Spear Advisors
Latest statistics and disclosures from Spear Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COHR, KRMN, KLAC, WULF, AVAV, and represent 37.83% of Spear Advisors's stock portfolio.
- Added to shares of these 10 stocks: KRMN (+$10M), KLAC (+$10M), AVAV (+$8.4M), MKSI (+$8.2M), LRCX (+$6.8M), KTOS (+$6.3M), LITE, LUNR, TER, WULF.
- Started 9 new stock positions in AVAV, LITE, KRMN, MKSI, LRCX, KLAC, TER, KTOS, LUNR.
- Reduced shares in these 10 stocks: CIEN (-$10M), MRVL (-$8.2M), COHR (-$5.6M), SHOP (-$5.6M), NET (-$5.6M), ALAB (-$5.3M), CRDO (-$5.2M), CEG, AMD, ZS.
- Sold out of its positions in IONQ, RGTI, SHOP, ZS.
- Spear Advisors was a net seller of stock by $-8.0M.
- Spear Advisors has $134M in assets under management (AUM), dropping by -5.89%.
- Central Index Key (CIK): 0002119894
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Portfolio Holdings for Spear Advisors
Spear Advisors holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coherent Corp Common Stock (COHR) | 9.2 | $12M | -31% | 52k | 238.21 |
|
| Karman Holdings Common Stock (KRMN) | 7.6 | $10M | NEW | 128k | 80.05 |
|
| Kla Corp Common Stock (KLAC) | 7.6 | $10M | NEW | 6.9k | 1472.41 |
|
| Terawulf Common Stock (WULF) | 7.2 | $9.7M | +16% | 674k | 14.43 |
|
| AeroVironment Common Stock (AVAV) | 6.2 | $8.4M | NEW | 46k | 183.05 |
|
| MKS Common Stock (MKSI) | 6.1 | $8.2M | NEW | 36k | 229.81 |
|
| NVIDIA Corp Common Stock (NVDA) | 6.0 | $8.1M | -4% | 47k | 174.40 |
|
| Lam Research Corp Common Stock (LRCX) | 5.1 | $6.8M | NEW | 32k | 213.66 |
|
| Kratos Defense & Security Solutions Common Stock (KTOS) | 4.7 | $6.3M | NEW | 89k | 70.51 |
|
| Applied Digital Corp Common Stock (APLD) | 4.5 | $6.0M | -14% | 252k | 23.74 |
|
| AST SpaceMobile Common Stock (ASTS) | 4.3 | $5.7M | -20% | 69k | 82.87 |
|
| Arista Networks Common Stock (ANET) | 4.0 | $5.4M | +19% | 44k | 122.78 |
|
| EchoStar Corp Common Stock | 4.0 | $5.3M | -20% | 46k | 117.07 |
|
| Astera Labs Common Stock (ALAB) | 3.8 | $5.1M | -51% | 46k | 109.60 |
|
| Rocket Lab Corp Common Stock (RKLB) | 3.7 | $5.0M | -38% | 78k | 64.22 |
|
| Lumentum Holdings Common Stock (LITE) | 3.4 | $4.6M | NEW | 6.5k | 702.76 |
|
| Intuitive Machines Common Stock (LUNR) | 3.2 | $4.3M | NEW | 231k | 18.56 |
|
| Teradyne Common Stock (TER) | 2.8 | $3.7M | NEW | 13k | 296.46 |
|
| Marvell Technology Common Stock (MRVL) | 2.6 | $3.5M | -69% | 36k | 99.05 |
|
| Credo Technology Group Holding Common Stock (CRDO) | 1.8 | $2.5M | -67% | 26k | 93.87 |
|
| Ciena Corp Common Stock (CIEN) | 1.1 | $1.5M | -86% | 3.9k | 388.23 |
|
| Cloudflare Common Stock (NET) | 0.4 | $553k | -90% | 2.7k | 206.34 |
|
| Advanced Micro Devices Common Stock (AMD) | 0.4 | $471k | -89% | 2.3k | 203.43 |
|
| Crowdstrike Holdings Common Stock (CRWD) | 0.2 | $332k | -88% | 851.00 | 390.41 |
|
| Constellation Energy Corp Common Stock (CEG) | 0.0 | $4.5k | -99% | 16.00 | 279.25 |
|
| Snowflake Common Stock (SNOW) | 0.0 | $302.000000 | -99% | 2.00 | 151.00 |
|
Past Filings by Spear Advisors
SEC 13F filings are viewable for Spear Advisors going back to 2025
- Spear Advisors 2026 Q1 filed May 15, 2026
- Spear Advisors 2025 Q4 filed March 13, 2026