Piar
LAS VEGAS, NVfiles as PIAR LLC
$161m in 73 US stocks at the end of 30 June 2026. The top 10 are 48.3% of the money. It changed about 26.7% of the portfolio this quarter.
Value
$161m
Stocks
73
Top 10 share
48.3%
Turnover
26.7%
What changed this quarter
New
Bought for the first time this quarter.
- Western DigitalWDC2.7% of the fund
- CorningGLW1.3% of the fund
- SandiskSNDK0.4% of the fund
- Credo Technology Group HoldingCRDO0.4% of the fund
- Robinhood Ventures Fund IRVI0.3% of the fund
- Applied OptoelectronicsAAOI0.3% of the fund
- Advanced Energy IndustriesAEIS0.3% of the fund
- UnitedHealth GroupUNH0.3% of the fund
- nVent ElectricNVT0.2% of the fund
- Palo Alto NetworksPANW0.2% of the fund
- Dell TechnologiesDELL0.2% of the fund
- OracleORCL0.2% of the fund
- CienaCIEN0.2% of the fund
- DatadogDDOG0.2% of the fund
- Analog DevicesADI0.1% of the fund
- CloudflareNET0.1% of the fund
- Ardagh Metal PackagingAMBP0.1% of the fund
- ToyoTOYO0.1% of the fund
Added
Bought more of a stock they already held.
- Micron TechnologyMU9.6% of the fund+49%
- Bloom EnergyBE6.3% of the fund+15%
- Lumentum HoldingsLITE3.6% of the fund+148%
- Comfort Systems USAFIX3.1% of the fund+32%
- Vertiv HoldingsVRT2.5% of the fund+6%
- AlphabetGOOG2.0% of the fund+13%
- Nebius GroupNBIS1.9% of the fund+57%
- Sterling InfrastructureSTRL1.6% of the fund+15%
- CelesticaCLS1.5% of the fund+56%
- Lam ResearchLRCX1.1% of the fund+4%
- ArganAGX1.0% of the fund+2%
- Solaris Energy InfrastructureSEI1.0% of the fund+7937%
- Applied MaterialsAMAT0.9% of the fund+6%
- CoreWeaveCRWV0.3% of the fund+66%
- Arista NetworksANET0.3% of the fund+50%
Cut
Sold some of their stake.
- NvidiaNVDA6.3% of the fund-14%
- AppleAAPL4.1% of the fund-5%
- Meta PlatformsMETA4.0% of the fund-13%
- AppLovinAPP3.5% of the fund-15%
- TeslaTSLA3.4% of the fund-14%
- BroadcomAVGO3.1% of the fund-6%
- NetflixNFLX2.4% of the fund-21%
- Spotify TechnologySPOT2.1% of the fund-6%
- AlphabetGOOGL1.7% of the fund-8%
- Palantir TechnologiesPLTR1.2% of the fund-39%
- Robinhood MarketsHOOD1.1% of the fund-16%
- MicrosoftMSFT1.0% of the fund-36%
- ServiceNowNOW0.8% of the fund-51%
- MastercardMA0.8% of the fund-4%
- CarvanaCVNA0.8% of the fund-29%
- Taiwan Semiconductor ManufacturingTSM0.7% of the fund-14%
- United RentalsURI0.7% of the fund-11%
- Constellation EnergyCEG0.6% of the fund-22%
- StrategyMSTR0.5% of the fund-43%
- IrenIREN0.5% of the fund-10%
- Eli LillyLLY0.4% of the fund-15%
- Booking HoldingsBKNG0.4% of the fund-34%
- VistraVST0.3% of the fund-68%
- Monolithic Power SystemsMPWR0.3% of the fund-15%
- SnowflakeSNOW0.3% of the fund-10%
Sold out
Sold their entire stake.
- OkloOKLO-100%
- Primoris ServicesPRIM-100%
- Hecla MiningHL-100%
- Wheaton Precious MetalsWPM-100%
- Ulta BeautyULTA-100%
- Northrop GrummanNOC-100%
- Joby AviationJOBY-100%
Holdings
- Robinhood Ventures Fund IRVI
- Share
- 0.3%
- Value
- $548,606
- Shares
- 16,736
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 9.6% | $15m | 13,380 | +49% |
| Bloom EnergyBE | 6.3% | $10m | 33,527 | +15% |
| NvidiaNVDA | 6.3% | $10m | 50,517 | -14% |
| AppleAAPL | 4.1% | $7m | 22,711 | -5% |
| Amazon.comAMZN | 4.1% | $7m | 27,505 | Held |
| Meta PlatformsMETA | 4.0% | $6m | 11,520 | -13% |
| Lumentum HoldingsLITE | 3.6% | $6m | 6,710 | +148% |
| CrowdStrike HoldingsCRWD | 3.6% | $6m | 7,525 | Held |
| AppLovinAPP | 3.5% | $6m | 10,910 | -15% |
| TeslaTSLA | 3.4% | $6m | 13,125 | -14% |
| BroadcomAVGO | 3.1% | $5m | 13,150 | -6% |
| Comfort Systems USAFIX | 3.1% | $5m | 2,500 | +32% |
| Western DigitalWDC | 2.7% | $4m | 6,920 | New |
| Vertiv HoldingsVRT | 2.5% | $4m | 12,105 | +6% |
| NetflixNFLX | 2.4% | $4m | 55,009 | -21% |
| Axon EnterpriseAXON | 2.3% | $4m | 6,550 | Held |
| Spotify TechnologySPOT | 2.1% | $3m | 7,500 | -6% |
| AlphabetGOOG | 2.0% | $3m | 9,272 | +13% |
| Nebius GroupNBIS | 1.9% | $3m | 11,060 | +57% |
| AlphabetGOOGL | 1.7% | $3m | 7,670 | -8% |
| Advanced Micro DevicesAMD | 1.6% | $3m | 4,422 | Held |
| Sterling InfrastructureSTRL | 1.6% | $3m | 2,980 | +15% |
| CelesticaCLS | 1.5% | $2m | 6,700 | +56% |
| CorningGLW | 1.3% | $2m | 8,100 | New |
| Palantir TechnologiesPLTR | 1.2% | $2m | 17,255 | -39% |
| Robinhood MarketsHOOD | 1.1% | $2m | 18,313 | -16% |
| Lam ResearchLRCX | 1.1% | $2m | 4,040 | +4% |
| ArganAGX | 1.0% | $2m | 1,990 | +2% |
| MicrosoftMSFT | 1.0% | $2m | 4,213 | -36% |
| Solaris Energy InfrastructureSEI | 1.0% | $2m | 19,450 | +7937% |
| Applied MaterialsAMAT | 0.9% | $1m | 1,990 | +6% |
| ServiceNowNOW | 0.8% | $1m | 13,310 | -51% |
| MastercardMA | 0.8% | $1m | 2,560 | -4% |
| CarvanaCVNA | 0.8% | $1m | 19,650 | -29% |
| KLAKLAC | 0.8% | $1m | 4,050 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.7% | $1m | 2,500 | -14% |
| United RentalsURI | 0.7% | $1m | 980 | -11% |
| Enphase EnergyENPH | 0.7% | $1m | 22,075 | Held |
| Constellation EnergyCEG | 0.6% | $894,132 | 3,600 | -22% |
| Intuitive SurgicalISRG | 0.5% | $795,360 | 2,000 | Held |
| StrategyMSTR | 0.5% | $738,905 | 8,500 | -43% |
| IrenIREN | 0.5% | $736,482 | 16,105 | -10% |
| SandiskSNDK | 0.4% | $682,119 | 300 | New |
| Eli LillyLLY | 0.4% | $663,285 | 553 | -15% |
| Credo Technology Group HoldingCRDO | 0.4% | $625,485 | 2,300 | New |
| Booking HoldingsBKNG | 0.4% | $592,648 | 3,325 | -34% |
| VistraVST | 0.3% | $548,860 | 3,460 | -68% |
| Robinhood Ventures Fund IRVI | 0.3% | $548,606 | 16,736 | New |
| Applied OptoelectronicsAAOI | 0.3% | $548,192 | 3,700 | New |
| CoreWeaveCRWV | 0.3% | $519,599 | 5,220 | +66% |
| Monolithic Power SystemsMPWR | 0.3% | $470,002 | 340 | -15% |
| Advanced Energy IndustriesAEIS | 0.3% | $447,444 | 1,200 | New |
| Arista NetworksANET | 0.3% | $420,113 | 2,473 | +50% |
| UnitedHealth GroupUNH | 0.3% | $415,630 | 1,000 | New |
| SnowflakeSNOW | 0.3% | $414,835 | 1,630 | -10% |
| Home DepotHD | 0.2% | $387,948 | 1,100 | -15% |
| nVent ElectricNVT | 0.2% | $386,711 | 2,280 | New |
| Palo Alto NetworksPANW | 0.2% | $381,942 | 1,120 | New |
| ShopifySHOP | 0.2% | $369,372 | 3,235 | -38% |
| Medpace HoldingsMEDP | 0.2% | $323,050 | 610 | Held |
| Dell TechnologiesDELL | 0.2% | $306,337 | 710 | New |
| OracleORCL | 0.2% | $281,376 | 1,920 | New |
| CienaCIEN | 0.2% | $245,280 | 500 | New |
| DatadogDDOG | 0.2% | $244,738 | 940 | New |
| D-Wave QuantumQBTS | 0.1% | $241,147 | 10,052 | -62% |
| Analog DevicesADI | 0.1% | $238,302 | 600 | New |
| HCA HealthcareHCA | 0.1% | $233,934 | 600 | Held |
| CloudflareNET | 0.1% | $233,016 | 950 | New |
| Centrus EnergyLEU | 0.1% | $226,625 | 1,350 | -17% |
| Ardagh Metal PackagingAMBP | 0.1% | $224,534 | 47,370 | New |
| Astera LabsALAB | 0.1% | $214,944 | 445 | -81% |
| ToyoTOYO | 0.1% | $201,738 | 29,027 | New |
| Lucid GroupLCID | <0.1% | $143,741 | 21,486 | -65% |
Options (19)
- Astera Labs
- Type
- Call
- Value
- $2m
- Contracts
- 68
- Credo Technology Group Holdi
- Type
- Call
- Value
- $1m
- Contracts
- 78
- Sterling Infrastructure
- Type
- Call
- Value
- $1m
- Contracts
- 22
- Marvell Technology
- Type
- Call
- Value
- $1m
- Contracts
- 68
- Advanced Micro Devices
- Type
- Call
- Value
- $991,263
- Contracts
- 24
- Corning
- Type
- Call
- Value
- $933,313
- Contracts
- 62
- Celestica
- Type
- Call
- Value
- $745,405
- Contracts
- 39
- Bloom Energy
- Type
- Call
- Value
- $709,353
- Contracts
- 35
- Alphabet
- Type
- Call
- Value
- $527,768
- Contracts
- 43
- Fabrinet
- Type
- Call
- Value
- $410,420
- Contracts
- 17
- Datadog
- Type
- Call
- Value
- $295,008
- Contracts
- 22
- Solaris Energy Infras
- Type
- Call
- Value
- $293,875
- Contracts
- 62
- Enlight Renewable Energy
- Type
- Call
- Value
- $287,120
- Contracts
- 67
- ARM Holdings
- Type
- Call
- Value
- $279,828
- Contracts
- 18
- Blackberry
- Type
- Call
- Value
- $264,273
- Contracts
- 360
- Advanced Energy Inds
- Type
- Call
- Value
- $244,185
- Contracts
- 14
- Coreweave
- Type
- Call
- Value
- $229,783
- Contracts
- 50
- Quanta Svcs
- Type
- Call
- Value
- $205,740
- Contracts
- 6
- MongoDB
- Type
- Call
- Value
- $204,098
- Contracts
- 12
| Company | Type | Value | Contracts |
|---|---|---|---|
| Astera Labs | Call | $2m | 68 |
| Credo Technology Group Holdi | Call | $1m | 78 |
| Sterling Infrastructure | Call | $1m | 22 |
| Marvell Technology | Call | $1m | 68 |
| Advanced Micro Devices | Call | $991,263 | 24 |
| Corning | Call | $933,313 | 62 |
| Celestica | Call | $745,405 | 39 |
| Bloom Energy | Call | $709,353 | 35 |
| Alphabet | Call | $527,768 | 43 |
| Fabrinet | Call | $410,420 | 17 |
| Datadog | Call | $295,008 | 22 |
| Solaris Energy Infras | Call | $293,875 | 62 |
| Enlight Renewable Energy | Call | $287,120 | 67 |
| ARM Holdings | Call | $279,828 | 18 |
| Blackberry | Call | $264,273 | 360 |
| Advanced Energy Inds | Call | $244,185 | 14 |
| Coreweave | Call | $229,783 | 50 |
| Quanta Svcs | Call | $205,740 | 6 |
| MongoDB | Call | $204,098 | 12 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 80.1% since 30 June 2025.
Where the money is
Technology50.7%
Industrials18.7%
Media & telecom15.8%
Retail & consumer9.0%
Financial services2.9%
Health care1.5%
Utilities0.9%
Materials0.1%
Other0.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.