Spear Advisors

Spear Advisors as of June 30, 2026

Portfolio Holdings for Spear Advisors

Spear Advisors holds 28 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
Astera Labs Common Stock (ALAB) 11.1 $32M 67k 483.02
Kla Corp Common Stock (KLAC) 8.8 $26M 85k 301.71
Coherent Corp Common Stock (COHR) 8.4 $25M 62k 394.47
ARM Holdings Common Stock (ARM) 7.3 $21M 60k 354.57
MKS Common Stock (MKSI) 6.8 $20M 45k 444.80
Cloudflare Common Stock (NET) 6.7 $20M 80k 245.28
Lam Research Corp Common Stock (LRCX) 5.0 $15M 34k 433.33
Terawulf Common Stock (WULF) 4.7 $14M 558k 24.70
MACOM Technology Solutions Holdings Common Stock (MTSI) 4.7 $14M 36k 380.37
Marvell Technology Common Stock (MRVL) 4.3 $12M 42k 297.89
Applied Digital Corp Common Stock (APLD) 3.9 $11M 301k 37.30
Nokia Oyj Common Stock (NOK) 3.6 $10M 784k 13.28
Lumentum Holdings Common Stock (LITE) 3.3 $9.5M 11k 858.06
NVIDIA Corp Common Stock (NVDA) 3.2 $9.2M 46k 200.09
Credo Technology Group Holding Common Stock (CRDO) 3.1 $8.9M 33k 271.95
Rocket Lab Corp Common Stock (RKLB) 2.8 $8.1M 80k 101.65
AST SpaceMobile Common Stock (ASTS) 2.7 $8.0M 90k 88.86
Teradyne Common Stock (TER) 2.4 $7.1M 15k 483.84
Intuitive Machines Common Stock (LUNR) 2.1 $6.2M 289k 21.39
Iren Common Stock (IREN) 1.8 $5.1M 112k 45.73
Arista Networks Common Stock (ANET) 1.6 $4.6M 27k 169.88
Ciena Corp Common Stock (CIEN) 0.8 $2.4M 4.9k 490.56
Advanced Micro Devices Common Stock (AMD) 0.6 $1.7M 2.9k 580.91
Crowdstrike Holdings Common Stock (CRWD) 0.3 $802k 1.1k 763.14
Kratos Defense & Security Solutions Common Stock (KTOS) 0.1 $165k 3.3k 49.86
Karman Holdings Common Stock (KRMN) 0.0 $65k 1.3k 49.92
Constellation Energy Corp Common Stock (CEG) 0.0 $4.0k 16.00 248.38
Snowflake Common Stock (SNOW) 0.0 $509.000000 2.00 254.50