PIAR LLC

LAS VEGAS, NV · CIK 2054677 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLas Vegas, NV

$161.3m reported value +35.8% vs Q1 2026

73positions

48.3%in top 10

18 new 19 added 33 reduced 7 sold out vs Q1 2026

Options: 19 call positions ($12.7m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	13,380	$15.4m9.57%	9.57%	Added +4.4k	+4,385 48.8%
2	BLOOM ENERGY CORP COM CL A BE	BE	33,527	$10.1m6.29%	6.29%	Added +4.4k	+4,448 15.3%
3	NVIDIA CORPORATION COM NVDA	NVDA	50,517	$10.1m6.27%	6.27%	Reduced -8.4k	-8,380 -14.2%
4	APPLE INC COM AAPL	AAPL	22,711	$6.6m4.07%	4.07%	Reduced -1.2k	-1,154 -4.8%
5	AMAZON COM INC COM AMZN	AMZN	27,505	$6.6m4.06%	4.06%	Added +250	+250 0.9%
6	META PLATFORMS INC CL A META	META	11,520	$6.5m4.02%	4.02%	Reduced -1.7k	-1,730 -13.1%
7	LUMENTUM HLDGS INC COM LITE	LITE	6,710	$5.8m3.57%	3.57%	Added +4.0k	+4,000 147.6%
8	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,525	$5.7m3.56%	3.56%	Reduced -75	-75 -1.0%
9	APPLOVIN CORP COM CL A APP	APP	10,910	$5.6m3.48%	3.48%	Reduced -1.9k	-1,875 -14.7%
10	TESLA INC COM TSLA	TSLA	13,125	$5.5m3.42%	3.42%	Reduced -2.2k	-2,175 -14.2%
11	BROADCOM INC COM AVGO	AVGO	13,150	$5.0m3.08%	3.08%	Reduced -800	-800 -5.7%
12	COMFORT SYS USA INC COM FIX	FIX	2,500	$5.0m3.07%	3.07%	Added +600	+600 31.6%
13	WESTERN DIGITAL CORP COM WDC	WDC	6,920	$4.4m2.74%	2.74%	New
14	VERTIV HOLDINGS CO COM CL A VRT	VRT	12,105	$4.1m2.51%	2.51%	Added +645	+645 5.6%
15	NETFLIX INC COM NFLX	NFLX	55,009	$3.9m2.43%	2.43%	Reduced -14.2k	-14,230 -20.6%
16	AXON ENTERPRISE INC COM AXON	AXON	6,550	$3.7m2.28%	2.28%	Added +100	+100 1.6%
17	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	7,500	$3.4m2.13%	2.13%	Reduced -520	-520 -6.5%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	9,272	$3.3m2.03%	2.03%	Added +1.0k	+1,042 12.7%
19	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	11,060	$3.1m1.89%	1.89%	Added +4.0k	+3,995 56.5%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,670	$2.7m1.70%	1.70%	Reduced -640	-640 -7.7%
21	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,422	$2.6m1.59%	1.59%	Added +50	+50 1.1%
22	STERLING INFRASTRUCTURE INC COM STRL	STRL	2,980	$2.5m1.55%	1.55%	Added +380	+380 14.6%
23	CELESTICA INC COM CLS	CLS	6,700	$2.4m1.52%	1.52%	Added +2.4k	+2,400 55.8%
24	CORNING INC COM GLW	GLW	8,100	$2.1m1.28%	1.28%	New
25	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	17,255	$2.0m1.25%	1.25%	Reduced -10.9k	-10,918 -38.8%
26	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	18,313	$1.8m1.14%	1.14%	Reduced -3.5k	-3,490 -16.0%
27	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,040	$1.8m1.09%	1.09%	Added +140	+140 3.6%
28	ARGAN INC COM AGX	AGX	1,990	$1.6m0.99%	0.99%	Added +40	+40 2.0%
29	MICROSOFT CORP COM MSFT	MSFT	4,213	$1.6m0.97%	0.97%	Reduced -2.3k	-2,330 -35.6%
30	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	19,450	$1.6m0.97%	0.97%	Added +19.2k	+19,208 7937.2%
31	APPLIED MATLS INC COM AMAT	AMAT	1,990	$1.4m0.89%	0.89%	Added +120	+120 6.4%
32	SERVICENOW INC COM NOW	NOW	13,310	$1.3m0.82%	0.82%	Reduced -13.9k	-13,900 -51.1%
33	MASTERCARD INCORPORATED CL A MA	MA	2,560	$1.3m0.82%	0.82%	Reduced -100	-100 -3.8%
34	CARVANA CO CL A CVNA	CVNA	19,650	$1.3m0.80%	0.80%	Reduced -8.0k	-8,000 -28.9%
35	KLA CORP COM NEW KLAC	KLAC	4,050	$1.2m0.76%	0.76%	Added +50	+50 1.2%
36	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,500	$1.2m0.74%	0.74%	Reduced -415	-415 -14.2%
37	UNITED RENTALS INC COM URI	URI	980	$1.1m0.69%	0.69%	Reduced -120	-120 -10.9%
38	ENPHASE ENERGY INC COM ENPH	ENPH	22,075	$1.1m0.67%	0.67%	Reduced -250	-250 -1.1%
39	CONSTELLATION ENERGY CORP COM CEG	CEG	3,600	$894.1k0.55%	0.55%	Reduced -1.0k	-1,020 -22.1%
40	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,000	$795.4k0.49%	0.49%	Unchanged
41	MICROSTRATEGY INC CL A NEW MSTR	MSTR	8,500	$738.9k0.46%	0.46%	Reduced -6.3k	-6,300 -42.6%
42	IREN LIMITED ORDINARY SHARES IREN	IREN	16,105	$736.5k0.46%	0.46%	Reduced -1.9k	-1,859 -10.3%
43	SANDISK CORP COM SNDK	SNDK	300	$682.1k0.42%	0.42%	New
44	ELI LILLY & CO COM LLY	LLY	553	$663.3k0.41%	0.41%	Reduced -100	-100 -15.3%
45	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	2,300	$625.5k0.39%	0.39%	New
46	BOOKING HOLDINGS INC COM BKNG	BKNG	3,325	$592.6k0.37%	0.37%	Reduced -1.7k	-1,700 -33.8%
47	VISTRA CORP COM VST	VST	3,460	$548.9k0.34%	0.34%	Reduced -7.5k	-7,500 -68.4%
48	ROBINHOOD VENTURES FD I COM SHS RVI	RVI	16,736	$548.6k0.34%	0.34%	New
49	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	3,700	$548.2k0.34%	0.34%	New
50	COREWEAVE INC COM CL A CRWV	CRWV	5,220	$519.6k0.32%	0.32%	Added +2.1k	+2,080 66.2%
51	MONOLITHIC PWR SYS INC COM MPWR	MPWR	340	$470.0k0.29%	0.29%	Reduced -60	-60 -15.0%
52	ADVANCED ENERGY INDS COM AEIS	AEIS	1,200	$447.4k0.28%	0.28%	New
53	ARISTA NETWORKS INC COM SHS ANET	ANET	2,473	$420.1k0.26%	0.26%	Added +823	+823 49.9%
54	UNITEDHEALTH GROUP INC COM UNH	UNH	1,000	$415.6k0.26%	0.26%	New
55	SNOWFLAKE INC CL A SNOW	SNOW	1,630	$414.8k0.26%	0.26%	Reduced -180	-180 -9.9%
56	HOME DEPOT INC COM HD	HD	1,100	$387.9k0.24%	0.24%	Reduced -200	-200 -15.4%
57	NVENT ELECTRIC PLC SHS NVT	NVT	2,280	$386.7k0.24%	0.24%	New
58	PALO ALTO NETWORKS INC COM PANW	PANW	1,120	$381.9k0.24%	0.24%	New
59	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	3,235	$369.4k0.23%	0.23%	Reduced -2.0k	-2,000 -38.2%
60	MEDPACE HLDGS INC COM MEDP	MEDP	610	$323.1k0.20%	0.20%	Unchanged
61	DELL TECHNOLOGIES INC CL C DELL	DELL	710	$306.3k0.19%	0.19%	New
62	ORACLE CORP COM ORCL	ORCL	1,920	$281.4k0.17%	0.17%	New
63	CIENA CORP COM NEW CIEN	CIEN	500	$245.3k0.15%	0.15%	New
64	DATADOG INC CL A COM DDOG	DDOG	940	$244.7k0.15%	0.15%	New
65	D-WAVE QUANTUM INC COM QBTS	QBTS	10,052	$241.1k0.15%	0.15%	Reduced -16.3k	-16,275 -61.8%
66	ANALOG DEVICES INC COM ADI	ADI	600	$238.3k0.15%	0.15%	New
67	HCA HEALTHCARE INC COM HCA	HCA	600	$233.9k0.15%	0.15%	Unchanged
68	CLOUDFLARE INC CL A COM NET	NET	950	$233.0k0.14%	0.14%	New
69	CENTRUS ENERGY CORP CL A LEU	LEU	1,350	$226.6k0.14%	0.14%	Reduced -270	-270 -16.7%
70	ARDAGH METAL PACKAGING S A SHS AMBP	AMBP	47,370	$224.5k0.14%	0.14%	New
71	ASTERA LABS INC COM ALAB	ALAB	445	$214.9k0.13%	0.13%	Reduced -1.9k	-1,865 -80.7%
72	TOYO CO LTD ORD SH TOYO	TOYO	29,027	$201.7k0.13%	0.13%	New
73	LUCID GROUP INC COM NEW LCID	LCID	21,486	$143.7k0.09%	0.09%	Reduced -39.7k	-39,653 -64.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
OKLO INC OKLO	OKLO	19,980	$990.8k20.0k shares
PRIMORIS SVCS CORP PRIM	PRIM	2,100	$300.4k2.1k shares
HECLA MNG CO HL	HL	14,971	$278.9k15.0k shares
WHEATON PRECIOUS METALS CORP WPM	WPM	1,902	$249.2k1.9k shares
ULTA BEAUTY INC ULTA	ULTA	400	$209.1k400 shares
NORTHROP GRUMMAN CORP NOC	NOC	300	$204.7k300 shares
JOBY AVIATION INC JOBY	JOBY	10,763	$88.9k10.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ASTERA LABS INC ALAB · Call	ALAB	Call	68	$2.4m68 shares	Added
CREDO TECHNOLOGY GROUP HOLDI CRDO · Call	CRDO	Call	78	$1.4m78 shares	New
STERLING INFRASTRUCTURE INC STRL · Call	STRL	Call	22	$1.2m22 shares	Added
MARVELL TECHNOLOGY INC MRVL · Call	MRVL	Call	68	$1.1m68 shares	New
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	24	$991.3k24 shares	New
CORNING INC GLW · Call	GLW	Call	62	$933.3k62 shares	Reduced
CELESTICA INC CLS · Call	CLS	Call	39	$745.4k39 shares	Reduced
BLOOM ENERGY CORP BE · Call	BE	Call	35	$709.4k35 shares	Reduced
ALPHABET INC GOOG · Call	GOOG	Call	43	$527.8k43 shares	Reduced
FABRINET FN · Call	FN	Call	17	$410.4k17 shares	Added
DATADOG INC DDOG · Call	DDOG	Call	22	$295.0k22 shares	New
SOLARIS ENERGY INFRAS INC SEI · Call	SEI	Call	62	$293.9k62 shares	Reduced
ENLIGHT RENEWABLE ENERGY LTD Call		Call	67	$287.1k67 shares	New
ARM HOLDINGS PLC ARM · Call	ARM	Call	18	$279.8k18 shares	New
BLACKBERRY LTD BB · Call	BB	Call	360	$264.3k360 shares	New
ADVANCED ENERGY INDS AEIS · Call	AEIS	Call	14	$244.2k14 shares	Reduced
COREWEAVE INC CRWV · Call	CRWV	Call	50	$229.8k50 shares	Reduced
QUANTA SVCS INC PWR · Call	PWR	Call	6	$205.7k6 shares	New
MONGODB INC MDB · Call	MDB	Call	12	$204.1k12 shares	New