PIAR LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 86 equity securities. The filing, submitted by Chief Compliance Officer Prakash Simha on October 21, 2026, lists the firm’s holdings as of the specified quarter-end date.
The largest position disclosed in the portfolio is Advanced Micro Devices Inc., with 5,357 shares. Other notable holdings include Alphabet Inc. Class A shares (6,500), Amazon.com Inc. (26,040), Apple Inc. (21,971), and Applied Materials Inc. (1,930). The filing also lists significant positions in Applied Optoelectronics Inc. (4,740 shares), AppLovin Corp. Class A (9,180 shares), and Ardagh Metal Packaging S.A. (96,370 shares).
- Technology and Cloud Giants: The portfolio includes substantial stakes in Microsoft (4,300 shares), Meta Platforms (11,087 shares), Taiwan Semiconductor Manufacturing Co. (2,900 shares), and Salesforce (10,000 shares).
- Specialized Hardware and Energy: Holdings include Micron Technology (12,925 shares), Lumentum Holdings (7,035 shares), Bloom Energy Corp. Class A (32,162 shares), and Enphase Energy Inc. (22,075 shares).
- Financial Services and Healthcare: The filing lists Mastercard Incorporated (2,520 shares), UnitedHealth Group Inc. (1,000 shares), Eli Lilly & Co. (673 shares), and Illumina Inc. (910 shares).
- Options and Derivatives: The portfolio includes several call options, such as 51 shares of Arista Networks, 23 shares of ARM Holdings, and 135 shares of Marvell Technology.
PIAR LLC reported sole voting and dispositive power over all securities listed in the filing.
