Proem Advisors LLC
Proem Advisors LLC reported 42 US-listed holdings worth $599.1 million in its 13F for the quarter ended 30 September 2026, filed 10 November 2026. Its largest: NVIDIA Corp. (11.1%), Microsoft Corp. (8.6%) and Dell Technologies Inc. (4.5%). Against the quarter before, it opened 14 positions, added to 13, trimmed 11 and sold out of 6.
The 14 largest of its 42 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 +79.7% over the 7 quarters to 30 September 2026, against +30.1% for the 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
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 14
- Bloom Energy Corp. BE$19.4 million
- Seagate Technology Holdings plc STX$15.7 million
- Silicon Motion Technology Corporation SIMO$15.1 million
- Oracle Corp. ORCL$11.8 million
- Microchip Technology Inc. MCHP$7.2 million
- Salesforce, Inc. CRM$5.3 million
- MongoDB, Inc. MDB$5.2 million
- Hewlett Packard Enterprise Co. HPE$5.2 million
and 6 more in the table below
Added to 13
- Amazon.com Inc. AMZN+93,500 shares · +935%
- Dell Technologies Inc. DELL+34,000 shares · +212%
- AppLovin Corp. APP+62,500 shares · +227%
- Broadcom Inc. AVGO+46,000 shares · +153%
- Texas Instruments Inc. TXN+57,500 shares · +209%
- Analog Devices Inc. ADI+38,154 shares · +191%
- Palantir Technologies Inc. PLTR+59,119 shares · +145%
- Super Micro Computer, Inc. SMCI+125,000 shares · +78%
and 5 more in the table below
Trimmed 11
- Apple Inc. AAPL-77,500 shares · -70%
- NVIDIA Corp. NVDA-55,000 shares · -16%
- Alphabet Inc. GOOG-34,000 shares · -32%
- Lam Research Corp. LRCX-15,000 shares · -23%
- Advanced Micro Devices Inc. AMD-7,226 shares · -16%
- Meta Platforms, Inc. META-5,000 shares · -25%
- Mntn Inc. MNTN-220,441 shares · -65%
- Robinhood Markets, Inc. HOOD-10,000 shares · -11%
and 3 more in the table below
Sold out of 6
- Micron Technology Inc. MU$60.0 million last quarter
- Credo Technology Group Holding Ltd. CRDO$5.4 million last quarter
- Corning Inc. GLW$5.1 million last quarter
- Coherent Corp. COHR$3.0 million last quarter
- Arm Holdings plc ARM$2.7 million last quarter
- Roundhill ETF Trust DRAM$1.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 290.0K | $66.2 million | 11.05% | -55.0K |
| Microsoft Corp. MSFT | 100.0K | $51.3 million | 8.56% | no change |
| Dell Technologies Inc. DELL | 50.0K | $26.9 million | 4.49% | +34.0K |
| Broadcom Inc. AVGO | 76.0K | $26.7 million | 4.46% | +46.0K |
| AppLovin Corp. APP | 90.0K | $26.1 million | 4.36% | +62.5K |
| Amazon.com Inc. AMZN | 103.5K | $25.8 million | 4.30% | +93.5K |
| Alphabet Inc. GOOG | 71.0K | $24.2 million | 4.04% | -34.0K |
| Texas Instruments Inc. TXN | 85.0K | $23.8 million | 3.97% | +57.5K |
| Advanced Micro Devices Inc. AMD | 38.0K | $23.2 million | 3.88% | -7.2K |
| Analog Devices Inc. ADI | 58.2K | $23.1 million | 3.85% | +38.2K |
| Bloom Energy Corp. BE | 70.0K | $19.4 million | 3.24% | new |
| Palantir Technologies Inc. PLTR | 100.0K | $18.7 million | 3.12% | +59.1K |
| Intel Corp. INTC | 147.5K | $17.7 million | 2.96% | -2.5K |
| Lam Research Corp. LRCX | 50.0K | $16.4 million | 2.74% | -15.0K |
| Seagate Technology Holdings plc STX | 17.0K | $15.7 million | 2.62% | new |
| Applied Materials Inc. AMAT | 30.0K | $15.3 million | 2.56% | +5.0K |
| Silicon Motion Technology Corporation SIMO | 54.0K | $15.1 million | 2.52% | new |
| Sea Limited SE | 135.0K | $13.1 million | 2.19% | -4.0K |
| MercadoLibre, Inc. MELI | 7.2K | $12.4 million | 2.08% | +1.7K |
| Duolingo, Inc. DUOL | 86.2K | $12.3 million | 2.05% | +17.8K |
| Oracle Corp. ORCL | 86.0K | $11.8 million | 1.97% | new |
| Super Micro Computer, Inc. SMCI | 285.0K | $11.7 million | 1.95% | +125.0K |
| Meta Platforms, Inc. META | 15.0K | $10.9 million | 1.82% | -5.0K |
| Apple Inc. AAPL | 32.5K | $10.8 million | 1.81% | -77.5K |
| Robinhood Markets, Inc. HOOD | 82.0K | $9.2 million | 1.54% | -10.0K |
| Wix.com Ltd. WIX | 117.5K | $8.5 million | 1.41% | +22.5K |
| DoorDash, Inc. DASH | 43.4K | $8.0 million | 1.33% | no change |
| Microchip Technology Inc. MCHP | 92.0K | $7.2 million | 1.19% | new |
| Nu Holdings Ltd. NU | 500.3K | $6.3 million | 1.06% | +74.7K |
| Salesforce, Inc. CRM | 23.0K | $5.3 million | 0.88% | new |
| MongoDB, Inc. MDB | 15.0K | $5.2 million | 0.87% | new |
| Hewlett Packard Enterprise Co. HPE | 81.0K | $5.2 million | 0.86% | new |
| Twilio Inc. TWLO | 17.5K | $5.1 million | 0.85% | new |
| Carvana Co. CVNA | 70.0K | $4.4 million | 0.73% | new |
| Fastly, Inc. FSLY | 130.0K | $3.3 million | 0.56% | new |
| Hims & Hers Health, Inc. HIMS | 100.0K | $3.0 million | 0.50% | -10.0K |
| Proem Acquisition Corp. I PAACU | 242.9K | $2.5 million | 0.42% | no change |
| Klarna Group PLC KLAR | 177.5K | $2.2 million | 0.37% | new |
| Zeta Global Holdings Corp. ZETA | 55.0K | $1.7 million | 0.29% | no change |
| Grab Holdings Limited GRAB | 500.0K | $1.6 million | 0.26% | new |
| Mntn Inc. MNTN | 120.0K | $1.2 million | 0.20% | -220.4K |
| Nextdoor Holdings, Inc. NXDR | 175.0K | $425,250 | 0.07% | new |
Read more
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 |
|---|---|---|---|
| Invesco QQQ Trust QQQ | Puts | 1.0M | $739.8 million |
| United STS Oil FD LP USO | Puts | 200.0K | $29.1 million |
| AppLovin Corp. APP | Puts | 85.0K | $24.7 million |
3 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.