Spear Advisors

Spear Advisors as of Dec. 31, 2025

Portfolio Holdings for Spear Advisors

Spear Advisors holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astera Labs Common Stock (ALAB) 11.1 $16M 95k 166.36
Coherent Corp Common Stock (COHR) 9.7 $14M 75k 184.57
Credo Technology Group Holding Common Stock (CRDO) 8.2 $12M 81k 143.89
Marvell Technology Common Stock (MRVL) 7.1 $10M 119k 84.98
NVIDIA Corp Common Stock (NVDA) 6.4 $9.1M 49k 186.50
Rocket Lab Corp Common Stock (RKLB) 6.2 $8.8M 127k 69.76
Applied Digital Corp Common Stock (APLD) 5.0 $7.2M 293k 24.52
Ciena Corp Common Stock (CIEN) 4.9 $6.9M 30k 233.87
Terawulf Common Stock (WULF) 4.6 $6.6M 577k 11.49
AST SpaceMobile Common Stock (ASTS) 4.4 $6.3M 87k 72.63
EchoStar Corp Common Stock (SATS) 4.4 $6.3M 58k 108.70
Constellation Energy Corp Common Stock (CEG) 4.1 $5.9M 17k 353.27
Cloudflare Common Stock (NET) 4.1 $5.8M 30k 197.15
Shopify Common Stock (SHOP) 3.9 $5.6M 35k 160.97
Arista Networks Common Stock (ANET) 3.4 $4.8M 37k 131.03
Advanced Micro Devices Common Stock (AMD) 3.2 $4.6M 22k 214.16
Crowdstrike Holdings Common Stock (CRWD) 2.5 $3.5M 7.5k 468.76
Zscaler Common Stock (ZS) 2.4 $3.5M 15k 224.92
Snowflake Common Stock (SNOW) 1.7 $2.4M 11k 219.36
Rigetti Computing Common Stock (RGTI) 1.4 $2.1M 93k 22.15
IonQ Common Stock (IONQ) 1.3 $1.9M 41k 44.87