PIAR LLC: 13F holdings

CIK 20546772026Q2

Positions92
Reported value$174.0m
Filed2026-08-10

Change since last quarter

Positions92 (+12 vs prior quarter)
Reported value$174.0m (+36.3%)

Top 10 holdings

SecuritySharesValueWeight
MU MICRON TECHNOLOGY INC13,380$15.4m8.9%
BE BLOOM ENERGY CORP33,527$10.1m5.8%
NVDA NVIDIA CORPORATION50,517$10.1m5.8%
AAPL APPLE INC22,711$6.6m3.8%
AMZN AMAZON COM INC27,505$6.6m3.8%
META META PLATFORMS INC11,520$6.5m3.7%
LITE LUMENTUM HLDGS INC6,710$5.8m3.3%
CRWD CROWDSTRIKE HLDGS INC7,525$5.7m3.3%
APP APPLOVIN CORP10,910$5.6m3.2%
TSLA TESLA INC13,125$5.5m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2054677")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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