In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Proem Advisors LLC reported 19 stock positions worth $190.5 million . Its top holding was Amazon.com (AMZN) at 14.0% of the portfolio, followed by Dave (DAVE, 12.9% ) and Microsoft (MSFT, 11.8% ). Compared with Q4 2024, it opened 3 new positions, sold out of 10, added to 4 and reduced 8. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Advanced Micro Devices (AMD).
Location Dallas, TX
CIK 0001842526
Portfolio Value $190.5M (Q1 2025) Holdings 19 stocks · $190.5M 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 Q4 2024 AMZN Amazon.com Inc. 140,000 $26.6M Add +75.0% DAVE Dave Inc. 297,771 $24.6M No change MSFT Microsoft Corp. 60,000 $22.5M Add +140.0% GOOG Alphabet Inc. Class C 115,000 $18.0M Add +43.8% META Meta Platforms Inc. Class A 30,000 $17.3M New NVDA Nvidia Corp. 135,924 $14.7M Reduce -24.5% HIMS Hims & Hers Health Inc. 459,977 $13.6M No change HOOD Robinhood Markets Inc. Class A 200,000 $8.3M Reduce -42.9% AVGO Broadcom Inc. 40,000 $6.7M Reduce -42.9% MELI MercadoLibre Inc. 3,300 $6.4M Add +83.3% PDD PDD Holdings Inc. 50,000 $5.9M New SNOW Snowflake Inc. 35,705 $5.2M Reduce -10.7% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 422,614 $4.3M Reduce -0.6% ORCL Oracle Corp. 30,000 $4.2M Reduce -25.0% CRWV Coreweave Inc. Class A 95,000 $3.5M New ZS Zscaler Inc. 15,036 $3.0M Reduce -24.8% DOCU Docusign Inc. 30,000 $2.4M Reduce -81.3% NOW ServiceNow Inc. 2,904 $2.3M No change ZETA Zeta Global Holdings Corp. Class A 55,000 $746K No change
Options reported separately and not counted above: QQQ puts ($93.8M), HIMS puts ($13.3M), TSLA calls ($13.0M), MU calls ($8.7M), HOOD puts ($6.2M), PDD puts ($5.9M), VRT calls ($1.8M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ AMD Advanced Micro Devices Sold out 0.00% −5.52 DOCU Docusign Inc. Reduce -81.3% 1.28% −5.31 AVGO Broadcom Inc. Reduce -42.9% 3.52% −3.90 NVDA Nvidia Corp. Reduce -24.5% 7.73% −3.32 TSLA Tesla Inc. Sold out 0.00% −2.77 NET Cloudflare Inc. Class A Sold out 0.00% −2.46 PTON Peloton Interactive Inc. Class A Sold out 0.00% −1.98 HOOD Robinhood Markets Inc. Class A Reduce -42.9% 4.37% −1.59 ALAB Astera Labs Inc. Sold out 0.00% −1.51 TWLO Twilio Inc. Class A Sold out 0.00% −1.48 APP AppLovin Corp. Class A Sold out 0.00% −1.48 COIN Coinbase Global Inc. Class A Sold out 0.00% −1.14 ORCL Oracle Corp. Reduce -25.0% 2.20% −0.85 DLO Dlocal Ltd. Sold out 0.00% −0.62 BE Bloom Energy Corp. Class A Sold out 0.00% −0.51 SNOW Snowflake Inc. Reduce -10.7% 2.74% −0.08 ZS Zscaler Inc. Reduce -24.8% 1.57% −0.08 NU Nu Holdings Ltd./Cayman Isl-A Reduce -0.6% 2.27% +0.26
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ META Meta Platforms Inc. Class A New 9.08% +9.08 MSFT Microsoft Corp. Add +140.0% 11.82% +7.01 AMZN Amazon.com Inc. Add +75.0% 13.98% +5.96 PDD PDD Holdings Inc. New 3.11% +3.11 GOOG Alphabet Inc. Class C Add +43.8% 9.43% +2.47 MELI MercadoLibre Inc. Add +83.3% 3.38% +1.98 CRWV Coreweave Inc. Class A New 1.85% +1.85
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Add +300.0% 200,000 $93.8M IWM iShares Russell 2000 ETF put Sold out 100,000 $22.1Mbefore exit DOCU Docusign Inc. put Sold out 160,000 $14.4Mbefore exit NVDA Nvidia Corp. put Sold out 100,000 $13.4Mbefore exit AMD Advanced Micro Devices put Sold out 100,000 $12.1Mbefore exit MU Micron Technology Inc. call New 100,000 $8.7M NVDA Nvidia Corp. call Sold out 50,000 $6.7Mbefore exit ALAB Astera Labs Inc. put Sold out 50,000 $6.6Mbefore exit HOOD Robinhood Markets Inc. Class A put Reduce -57.1% 150,000 $6.2M PDD PDD Holdings Inc. put New 50,000 $5.9M BABA Alibaba Group Holding-SP ADR call Sold out 50,000 $4.2Mbefore exit JD Jd.com Inc.-ADR call Sold out 100,000 $3.5Mbefore exit BE Bloom Energy Corp. Class A put Sold out 50,000 $1.1Mbefore 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 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