Piar LLC
13F holdings for Q2 2026 · LAS VEGAS, NV · filed August 10, 2026
Piar LLC reported $174M in 13F securities across 92 holdings for Q2 2026, in a Form 13F filed August 10, 2026. The largest positions were MU (9.6%), BE (6.3%), NVDA (6.3%). Reported value rose 36.3% from the quarter before. It opened 18 new positions, added to 19, trimmed 33 and sold out of 7.
- 13F value Q2 2026
- $174M
- Holdings
- 92
- Change vs prior quarter
- +36.3%
- Rank by 13F value
- #6,953
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| MU Micron Technology Inc. | $15.4M | 9.6% | 13,380 | +48.7% | Added |
| BE Bloom Energy Corporation | $10.1M | 6.3% | 33,527 | +15.3% | Added |
| NVDA NVIDIA Corporation | $10.1M | 6.3% | 50,517 | -14.2% | Trimmed |
| AAPL Apple Inc. | $6.6M | 4.1% | 22,711 | -4.8% | Trimmed |
| AMZN Amazon.com Inc. | $6.6M | 4.1% | 27,505 | +0.9% | Added |
| META Meta Platforms Inc. | $6.5M | 4.0% | 11,520 | -13.1% | Trimmed |
| LITE Lumentum Holdings Inc. | $5.8M | 3.6% | 6,710 | +147.6% | Added |
| CRWD CrowdStrike Holdings Inc. | $5.7M | 3.6% | 7,525 | -1.0% | Trimmed |
| APP Applovin Corporation | $5.6M | 3.5% | 10,910 | -14.7% | Trimmed |
| TSLA Tesla Inc. | $5.5M | 3.4% | 13,125 | -14.2% | Trimmed |
| AVGO Broadcom Inc. | $5.0M | 3.1% | 13,150 | -5.7% | Trimmed |
| FIX Comfort Systems USA Inc. | $5.0M | 3.1% | 2,500 | +31.6% | Added |
| WDC Western Digital Corporation | $4.4M | 2.7% | 6,920 | New | New |
| VRT Vertiv Holdings LLC | $4.1M | 2.5% | 12,105 | +5.6% | Added |
| NFLX Netflix Inc. | $3.9M | 2.4% | 55,009 | -20.6% | Trimmed |
| AXON Axon Enterprise Inc. | $3.7M | 2.3% | 6,550 | +1.6% | Added |
| Spotify Technology S A | $3.4M | 2.1% | 7,500 | -6.5% | Trimmed |
| GOOG Alphabet Inc. | $3.3M | 2.0% | 9,272 | +12.7% | Added |
| Nebius Group N.v. | $3.1M | 1.9% | 11,060 | +56.5% | Added |
| GOOGL Alphabet Inc. | $2.7M | 1.7% | 7,670 | -7.7% | Trimmed |
| AMD Advanced Micro Devices Inc. | $2.6M | 1.6% | 4,422 | +1.1% | Added |
| STRL Sterling Infrastructure Inc. | $2.5M | 1.6% | 2,980 | +14.6% | Added |
| CLS Celestica Inc. | $2.4M | 1.5% | 6,700 | +55.8% | Added |
| GLW Corning Incorporated | $2.1M | 1.3% | 8,100 | New | New |
| PLTR Palantir Technologies Inc. | $2.0M | 1.2% | 17,255 | -38.8% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $161M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- MU Micron Technology Inc. Added+$5.1M
- WDC Western Digital Corporation New+$4.4M
- LITE Lumentum Holdings Inc. Added+$3.4M
- GLW Corning Incorporated New+$2.1M
- SEI Solaris Energy Infrastructure Inc. Added+$1.5M
- BE Bloom Energy Corporation Added+$1.3M
- FIX Comfort Systems USA Inc. Added+$1.2M
- Nebius Group N.v. Added+$1.1M
- CLS Celestica Inc. Added+$876K
- SNDK Sandisk Corporation New+$682K
Biggest sells in Q2 2026
- NVDA NVIDIA Corporation Trimmed-$1.7M
- NOW ServiceNow Inc. Trimmed-$1.4M
- PLTR Palantir Technologies Inc. Trimmed-$1.3M
- VST Vistra Corp. Trimmed-$1.2M
- NFLX Netflix Inc. Trimmed-$1.0M
- OKLO Oklo Inc. Sold out-$991K
- META Meta Platforms Inc. Trimmed-$974K
- APP Applovin Corporation Trimmed-$966K
- TSLA Tesla Inc. Trimmed-$915K
- ALAB Astera Labs Inc. Trimmed-$901K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 18 new, 19 added, 33 trimmed, 7 sold out.
Sector mix
- Technology57.3%
- Industrials11.8%
- Consumer Discretionary11.4%
- Energy6.3%
- Not listed with us5.4%
- Telecommunications3.8%
- Health Care1.5%
- Finance1.1%
- Utilities1.0%
- Funds and other0.3%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| HOOD Robinhood Markets Inc. | $1.8M | 1.1% | 18,313 | -16.0% | Trimmed |
| LRCX Lam Research Corporation | $1.8M | 1.1% | 4,040 | +3.6% | Added |
| AGX Argan Inc. | $1.6M | 1.0% | 1,990 | +2.1% | Added |
| MSFT Microsoft Corporation | $1.6M | 1.0% | 4,213 | -35.6% | Trimmed |
| SEI Solaris Energy Infrastructure Inc. | $1.6M | 1.0% | 19,450 | +7937% | Added |
| AMAT Applied Materials Inc. | $1.4M | 0.9% | 1,990 | +6.4% | Added |
| NOW ServiceNow Inc. | $1.3M | 0.8% | 13,310 | -51.1% | Trimmed |
| MA Mastercard Incorporated | $1.3M | 0.8% | 2,560 | -3.8% | Trimmed |
| CVNA Carvana Co. | $1.3M | 0.8% | 19,650 | -28.9% | Trimmed |
| KLAC KLA Corporation | $1.2M | 0.8% | 4,050 | +1.3% | Added |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.2M | 0.7% | 2,500 | -14.2% | Trimmed |
| URI United Rentals Inc. | $1.1M | 0.7% | 980 | -10.9% | Trimmed |
| ENPH Enphase Energy Inc. | $1.1M | 0.7% | 22,075 | -1.1% | Trimmed |
| CEG Constellation Energy Corporation | $894K | 0.6% | 3,600 | -22.1% | Trimmed |
| ISRG Intuitive Surgical Inc. | $795K | 0.5% | 2,000 | 0% | Unchanged |
| MSTR Strategy Inc | $739K | 0.5% | 8,500 | -42.6% | Trimmed |
| Iren Limited Ordinary Shares | $736K | 0.5% | 16,105 | -10.3% | Trimmed |
| SNDK Sandisk Corporation | $682K | 0.4% | 300 | New | New |
| LLY Eli Lilly and Company | $663K | 0.4% | 553 | -15.3% | Trimmed |
| Credo Technology Group Holding Ordinary Shares | $625K | 0.4% | 2,300 | New | New |
| BKNG Booking Holdings Inc. | $593K | 0.4% | 3,325 | -33.8% | Trimmed |
| VST Vistra Corp. | $549K | 0.3% | 3,460 | -68.4% | Trimmed |
| RVI Robinhood Ventures Fund I | $549K | 0.3% | 16,736 | New | New |
| AAOI Applied Optoelectronics Inc. | $548K | 0.3% | 3,700 | New | New |
| CRWV CoreWeave Inc. | $520K | 0.3% | 5,220 | +66.2% | Added |
Showing the 50 largest of 73 share positions. The full filing on SEC EDGAR
Questions about Piar LLC
- What does Piar LLC own?
- In its Form 13F for Q2 2026, Piar LLC reported 92 holdings worth $174M. The five largest were MU, BE, NVDA, AAPL, AMZN.
- What did Piar LLC buy and sell in Q2 2026?
- Piar LLC opened 18 new positions, added to 19, trimmed 33 and sold out of 7 compared with the quarter before.
- When did Piar LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 10, 2026.
From Form 13F filed by Piar LLC (SEC CIK 0002054677) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds