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Disclosery

13F-HR filed by PIAR LLC

PIAR LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 92 holding rows worth $174,049,515.

Accession
0001951757-26-001204
Filer
CIK 2054677
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 92 entries on the cover page, a total value of $174,049,515 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,049,515 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
Micron Technology,Inc.595112103COM13,380$15,444,400dollars as filed
BLOOM ENERGY CORP093712107COM33,527$10,148,623dollars as filed
NVIDIA Corp67066G104COM50,517$10,107,947dollars as filed
Apple Inc037833100COM22,711$6,571,666dollars as filed
Amazon.com, Inc023135106COM27,505$6,555,542dollars as filed
META PLATFORMS INC CL A30303M102COM11,520$6,489,101dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock6,710$5,757,583dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,525$5,742,629dollars as filed
APPLOVIN CORP COM CL A03831W108Stock10,910$5,621,159dollars as filed
Tesla Motors, Inc88160R101COM13,125$5,520,375dollars as filed
Broadcom Inc.11135F101COM13,150$4,967,413dollars as filed
COMFORT SYS USA INC COM199908104Stock2,500$4,954,875dollars as filed
WESTERN DIGITAL CORP958102105COM6,920$4,419,942dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock12,105$4,052,996dollars as filed
Netflix, Inc64110L106COM55,009$3,927,643dollars as filed
AXONENTERPRISEINC05464C101STOK6,550$3,671,996dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK7,500$3,443,475dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,272$3,276,076dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A11,060$3,054,440dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,670$2,741,028dollars as filed
Advanced Micro Devices,Inc.007903107COM4,422$2,568,784dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock2,980$2,501,293dollars as filed
CELESTICA INC COM15101Q207Stock6,700$2,444,160dollars as filed
ASTERA LABS INC04626A903CALL68$2,391,305dollars as filedcall
CORNING INC219350105COM8,100$2,068,983dollars as filed
Palantir Technologies Inc. Class A69608A108COM17,255$2,013,141dollars as filed
ROBINHOOD MKTS INC770700102COM18,313$1,836,428dollars as filed
Lam Research Corporation512807306COM4,040$1,750,653dollars as filed
ARGAN INC04010E109COM1,990$1,589,115dollars as filed
Microsoft Corp594918104COM4,213$1,571,533dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock19,450$1,564,947dollars as filed
Applied Materials,Inc.038222105COM1,990$1,438,770dollars as filed
CREDO TECHNOLOGY GROUP HOLDIG25457905CALL78$1,435,580dollars as filedcall
ServiceNow,Inc.81762P102COM13,310$1,321,417dollars as filed
MasterCard, Inc57636Q104COM2,560$1,314,816dollars as filed
CARVANA CO CL A146869102Stock19,650$1,293,363dollars as filed
KLA CORP482480100COM4,050$1,221,926dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,500$1,193,925dollars as filed
STERLING INFRASTRUCTURE INC859241901CALL22$1,181,080dollars as filedcall
MARVELL TECHNOLOGY INC573874904CALL68$1,114,318dollars as filedcall
UNITED RENTALS INC COM911363109Stock980$1,110,232dollars as filed
ENPHASE ENERGY INC COM29355A107Stock22,075$1,086,973dollars as filed
ADVANCED MICRO DEVICES INC CALL JUL 550007903907CALL JUL 55024$991,263dollars as filedcall
CORNING INC219350905CALL62$933,313dollars as filedcall
CONSTELLATION ENERGY CORP COM21037T109Stock3,600$894,132dollars as filed
Intuitive Surgical,Inc.46120E602COM2,000$795,360dollars as filed
CELESTICA INC15101Q907CALL39$745,405dollars as filedcall
STRATEGY INC CL A NEW594972408Stock8,500$738,905dollars as filed
IRENLTDFQ4982L109STOK16,105$736,482dollars as filed
BLOOM ENERGY CORP CALL JUL 200093712907CALL JUL 20035$709,353dollars as filedcall
SanDisk Corporation80004C200COM300$682,119dollars as filed
Eli Lilly and Company532457108COM553$663,285dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock2,300$625,485dollars as filed
Booking Holdings Inc.09857L108COM3,325$592,648dollars as filed
VISTRA CORP COM92840M102Stock3,460$548,860dollars as filed
ROBINHOOD VENTURES FD I770701100COM SHS16,736$548,606dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM3,700$548,192dollars as filed
ALPHABET INC02079K907CALL43$527,768dollars as filedcall
COREWEAVE INC COM CL A21873S108COM5,220$519,599dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock340$470,002dollars as filed
ADVANCED ENERGY INDS COM007973100Stock1,200$447,444dollars as filed
ARISTA NETWORKS INC040413205COM2,473$420,113dollars as filed
UnitedHealth Group Inc91324P102COM1,000$415,630dollars as filed
SNOWFLAKE INC COM SHS833445109Stock1,630$414,835dollars as filed
FABRINETG3323L900SHS17$410,420dollars as filedcall
Home Depot, Inc437076102COM1,100$387,948dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,280$386,711dollars as filed
PALO ALTO NETWORKS INC697435105COM1,120$381,942dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,235$369,372dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock610$323,050dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock710$306,337dollars as filed
DATADOG INC23804L903CALL22$295,008dollars as filedcall
SOLARIS ENERGY INFRAS INC83418M903COM CL A62$293,875dollars as filedcall
ENLIGHT RENEWABLE ENERGY LTDM4056D900SHS67$287,120dollars as filedcall
Oracle Corporation68389X105COM1,920$281,376dollars as filed
ARM HOLDINGS PLC042068905CALL18$279,828dollars as filedcall
BLACKBERRY LTD09228F903CALL360$264,273dollars as filedcall
CIENA CORP COM NEW171779309Stock500$245,280dollars as filed
DATADOGINCCLASSA23804L103STOK940$244,738dollars as filed
ADVANCED ENERGY INDS007973900CALL14$244,185dollars as filedcall
D-WAVE QUANTUM INC26740W109COM10,052$241,147dollars as filed
Analog Devices,Inc.032654105COM600$238,302dollars as filed
HCA Healthcare Inc40412C101COM600$233,934dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock950$233,016dollars as filed
COREWEAVE INC21873S908CALL50$229,783dollars as filedcall
CENTRUS ENERGY CORP15643U104CL A1,350$226,625dollars as filed
ARDAGH METAL PACKAGING S AL02235106SHS47,370$224,534dollars as filed
ASTERA LABS INC COM04626A103COM445$214,944dollars as filed
QUANTA SVCS INC74762E902CALL6$205,740dollars as filedcall
MONGODB INC60937P906CALL12$204,098dollars as filedcall
TOYO CO LTDG8976D107CMN29,027$201,738dollars as filed
LUCID GROUP INC COM NEW549498202Stock21,486$143,741dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-001204this filing2026-08-10acceptance time not in the bulk data set