§ 13F · FUND PROFILE
PIAR LLC.
AUM · $174M (13F)Positions · 92Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 13K | $15M | — | +49% |
| 2 | BE | BLOOM ENERGY CORP | 34K | $10M | — | +15% |
| 3 | NVDA | NVIDIA CORPORATION | 51K | $10M | — | −14% |
| 4 | AAPL | APPLE INC | 23K | $7M | — | −5% |
| 5 | AMZN | AMAZON COM INC | 28K | $7M | — | +1% |
| 6 | META | META PLATFORMS INC | 12K | $6M | — | −13% |
| 7 | LITE | LUMENTUM HLDGS INC | 7K | $6M | — | +148% |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | 8K | $6M | — | −1% |
| 9 | APP | APPLOVIN CORP | 11K | $6M | — | −15% |
| 10 | TSLA | TESLA INC | 13K | $6M | — | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PIAR SIGNAL
AC read
PIAR LLC is a Other fund managing $174 million in assets. The fund runs a portfolio of 92 positions.
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