Q3 2026 13F · SEC CIK 2054677

Piar LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $159.3M
Reported positions: 76
Holdings vs S&P 500, 3 yrs: —
Assets under management: $161.5M

Piar LLC is a wealth manager that reported 76 positions worth $159.3M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Micron Technology Inc (MU, 8.6%), Nvidia Corporation (NVDA, 6.8%), Bloom Energy Corp (BE, 5.6%).

Piar LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Piar LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MUMicron Technology Inc	8.6%	9.6%	12,925	-3.4%	$13.8M
NVDANvidia Corporation	6.8%	6.3%	47,777	-5.4%	$10.9M
BEBloom Energy Corp	5.6%	6.3%	32,162	-4.1%	$8.9M
METAMeta Platforms Inc	5.0%	4.0%	11,087	-3.8%	$8.0M
AAPLApple Inc	4.6%	4.1%	21,971	-3.3%	$7.3M
LITELumentum Hldgs Inc	4.3%	3.6%	7,035	+4.8%	$6.8M
CRWDCrowdstrike Hldgs Inc	4.2%	3.6%	25,525	+239.2%	$6.8M
AMZNAmazon Com Inc	4.1%	4.1%	26,040	-5.3%	$6.5M
GOOGAlphabet Inc	2.8%	2.0%	13,252	+42.9%	$4.5M
TSLATesla Inc	2.8%	3.4%	12,405	-5.5%	$4.4M
AVGOBroadcom Inc	2.7%	3.1%	12,445	-5.4%	$4.4M
FIXComfort Sys USA Inc	2.7%	3.1%	2,600	+4.0%	$4.3M
SPOTSpotify Technology SA	2.1%	2.1%	6,910	-7.9%	$3.4M
AMDAdvanced Micro Devices Inc	2.1%	1.6%	5,357	+21.1%	$3.3M
WDCWestern Digital Corp Com	2.0%	2.7%	7,140	+3.2%	$3.2M
NFLXNetflix Inc.	2.0%	2.4%	46,562	-15.4%	$3.2M
NBISNebius Group N.v.	1.9%	1.9%	13,050	+18.0%	$3.1M
CLSCelestica Inc	1.9%	1.5%	8,250	+23.1%	$3.0M
VRTVertiv Holdings Co	1.7%	2.5%	11,515	-4.9%	$2.8M
APPApplovin Corp	1.7%	3.5%	9,180	-15.9%	$2.7M
PLTRPalantir Technologies Inc	1.6%	1.2%	13,515	-21.7%	$2.5M
AXONAxon Enterprise Inc	1.4%	2.3%	5,385	-17.8%	$2.3M
GOOGLAlphabet Inc	1.4%	1.7%	6,500	-15.3%	$2.2M
MSFTMicrosoft Corp	1.4%	1.0%	4,300	+2.1%	$2.2M
STRLSterling Infrastructure Inc	1.4%	1.6%	4,380	+47.0%	$2.2M
SNDKSandisk Corp	1.3%	0.4%	1,200	+300.0%	$2.1M
HOODRobinhood Mkts Inc	1.2%	1.1%	17,123	-6.5%	$1.9M
GLWCorning Inc	1.1%	1.3%	11,100	+37.0%	$1.7M
CRDOCredo Technology Group Holdi	1.1%	0.4%	8,590	+273.5%	$1.7M
ALABAstera Labs Inc	1.0%	—	4,430	—	$1.6M
MAMastercard Incorporated	0.9%	0.8%	2,520	-1.6%	$1.4M
LRCXLam Research Corp	0.9%	1.1%	4,190	+3.7%	$1.4M
NOWServicenow Inc	0.8%	0.8%	10,000	-24.9%	$1.3M
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	2,900	+16.0%	$1.3M
MSTRStrategy Inc	0.7%	0.5%	7,600	-10.6%	$1.2M
CVNACarvana Co	0.7%	0.8%	18,200	-7.4%	$1.1M
AMATApplied Matls Inc	0.6%	0.9%	1,930	-3.0%	$987K
URIUnited Rentals Inc	0.6%	0.7%	970	-1.0%	$971K
ORCLOracle Corp	0.6%	—	7,050	—	$968K
LLYEli Lilly & Co	0.5%	0.4%	673	+21.7%	$779K
ISRGIntuitive Surgical Inc	0.5%	0.5%	1,800	-10.0%	$732K
KLACKla Corp	0.5%	0.8%	3,750	-7.4%	$731K
ENPHEnphase Energy Inc	0.5%	0.7%	22,075	+0.0%	$728K
AGXArgan Inc	0.4%	1.0%	1,865	-6.3%	$705K
ANETArista Networks Inc	0.4%	—	3,423	—	$697K
CEGConstellation Energy Corp	0.4%	0.6%	2,700	-25.0%	$686K
SNOWSnowflake Inc	0.4%	—	1,990	—	$676K
MRNAModerna Inc	0.4%	—	3,230	—	$622K
MRVLMarvell Technology Inc	0.4%	—	2,135	—	$564K
RVIRobinhood Ventures Fd I	0.3%	0.3%	18,485	+10.5%	$515K

What Piar LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -10.6% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$159.3M	76
Q2 2026	$161.3M	73
Q1 2026	$118.8M	62
Q4 2025	$131.8M	61
Q3 2025	$139.7M	61
Q2 2025	$89.6M	53
Q1 2025	$90.3M	53
Q4 2024	$101.4M	57

Questions about Piar LLC's portfolio

What stocks does Piar LLC own?

Piar LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 76 positions worth $159.3M. The largest are Micron Technology Inc (MU) at 8.6%, Nvidia Corporation (NVDA) at 6.8%, Bloom Energy Corp (BE) at 5.6%, Meta Platforms Inc (META) at 5.0% and Apple Inc (AAPL) at 4.6%.

What did Piar LLC buy last quarter?

In Q3 2026, Piar LLC added Sandisk Corp (SNDK) (+300.0% shares), Credo Technology Group Holdi (CRDO) (+273.5% shares) and Crowdstrike Hldgs Inc (CRWD) (+239.2% shares), compared with its Q2 2026 filing.

What did Piar LLC sell last quarter?

In Q3 2026, Piar LLC cut from its top 50 Solaris Energy Infrastructure Inc (SOI), cut from its top 50 Iren Limited (IREN), cut from its top 50 Booking Holdings Inc (BKNG), cut from its top 50 Vistra Corp (VST), cut from its top 50 Applied Optoelectronics Inc (AAOI), Constellation Energy Corp (CEG) (-25.0% shares), Servicenow Inc (NOW) (-24.9% shares) and Palantir Technologies Inc (PLTR) (-21.7% shares), compared with its Q2 2026 filing.

When is Piar LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Piar LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Piar LLC manage?

Piar LLC reported $161.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.3M.