Proem Advisors LLC reported 32 positions worth $482.35M for the quarter ended Jun 30, 2026, up 60.6% on the prior quarter. It opened 11 new positions, added to 11, trimmed 6 and exited 7. Its largest holding is Nvidia Corp at 14.3% 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 |
|---|---|---|---|---|
| MU Micron Technology Inc | +37.0K | +246.7% | $42.71M | 12.44% |
| LRCX Lam Research Corp | +65.0K | – | $28.17M | 5.84% |
| INTC Intel Corp | +150.0K | – | $20.94M | 4.34% |
| AMAT Applied Materials Inc | +25.0K | – | $18.08M | 3.75% |
| NVDA Nvidia Corp | +90.0K | +35.3% | $18.01M | 14.31% |
| AMD Advanced Micro Devices Inc | +29.5K | +188.1% | $17.15M | 5.45% |
| GOOG Alphabet Inc. | +40.0K | +61.5% | $14.13M | 7.69% |
| TXN Texas Instruments Inc | +27.5K | – | $8.20M | 1.7% |
| ADI Analog Devices Inc | +20.0K | – | $7.94M | 1.65% |
| DELL Dell Technologies Inc. | +16.0K | – | $6.90M | 1.43% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -100.0K | -76.9% | $37.78M | 2.35% |
| FSLY Fastly, Inc. | -259.3K | -100.0% | $7.54M | Exited |
| IOT Samsara Inc. | -182.0K | -100.0% | $5.77M | Exited |
| APP AppLovin Corp | -11.0K | -28.6% | $5.67M | 2.94% |
| DLO dLocal Ltd | -425.5K | -100.0% | $5.52M | Exited |
| SEZL Sezzle Inc. | -68.2K | -100.0% | $4.32M | Exited |
| ORCL Oracle Corp | -20.0K | -100.0% | $2.94M | Exited |
| AAPL Apple Inc. | -10.0K | -8.3% | $2.89M | 6.6% |
| META Meta Platforms, Inc. | -5,000 | -20.0% | $2.82M | 2.34% |
| XYZ Block, Inc. | -40.0K | -100.0% | $2.41M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LRCX Lam Research Corp | +65.0K | $28.17M | 5.84% |
| INTC Intel Corp | +150.0K | $20.94M | 4.34% |
| AMAT Applied Materials Inc | +25.0K | $18.08M | 3.75% |
| TXN Texas Instruments Inc | +27.5K | $8.20M | 1.7% |
| ADI Analog Devices Inc | +20.0K | $7.94M | 1.65% |
| DELL Dell Technologies Inc. | +16.0K | $6.90M | 1.43% |
| CRDO Credo Technology Group Holding Ltd | +20.0K | $5.44M | 1.13% |
| GLW Corning Inc | +20.0K | $5.11M | 1.06% |
| SMCI Super Micro Computer, Inc. | +160.0K | $4.69M | 0.973% |
| COHR Coherent Corp. | +7,500 | $2.96M | 0.613% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FSLY Fastly, Inc. | -259.3K | $7.54M | 2.51% |
| IOT Samsara Inc. | -182.0K | $5.77M | 1.92% |
| DLO dLocal Ltd | -425.5K | $5.52M | 1.84% |
| SEZL Sezzle Inc. | -68.2K | $4.32M | 1.44% |
| ORCL Oracle Corp | -20.0K | $2.94M | 0.98% |
| XYZ Block, Inc. | -40.0K | $2.41M | 0.802% |
| BMBL Bumble Inc. | -177.6K | $579.00K | 0.193% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 345.0K | $69.03M | 14.31% | +90.0K | +35.3% | Added | 0% |
| 2 | MU Micron Technology Inc | Technology | 52.0K | $60.02M | 12.44% | +37.0K | +246.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 100.0K | $37.30M | 7.73% | +10.0K | +11.1% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 105.0K | $37.10M | 7.69% | +40.0K | +61.5% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 110.0K | $31.83M | 6.6% | -10.0K | -8.3% | Reduced | 0% |
| 6 | LRCX Lam Research Corp | Technology | 65.0K | $28.17M | 5.84% | +65.0K | – | New | 0.01% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 45.2K | $26.27M | 5.45% | +29.5K | +188.1% | Added | 0% |
| 8 | INTC Intel Corp | Technology | 150.0K | $20.94M | 4.34% | +150.0K | – | New | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 25.0K | $18.08M | 3.75% | +25.0K | – | New | 0% |
| 10 | APP AppLovin Corp | Technology | 27.5K | $14.17M | 2.94% | -11.0K | -28.6% | Reduced | 0.01% |
| 11 | SE Sea Ltd | Technology | 139.0K | $13.32M | 2.76% | +14.0K | +11.2% | Added | 0.02% |
| 12 | AVGO Broadcom Inc. | Technology | 30.0K | $11.33M | 2.35% | -100.0K | -76.9% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 20.0K | $11.27M | 2.34% | -5,000 | -20.0% | Reduced | 0% |
| 14 | MELI Mercadolibre Inc | Technology | 5,500 | $9.34M | 1.94% | +200 | +3.8% | Added | 0.01% |
| 15 | HOOD Robinhood Markets, Inc. | Financial Services | 92.0K | $9.23M | 1.91% | -500 | -0.5% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Proem Advisors.
As of its Q2 2026 13F filing, Proem Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 14.3%, Micron Technology Inc (MU) at 12.4%, Microsoft Corp (MSFT) at 7.7%, Alphabet Inc. (GOOG) at 7.7%, Apple Inc. (AAPL) at 6.6% of the reported portfolio.
Proem Advisors LLC reported a 13F portfolio worth $482.35M across 32 positions for Q2 2026. That is up 60.6% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($42.71M), Lam Research Corp ($28.17M), Intel Corp ($20.94M). It opened 11 new positions.
Its largest sales by value were Broadcom Inc. ($37.78M), Fastly, Inc. ($7.54M), Samsara Inc. ($5.77M). It exited 7 positions entirely.
From the Form 13F-HR reports Proem Advisors 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.