Add +146.4% |
| MSTR Strategy Inc. | 1.55% | 14,800 | $1.8M | Add +244.2% |
| CVNA Carvana Co. | 1.46% | 5,530 | $1.7M | Reduce -16.8% |
| VST Vistra Corp. | 1.39% | 10,960 | $1.6M | Reduce -18.0% |
| HOOD Robinhood Markets Inc. Class A | 1.27% | 21,803 | $1.5M | Reduce -9.4% |
| MA Mastercard Inc. Class A | 1.12% | 2,660 | $1.3M | Reduce -7.0% |
| CEG Constellation Energy | 1.09% | 4,620 | $1.3M | Reduce -11.5% |
| CLS Celestica Inc. | 1.02% | 4,300 | $1.2M | Add +95.5% |
| AGX Argan Inc. | 0.89% | 1,950 | $1.1M | Reduce -49.4% |
| STRL Sterling Infrastructure Inc. | 0.89% | 2,600 | $1.1M | Add +136.4% |
| OKLO Oklo Inc. | 0.83% | 19,980 | $991K | Add +15.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 2,915 | $985K | Add +32.8% |
| ISRG Intuitive Surgical Inc. | 0.78% | 2,000 | $922K | Reduce -9.1% |
| AMD Advanced Micro Devices | 0.75% | 4,372 | $889K | Add +27.6% |
| BKNG Booking Holdings Inc. | 0.71% | 201 | $846K | No change |
| ENPH Enphase Energy Inc. | 0.71% | 22,325 | $844K | Add +19.8% |
| LRCX Lam Research Corp. | 0.70% | 3,900 | $833K | Reduce -26.4% |
| URI United Rentals Inc. | 0.67% | 1,100 | $801K | Reduce -8.3% |
| SEI Solaris Energy Infrastructur | 0.63% | 242 | $744K | New |
| NBIS Nebius Group NV | 0.62% | 7,065 | $733K | Reduce -13.4% |
| AMAT Applied Materials Inc. | 0.54% | 1,870 | $639K | Reduce -9.7% |
| SHOP Shopify Inc. Class A | 0.52% | 5,235 | $621K | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.52% | 17,964 | $616K | Add +9.1% |
| LLY Eli Lilly & Co. | 0.51% | 653 | $601K | No change |
| KLAC KLA Corp. | 0.50% | 400 | $589K | No change |
| LCID Lucid Group Inc. | 0.49% | 61,139 | $583K | Add +304.9% |
| MPWR Monolithic Power Systems Inc. | 0.37% | 400 | $437K | No change |
| HD Home Depot Inc. | 0.36% | 1,300 | $428K | No change |
| QBTS D-Wave Quantum Inc. | 0.32% | 26,327 | $380K | Add +80.1% |
| PRIM Primoris Services Corp. | 0.25% | 2,100 | $300K | New |
| MEDP Medpace Holdings Inc. | 0.25% | 610 | $293K | No change |
| HCA HCA Healthcare Inc. | 0.24% | 600 | $284K | No change |
| LEU Centrus Energy Corp. Class A | 0.24% | 1,620 | $281K | Reduce -19.0% |
| HL Hecla Mining Co. | 0.23% | 14,971 | $279K | New |
| SNOW Snowflake Inc. | 0.23% | 1,810 | $273K | Reduce -9.9% |
| ALAB Astera Labs Inc. | 0.21% | 2,310 | $253K | New |
| WPM Wheaton Precious Metals Corp. | 0.21% | 1,902 | $249K | New |
| CRWV Coreweave Inc. Class A | 0.20% | 3,140 | $243K | New |
| ULTA Ulta Beauty Inc. | 0.18% | 400 | $209K | No change |
| NOC Northrop Grumman Corp. | 0.17% | 300 | $205K | New |
| ANET Arista Networks Inc. | 0.17% | 1,650 | $203K | Reduce -19.5% |
| JOBY Joby Aviation Inc. | 0.07% | 10,763 | $89K | New |
Options reported separately and not counted above: LUMENTUM HLDGS INC calls ($1.7M), MICRON TECHNOLOGY INC calls ($1.1M), BLOOM ENERGY CORP calls ($990K), CELESTICA INC calls ($818K), WESTERN DIGITAL CORP calls ($660K), ADVANCED ENERGY INDS calls ($601K), CORNING INC calls ($548K), FASTLY INC calls ($450K), NETFLIX INC. calls ($359K), APPLOVIN CORP calls ($358K), HECLA MINING COMPANY calls ($331K), ALPHABET INC calls ($325K), and 6 more.
Portfolio Sells Q4 2025 → Q1 2026
| APP AppLovin Corp. Class A | Reduce -10.2% | 4.28% | −2.99 |
| NVDA Nvidia Corp. | Reduce -19.0% | 8.65% | −1.64 |
| TSLA Tesla Inc. | Reduce -13.5% | 4.79% | −1.25 |
| NFLX Netflix Inc. | Reduce -23.8% | 5.60% | −0.86 |
| HOOD Robinhood Markets Inc. Class A | Reduce -9.4% | 1.27% | −0.79 |
| AMZN Amazon.com Inc. | Reduce -14.0% | 4.78% | −0.77 |
| META Meta Platforms Inc. Class A | Reduce -6.7% | 6.38% | −0.73 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.7% | 3.47% | −0.69 |
| SPOT Spotify Technology SA | Reduce -10.9% | 3.27% | −0.69 |
| CVNA Carvana Co. | Reduce -16.8% | 1.46% | −0.67 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.1% | 2.50% | −0.61 |
| MSFT Microsoft Corp. | Reduce -7.1% | 2.04% | −0.54 |
| AAPL Apple Inc. | Reduce -10.5% | 5.10% | −0.40 |
| CEG Constellation Energy | Reduce -11.5% | 1.09% | −0.31 |
| VST Vistra Corp. | Reduce -18.0% | 1.39% | −0.25 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.22 |
| AVGO Broadcom Inc. | Reduce -4.8% | 3.63% | −0.21 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.17 |
| ISRG Intuitive Surgical Inc. | Reduce -9.1% | 0.78% | −0.17 |
| FN Fabrinet | Sold out | 0.00% | −0.16 |
| LEU Centrus Energy Corp. Class A | Reduce -19.0% | 0.24% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -7.0% | 1.12% | −0.12 |
| RUN Sunrun Inc. | Sold out | 0.00% | −0.11 |
| SNOW Snowflake Inc. | Reduce -9.9% | 0.23% | −0.10 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -5.1% | 2.01% | −0.07 |
| URI United Rentals Inc. | Reduce -8.3% | 0.67% | −0.06 |
| AUPH Aurinia Pharmaceuticals Inc. | Sold out | 0.00% | −0.06 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.04 |
| ANET Arista Networks Inc. | Reduce -19.5% | 0.17% | −0.03 |
| AGX Argan Inc. | Reduce -49.4% | 0.89% | −0.02 |
| LRCX Lam Research Corp. | Reduce -26.4% | 0.70% | +0.01 |
| NBIS Nebius Group NV | Reduce -13.4% | 0.62% | +0.10 |
| AMAT Applied Materials Inc. | Reduce -9.7% | 0.54% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| BE Bloom Energy Corp. Class A | Add +552.6% | 3.32% | +3.02 |
| MU Micron Technology Inc. | Add +92.0% | 2.56% | +1.54 |
| VRT Vertiv Holdings Co. Class A | Add +29.2% | 2.42% | +1.33 |
| LITE Lumentum Holdings Inc. | Add +146.4% | 1.60% | +1.30 |
| MSTR Strategy Inc. | Add +244.2% | 1.55% | +1.06 |
| NOW ServiceNow Inc. | Add +97.8% | 2.39% | +0.80 |
| STRL Sterling Infrastructure Inc. | Add +136.4% | 0.89% | +0.64 |
| SEI Solaris Energy Infrastructur | New | 0.63% | +0.63 |
| CLS Celestica Inc. | Add +95.5% | 1.02% | +0.53 |
| LCID Lucid Group Inc. | Add +304.9% | 0.49% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +17.9% | 1.99% | +0.33 |
| TSM Taiwan Semiconductor-SP ADR | Add +32.8% | 0.83% | +0.32 |
| ENPH Enphase Energy Inc. | Add +19.8% | 0.71% | +0.26 |
| PRIM Primoris Services Corp. | New | 0.25% | +0.25 |
| HL Hecla Mining Co. | New | 0.23% | +0.23 |
| AXON Axon Enterprise Inc. | Add +33.8% | 2.31% | +0.23 |
| ALAB Astera Labs Inc. | New | 0.21% | +0.21 |
| WPM Wheaton Precious Metals Corp. | New | 0.21% | +0.21 |
| CRWV Coreweave Inc. Class A | New | 0.20% | +0.20 |
| AMD Advanced Micro Devices | Add +27.6% | 0.75% | +0.19 |
| NOC Northrop Grumman Corp. | New | 0.17% | +0.17 |
| JOBY Joby Aviation Inc. | New | 0.07% | +0.07 |
| IREN Iren Ltd. | Add +9.1% | 0.52% | +0.05 |
| QBTS D-Wave Quantum Inc. | Add +80.1% | 0.32% | +0.03 |
| OKLO Oklo Inc. | Add +15.1% | 0.83% | −0.11 |
Options Activity Q4 2025 → Q1 2026
| LUMENTUM HLDGS INC | call | New | 57 | $1.7M |
| MICRON TECHNOLOGY INC | call | Reduce -99.0% | 83 | $1.1M |
| BLOOM ENERGY CORP | call | Reduce -99.6% | 155 | $990K |
| CELESTICA INC | call | Reduce -99.2% | 68 | $818K |
| WESTERN DIGITAL CORP | call | New | 62 | $660K |
| ADVANCED ENERGY INDS | call | New | 48 | $601K |
| CORNING INC | call | New | 102 | $548K |
| CREDO TECHNOLOGY GROUP HOLDI | call | Sold out | 9,300 | $519Kbefore exit |
| FASTLY INC | call | New | 289 | $450K |
| D-WAVE QUANTUM INC | call | Sold out | 32,900 | $415Kbefore exit |
| ORACLE CORP | call | Sold out | 6,200 | $405Kbefore exit |
| IREN LIMITED | call | Sold out | 28,200 | $394Kbefore exit |
| NETFLIX INC. | call | New | 104 | $359K |
| APPLOVIN CORP | call | Reduce -97.3% | 24 | $358K |
| MONGODB INC | call | Sold out | 2,600 | $348Kbefore exit |
| HECLA MINING COMPANY | call | Reduce -97.2% | 521 | $331K |
| ALPHABET INC | call | Reduce -99.1% | 48 | $325K |
| ROBINHOOD MKTS INC | call | Sold out | 10,400 | $322Kbefore exit |
| STERLING INFRASTRUCTURE INC | call | Reduce -99.3% | 19 | $300K |
| VERTIV HOLDINGS CO | call | Sold out | 5,900 | $287Kbefore exit |
| ADVANCED MICRO DEVICES INC | call | Sold out | 4,000 | $286Kbefore exit |
| FABRINET | call | New | 10 | $255K |
| ASTERA LABS INC | call | Reduce -99.5% | 48 | $220K |
| COREWEAVE INC | call | Reduce -99.4% | 72 | $214K |
| SOLARIS ENERGY INFRAS INC | call | Reduce -99.6% | 76 | $212K |
| AXON ENTERPRISE INC | call | Reduce -98.6% | 15 | $210K |
| JOBY AVIATION INC | call | Sold out | 11,900 | $44Kbefore exit |
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 |