Spear Advisors LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists 30 distinct positions held by the firm during this period.
The largest position disclosed in the filing is in Advanced Micro Devices Inc, where Spear Advisors holds 1,673,775 shares. The firm also holds significant positions in Applied Digital Corp (1,554,895 shares) and Applied Optoelectronics Inc (4,495,386 shares). Other notable holdings include Arista Networks Inc (2,962,438 shares), ARM Holdings PLC (18,586,034 shares), and Astera Labs Inc (27,401,147 shares).
Within the technology sector, the filing details positions in Cloudflare Inc (18,452,028 shares), Coherent Corp (17,254,210 shares), and Lam Research Corp (16,575,301 shares). The firm also lists holdings in Intuitive Machines Inc (4,242,708 shares) and Rocket Lab Corp (5,765,532 shares), indicating an interest in both semiconductor manufacturing and aerospace sectors.
Other companies included in the portfolio as of the report date are Karman Holdings Inc (43,637 shares), Kratos Defense & Security Solutions Inc (145,359 shares), and MKS Inc (9,967,187 shares). The filing also lists a position in Snowflake Inc with 679 shares.
