PIAR LLC
CIK 2054677 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- MU9.57%
- BE6.29%
- NVDA6.27%
- AAPL4.07%
- AMZN4.06%
- META4.02%
- LITE3.57%
- CRWD3.56%
- APP3.48%
- TSLA3.42%
Share classes counted separately48.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +7.01 pp2.56% → 9.57%Shares +4.38K (+48.75%)
- NFLXWeight decreased · -3.17 pp5.60% → 2.43%Shares -14.23K (-20.55%)
- BEWeight increased · +2.97 pp3.32% → 6.29%Shares +4.45K (+15.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MUMICRON TECHNOLOGY INC View history and evidence | $15.44M | 9.57% | 13.38K shares | 2.56% → 9.57%+7.01 pp +4.38K (+48.75%) | Added | ▾ |
| 02 | BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | $10.15M | 6.29% | 33.53K shares | 3.32% → 6.29%+2.97 pp +4.45K (+15.30%) | Added | ▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $10.11M | 6.27% | 50.52K shares | 8.65% → 6.27%-2.38 pp -8.38K (-14.23%) | Reduced | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $6.57M | 4.07% | 22.71K shares | 5.10% → 4.07%-1.03 pp -1.15K (-4.84%) | Reduced | ▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $6.56M | 4.06% | 27.50K shares | 4.78% → 4.06%-0.72 pp +250 (+0.92%) | Added | ▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $6.49M | 4.02% | 11.52K shares | 6.38% → 4.02%-2.36 pp -1.73K (-13.06%) | Reduced | ▾ |
| 07 | LITELUMENTUM HOLDINGS INC View history and evidence | $5.76M | 3.57% | 6.71K shares | 1.60% → 3.57%+1.97 pp +4.00K (+147.60%) | Added | ▾ |
| 08 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $5.74M | 3.56% | 7.53K shares | 2.50% → 3.56%+1.06 pp -75 (-0.99%) | Reduced | ▾ |
| 09 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $5.62M | 3.48% | 10.91K shares | 4.28% → 3.48%-0.80 pp -1.88K (-14.67%) | Reduced | ▾ |
| 10 | TSLATESLA INC View history and evidence | $5.52M | 3.42% | 13.13K shares | 4.79% → 3.42%-1.37 pp -2.17K (-14.22%) | Reduced | ▾ |
Options overlay 19
$12.74M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ALABASTERA LABS INCCALL View history and evidence | Call | 68 | $2.39M | +20 (+41.67%) | ▾ |
CRDOCREDO TECHNOLOGY GROUP HOLDICALL View history and evidence | Call | 78 | $1.44M | +78 | ▾ |
STRLSTERLING INFRASTRUCTURE INCCALL View history and evidence | Call | 22 | $1.18M | +3 (+15.79%) | ▾ |
3 / 19 options · preview only
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LITE LUMENTUM HOLDINGS INC | Call | -57 | -$1.73M | SEC filing ↗ | SEC filing ↗ |
| MU MICRON TECHNOLOGY INC | Call | -83 | -$1.09M | SEC filing ↗ | SEC filing ↗ |
| OKLO OKLO INC | Non-derivative | -19,980 | -$990.81K | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2054677 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174049515
}Research all 92 reported holdings.
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