13F-HR filed by Spear Advisors LLC
Spear Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 28 holding rows worth $291,333,036.
- Accession
- 0002000324-26-003395
- Filer
- CIK 2119894
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 28 entries on the cover page, a total value of $291,333,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $291,333,036 with VALUE read as dollars as filed, 13F file number 028-26768. 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ASTERA LABS INC COM | 04626A103 | COM | 67,007 | $32,365,721 | dollars as filed | |
| KLA CORP | 482480100 | COM | 85,024 | $25,652,591 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 62,252 | $24,556,546 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 59,860 | $21,224,560 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 44,491 | $19,789,597 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 79,885 | $19,594,193 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 33,817 | $14,653,921 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 557,731 | $13,775,956 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 36,086 | $13,726,032 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 41,712 | $12,425,588 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 300,897 | $11,223,458 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 784,035 | $10,411,985 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 11,080 | $9,507,305 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 46,143 | $9,232,753 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 32,868 | $8,938,453 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 80,145 | $8,146,739 | dollars as filed | |
| AST SPACEMOBILE INC COM CL A | 00217D100 | Stock | 89,941 | $7,992,157 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 14,650 | $7,088,256 | dollars as filed | |
| INTUITIVE MACHINES INC | 46125A100 | CLASS A COM | 288,589 | $6,172,919 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 112,360 | $5,138,223 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 27,115 | $4,606,296 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 4,898 | $2,402,763 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,876 | $1,670,697 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,051 | $802,060 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 3,303 | $164,688 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 1,304 | $65,096 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 16 | $3,974 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 2 | $509 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002000324-26-003395 | this filing | 2026-08-14 | acceptance time not in the bulk data set |