Piar LLC reported 73 positions worth $156.40M for the quarter ended Sep 30, 2026, down 2.3% on the prior quarter. It opened 8 new positions, added to 25, trimmed 33 and exited 6. Its largest holding is Micron Technology Inc at 8.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ALAB Astera Labs, Inc. | +3,985 | +895.5% | $1.42M | 1.01% |
| GOOG Alphabet Inc. | +3,980 | +42.9% | $1.36M | 2.89% |
| CRDO Credo Technology Group Holding Ltd | +6,290 | +273.5% | $1.23M | 1.07% |
| ORCL Oracle Corp | +5,130 | +267.2% | $704.35K | 0.619% |
| STRL Sterling Infrastructure, Inc. | +1,400 | +47.0% | $688.49K | 1.38% |
| MRNA Moderna, Inc. | +3,230 | – | $622.00K | 0.398% |
| AMD Advanced Micro Devices Inc | +935 | +21.1% | $572.00K | 2.1% |
| MRVL Marvell Technology, Inc. | +2,135 | – | $564.09K | 0.361% |
| CLS Celestica Inc | +1,550 | +23.1% | $560.22K | 1.91% |
| FN Fabrinet | +1,200 | – | $509.12K | 0.326% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -4,575 | -15.2% | $1.21M | 4.32% |
| SEI Solaris Energy Infrastructure, Inc. | -12.9K | -66.3% | $918.22K | 0.298% |
| PLTR Palantir Technologies Inc. | -3,740 | -21.7% | $699.57K | 1.62% |
| NVDA Nvidia Corp | -2,740 | -5.4% | $625.76K | 6.98% |
| NFLX Netflix Inc | -8,447 | -15.4% | $587.74K | 2.07% |
| APP AppLovin Corp | -1,730 | -15.9% | $502.44K | 1.7% |
| AXON Axon Enterprise, Inc. | -1,165 | -17.8% | $492.24K | 1.45% |
| MU Micron Technology Inc | -455 | -3.4% | $484.63K | 8.8% |
| NOW ServiceNow, Inc. | -3,310 | -24.9% | $443.57K | 0.857% |
| GOOGL Alphabet Inc. | -1,170 | -15.3% | $402.57K | 1.43% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRNA Moderna, Inc. | +3,230 | $622.00K | 0.398% |
| MRVL Marvell Technology, Inc. | +2,135 | $564.09K | 0.361% |
| FN Fabrinet | +1,200 | $509.12K | 0.326% |
| MDB MongoDB, Inc. | +1,400 | $488.05K | 0.312% |
| RVMD Revolution Medicines, Inc. | +1,750 | $359.21K | 0.23% |
| VLO Valero Energy Corp | +750 | $290.71K | 0.186% |
| ILMN Illumina, Inc. | +910 | $249.05K | 0.159% |
| RUN Sunrun Inc. | +12.6K | $97.54K | 0.062% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SHOP Shopify Inc. | -3,235 | $369.37K | 0.231% |
| CIEN Ciena Corp | -500 | $245.28K | 0.153% |
| QBTS D-Wave Quantum Inc. | -10.1K | $241.15K | 0.151% |
| ADI Analog Devices Inc | -600 | $238.30K | 0.149% |
| LEU Centrus Energy Corp | -1,350 | $226.63K | 0.142% |
| LCID Lucid Group, Inc. | -21.5K | $143.74K | 0.09% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 12.9K | $13.77M | 8.8% | -455 | -3.4% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 47.8K | $10.91M | 6.98% | -2,740 | -5.4% | Reduced | 0% |
| 3 | BE Bloom Energy Corp | Industrials | 32.2K | $8.91M | 5.7% | -1,365 | -4.1% | Reduced | 0.01% |
| 4 | META Meta Platforms, Inc. | Technology | 11.1K | $8.04M | 5.14% | -433 | -3.8% | Reduced | 0% |
| 5 | AAPL Apple Inc. | Technology | 22.0K | $7.32M | 4.68% | -740 | -3.3% | Reduced | 0% |
| 6 | LITE Lumentum Holdings Inc. | Technology | 7,035 | $6.83M | 4.37% | +325 | +4.8% | Added | 0.01% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 25.5K | $6.76M | 4.32% | -4,575 | -15.2% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 26.0K | $6.49M | 4.15% | -1,465 | -5.3% | Reduced | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 13.3K | $4.52M | 2.89% | +3,980 | +42.9% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 12.4K | $4.40M | 2.81% | -720 | -5.5% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 12.4K | $4.37M | 2.79% | -705 | -5.4% | Reduced | 0% |
| 12 | FIX Comfort Systems Usa Inc | Industrials | 2,600 | $4.30M | 2.75% | +100 | +4.0% | Added | 0.01% |
| 13 | SPOT Spotify Technology S.A. | Technology | 6,910 | $3.37M | 2.15% | -590 | -7.9% | Reduced | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 5,357 | $3.28M | 2.1% | +935 | +21.1% | Added | 0% |
| 15 | WDC Western Digital Corp | Technology | 7,140 | $3.24M | 2.07% | +220 | +3.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Piar.
As of its Q3 2026 13F filing, Piar LLC’s five largest positions were Micron Technology Inc (MU) at 8.8%, Nvidia Corp (NVDA) at 7.0%, Bloom Energy Corp (BE) at 5.7%, Meta Platforms, Inc. (META) at 5.1%, Apple Inc. (AAPL) at 4.7% of the reported portfolio.
Piar LLC reported a 13F portfolio worth $156.40M across 73 positions for Q3 2026. That is down 2.3% from the previous quarter.
Its largest purchases by value were Astera Labs, Inc. ($1.42M), Alphabet Inc. ($1.36M), Credo Technology Group Holding Ltd ($1.23M). It opened 8 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($1.21M), Solaris Energy Infrastructure, Inc. ($918.22K), Palantir Technologies Inc. ($699.57K). It exited 6 positions entirely.
From the Form 13F-HR reports Piar LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.