Piar LLC
Piar LLC reported 76 US-listed holdings worth $159.3 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Micron Technology Inc. (8.6%), NVIDIA Corp. (6.9%) and Bloom Energy Corp. (5.6%). Against the quarter before, it opened 9 positions, added to 27, trimmed 33 and sold out of 6.
Filed before as Prakash Investment Advisors LLC.
Reported holdings$159.3M-1.3% on Q2 2026
Positions76+3 on Q2 2026
The largest ten48.9%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Added toTrimmed
The 14 largest of its 76 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +5.8% over the 4 quarters to 30 September 2026, against +14.5% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 9Added 27Held 7Trimmed 33Sold out 6
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 9
- Moderna, Inc. MRNA$622,001
- Marvell Technology, Inc. MRVL$564,088
- Fabrinet FN$509,124
- Mongodb Inc. MDB$488,054
- Revolution Medicines, Inc. RVMD$359,205
- Valero Energy Corp. VLO$290,708
- iShares Trust ITOT$282,676
- Illumina, Inc. ILMN$249,049
and 1 more in the table below
Added to 27
- Sandisk Corp. SNDK+900 shares · +300%
- Astera Labs Inc. ALAB+3,985 shares · +896%
- Alphabet Inc. GOOG+3,980 shares · +43%
- Credo Technology Group Holdi CRDO+6,290 shares · +273%
- Oracle Corp. ORCL+5,130 shares · +267%
- Sterling Infrastructure, Inc. STRL+1,400 shares · +47%
- Advanced Micro Devices Inc. AMD+935 shares · +21%
- Celestica Inc. CLS+1,550 shares · +23%
and 19 more in the table below
Trimmed 33
- CrowdStrike Holdings, Inc. CRWD-4,575 shares · -15%
- Solaris Energy Infrastructure, Inc. SEI-12,900 shares · -66%
- Palantir Technologies Inc. PLTR-3,740 shares · -22%
- NVIDIA Corp. NVDA-2,740 shares · -5%
- Netflix Inc. NFLX-8,447 shares · -15%
- AppLovin Corp. APP-1,730 shares · -16%
- Axon Enterprise, Inc. AXON-1,165 shares · -18%
- Micron Technology Inc. MU-455 shares · -3%
and 25 more in the table below
Sold out of 6
- Shopify Inc. SHOP$369,372 last quarter
- Ciena Corp. CIEN$245,280 last quarter
- D-Wave Quantum Inc. QBTS$241,147 last quarter
- Analog Devices Inc. ADI$238,302 last quarter
- Centrus Energy Corp. LEU$226,625 last quarter
- Lucid Group Inc. Com New LCID$143,741 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Micron Technology Inc. MU | 12.9K | $13.8 million | 8.64% | -455 |
| NVIDIA Corp. NVDA | 47.8K | $10.9 million | 6.85% | -2.7K |
| Bloom Energy Corp. BE | 32.2K | $8.9 million | 5.59% | -1.4K |
| Meta Platforms, Inc. META | 11.1K | $8.0 million | 5.05% | -433 |
| Apple Inc. AAPL | 22.0K | $7.3 million | 4.59% | -740 |
| Lumentum Holdings Inc. LITE | 7.0K | $6.8 million | 4.29% | +325 |
| CrowdStrike Holdings, Inc. CRWD | 25.5K | $6.8 million | 4.24% | -4.6K |
| Amazon.com Inc. AMZN | 26.0K | $6.5 million | 4.07% | -1.5K |
| Alphabet Inc. GOOG | 13.3K | $4.5 million | 2.83% | +4.0K |
| Tesla, Inc. TSLA | 12.4K | $4.4 million | 2.76% | -720 |
| Broadcom Inc. AVGO | 12.4K | $4.4 million | 2.74% | -705 |
| Comfort Systems USA Inc. FIX | 2.6K | $4.3 million | 2.70% | +100 |
| Spotify Technology S.A. SPOT | 6.9K | $3.4 million | 2.11% | -590 |
| Advanced Micro Devices Inc. AMD | 5.4K | $3.3 million | 2.06% | +935 |
| Western Digital Corp. WDC | 7.1K | $3.2 million | 2.04% | +220 |
| Netflix Inc. NFLX | 46.6K | $3.2 million | 2.03% | -8.4K |
| Yandex N V NBIS | 13.1K | $3.1 million | 1.93% | +2.0K |
| Celestica Inc. CLS | 8.2K | $3.0 million | 1.87% | +1.6K |
| Vertiv Holdings Co. VRT | 11.5K | $2.8 million | 1.74% | -590 |
| AppLovin Corp. APP | 9.2K | $2.7 million | 1.67% | -1.7K |
| Palantir Technologies Inc. PLTR | 13.5K | $2.5 million | 1.59% | -3.7K |
| Axon Enterprise, Inc. AXON | 5.4K | $2.3 million | 1.43% | -1.2K |
| Alphabet Inc. GOOGL | 6.5K | $2.2 million | 1.40% | -1.2K |
| Microsoft Corp. MSFT | 4.3K | $2.2 million | 1.38% | +87 |
| Sterling Infrastructure, Inc. STRL | 4.4K | $2.2 million | 1.35% | +1.4K |
| Sandisk Corp. SNDK | 1.2K | $2.1 million | 1.31% | +900 |
| Robinhood Markets, Inc. HOOD | 17.1K | $1.9 million | 1.21% | -1.2K |
| Corning Inc. GLW | 11.1K | $1.7 million | 1.07% | +3.0K |
| Credo Technology Group Holdi CRDO | 8.6K | $1.7 million | 1.05% | +6.3K |
| Astera Labs Inc. ALAB | 4.4K | $1.6 million | 0.99% | +4.0K |
| Mastercard Inc. MA | 2.5K | $1.4 million | 0.87% | -40 |
| Lam Research Corp. LRCX | 4.2K | $1.4 million | 0.86% | +150 |
| ServiceNow, Inc. NOW | 10.0K | $1.3 million | 0.84% | -3.3K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 2.9K | $1.3 million | 0.83% | +400 |
| Microstrategy Inc. MSTR | 7.6K | $1.2 million | 0.73% | -900 |
| Carvana Co. CVNA | 18.2K | $1.1 million | 0.71% | -1.4K |
| Applied Materials Inc. AMAT | 1.9K | $986,963 | 0.62% | -60 |
| United Rentals, Inc. URI | 970 | $970,757 | 0.61% | -10 |
| Oracle Corp. ORCL | 7.0K | $967,965 | 0.61% | +5.1K |
| Eli Lilly & Co. LLY | 673 | $778,715 | 0.49% | +120 |
| Intuitive Surgical Inc. ISRG | 1.8K | $731,934 | 0.46% | -200 |
| KLA Corp. KLAC | 3.8K | $730,988 | 0.46% | -300 |
| Enphase Energy, Inc. ENPH | 22.1K | $728,254 | 0.46% | no change |
| Argan Inc. AGX | 1.9K | $704,877 | 0.44% | -125 |
| Arista Networks, Inc. ANET | 3.4K | $696,889 | 0.44% | +950 |
| Constellation Energy Corp. CEG | 2.7K | $685,854 | 0.43% | -900 |
| Snowflake Inc. SNOW | 2.0K | $675,724 | 0.42% | +360 |
| Moderna, Inc. MRNA | 3.2K | $622,001 | 0.39% | new |
| Marvell Technology, Inc. MRVL | 2.1K | $564,088 | 0.35% | new |
| Robinhood Ventures FD I RVI | 18.5K | $514,622 | 0.32% | +1.7K |
| Fabrinet FN | 1.2K | $509,124 | 0.32% | new |
| Iris Energy Ltd IREN | 12.2K | $498,940 | 0.31% | -3.9K |
| Mongodb Inc. MDB | 1.4K | $488,054 | 0.31% | new |
| Datadog, Inc. DDOG | 1.8K | $487,453 | 0.31% | +840 |
| Applied Optoelectronics Inc. AAOI | 4.7K | $470,492 | 0.30% | +1.0K |
| nVent Electric plc NVT | 2.9K | $469,884 | 0.30% | +650 |
| Solaris Energy Infrastructure, Inc. SEI | 6.5K | $466,229 | 0.29% | -12.9K |
| Monolithic Power Systems, Inc. MPWR | 340 | $458,055 | 0.29% | no change |
| Palo Alto Networks Inc. PANW | 1.1K | $444,987 | 0.28% | no change |
| Dell Technologies Inc. DELL | 810 | $435,740 | 0.27% | +100 |
| Ardagh Metal Packaging S A AMBP | 96.4K | $418,246 | 0.26% | +49.0K |
| Medpace Holdings, Inc. MEDP | 610 | $380,750 | 0.24% | no change |
| Coreweave Inc. CRWV | 4.3K | $375,487 | 0.24% | -910 |
| UnitedHealth Group Inc. UNH | 1.0K | $367,080 | 0.23% | no change |
| Advanced Energy Industries Inc. AEIS | 1.3K | $366,366 | 0.23% | +100 |
| Cloudflare Inc. NET | 1.1K | $364,644 | 0.23% | +100 |
| Vistra Corp. VST | 2.6K | $361,094 | 0.23% | -850 |
| Revolution Medicines, Inc. RVMD | 1.8K | $359,205 | 0.23% | new |
| Home Depot, Inc. HD | 1.1K | $312,939 | 0.20% | no change |
| Valero Energy Corp. VLO | 750 | $290,708 | 0.18% | new |
| iShares Trust ITOT | 1.7K | $282,676 | 0.18% | new |
| HCA Healthcare, Inc. HCA | 600 | $256,044 | 0.16% | no change |
| Booking Holdings Inc. BKNG | 1.5K | $251,696 | 0.16% | -1.8K |
| Illumina, Inc. ILMN | 910 | $249,049 | 0.16% | new |
| Toyo Co. Ltd TOYO | 26.1K | $113,378 | 0.07% | -3.0K |
| Sunrun Inc. RUN | 12.6K | $97,537 | 0.06% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Marvell Technology Inc. | Calls | 135 | $1.7 million |
| Astera Labs Inc. | Calls | 55 | $913,179 |
| Moderna Inc. | Calls | 63 | $855,784 |
| Arista Networks Inc. Call Jan 430 | Calls | 51 | $417,581 |
| Bloom Energy Corp. | Calls | 23 | $342,892 |
| Netapp Inc. | Calls | 34 | $316,061 |
| Arm Holdings PLC | Calls | 23 | $254,709 |
| Palo Alto Networks Call Oct 340 | Calls | 15 | $250,466 |
| Valero Energy Corp. | Calls | 18 | $239,581 |
| Datadog Inc. | Calls | 21 | $233,790 |
10 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.