Sponsored

The Analysis of PIAR LLC's Holdings & P&L

Currently, PIAR LLC holds 62 types of securities in its portfolio with a total value $118.8M. In the most recent quarter, they have increased their positions in BE (+24.6K shares, valued at $3.3M), MU (+4.3K shares, valued at $1.5M), NOW (+13.4K shares, valued at $1.4M); decreased their positions in NVDA (-13.8K shares, valued at $2.4M), NFLX (-21.6K shares, valued at $2.1M), AGX (-1.9K shares, valued at $1.0M); initiated new positions in SEI (+242 shares, valued at $744.1K), PRIM (+2.1K shares, valued at $300.4K), HL (+15.0K shares, valued at $278.9K).

1M P&L

+2.6M+1.83%

3M P&L

+15.4M+12.09%

HY P&L

+11.8M+9.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors15.9M

14.9%

2Internet Content & Information12.2M

11.4%

3Software - Application10.7M

10.0%

Top Industries by Stock Count

1Semiconductors6 stocks

10.9%

2Software - Application5 stocks

9.1%

3Engineering & Construction4 stocks

7.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION58.9K shares-19.03%2026-03-312026-05-08

META META PLATFORMS INC13.3K shares-6.72%2026-03-312026-05-08

NFLX NETFLIX INC.69.2K shares-23.81%2026-03-312026-05-08

AAPL APPLE INC23.9K shares-10.48%2026-03-312026-05-08

TSLA TESLA INC15.3K shares-13.51%2026-03-312026-05-08

AMZN AMAZON COM INC27.3K shares-13.99%2026-03-312026-05-08

APP APPLOVIN CORP12.8K shares-10.19%2026-03-312026-05-08

BROADCOM INC BROADCOM INC13.9K shares-4.78%2026-03-312026-05-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC28.2K shares-8.71%2026-03-312026-05-08

BE BLOOM ENERGY CORP29.1K shares552.58%2026-03-312026-05-08

SPOT SPOTIFY TECHNOLOGY S A8.0K shares-10.89%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC9.0K shares92.00%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC7.6K shares-13.14%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO11.5K shares29.20%2026-03-312026-05-08

NOW SERVICENOW INC27.2K shares97.75%2026-03-312026-05-08

AXON AXON ENTERPRISE INC6.5K shares33.82%2026-03-312026-05-08

Sponsored

FIX COMFORT SYS USA INC1.9K shares0.00%2026-03-312026-05-08

MSFT MICROSOFT CORP6.5K shares-7.10%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.3K shares-5.14%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.2K shares17.91%2026-03-312026-05-08

LITE LUMENTUM HLDGS INC2.7K shares146.36%2026-03-312026-05-08

MSTR STRATEGY INC14.8K shares244.19%2026-03-312026-05-08

CVNA CARVANA CO5.5K shares-16.84%2026-03-312026-05-08

VST VISTRA CORP11.0K shares-17.96%2026-03-312026-05-08

Sponsored

HOOD ROBINHOOD MKTS INC21.8K shares-9.39%2026-03-312026-05-08

MA MASTERCARD INCORPORATED2.7K shares-6.99%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP4.6K shares-11.49%2026-03-312026-05-08

CELESTICA INC CELESTICA INC4.3K shares95.45%2026-03-312026-05-08

AGX ARGAN INC1.9K shares-49.35%2026-03-312026-05-08

STRL STERLING INFRASTRUCTURE INC2.6K shares136.36%2026-03-312026-05-08

OKLO OKLO INC20.0K shares15.06%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares32.80%2026-03-312026-05-08

Sponsored

ISRG INTUITIVE SURGICAL INC2.0K shares-9.09%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC4.4K shares27.65%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC201 shares0.00%2026-03-312026-05-08

ENPH ENPHASE ENERGY INC22.3K shares19.80%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares-26.42%2026-03-312026-05-08

URI UNITED RENTALS INC1.1K shares-8.33%2026-03-312026-05-08

SEI SOLARIS ENERGY INFRAS INC242 sharesnew addition2026-03-312026-05-08

NBIS NEBIUS GROUP N.V.7.1K shares-13.37%2026-03-312026-05-08

Sponsored

AMAT APPLIED MATLS INC1.9K shares-9.66%2026-03-312026-05-08

SHOP SHOPIFY INC5.2K shares0.00%2026-03-312026-05-08

IREN IREN LIMITED18.0K shares9.14%2026-03-312026-05-08

LLY ELI LILLY & CO653 shares0.00%2026-03-312026-05-08

KLAC KLA CORP400 shares0.00%2026-03-312026-05-08

LUCID GROUP INC LUCID GROUP INC61.1K shares304.89%2026-03-312026-05-08

MPWR MONOLITHIC PWR SYS INC400 shares0.00%2026-03-312026-05-08

HD HOME DEPOT INC1.3K shares0.00%2026-03-312026-05-08

Sponsored

QBTS D-WAVE QUANTUM INC26.3K shares80.10%2026-03-312026-05-08

PRIM PRIMORIS SVCS CORP2.1K sharesnew addition2026-03-312026-05-08

MEDP MEDPACE HLDGS INC610 shares0.00%2026-03-312026-05-08

HCA HCA HEALTHCARE INC600 shares0.00%2026-03-312026-05-08

LEU CENTRUS ENERGY CORP1.6K shares-19.00%2026-03-312026-05-08

HL HECLA MINING COMPANY15.0K sharesnew addition2026-03-312026-05-08

SNOW SNOWFLAKE INC1.8K shares-9.95%2026-03-312026-05-08

ALAB ASTERA LABS INC2.3K sharesnew addition2026-03-312026-05-08

Sponsored

WPM WHEATON PRECIOUS METALS CORP1.9K sharesnew addition2026-03-312026-05-08

CRWV COREWEAVE INC3.1K sharesnew addition2026-03-312026-05-08

ULTA ULTA BEAUTY INC400 shares0.00%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP300 sharesnew addition2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC1.6K shares-19.51%2026-03-312026-05-08

JOBY JOBY AVIATION INC10.8K sharesnew addition2026-03-312026-05-08

NVDA

NVIDIA CORPORATION

-19.03%

Shares58.9K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-6.72%

Shares13.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

-23.81%

Shares69.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-10.48%

Shares23.9K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-13.51%

Shares15.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-13.99%

Shares27.3K

Event2026-03-31

Filed2026-05-08

APP

APPLOVIN CORP

-10.19%

Shares12.8K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-4.78%

Shares13.9K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-8.71%

Shares28.2K

Event2026-03-31

Filed2026-05-08

BLOOM ENERGY CORP

552.58%

Shares29.1K

Event2026-03-31

Filed2026-05-08

SPOT

SPOTIFY TECHNOLOGY S A

-10.89%

Shares8.0K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

92.00%

Shares9.0K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

-13.14%

Shares7.6K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

29.20%

Shares11.5K

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

97.75%

Shares27.2K

Event2026-03-31

Filed2026-05-08

AXON

AXON ENTERPRISE INC

33.82%

Shares6.5K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-7.10%

Shares6.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-5.14%

Shares8.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

17.91%

Shares8.2K

Event2026-03-31

Filed2026-05-08

LITE

LUMENTUM HLDGS INC

146.36%

Shares2.7K

Event2026-03-31

Filed2026-05-08

MSTR

STRATEGY INC

244.19%

Shares14.8K

Event2026-03-31

Filed2026-05-08

CVNA

CARVANA CO

-16.84%

Shares5.5K

Event2026-03-31

Filed2026-05-08

VST

VISTRA CORP

-17.96%

Shares11.0K

Event2026-03-31

Filed2026-05-08

HOOD

ROBINHOOD MKTS INC

-9.39%

Shares21.8K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-6.99%

Shares2.7K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

-11.49%

Shares4.6K

Event2026-03-31

Filed2026-05-08

CELESTICA INC

95.45%

Shares4.3K

Event2026-03-31

Filed2026-05-08

AGX

ARGAN INC

-49.35%

Shares1.9K

Event2026-03-31

Filed2026-05-08

STRL

STERLING INFRASTRUCTURE INC

136.36%

Shares2.6K

Event2026-03-31

Filed2026-05-08

OKLO

OKLO INC

15.06%

Shares20.0K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

32.80%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

-9.09%

Shares2.0K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

27.65%

Shares4.4K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

0.00%

Shares201

Event2026-03-31

Filed2026-05-08

ENPH

ENPHASE ENERGY INC

19.80%

Shares22.3K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-26.42%

Shares3.9K

Event2026-03-31

Filed2026-05-08

URI

UNITED RENTALS INC

-8.33%

Shares1.1K

Event2026-03-31

Filed2026-05-08

SEI

SOLARIS ENERGY INFRAS INC

New

Shares242

Event2026-03-31

Filed2026-05-08

NBIS

NEBIUS GROUP N.V.

-13.37%

Shares7.1K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

-9.66%

Shares1.9K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-08

IREN

IREN LIMITED

9.14%

Shares18.0K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

0.00%

Shares653

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-08

LUCID GROUP INC

304.89%

Shares61.1K

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

QBTS

D-WAVE QUANTUM INC

80.10%

Shares26.3K

Event2026-03-31

Filed2026-05-08

PRIM

PRIMORIS SVCS CORP

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

MEDP

MEDPACE HLDGS INC

0.00%

Shares610

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-08

LEU

CENTRUS ENERGY CORP

-19.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

HECLA MINING COMPANY

New

Shares15.0K

Event2026-03-31

Filed2026-05-08

SNOW

SNOWFLAKE INC

-9.95%

Shares1.8K

Event2026-03-31

Filed2026-05-08

ALAB

ASTERA LABS INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-08

WPM

WHEATON PRECIOUS METALS CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

CRWV

COREWEAVE INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

ULTA

ULTA BEAUTY INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

New

Shares300

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

-19.51%

Shares1.6K

Event2026-03-31

Filed2026-05-08

JOBY

JOBY AVIATION INC

New

Shares10.8K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

LUMENTUM HLDGS INC Call CallLUMENTUM HLDGS INC57 sharesnew addition2026-03-312026-05-08

MICRON TECHNOLOGY INC Call CallMICRON TECHNOLOGY INC83 shares-98.99%2026-03-312026-05-08

BLOOM ENERGY CORP Call CallBLOOM ENERGY CORP155 shares-99.56%2026-03-312026-05-08

CELESTICA INC Call CallCELESTICA INC68 shares-99.24%2026-03-312026-05-08

WESTERN DIGITAL CORP Call CallWESTERN DIGITAL CORP62 sharesnew addition2026-03-312026-05-08

ADVANCED ENERGY INDS Call CallADVANCED ENERGY INDS48 sharesnew addition2026-03-312026-05-08

CORNING INC Call CallCORNING INC102 sharesnew addition2026-03-312026-05-08

FASTLY INC Call CallFASTLY INC289 sharesnew addition2026-03-312026-05-08

NETFLIX INC. Call CallNETFLIX INC.104 sharesnew addition2026-03-312026-05-08

APPLOVIN CORP Call CallAPPLOVIN CORP24 shares-97.33%2026-03-312026-05-08

HECLA MINING COMPANY Call CallHECLA MINING COMPANY521 shares-97.18%2026-03-312026-05-08

ALPHABET INC Call CallALPHABET INC48 shares-99.13%2026-03-312026-05-08

STERLING INFRASTRUCTURE INC Call CallSTERLING INFRASTRUCTURE INC19 shares-99.30%2026-03-312026-05-08

FABRINET Call CallFABRINET10 sharesnew addition2026-03-312026-05-08

ASTERA LABS INC Call CallASTERA LABS INC48 shares-99.52%2026-03-312026-05-08

COREWEAVE INC Call CallCOREWEAVE INC72 shares-99.42%2026-03-312026-05-08

SOLARIS ENERGY INFRAS INC Call CallSOLARIS ENERGY INFRAS INC76 shares-99.57%2026-03-312026-05-08

AXON ENTERPRISE INC Call CallAXON ENTERPRISE INC15 shares-98.64%2026-03-312026-05-08

LUMENTUM HLDGS INC Call

LUMENTUM HLDGS INC

New

Shares57

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC Call

MICRON TECHNOLOGY INC

-98.99%

Shares83

Event2026-03-31

Filed2026-05-08

BLOOM ENERGY CORP Call

BLOOM ENERGY CORP

-99.56%

Shares155

Event2026-03-31

Filed2026-05-08

CELESTICA INC Call

CELESTICA INC

-99.24%

Shares68

Event2026-03-31

Filed2026-05-08

WESTERN DIGITAL CORP Call

WESTERN DIGITAL CORP

New

Shares62

Event2026-03-31

Filed2026-05-08

ADVANCED ENERGY INDS Call

ADVANCED ENERGY INDS

New

Shares48

Event2026-03-31

Filed2026-05-08

CORNING INC Call

CORNING INC

New

Shares102

Event2026-03-31

Filed2026-05-08

FASTLY INC Call

FASTLY INC

New

Shares289

Event2026-03-31

Filed2026-05-08

NETFLIX INC. Call

NETFLIX INC.

New

Shares104

Event2026-03-31

Filed2026-05-08

APPLOVIN CORP Call

APPLOVIN CORP

-97.33%

Shares24

Event2026-03-31

Filed2026-05-08

HECLA MINING COMPANY Call

HECLA MINING COMPANY

-97.18%

Shares521

Event2026-03-31

Filed2026-05-08

ALPHABET INC Call

ALPHABET INC

-99.13%

Shares48

Event2026-03-31

Filed2026-05-08

STERLING INFRASTRUCTURE INC Call

STERLING INFRASTRUCTURE INC

-99.30%

Shares19

Event2026-03-31

Filed2026-05-08

FABRINET Call

FABRINET

New

Shares10

Event2026-03-31

Filed2026-05-08

ASTERA LABS INC Call

ASTERA LABS INC

-99.52%

Shares48

Event2026-03-31

Filed2026-05-08

COREWEAVE INC Call

COREWEAVE INC

-99.42%

Shares72

Event2026-03-31

Filed2026-05-08

SOLARIS ENERGY INFRAS INC Call

SOLARIS ENERGY INFRAS INC

-99.57%

Shares76

Event2026-03-31

Filed2026-05-08

AXON ENTERPRISE INC Call

AXON ENTERPRISE INC

-98.64%

Shares15

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available