account_balance
Investment manager · 13F filer · SEC CIK 2054677
Piar LLC
Reported value$159Mas of Sep 30, 2026
Positions76 9 new, 6 sold out
Top 10 weight48.9%MU alone is 9%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
8.6%Trimmed −3%
NVDANVIDIA Corp
6.9%Trimmed −5%
BEBloom Energy Corp
5.6%Trimmed −4%
METAMeta Platforms, Inc.
5.0%Trimmed −4%
AAPLApple Inc.
4.6%Trimmed −3%
LITELumentum Holdings Inc.
4.3%Added +5%
CRWDCrowdStrike Holdings, Inc.
4.2%Trimmed −15%
AMZNAmazon.com Inc
4.1%Trimmed −5%
GOOGAlphabet Inc.
2.8%Added +43%
TSLATesla, Inc.
2.8%Trimmed −5%
AVGOBroadcom Inc.
2.7%Trimmed −5%
FIXComfort Systems USA Inc
2.7%Added +4%
MUMicron Technology Inc
8.6%Trimmed −3%
NVDANVIDIA Corp
6.9%Trimmed −5%
BEBloom Energy Corp
5.6%−4%
METAMeta Platforms, Inc.
5.0%−4%
AAPLApple Inc.
4.6%−3%
LITELumentum Holdings Inc.
4.3%
CRWDCrowdStrike Holdings, Inc.
4.2%
AMZNAmazon.com Inc
4.1%−5%
GOOGAlphabet Inc.
2.8%
TSLAAVGOFIX2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 8.6% Trimmed −3%NVDA NVIDIA Corp 6.9% Trimmed −5%BE Bloom Energy Corp 5.6% Trimmed −4%META Meta Platforms, Inc. 5.0% Trimmed −4%AAPL Apple Inc. 4.6% Trimmed −3%LITE Lumentum Holdings Inc. 4.3% Added +5%CRWD CrowdStrike Holdings, Inc. 4.2% Trimmed −15%AMZN Amazon.com Inc 4.1% Trimmed −5%GOOG Alphabet Inc. 2.8% Added +43%TSLA Tesla, Inc. 2.8% Trimmed −5%AVGO Broadcom Inc. 2.7% Trimmed −5%FIX Comfort Systems USA Inc 2.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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