In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Proem Advisors LLC reported 34 stock positions worth $486.6 million . Its top holding was Nvidia (NVDA) at 14.2% of the portfolio, followed by Micron Technology (MU, 12.3% ) and Microsoft (MSFT, 7.7% ). Compared with Q1 2026, it opened 12 new positions, sold out of 7, added to 11 and reduced 6. The biggest buy was Micron Technology (MU, shares +247% ) and the biggest sale Broadcom (AVGO, shares −77% ).
Location Dallas, TX
CIK 0001842526
Portfolio Value $486.6M (Q2 2026) Holdings 34 stocks · $486.6M 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 Q1 2026 NVDA Nvidia Corp. 345,000 $69.0M Add +35.3% MU Micron Technology Inc. 52,000 $60.0M Add +246.7% MSFT Microsoft Corp. 100,000 $37.3M Add +11.1% GOOG Alphabet Inc. Class C 105,000 $37.1M Add +61.5% AAPL Apple Inc. 110,000 $31.8M Reduce -8.3% LRCX Lam Research Corp. 65,000 $28.2M New AMD Advanced Micro Devices 45,226 $26.3M Add +188.1% INTC Intel Corp. 150,000 $20.9M New AMAT Applied Materials Inc. 25,000 $18.1M New APP AppLovin Corp. Class A 27,500 $14.2M Reduce -28.6% SE Sea Ltd.-ADR 139,000 $13.3M Add +11.2% AVGO Broadcom Inc. 30,000 $11.3M Reduce -76.9% META Meta Platforms Inc. Class A 20,000 $11.3M Reduce -20.0% MELI MercadoLibre Inc. 5,500 $9.3M Add +3.8% HOOD Robinhood Markets Inc. Class A 92,000 $9.2M Reduce -0.5% TXN Texas Instruments Inc. 27,500 $8.2M New DASH DoorDash Inc. Class A 43,392 $8.0M Add +29.2% ADI Analog Devices Inc. 20,000 $7.9M New DUOL Duolingo 68,450 $7.9M No change DELL Dell Technologies -C 16,000 $6.9M New NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 425,614 $5.7M No change CRDO Credo Technology Group Holdi 20,000 $5.4M New GLW Corning Inc. 20,000 $5.1M New PLTR Palantir Technologies Inc. Class A 40,881 $4.8M Add +13.9% SMCI Super Micro Computer Inc. 160,000 $4.7M New WIX Wix.com Ltd. 95,000 $4.3M Add +22.6% HIMS Hims & Hers Health Inc. 110,000 $3.8M No change MNTN MNTN Inc. Class A 340,441 $3.1M Add +4.6% COHR Coherent Corp. 7,500 $3.0M New ARM Arm Holdings PLC-ADR 7,500 $2.7M New PAACU Proem Acquisition Corp. I 242,924 $2.4M No change AMZN Amazon.com Inc. 10,000 $2.4M Reduce -50.0% DRAM Roundhill Memory ETF 25,000 $1.8M New ZETA Zeta Global Holdings Corp. Class A 55,000 $1.1M No change
Options reported separately and not counted above: MU calls ($461.7M), DRAM calls ($118.2M), AMD calls ($116.2M), INTC calls ($111.7M), LRCX calls ($86.7M), COHR calls ($74.0M), KLAC calls ($60.3M), AMZN calls ($47.7M), DELL calls ($46.6M), AMAT calls ($43.4M), MU puts ($34.6M), TXN calls ($29.8M), and 10 more.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ AVGO Broadcom Inc. Reduce -76.9% 2.33% −10.96 AAPL Apple Inc. Reduce -8.3% 6.54% −3.52 FSLY Fastly Inc. Class A Sold out 0.00% −2.49 META Meta Platforms Inc. Class A Reduce -20.0% 2.31% −2.41 APP AppLovin Corp. Class A Reduce -28.6% 2.91% −2.15 IOT Samsara Inc. Class A Sold out 0.00% −1.91 DLO Dlocal Ltd. Sold out 0.00% −1.82 SEZL Sezzle Inc. Sold out 0.00% −1.43 ORCL Oracle Corp. Sold out 0.00% −0.97 AMZN Amazon.com Inc. Reduce -50.0% 0.49% −0.89 XYZ Block Inc. Sold out 0.00% −0.80 HOOD Robinhood Markets Inc. Class A Reduce -0.5% 1.90% −0.22 BMBL Bumble Inc. Class A Sold out 0.00% −0.19
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ MU Micron Technology Inc. Add +246.7% 12.33% +10.66 LRCX Lam Research Corp. New 5.79% +5.79 AMD Advanced Micro Devices Add +188.1% 5.40% +4.34 INTC Intel Corp. New 4.30% +4.30 AMAT Applied Materials Inc. New 3.71% +3.71 TXN Texas Instruments Inc. New 1.68% +1.68 ADI Analog Devices Inc. New 1.63% +1.63 GOOG Alphabet Inc. Class C Add +61.5% 7.62% +1.46 DELL Dell Technologies -C New 1.42% +1.42 CRDO Credo Technology Group Holdi New 1.12% +1.12 GLW Corning Inc. New 1.05% +1.05 SMCI Super Micro Computer Inc. New 0.96% +0.96 COHR Coherent Corp. New 0.61% +0.61 ARM Arm Holdings PLC-ADR New 0.55% +0.55 DRAM Roundhill Memory ETF New 0.38% +0.38 DASH DoorDash Inc. Class A Add +29.2% 1.65% −0.02 MNTN MNTN Inc. Class A Add +4.6% 0.64% −0.30 NVDA Nvidia Corp. Add +35.3% 14.19% −0.50 SE Sea Ltd.-ADR Add +11.2% 2.74% −0.68 PLTR Palantir Technologies Inc. Class A Add +13.9% 0.98% −0.75 MELI MercadoLibre Inc. Add +3.8% 1.92% −1.11 WIX Wix.com Ltd. Add +22.6% 0.89% −1.42 MSFT Microsoft Corp. Add +11.1% 7.67% −3.34
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 1,100,000 $715.4Mbefore exit MU Micron Technology Inc. call New 400,000 $461.7M QQQ Invesco QQQ Trust Series 1 put Sold out 760,200 $438.8Mbefore exit DRAM Roundhill Memory ETF call New 1,600,000 $118.2M AMD Advanced Micro Devices call New 200,000 $116.2M INTC Intel Corp. call New 800,000 $111.7M IWM iShares Russell 2000 ETF put Sold out 400,000 $99.2Mbefore exit LRCX Lam Research Corp. call New 200,000 $86.7M COHR Coherent Corp. call New 187,500 $74.0M KLAC KLA Corp. call New 200,000 $60.3M AMZN Amazon.com Inc. call Add +100.0% 200,000 $47.7M DELL Dell Technologies -C call New 108,000 $46.6M AMAT Applied Materials Inc. call New 60,000 $43.4M MU Micron Technology Inc. put New 30,000 $34.6M TXN Texas Instruments Inc. call New 100,000 $29.8M MRVL Marvell Technology Inc. call New 100,000 $29.8M META Meta Platforms Inc. Class A call Sold out 50,000 $28.6Mbefore exit MCHP Microchip Technology Inc. call New 250,000 $22.8M NVDA Nvidia Corp. call Reduce -66.7% 100,000 $20.0M MSFT Microsoft Corp. call Add +3.0% 51,500 $19.2M ARM Arm Holdings PLC-ADR call New 50,000 $17.7M WDAY Workday Inc. Class A call New 100,000 $12.2M CRDO Credo Technology Group Holdi call New 40,000 $10.9M WOLF Wolfspeed Inc. call New 170,000 $8.2M NOK Nokia Corp.-Spon ADR call New 500,000 $6.6M SMCI Super Micro Computer Inc. call New 208,000 $6.1M
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 34 $486.6M NVDA, MU, MSFT, GOOG, AAPL Q1 2026 29 $302.8M NVDA, AVGO, MSFT, AAPL, GOOG Q4 2025 28 $295.2M NVDA, AMZN, MSFT, GOOG, AVGO Q3 2025 28 $415.8M NVDA, MSFT, APP, GOOG, META Q2 2025 30 $378.1M DAVE, MSFT, NVDA, AMZN, HOOD Q1 2025 19 $190.5M AMZN, DAVE, MSFT, GOOG, META Q4 2024 26 $218.8M DAVE, NVDA, AMZN, AVGO, GOOG