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Disclosery

13F-HR filed by PIAR LLC

PIAR LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 81 holding rows worth $141,089,327.

Accession
0001951757-26-000315
Filer
CIK 2054677
Filed
2026-01-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 81 entries on the cover page, a total value of $141,089,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,089,327 with VALUE read as dollars as filed, 13F file number 028-24709. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM72,740$13,566,010dollars as filed
APPLOVIN CORP COM CL A03831W108Stock14,235$9,591,828dollars as filed
META PLATFORMS INC CL A30303M102COM14,205$9,376,578dollars as filed
Netflix, Inc64110L106COM90,880$8,520,909dollars as filed
Tesla Motors, Inc88160R101COM17,690$7,955,547dollars as filed
Amazon.com, Inc023135106COM31,690$7,314,686dollars as filed
Apple Inc037833100COM26,660$7,247,793dollars as filed
Palantir Technologies Inc. Class A69608A108COM30,860$5,485,365dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK9,000$5,226,390dollars as filed
Broadcom Inc.11135F101COM14,650$5,070,365dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,750$4,101,650dollars as filed
Microsoft Corp594918104COM7,043$3,406,136dollars as filed
CARVANA CO CL A146869102Stock6,650$2,806,433dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,760$2,741,880dollars as filed
AXONENTERPRISEINC05464C101STOK4,820$2,737,423dollars as filed
ROBINHOOD MKTS INC770700102COM24,063$2,721,525dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,980$2,190,324dollars as filed
VISTRA CORP COM92840M102Stock13,360$2,155,369dollars as filed
ServiceNow,Inc.81762P102COM13,760$2,107,894dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock5,220$1,844,069dollars as filed
COMFORT SYS USA INC COM199908104Stock1,900$1,773,251dollars as filed
MasterCard, Inc57636Q104COM2,860$1,632,717dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock8,870$1,437,029dollars as filed
BLOOM ENERGY CORP CALL JUL 200093712907CALL JUL 20035,100$1,361,076dollars as filedcall
Micron Technology,Inc.595112103COM4,685$1,337,146dollars as filed
OKLO INC COM CL A02156V109Stock17,365$1,246,112dollars as filed
Intuitive Surgical,Inc.46120E602COM2,200$1,245,992dollars as filed
ARGAN INC04010E109COM3,850$1,206,282dollars as filed
Booking Holdings Inc.09857L108COM201$1,076,421dollars as filed
CELESTICA INC15101Q907CALL9,000$1,051,364dollars as filedcall
MICRON TECHNOLOGY INC595112903CALL8,200$1,021,446dollars as filedcall
UNITED RENTALS INC COM911363109Stock1,200$971,184dollars as filed
Lam Research Corporation512807306COM5,300$907,254dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,235$842,678dollars as filed
ASTERA LABS INC04626A903CALL10,000$764,795dollars as filedcall
Advanced Micro Devices,Inc.007903107COM3,425$733,498dollars as filed
Eli Lilly and Company532457108COM653$701,766dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A8,155$682,614dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,195$667,039dollars as filed
STRATEGY INC CL A NEW594972408Stock4,300$653,385dollars as filed
CELESTICA INC COM15101Q207Stock2,200$650,342dollars as filed
IRENLTDFQ4982L109STOK16,459$621,656dollars as filed
ENPHASE ENERGY INC COM29355A107Stock18,635$597,252dollars as filed
Applied Materials,Inc.038222105COM2,070$531,969dollars as filed
CREDO TECHNOLOGY GROUP HOLDIG25457905CALL9,300$518,933dollars as filedcall
KLA CORP482480100COM400$486,032dollars as filed
CENTRUS ENERGY CORP15643U104CL A2,000$485,520dollars as filed
Home Depot, Inc437076102COM1,300$447,330dollars as filed
SNOWFLAKE INC COM SHS833445109Stock2,010$440,914dollars as filed
ALPHABET INC02079K907CALL5,500$438,324dollars as filedcall
D-WAVE QUANTUM INC26740W909COM32,900$415,175dollars as filedcall
LUMENTUM HLDGS INC COM55024U109Stock1,100$405,449dollars as filed
ORCL 280121C0024000068389x905CALL6,200$404,921dollars as filedcall
IREN LIMITEDQ4982L909CALL28,200$393,535dollars as filedcall
BLOOM ENERGY CORP093712107COM4,456$387,182dollars as filed
D-WAVE QUANTUM INC26740W109COM14,618$382,261dollars as filed
SOLARIS ENERGY INFRAS INC83418M903COM CL A17,700$377,994dollars as filedcall
COREWEAVE INC21873S908CALL12,500$369,056dollars as filedcall
MONOLITHIC PWR SYS INC COM609839105Stock400$362,544dollars as filed
MONGODB INC60937P906CALL2,600$347,743dollars as filedcall
MEDPACE HLDGS INC COM58506Q109Stock610$342,607dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock1,100$336,853dollars as filed
ROBINHOOD MKTS INC770700902CALL10,400$322,376dollars as filedcall
IONQ INC COM46222L108Stock6,572$294,886dollars as filed
VERTIV HOLDINGS CO92537N908CALL5,900$287,294dollars as filedcall
ADVANCED MICRO DEVICES INC CALL JUL 550007903907CALL JUL 5504,000$285,687dollars as filedcall
HCA Healthcare Inc40412C101COM600$280,116dollars as filed
ARISTA NETWORKS INC040413205COM2,050$268,612dollars as filed
APPLOVIN CORP03831W908CALL900$261,532dollars as filedcall
ULTA BEAUTY INC COM90384S303Stock400$242,004dollars as filed
UPSTARTHLDGSINC91680M107STOK5,235$228,927dollars as filed
STERLING INFRASTRUCTURE INC859241901CALL2,700$226,868dollars as filedcall
FABRINET SHSG3323L100Stock1,400$212,688dollars as filed
AXON ENTERPRISE INC05464C901CALL1,100$203,685dollars as filedcall
HECLA MINING COMPANY422704906COM18,500$173,299dollars as filedcall
LUCID GROUP INC COM NEW549498202Stock15,100$159,607dollars as filed
SUNRUN INC86771W105COM21,100$148,306dollars as filed
UIPATH INC90364P105CL A16,600$93,421dollars as filed
AURINIA PHARMACEUTICALS INC COM05156V102Stock13,200$73,353dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW10,200$58,136dollars as filed
JOBY AVIATION INCG65163900CALL11,900$43,715dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000315this filing2026-01-27acceptance time not in the bulk data set