Q2 2026 13F · SEC CIK 1842526
Proem Advisors LLC
Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $486.6M
- Reported positions
- 34
- Top holdings a year, 3 yrs
- +30.1%
- Assets under management
- $474.1M
Proem Advisors LLC is a hedge fund that reported 34 positions worth $486.6M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Nvidia Corporation (NVDA, 14.2%), Micron Technology Inc (MU, 12.3%), Microsoft Corp (MSFT, 7.7%). A portfolio copying its top holdings returned 30.1% a year over the last 3 years, against 22.3% for the S&P 500.
Proem Advisors LLC holdings all 34 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 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.
What Proem Advisors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- LRCX Lam Research Corp5.8% of 13F
- INTC Intel Corp4.3% of 13F
- AMAT Applied Matls Inc3.7% of 13F
- TXN Texas Instrs Inc1.7% of 13F
- ADI Analog Devices Inc1.6% of 13F
- DELL Dell Technologies Inc1.4% of 13F
- CRDO Credo Technology Group Holdi1.1% of 13F
- GLW Corning Inc1.1% of 13F
Added to
- MU Micron Technology Inc+246.7% shares
- AMD Advanced Micro Devices Inc+188.1% shares
- GOOG Alphabet Inc+61.5% shares
- NVDA Nvidia Corporation+35.3% shares
- DASH Doordash Inc+29.2% shares
- WIX Wix Com Ltd+22.6% shares
- PLTR Palantir Technologies Inc+13.9% shares
- SE Sea Ltd+11.2% shares
Reduced
- AVGO Broadcom Inc-76.9% shares
- AMZN Amazon Com Inc-50.0% shares
- APP Applovin Corp-28.6% shares
- META Meta Platforms Inc-20.0% shares
- AAPL Apple Inc-8.3% shares
Sold out
- FSLY Fastly Incwas 2.5%
- IOT Samsara Inc.was 1.9%
- DLO Dlocal Ltdwas 1.8%
- SEZL Sezzle Inc.was 1.4%
- ORCL Oracle Corpwas 1.0%
- SQ Block Incwas 0.8%
- BMBL Bumble Incwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.9% /yr
- S&P 500 +11.7%
- 3 years
- +30.1% /yr
- S&P 500 +22.3%
- 5 years
- +8.2% /yr
- S&P 500 +10.6%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $486.6M | 34 |
| Q1 2026 | $302.8M | 29 |
| Q4 2025 | $295.2M | 28 |
| Q3 2025 | $415.8M | 28 |
| Q2 2025 | $378.1M | 30 |
| Q1 2025 | $190.5M | 19 |
| Q4 2024 | $218.8M | 26 |
| Q3 2022 | $60.4M | 20 |
| Q2 2022 | $14.6M | 11 |
| Q1 2022 | $33.5M | 9 |
| Q4 2021 | $69.5M | 13 |
| Q3 2021 | $116.1M | 20 |
Questions about Proem Advisors LLC's portfolio
What stocks does Proem Advisors LLC own?
Proem Advisors LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 34 positions worth $486.6M. The largest are Nvidia Corporation (NVDA) at 14.2%, Micron Technology Inc (MU) at 12.3%, Microsoft Corp (MSFT) at 7.7%, Alphabet Inc (GOOG) at 7.6% and Apple Inc (AAPL) at 6.5%.
What did Proem Advisors LLC buy last quarter?
In Q2 2026, Proem Advisors LLC added a new position in Lam Research Corp (LRCX), a new position in Intel Corp (INTC), a new position in Applied Matls Inc (AMAT), a new position in Texas Instrs Inc (TXN), a new position in Analog Devices Inc (ADI), Micron Technology Inc (MU) (+246.7% shares), Advanced Micro Devices Inc (AMD) (+188.1% shares) and Alphabet Inc (GOOG) (+61.5% shares), compared with its Q1 2026 filing.
What did Proem Advisors LLC sell last quarter?
In Q2 2026, Proem Advisors LLC sold all of Fastly Inc (FSLY), sold all of Samsara Inc. (IOT), sold all of Dlocal Ltd (DLO), sold all of Sezzle Inc. (SEZL), sold all of Oracle Corp (ORCL), Broadcom Inc (AVGO) (-76.9% shares), Amazon Com Inc (AMZN) (-50.0% shares) and Applovin Corp (APP) (-28.6% shares), compared with its Q1 2026 filing.
How has Proem Advisors LLC's portfolio performed?
A portfolio copying Proem Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +30.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +0.9% against +11.7%. Over 5 years: +8.2% a year against +10.6%.
When is Proem Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Proem Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Proem Advisors LLC manage?
Proem Advisors LLC reported $474.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $486.6M.