Prakash Investment Advisors

Piar as of June 30, 2026

Portfolio Holdings for Piar

Piar holds 92 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 8.9 $15M 13k 1154.29
Bloom Energy Corp Com Cl A (BE) 5.8 $10M 34k 302.70
NVIDIA Corporation (NVDA) 5.8 $10M 51k 200.09
Apple (AAPL) 3.8 $6.6M 23k 289.36
Amazon (AMZN) 3.8 $6.6M 28k 238.34
Meta Platforms Cl A (META) 3.7 $6.5M 12k 563.29
Lumentum Hldgs (LITE) 3.3 $5.8M 6.7k 858.06
Crowdstrike Hldgs Cl A (CRWD) 3.3 $5.7M 7.5k 763.14
Applovin Corp Com Cl A (APP) 3.2 $5.6M 11k 515.23
Tesla Motors (TSLA) 3.2 $5.5M 13k 420.60
Broadcom (AVGO) 2.9 $5.0M 13k 377.75
Comfort Systems USA (FIX) 2.8 $5.0M 2.5k 1981.95
Western Digital (WDC) 2.5 $4.4M 6.9k 638.72
Vertiv Holdings Com Cl A (VRT) 2.3 $4.1M 12k 334.82
Netflix (NFLX) 2.3 $3.9M 55k 71.40
Axon Enterprise (AXON) 2.1 $3.7M 6.6k 560.61
Spotify Technology S A SHS (SPOT) 2.0 $3.4M 7.5k 459.13
Alphabet Cap Stk Cl C (GOOG) 1.9 $3.3M 9.3k 353.33
Nebius Group Shs Class A (NBIS) 1.8 $3.1M 11k 276.17
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.7M 7.7k 357.37
Advanced Micro Devices (AMD) 1.5 $2.6M 4.4k 580.91
Sterling Construction Company (STRL) 1.4 $2.5M 3.0k 839.36
Celestica (CLS) 1.4 $2.4M 6.7k 364.80
Astera Labs Call Call Option (Principal) 1.4 $2.4M 68.00 35166.25
Corning Incorporated (GLW) 1.2 $2.1M 8.1k 255.43
Palantir Technologies Cl A (PLTR) 1.2 $2.0M 17k 116.67
Robinhood Mkts Com Cl A (HOOD) 1.1 $1.8M 18k 100.28
Lam Research Corp Com New (LRCX) 1.0 $1.8M 4.0k 433.33
Argan (AGX) 0.9 $1.6M 2.0k 798.55
Microsoft Corporation (MSFT) 0.9 $1.6M 4.2k 373.02
Solaris Energy Infras Com Cl A (SEI) 0.9 $1.6M 20k 80.46
Applied Materials (AMAT) 0.8 $1.4M 2.0k 723.00
Credo Technology Group Holdi Call Call Option (Principal) 0.8 $1.4M 78.00 18404.87
Servicenow (NOW) 0.8 $1.3M 13k 99.28
Mastercard Incorporated Cl A (MA) 0.8 $1.3M 2.6k 513.60
Carvana Cl A (CVNA) 0.7 $1.3M 20k 65.82
Kla Corp Com New (KLAC) 0.7 $1.2M 4.1k 301.71
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $1.2M 2.5k 477.57
Sterling Infrastructure Call Call Option (Principal) 0.7 $1.2M 22.00 53685.45
Marvell Technology Call Call Option (Principal) 0.6 $1.1M 68.00 16387.03
United Rentals (URI) 0.6 $1.1M 980.00 1132.89
4068594 Enphase Energy (ENPH) 0.6 $1.1M 22k 49.24
Advanced Micro Devices Call Call Option (Principal) 0.6 $991k 24.00 41302.62
Corning Call Call Option (Principal) 0.5 $933k 62.00 15053.44
Constellation Energy (CEG) 0.5 $894k 3.6k 248.37
Intuitive Surgical Com New (ISRG) 0.5 $795k 2.0k 397.68
Celestica Call Call Option (Principal) 0.4 $745k 39.00 19112.95
Strategy Cl A New (MSTR) 0.4 $739k 8.5k 86.93
Iren Ordinary Shares (IREN) 0.4 $737k 16k 45.73
Bloom Energy Corp Call Call Option (Principal) 0.4 $709k 35.00 20267.23
Sandisk Corp (SNDK) 0.4 $682k 300.00 2273.73
Eli Lilly & Co. (LLY) 0.4 $663k 553.00 1199.43
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $626k 2.3k 271.95
Booking Holdings (BKNG) 0.3 $593k 3.3k 178.24
Vistra Energy (VST) 0.3 $549k 3.5k 158.63
Robinhood Ventures Fd I Com Shs (RVI) 0.3 $549k 17k 32.78
Applied Optoelectronics (AAOI) 0.3 $548k 3.7k 148.16
Alphabet Call Call Option (Principal) 0.3 $528k 43.00 12273.67
Coreweave Com Cl A (CRWV) 0.3 $520k 5.2k 99.54
Monolithic Power Systems (MPWR) 0.3 $470k 340.00 1382.36
Advanced Energy Industries (AEIS) 0.3 $447k 1.2k 372.87
Arista Networks Com Shs (ANET) 0.2 $420k 2.5k 169.88
UnitedHealth (UNH) 0.2 $416k 1.0k 415.63
Snowflake Com Shs (SNOW) 0.2 $415k 1.6k 254.50
Fabrinet Call Call Option (Principal) 0.2 $410k 17.00 24142.35
Home Depot (HD) 0.2 $388k 1.1k 352.68
Nvent Elec SHS (NVT) 0.2 $387k 2.3k 169.61
Palo Alto Networks (PANW) 0.2 $382k 1.1k 341.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $369k 3.2k 114.18
Medpace Hldgs (MEDP) 0.2 $323k 610.00 529.59
Dell Technologies CL C (DELL) 0.2 $306k 710.00 431.46
Datadog Call Call Option (Principal) 0.2 $295k 22.00 13409.45
Solaris Energy Infras Call Call Option (Principal) 0.2 $294k 62.00 4739.92
Enlight Renewable Energy Call Call Option (Principal) 0.2 $287k 67.00 4285.37
Oracle Corporation (ORCL) 0.2 $281k 1.9k 146.55
Arm Holdings Call Call Option (Principal) 0.2 $280k 18.00 15546.00
Blackberry Call Call Option (Principal) 0.2 $264k 360.00 734.09
Ciena Corp Com New (CIEN) 0.1 $245k 500.00 490.56
Datadog Cl A Com (DDOG) 0.1 $245k 940.00 260.36
Advanced Energy Inds Call Call Option (Principal) 0.1 $244k 14.00 17441.79
D-wave Quantum (QBTS) 0.1 $241k 10k 23.99
Analog Devices (ADI) 0.1 $238k 600.00 397.17
Hca Holdings (HCA) 0.1 $234k 600.00 389.89
Cloudflare Cl A Com (NET) 0.1 $233k 950.00 245.28
Coreweave Call Call Option (Principal) 0.1 $230k 50.00 4595.66
Centrus Energy Corp Cl A (LEU) 0.1 $227k 1.4k 167.87
Ardagh Metal Packaging S A SHS (AMBP) 0.1 $225k 47k 4.74
Astera Labs (ALAB) 0.1 $215k 445.00 483.02
Quanta Svcs Call Call Option (Principal) 0.1 $206k 6.00 34290.00
Mongodb Call Call Option (Principal) 0.1 $204k 12.00 17008.17
Toyo Ord Sh (TOYO) 0.1 $202k 29k 6.95
Lucid Group Com New (LCID) 0.1 $144k 22k 6.69