Q4 2024 · 13F-HR
PIAR LLCholdings as filed
Filed 2025-02-03 · accession 0001951757-25-000174
$101.4M
Reported value
57
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.7M | 15.5% | 116,755 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $12.6M | 12.4% | 31,095 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $8.3M | 8.18% | 9,307 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $8.0M | 7.94% | 13,740 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.8M | 7.70% | 31,151 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.6M | 7.46% | 34,450 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.0M | 2.96% | 7,121 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $3.0M | 2.91% | 6,600 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $2.9M | 2.83% | 2,709 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.6M | 2.55% | 7,550 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.4M | 2.38% | 10,420 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.9M | 1.92% | 3,700 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.8M | 1.74% | 9,310 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.7M | 1.65% | 8,760 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.3M | 1.33% | 18,600 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.2M | 1.18% | 2,301 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $1.1M | 1.06% | 1,800 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $1.1M | 1.04% | 9,910 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.0M | 1.00% | 1,312 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $998,652 | 0.99% | 201 | Common | NONE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $980,136 | 0.97% | 12,010 | Common | NONE |
| 256163106 | DOCU | DOCUSIGN INC | $809,460 | 0.80% | 9,000 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $709,371 | 0.70% | 1,007 | Common | NONE |
| 91680M107 | UPST | UPSTART HLDGS INC | $706,516 | 0.70% | 11,475 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $601,946 | 0.59% | 2,960 | Common | NONE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $571,436 | 0.56% | 1,720 | Common | NONE |
| 29786A106 | ETSY | ETSY INC | $560,634 | 0.55% | 10,600 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $549,022 | 0.54% | 2,780 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $526,644 | 0.52% | 4,360 | Common | NONE |
| 74967X103 | RH | RH | $511,667 | 0.50% | 1,300 | Common | NONE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $508,232 | 0.50% | 7,400 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $505,687 | 0.50% | 1,300 | Common | NONE |
| 042068205 | ARM | ARM HOLDINGS PLC | $496,524 | 0.49% | 4,025 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $480,215 | 0.47% | 3,110 | Common | NONE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $478,423 | 0.47% | 1,100 | Common | NONE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $433,859 | 0.43% | 7,195 | Common | NONE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $423,136 | 0.42% | 2,510 | Common | NONE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $416,357 | 0.41% | 13,660 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $411,268 | 0.41% | 3,620 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $390,312 | 0.39% | 2,400 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $386,483 | 0.38% | 2,124 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $382,410 | 0.38% | 1,000 | Common | NONE |
| 521865204 | LEA | LEAR CORP | $378,800 | 0.37% | 4,000 | Common | NONE |
| 148929102 | CAVA | CAVA GROUP INC | $313,020 | 0.31% | 2,775 | Common | NONE |
| G037AX101 | AMBA | AMBARELLA INC | $290,960 | 0.29% | 4,000 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $282,744 | 0.28% | 6,800 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $266,808 | 0.26% | 600 | Common | NONE |
| 199908104 | FIX | COMFORT SYS USA INC | $254,436 | 0.25% | 600 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $252,930 | 0.25% | 500 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $251,652 | 0.25% | 1,200 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $240,120 | 0.24% | 800 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $225,062 | 0.22% | 695 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $222,110 | 0.22% | 16,700 | Common | NONE |
| 92826C839 | V | VISA INC | $221,228 | 0.22% | 700 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $215,924 | 0.21% | 2,855 | Common | NONE |
| 77543R102 | ROKU | ROKU INC | $208,152 | 0.21% | 2,800 | Common | NONE |
| 549498103 | CCIVGBP | LUCID GROUP INC | $91,597 | 0.09% | 30,330 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.