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PIAR LLC

hedge fundUpdated 15 days ago

Managed by Piar Llc • Latest filing Q3 2026

Portfolio value
$164.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
96.7%
Weight of largest holdings
Annualized return
10.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$148.5M
Q4 2025$141.1M
Q1 2026$128.5M
Q2 2026$174M
Q3 2026$164.8M

Top holdings

86 positions as of Q3 2026

View filing
M

MICRON TECHNOLOGY INC

-3.4%
Value
$13.8M
Shares
12.9K
% Port
8.35%
N

NVIDIA CORPORATION

-5.4%
Value
$10.9M
Shares
47.8K
% Port
6.62%
B

BLOOM ENERGY CORP

-4.1%
Value
$8.9M
Shares
32.2K
% Port
5.41%
M

META PLATFORMS INC

-3.8%
Value
$8M
Shares
11.1K
% Port
4.88%
A

APPLE INC

-3.3%
Value
$7.3M
Shares
22.0K
% Port
4.44%
L

LUMENTUM HLDGS INC

+4.8%
Value
$6.8M
Shares
7.0K
% Port
4.15%
C

CROWDSTRIKE HLDGS INC

+239.2%
Value
$6.8M
Shares
25.5K
% Port
4.10%
A

AMAZON COM INC

-5.3%
Value
$6.5M
Shares
26.0K
% Port
3.94%
G

ALPHABET INC

+42.9%
Value
$4.5M
Shares
13.3K
% Port
2.74%
T

TESLA INC

-5.5%
Value
$4.4M
Shares
12.4K
% Port
2.67%
A

BROADCOM INC

-5.4%
Value
$4.4M
Shares
12.4K
% Port
2.65%
F

COMFORT SYS USA INC

+4.0%
Value
$4.3M
Shares
2.6K
% Port
2.61%
S

SPOTIFY TECHNOLOGY S A

-7.9%
Value
$3.4M
Shares
6.9K
% Port
2.04%
A

ADVANCED MICRO DEVICES INC

+21.1%
Value
$3.3M
Shares
5.4K
% Port
1.99%
W

WESTERN DIGITAL CORP

+3.2%
Value
$3.2M
Shares
7.1K
% Port
1.97%
N

NETFLIX INC.

-15.4%
Value
$3.2M
Shares
46.6K
% Port
1.97%
N

NEBIUS GROUP N.V.

+18.0%
Value
$3.1M
Shares
13.1K
% Port
1.87%
C

CELESTICA INC

+23.1%
Value
$3M
Shares
8.3K
% Port
1.81%
V

VERTIV HOLDINGS CO

-4.9%
Value
$2.8M
Shares
11.5K
% Port
1.69%
A

APPLOVIN CORP

-15.9%
Value
$2.7M
Shares
9.2K
% Port
1.62%

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