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CIK: 0002054677
Total reported value
$174.0M
$174.0M
53 檔
25.7%
During the Q1 2025 filing period, Piar LLC (CIK: 0002054677) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $174.0M across 53 reported positions.
During Q1 2025, Piar LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.73% | -2.19% | -2.01% | |
| 2 | NFLX | Netflix Inc | Stock-Comm Services | 10.02% | -2.92% | +4.30% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.34% | -2.17% | +6.55% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 8.88% | -1.26% | -0.40% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.52% | -0.94% | -1.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.39% | -0.65% | +1.89% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 4.51% | -1.05% | +12.12% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.42% | +0.99% | +15.89% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.99% | +2.39% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 2.51% | -1.45% | +5.20% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.18% | -0.27% | -2.70% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | -0.51% | +11.52% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.29% | -5.37% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.04% | -1.14% | |
| 15 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.40% | -0.02% | +33.33% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.37% | -0.26% | +8.69% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | -0.09% | +7.62% | |
| 18 | CVNA | Carvana Co | Stock-Consumer Disc | 1.29% | -0.61% | +87.84% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | -0.32% | — | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.02% | -2.05% | +283.71% | |
| 21 | APP | Applovin Corp-class A | Stock-Tech | 0.94% | -0.73% | +359.71% | |
| 22 | ENPH | Enphase Energy Inc | Stock-Tech | 0.89% | -0.04% | +75.68% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.87% | +0.36% | -41.94% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.84% | -0.27% | -20.18% | |
| 25 | URI | United Rentals Inc | Stock-Industrials | 0.70% | +0.02% | — | |
| 26 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.59% | -0.04% | +1.74% | |
| 27 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.54% | +0.09% | +85.64% | |
| 28 | UPST | Upstart Holdings Inc | Stock-Financials | 0.53% | — | -9.15% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.11% | — | |
| 30 | GWRE | Guidewire Software Inc | Stock-Tech | 0.52% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.52% | -0.08% | +1.80% | |
| 32 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.50% | — | -4.39% | |
| 33 | ZM | Zoom Communications Inc | Stock-Tech | 0.49% | — | -49.96% | |
| 34 | DOCU | Docusign Inc | Stock-Tech | 0.45% | — | -44.44% | |
| 35 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.44% | — | -7.45% | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.42% | -0.96% | — | |
| 37 | ETSY | Etsy Inc | Stock-Consumer Disc | 0.41% | — | -25.47% | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.41% | -0.16% | EXIT | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.79% | -20.64% | |
| 40 | LEA | Lear CORP | Stock-Consumer Disc | 0.39% | — | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.34% | — | +33.33% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.33% | -12.50% | |
| 43 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.33% | — | -18.07% | |
| 44 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.31% | -0.09% | — | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.22% | NEW | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.29% | +0.03% | -41.80% | |
| 48 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.28% | — | +3.60% | |
| 49 | RH | Rh | Stock-Consumer Disc | 0.26% | — | -23.08% | |
| 50 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.24% | — | +4.23% |
According to official SEC Form 13F filings, Piar LLC reported a total U.S. public equity portfolio value of $174.0M across 53 disclosed positions in Q1 2025.
During Q1 2025, Piar LLC's top holdings by market value included NVDA (13.7%)、NFLX (10.0%)、META (9.3%). The largest single position, NVDA, represented 13.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, NFLX, META) accounted for 25.7% of total reported equity market value during Q1 2025.
In Q1 2025, Piar LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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