StockDriftsStockDriftsTop 50 Piar LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 9.57% | 13.4K | $15.4M | +48.75%(+4.38K) | $421.52(+140.74%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 6.29% | 33.5K | $10.1M | +15.30%(+4.45K) | $121.06(+89.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.27% | 50.5K | $10.1M | -14.23%(-8.38K) | $127.86(+76.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.07% | 22.7K | $6.6M | -4.84%(-1.15K) | $232.35(+31.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.06% | 27.5K | $6.6M | +0.92%(+250) | $203.05(+29.30%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.02% | 11.5K | $6.5M | -13.06%(-1.73K) | $584.89(-0.79%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 3.57% | 6.7K | $5.8M | +147.60%(+4.00K) | $623.00(+52.14%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.56% | 7.5K | $5.7M | -0.99%(-75) | $321.36(-32.77%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 3.48% | 10.9K | $5.6M | -14.67%(-1.88K) | $500.95(-37.66%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.42% | 13.1K | $5.5M | -14.22%(-2.17K) | $332.74(+2.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.89% |
Piar LLC reports $174.05M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are MU (9.6%), BE (6.3%) and NVDA (6.3%). The top 20 holdings account for 72.17% of reported assets. Its disclosed equity book has returned +20.86% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Piar LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054677). View Piar LLC’s 13F filings on SEC