account_balance
Investment manager · 13F filer · SEC CIK 2119894
Spear Advisors LLC
Reported value$230Mas of Sep 30, 2026
Positions30 5 new, 3 sold out
Top 10 weight67.0%ALAB alone is 12%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ALABAstera Labs, Inc.
11.9%Added +15%
ARMArm Holdings PLC
8.1%Added +7%
NETCloudflare, Inc.
8.0%Trimmed −33%
COHRCoherent Corp.
7.5%Trimmed −4%
LRCXLam Research Corp
7.2%Added +49%
LITELumentum Holdings Inc.
7.0%Added +50%
SPCXSpace Exploration Technologies Corp
4.5%New
KLACKLA Corp
4.5%Trimmed −38%
MKSIMKS Inc
4.3%Trimmed −16%
CIENCiena Corp
3.8%Added +407%
TERTeradyne, Inc
3.7%Added +45%
NOKNokia Corp
3.6%Added +3%
ALABAstera Labs, Inc.
11.9%Added +15%
ARMArm Holdings PLC
8.1%+7%
NETCloudflare, Inc.
8.0%Trimmed −33%
COHRCoherent Corp.
7.5%Trimmed −4%
LRCXLam Research Corp
7.2%Added +49%
LITELumentum Holdings Inc.
7.0%+50%
SPCX4.5%KLACKLA Corp
4.5%
MKSIMKS Inc
4.3%
CIENTER3.7%NOK3.6%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
ALAB Astera Labs, Inc. 11.9% Added +15%ARM Arm Holdings PLC 8.1% Added +7%NET Cloudflare, Inc. 8.0% Trimmed −33%COHR Coherent Corp. 7.5% Trimmed −4%LRCX Lam Research Corp 7.2% Added +49%LITE Lumentum Holdings Inc. 7.0% Added +50%SPCX Space Exploration Technologies Corp 4.5% NewKLAC KLA Corp 4.5% Trimmed −38%MKSI MKS Inc 4.3% Trimmed −16%CIEN Ciena Corp 3.8% Added +407%TER Teradyne, Inc 3.7% Added +45%NOK Nokia Corp 3.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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