Piar LLC

13F filer · CIK 0002054677

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$174MU.S. long equity reported on 13F

Positions7318 new · 7 closed

Net flow last quarter+$10.5MBuys minus sells

Top 10 positions weight44.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202673 positions
MUMicron Technology Inc	$15.4M	8.87%	0.00%	+48.8%	Q4 2025
BEBloom Energy Corp	$10.1M	5.83%	0.01%	+15.3%	Q4 2025
NVDANvidia Corp	$10.1M	5.81%	0.00%	-14.2%	Q4 2024
AAPLApple Inc.	$6.57M	3.78%	0.00%	-4.8%	Q4 2024
AMZNAmazon Com Inc	$6.56M	3.77%	0.00%	+0.9%	Q4 2024
METAMeta Platforms, Inc.	$6.49M	3.73%	Not reported	-13.1%	Q4 2024
LITELumentum Holdings Inc.	$5.76M	3.31%	0.01%	+147.6%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$5.74M	3.30%	0.00%	-1.0%	Q4 2024
APPAppLovin Corp	$5.62M	3.23%	0.00%	-14.7%	Q4 2024
TSLATesla, Inc.	$5.52M	3.17%	0.00%	-14.2%	Q4 2024
AVGOBroadcom Inc.	$4.97M	2.85%	0.00%	-5.7%	Q4 2024
FIXComfort Systems USA Inc	$4.95M	2.85%	0.01%	+31.6%	Q4 2024
WDCWestern Digital Corp	$4.42M	2.54%	0.00%	New	Q2 2026
VRTVertiv Holdings Co	$4.05M	2.33%	0.00%	+5.6%	Q4 2024
NFLXNetflix Inc	$3.93M	2.26%	0.00%	-20.6%	Q4 2024
AXONAxon Enterprise, Inc.	$3.67M	2.11%	0.01%	+1.6%	Q4 2024
SPOTSpotify Technology S.A.	$3.44M	1.98%	0.00%	-6.5%	Q4 2024
GOOGAlphabet Inc.	$3.28M	1.88%	Not reported	+12.7%	Q4 2024
NBISNebius Group N.V.	$3.05M	1.75%	0.00%	+56.6%	Q4 2025
GOOGLAlphabet Inc.	$2.74M	1.57%	0.00%	-7.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.57M	1.48%	0.00%	+1.1%	Q4 2024
STRLSterling Infrastructure, Inc.	$2.5M	1.44%	0.01%	+14.6%	Q3 2025
CLSCelestica Inc	$2.44M	1.40%	0.01%	+55.8%	Q3 2025
GLWCorning Inc	$2.07M	1.19%	0.00%	New	Q2 2026
PLTRPalantir Technologies Inc.	$2.01M	1.16%	0.00%	-38.8%	Q4 2024
HOODRobinhood Markets, Inc.	$1.84M	1.06%	0.01%	-16.0%	Q3 2025
LRCXLam Research Corp	$1.75M	1.01%	0.00%	+3.6%	Q4 2024
AGXArgan Inc	$1.59M	0.91%	0.01%	+2.1%	Q3 2025
MSFTMicrosoft Corp	$1.57M	0.90%	0.00%	-35.6%	Q4 2024
SEISolaris Energy Infrastructure, Inc.	$1.56M	0.90%	Not reported	+7937.2%	Q1 2026
AMATApplied Materials Inc	$1.44M	0.83%	0.00%	+6.4%	Q4 2024
NOWServiceNow, Inc.	$1.32M	0.76%	0.00%	-51.1%	Q4 2024
MAMastercard Inc	$1.31M	0.76%	0.00%	-3.8%	Q4 2024
CVNACarvana Co.	$1.29M	0.74%	Not reported	-28.9%	Q4 2024
KLACKla Corp	$1.22M	0.70%	0.00%	+1.3%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.19M	0.69%	0.00%	-14.2%	Q4 2024
URIUnited Rentals, Inc.	$1.11M	0.64%	0.00%	-10.9%	Q4 2024
ENPHEnphase Energy, Inc.	$1.09M	0.62%	0.02%	-1.1%	Q4 2024
CEGConstellation Energy Corp	$894K	0.51%	0.00%	-22.1%	Q3 2025
ISRGIntuitive Surgical Inc	$795K	0.46%	0.00%	Not reported	Q4 2024
MSTRStrategy Inc	$739K	0.42%	Not reported	-42.6%	Q3 2025
IRENIREN Ltd	$736K	0.42%	0.00%	-10.4%	Q4 2025
SNDKSandisk Corp	$682K	0.39%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$663K	0.38%	0.00%	-15.3%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$625K	0.36%	0.00%	New	Q2 2026
BKNGBooking Holdings Inc.	$593K	0.34%	0.00%	-33.8%	Q4 2024
VSTVistra Corp.	$549K	0.32%	0.00%	-68.4%	Q1 2025
RVIRobinhood Ventures Fund I	$549K	0.32%	Not reported	New	Q2 2026
AAOIApplied Optoelectronics, Inc.	$548K	0.31%	0.00%	New	Q2 2026
CRWVCoreWeave, Inc.	$520K	0.30%	Not reported	+66.2%	Q1 2026

Q1 2026Reported May 8, 202662 positions
NVDANvidia Corp	$10.3M	8.00%	0.00%	-19.0%	Q4 2024
METAMeta Platforms, Inc.	$7.58M	5.90%	Not reported	-6.7%	Q4 2024
NFLXNetflix Inc	$6.66M	5.18%	0.00%	-23.8%	Q4 2024
AAPLApple Inc.	$6.06M	4.72%	0.00%	-10.5%	Q4 2024
TSLATesla, Inc.	$5.69M	4.43%	0.00%	-13.5%	Q4 2024
AMZNAmazon Com Inc	$5.68M	4.42%	0.00%	-14.0%	Q4 2024
APPAppLovin Corp	$5.09M	3.96%	0.00%	-10.2%	Q4 2024
AVGOBroadcom Inc.	$4.32M	3.36%	0.00%	-4.8%	Q4 2024
PLTRPalantir Technologies Inc.	$4.12M	3.21%	0.00%	-8.7%	Q4 2024
BEBloom Energy Corp	$3.94M	3.07%	0.01%	+552.6%	Q4 2025
SPOTSpotify Technology S.A.	$3.89M	3.03%	0.00%	-10.9%	Q4 2024
MUMicron Technology Inc	$3.04M	2.37%	0.00%	+92.0%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$2.97M	2.31%	0.00%	-13.1%	Q4 2024
VRTVertiv Holdings Co	$2.87M	2.24%	0.00%	+29.2%	Q4 2024
NOWServiceNow, Inc.	$2.84M	2.21%	0.00%	+97.8%	Q4 2024
AXONAxon Enterprise, Inc.	$2.74M	2.13%	0.01%	+33.8%	Q4 2024
FIXComfort Systems USA Inc	$2.62M	2.04%	0.01%	Not reported	Q4 2024
MSFTMicrosoft Corp	$2.42M	1.89%	0.00%	-7.1%	Q4 2024
GOOGLAlphabet Inc.	$2.39M	1.86%	0.00%	-5.1%	Q4 2024
GOOGAlphabet Inc.	$2.36M	1.84%	Not reported	+17.9%	Q4 2024
LITELumentum Holdings Inc.	$1.9M	1.48%	0.00%	+146.4%	Q4 2025
MSTRStrategy Inc	$1.85M	1.44%	Not reported	+244.2%	Q3 2025
CVNACarvana Co.	$1.74M	1.35%	Not reported	-16.8%	Q4 2024
VSTVistra Corp.	$1.65M	1.28%	0.00%	-18.0%	Q1 2025
HOODRobinhood Markets, Inc.	$1.51M	1.18%	0.01%	-9.4%	Q3 2025
MAMastercard Inc	$1.33M	1.03%	0.00%	-7.0%	Q4 2024
CEGConstellation Energy Corp	$1.29M	1.00%	0.00%	-11.5%	Q3 2025
CLSCelestica Inc	$1.21M	0.94%	0.00%	+95.5%	Q3 2025
AGXArgan Inc	$1.06M	0.83%	0.01%	-49.4%	Q3 2025
STRLSterling Infrastructure, Inc.	$1.06M	0.82%	0.01%	+136.4%	Q3 2025
OKLOOklo Inc.	$991K	0.77%	0.01%	+15.1%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$985K	0.77%	0.00%	+32.8%	Q4 2024
ISRGIntuitive Surgical Inc	$922K	0.72%	0.00%	-9.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$889K	0.69%	0.00%	+27.7%	Q4 2024
BKNGBooking Holdings Inc.	$846K	0.66%	0.00%	Not reported	Q4 2024
ENPHEnphase Energy, Inc.	$844K	0.66%	0.02%	+19.8%	Q4 2024
LRCXLam Research Corp	$833K	0.65%	0.00%	-26.4%	Q4 2024
URIUnited Rentals, Inc.	$801K	0.62%	0.00%	-8.3%	Q4 2024
SEISolaris Energy Infrastructure, Inc.	$744K	0.58%	Not reported	New	Q1 2026
NBISNebius Group N.V.	$733K	0.57%	0.00%	-13.4%	Q4 2025
AMATApplied Materials Inc	$639K	0.50%	0.00%	-9.7%	Q4 2024
SHOPShopify Inc.	$621K	0.48%	0.00%	Not reported	Q4 2024
IRENIREN Ltd	$616K	0.48%	0.01%	+9.1%	Q4 2025
LLYELI LILLY & Co	$601K	0.47%	0.00%	Not reported	Q4 2024
KLACKla Corp	$589K	0.46%	0.00%	Not reported	Q3 2025
LCIDLucid Group, Inc.	$583K	0.45%	0.02%	+304.9%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$437K	0.34%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$428K	0.33%	0.00%	Not reported	Q4 2024
QBTSD-Wave Quantum Inc.	$380K	0.30%	0.01%	+80.1%	Q3 2025
PRIMPrimoris Services Corp	$300K	0.23%	0.00%	New	Q1 2026

Q4 2025Reported Jan 27, 202661 positions
NVDANvidia Corp	$13.6M	9.62%	0.00%	-11.5%	Q4 2024
APPAppLovin Corp	$9.59M	6.80%	0.00%	+17.2%	Q4 2024
METAMeta Platforms, Inc.	$9.38M	6.65%	Not reported	-5.6%	Q4 2024
NFLXNetflix Inc	$8.52M	6.04%	0.00%	-6.5%	Q4 2024
TSLATesla, Inc.	$7.96M	5.64%	0.00%	-16.6%	Q4 2024
AMZNAmazon Com Inc	$7.31M	5.18%	0.00%	-7.4%	Q4 2024
AAPLApple Inc.	$7.25M	5.14%	0.00%	-4.4%	Q4 2024
PLTRPalantir Technologies Inc.	$5.49M	3.89%	0.00%	-8.9%	Q4 2024
SPOTSpotify Technology S.A.	$5.23M	3.70%	0.00%	-3.2%	Q4 2024
AVGOBroadcom Inc.	$5.07M	3.59%	0.00%	+5.7%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$4.1M	2.91%	0.00%	-2.8%	Q4 2024
MSFTMicrosoft Corp	$3.41M	2.41%	0.00%	-4.0%	Q4 2024
CVNACarvana Co.	$2.81M	1.99%	Not reported	-9.2%	Q4 2024
GOOGLAlphabet Inc.	$2.74M	1.94%	0.00%	+0.6%	Q4 2024
AXONAxon Enterprise, Inc.	$2.74M	1.94%	0.01%	-8.2%	Q4 2024
HOODRobinhood Markets, Inc.	$2.72M	1.93%	0.01%	+1.5%	Q3 2025
GOOGAlphabet Inc.	$2.19M	1.55%	Not reported	+12.0%	Q4 2024
VSTVistra Corp.	$2.16M	1.53%	0.00%	-7.6%	Q1 2025
NOWServiceNow, Inc.	$2.11M	1.49%	0.00%	-6.7%	Q4 2024
CEGConstellation Energy Corp	$1.84M	1.31%	0.00%	+2.0%	Q3 2025
FIXComfort Systems USA Inc	$1.77M	1.26%	0.01%	+5.6%	Q4 2024
MAMastercard Inc	$1.63M	1.16%	0.00%	-2.6%	Q4 2024
VRTVertiv Holdings Co	$1.44M	1.02%	0.00%	-5.0%	Q4 2024
MUMicron Technology Inc	$1.34M	0.95%	0.00%	New	Q4 2025
OKLOOklo Inc.	$1.25M	0.88%	0.01%	New	Q4 2025
ISRGIntuitive Surgical Inc	$1.25M	0.88%	0.00%	-0.1%	Q4 2024
AGXArgan Inc	$1.21M	0.85%	0.03%	-21.6%	Q3 2025
BKNGBooking Holdings Inc.	$1.08M	0.76%	0.00%	Not reported	Q4 2024
URIUnited Rentals, Inc.	$971K	0.69%	0.00%	-7.7%	Q4 2024
LRCXLam Research Corp	$907K	0.64%	0.00%	Not reported	Q4 2024
SHOPShopify Inc.	$843K	0.60%	0.00%	-16.0%	Q4 2024
AMDAdvanced Micro Devices Inc	$733K	0.52%	0.00%	-2.4%	Q4 2024
LLYELI LILLY & Co	$702K	0.50%	0.00%	-18.4%	Q4 2024
NBISNebius Group N.V.	$683K	0.48%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$667K	0.47%	0.00%	+4.8%	Q4 2024
MSTRStrategy Inc	$653K	0.46%	Not reported	+126.3%	Q3 2025
CLSCelestica Inc	$650K	0.46%	0.00%	+10.0%	Q3 2025
IRENIREN Ltd	$622K	0.44%	0.01%	New	Q4 2025
ENPHEnphase Energy, Inc.	$597K	0.42%	0.01%	-13.9%	Q4 2024
AMATApplied Materials Inc	$532K	0.38%	0.00%	Not reported	Q4 2024
KLACKla Corp	$486K	0.34%	0.00%	Not reported	Q3 2025
LEUCentrus Energy Corp	$486K	0.34%	0.01%	+33.3%	Q3 2025
HDHome Depot, Inc.	$447K	0.32%	0.00%	Not reported	Q4 2024
SNOWSnowflake Inc.	$441K	0.31%	0.00%	Not reported	Q4 2024
LITELumentum Holdings Inc.	$405K	0.29%	0.00%	New	Q4 2025
BEBloom Energy Corp	$387K	0.27%	0.00%	New	Q4 2025
QBTSD-Wave Quantum Inc.	$382K	0.27%	0.00%	-4.3%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$363K	0.26%	0.00%	+33.3%	Q3 2025
MEDPMedpace Holdings, Inc.	$343K	0.24%	0.00%	Not reported	Q4 2024
STRLSterling Infrastructure, Inc.	$337K	0.24%	0.00%	+10.0%	Q3 2025

Q3 2025Reported Nov 10, 202561 positions
NVDANvidia Corp	$15.3M	10.33%	0.00%	-27.7%	Q4 2024
NFLXNetflix Inc	$11.7M	7.85%	0.00%	+1.2%	Q4 2024
METAMeta Platforms, Inc.	$11M	7.44%	Not reported	+3.8%	Q4 2024
TSLATesla, Inc.	$9.43M	6.35%	0.00%	-31.1%	Q4 2024
APPAppLovin Corp	$8.73M	5.87%	0.00%	+280.1%	Q4 2024
AMZNAmazon Com Inc	$7.52M	5.06%	0.00%	-1.6%	Q4 2024
AAPLApple Inc.	$7.1M	4.78%	0.00%	-8.2%	Q4 2024
SPOTSpotify Technology S.A.	$6.49M	4.37%	0.00%	+25.7%	Q4 2024
PLTRPalantir Technologies Inc.	$6.18M	4.16%	0.00%	+209.2%	Q4 2024
AVGOBroadcom Inc.	$4.57M	3.08%	0.00%	+20.9%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$4.41M	2.97%	0.00%	+2.9%	Q4 2024
MSFTMicrosoft Corp	$3.8M	2.56%	0.00%	+2.1%	Q4 2024
AXONAxon Enterprise, Inc.	$3.77M	2.54%	0.01%	+128.3%	Q4 2024
HOODRobinhood Markets, Inc.	$3.4M	2.29%	0.01%	New	Q3 2025
VSTVistra Corp.	$2.83M	1.91%	0.00%	+433.6%	Q1 2025
CVNACarvana Co.	$2.76M	1.86%	Not reported	+34.3%	Q4 2024
NOWServiceNow, Inc.	$2.71M	1.83%	0.00%	+7.3%	Q4 2024
GOOGLAlphabet Inc.	$2.12M	1.43%	0.00%	-1.1%	Q4 2024
CEGConstellation Energy Corp	$1.68M	1.13%	0.00%	New	Q3 2025
MAMastercard Inc	$1.67M	1.12%	0.00%	-18.5%	Q4 2024
GOOGAlphabet Inc.	$1.52M	1.02%	Not reported	-28.1%	Q4 2024
FIXComfort Systems USA Inc	$1.49M	1.00%	0.01%	Not reported	Q4 2024
VRTVertiv Holdings Co	$1.41M	0.95%	0.00%	+39.2%	Q4 2024
AGXArgan Inc	$1.33M	0.89%	0.04%	New	Q3 2025
URIUnited Rentals, Inc.	$1.24M	0.84%	0.00%	+29.1%	Q4 2024
BKNGBooking Holdings Inc.	$1.09M	0.73%	0.00%	Not reported	Q4 2024
ISRGIntuitive Surgical Inc	$984K	0.66%	0.00%	-12.0%	Q4 2024
SHOPShopify Inc.	$927K	0.62%	0.00%	-21.2%	Q4 2024
ENPHEnphase Energy, Inc.	$766K	0.52%	0.02%	+66.5%	Q4 2024
LRCXLam Research Corp	$710K	0.48%	0.00%	-50.9%	Q4 2024
MSTRStrategy Inc	$612K	0.41%	Not reported	New	Q3 2025
LLYELI LILLY & Co	$610K	0.41%	0.00%	-43.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$585K	0.39%	0.00%	-25.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$568K	0.38%	0.00%	+1.5%	Q4 2024
IONQIonQ, Inc.	$547K	0.37%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$527K	0.35%	0.00%	Not reported	Q4 2024
CLSCelestica Inc	$493K	0.33%	0.00%	New	Q3 2025
LEUCentrus Energy Corp	$465K	0.31%	0.01%	New	Q3 2025
SNOWSnowflake Inc.	$453K	0.31%	0.00%	+11.1%	Q4 2024
KLACKla Corp	$431K	0.29%	0.00%	New	Q3 2025
AMATApplied Materials Inc	$424K	0.29%	0.00%	-1.4%	Q4 2024
UPSTUpstart Holdings, Inc.	$416K	0.28%	0.01%	-21.1%	Q4 2024
RHRH	$406K	0.27%	0.01%	+100.0%	Q4 2024
QBTSD-Wave Quantum Inc.	$377K	0.25%	0.00%	New	Q3 2025
ANETArista Networks, Inc.	$372K	0.25%	0.00%	New	Q3 2025
STRLSterling Infrastructure, Inc.	$340K	0.23%	0.00%	New	Q3 2025
MEDPMedpace Holdings, Inc.	$314K	0.21%	0.00%	-65.1%	Q4 2024
UBERUber Technologies, Inc	$287K	0.19%	0.00%	New	Q3 2025
MPWRMonolithic Power Systems, Inc.	$276K	0.19%	0.00%	New	Q3 2025
ORCLOracle Corp	$262K	0.18%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed