Q1 2026 · 13F-HR
PIAR LLCholdings as filed
Filed 2026-05-08 · accession 0001951757-26-000803
$128.5M
Reported value
80
Positions
2026-03-31
Period end
The Brief · PIAR LLC · Q1 2026
AI · grounded in 13F
PIAR LLC increased its position in BE by 552.58%. The fund also established a new position in LITE with a $1.73M investment and grew its holding in MSTR by 244.19%. Conversely, the fund trimmed several holdings, including reducing shares of NFLX by 23.81% and NVDA by 19.03%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.3M | 8.00% | 58,897 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $7.6M | 5.90% | 13,250 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $6.7M | 5.18% | 69,239 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $6.1M | 4.72% | 23,865 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $5.7M | 4.43% | 15,300 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $5.7M | 4.42% | 27,255 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $5.1M | 3.96% | 12,785 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $4.3M | 3.36% | 13,950 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $4.1M | 3.21% | 28,173 | Common | NONE |
| 093712107 | BE | BLOOM ENERGY CORP | $3.9M | 3.07% | 29,079 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $3.9M | 3.03% | 8,020 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.0M | 2.37% | 8,995 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $3.0M | 2.31% | 7,600 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $2.9M | 2.24% | 11,460 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $2.8M | 2.21% | 27,210 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $2.7M | 2.13% | 6,450 | Common | NONE |
| 199908104 | FIX | COMFORT SYS USA INC | $2.6M | 2.04% | 1,900 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.4M | 1.89% | 6,543 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.4M | 1.86% | 8,310 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.4M | 1.84% | 8,230 | Common | NONE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $1.9M | 1.48% | 2,710 | Common | NONE |
| 594972408 | MSTR | STRATEGY INC | $1.8M | 1.44% | 14,800 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $1.7M | 1.35% | 5,530 | Common | NONE |
| 55024U909 | LITE | LUMENTUM HLDGS INC | $1.7M | 1.35% | 57 | CALL | NONE |
| 92840M102 | VST | VISTRA CORP | $1.6M | 1.28% | 10,960 | Common | NONE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.5M | 1.18% | 21,803 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.3M | 1.03% | 2,660 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $1.3M | 1.00% | 4,620 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $1.2M | 0.94% | 4,300 | Common | NONE |
| 595112903 | MU | MICRON TECHNOLOGY INC | $1.1M | 0.84% | 83 | CALL | NONE |
| 04010E109 | AGX | ARGAN INC | $1.1M | 0.83% | 1,950 | Common | NONE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $1.1M | 0.82% | 2,600 | Common | NONE |
| 02156V109 | OKLO | OKLO INC | $990,808 | 0.77% | 19,980 | Common | NONE |
| 093712907 | BE | BLOOM ENERGY CORP | $989,860 | 0.77% | 155 | CALL | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $985,124 | 0.77% | 2,915 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $921,980 | 0.72% | 2,000 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $889,396 | 0.69% | 4,372 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $846,274 | 0.66% | 201 | Common | NONE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $844,108 | 0.66% | 22,325 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $833,274 | 0.65% | 3,900 | Common | NONE |
| 15101Q907 | CLS | CELESTICA INC | $818,147 | 0.64% | 68 | CALL | NONE |
| 911363109 | URI | UNITED RENTALS INC | $801,416 | 0.62% | 1,100 | Common | NONE |
| 83418M103 | SEI | SOLARIS ENERGY INFRAS INC | $744,051 | 0.58% | 242 | Common | NONE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $733,064 | 0.57% | 7,065 | Common | NONE |
| 958102905 | WDC | WESTERN DIGITAL CORP | $659,917 | 0.51% | 62 | CALL | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $639,147 | 0.50% | 1,870 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $620,976 | 0.48% | 5,235 | Common | NONE |
| Q4982L109 | IREN | IREN LIMITED | $615,806 | 0.48% | 17,964 | Common | NONE |
| 007973900 | AEIS | ADVANCED ENERGY INDS | $600,945 | 0.47% | 48 | CALL | NONE |
| 532457108 | LLY | ELI LILLY & CO | $600,610 | 0.47% | 653 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $588,964 | 0.46% | 400 | Common | NONE |
| 549498202 | LCID | LUCID GROUP INC | $582,655 | 0.45% | 61,139 | Common | NONE |
| 219350905 | GLW | CORNING INC | $548,368 | 0.43% | 102 | CALL | NONE |
| 31188V900 | FSLY | FASTLY INC | $449,547 | 0.35% | 289 | CALL | NONE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $437,340 | 0.34% | 400 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $427,557 | 0.33% | 1,300 | Common | NONE |
| 26740W109 | QBTS | D-WAVE QUANTUM INC | $379,899 | 0.30% | 26,327 | Common | NONE |
| 64110L906 | NFLX | NETFLIX INC. | $358,743 | 0.28% | 104 | CALL | NONE |
| 03831W908 | — | APPLOVIN CORP | $357,587 | 0.28% | 24 | CALL | NONE |
| 422704906 | — | HECLA MINING COMPANY | $330,894 | 0.26% | 521 | CALL | NONE |
| 02079K907 | GOOGL | ALPHABET INC | $324,582 | 0.25% | 48 | CALL | NONE |
| 74164F103 | PRIM | PRIMORIS SVCS CORP | $300,384 | 0.23% | 2,100 | Common | NONE |
| 859241901 | STRL | STERLING INFRASTRUCTURE INC | $299,973 | 0.23% | 19 | CALL | NONE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $292,916 | 0.23% | 610 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $283,944 | 0.22% | 600 | Common | NONE |
| 15643U104 | LEU | CENTRUS ENERGY CORP | $281,216 | 0.22% | 1,620 | Common | NONE |
| 422704106 | HL | HECLA MINING COMPANY | $278,910 | 0.22% | 14,971 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $272,984 | 0.21% | 1,810 | Common | NONE |
| G3323L900 | FN | FABRINET | $254,889 | 0.20% | 10 | CALL | NONE |
| 04626A103 | ALAB | ASTERA LABS INC | $253,176 | 0.20% | 2,310 | Common | NONE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $249,181 | 0.19% | 1,902 | Common | NONE |
| 21873S108 | CRWV | COREWEAVE INC | $243,256 | 0.19% | 3,140 | Common | NONE |
| 04626A903 | ALAB | ASTERA LABS INC | $220,069 | 0.17% | 48 | CALL | NONE |
| 21873S908 | CRWV | COREWEAVE INC | $214,425 | 0.17% | 72 | CALL | NONE |
| 83418M903 | SEI | SOLARIS ENERGY INFRAS INC | $211,604 | 0.16% | 76 | CALL | NONE |
| 05464C901 | AXON | AXON ENTERPRISE INC | $209,798 | 0.16% | 15 | CALL | NONE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $209,084 | 0.16% | 400 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $204,672 | 0.16% | 300 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $202,587 | 0.16% | 1,650 | Common | NONE |
| G65163100 | JOBY | JOBY AVIATION INC | $88,902 | 0.07% | 10,763 | 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.