Spear Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 13, 2026), Spear Advisors LLC reported 21 stock positions worth $142.7 million. Its top holding was Astera Labs (ALAB) at 11.1% of the portfolio, followed by Coherent (COHR, 9.7%) and Credo Technology Group Holdi (CRDO, 8.2%).
- Most Recent 13F
- Q2 2026
- Location
- East Hampton, NY
- CIK
- 0002119894
- Portfolio Value
- $142.7M (Q4 2025)
- SEC Filing
- 0002000324-26-000887 ↗ filed Mar 13, 2026
Holdings Value
Holdings 21 stocks · $142.7M
| ALAB Astera Labs Inc. | 11.06% | 94,895 | $15.8M | — |
| COHR Coherent Corp. | 9.75% | 75,370 | $13.9M | — |
| CRDO Credo Technology Group Holdi | 8.20% | 81,349 | $11.7M | — |
| MRVL Marvell Technology Inc. | 7.05% | 118,450 | $10.1M | — |
| NVDA Nvidia Corp. | 6.37% | 48,701 | $9.1M | — |
| RKLB Rocket Lab Corp. | 6.19% | 126,624 | $8.8M | — |
| APLD Applied Digital Corp. | 5.04% | 293,256 | $7.2M | — |
| CIEN Ciena Corp. | 4.87% | 29,705 | $6.9M | — |
| WULF Terawulf Inc. | 4.64% | 576,598 | $6.6M | — |
| ASTS Ast Spacemobile Inc. | 4.42% | 86,914 | $6.3M | — |
| ECHO Echostar Corp. Class A | 4.40% | 57,696 | $6.3M | — |
| CEG Constellation Energy | 4.13% | 16,679 | $5.9M | — |
| NET Cloudflare Inc. Class A | 4.10% | 29,640 | $5.8M | — |
| SHOP Shopify Inc. Class A | 3.90% | 34,573 | $5.6M | — |
| ANET Arista Networks Inc. | 3.36% | 36,600 | $4.8M | — |
| AMD Advanced Micro Devices | 3.22% | 21,456 | $4.6M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.46% | 7,495 | $3.5M | — |
| ZS Zscaler Inc. | 2.42% | 15,382 | $3.5M | — |
| SNOW Snowflake Inc. | 1.67% | 10,858 | $2.4M | — |
| RGTI Rigetti Computing Inc. | 1.45% | 93,092 | $2.1M | — |
| IONQ Ionq Inc. | 1.30% | 41,291 | $1.9M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.