Spear Advisors LLC
27 holdingsFiling period: 2026-06-30Current AUM: $199.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ALAB | Astera Labs Inc | 67.0K | $32.4M | $19.1M | 9.57% | +20.7K | 2026-06-30 |
| 2 | KLAC | Kla Corp | 85.0K | $25.7M | $13.8M | 6.90% | +78.1K | 2026-06-30 |
| 3 | COHR | Coherent Corp | 62.3K | $24.6M | $14.4M | 7.24% | +10.5K | 2026-06-30 |
| 4 | ARM | ARM Holdings PLC | 59.9K | $21.2M | $13.2M | 6.64% | -- | 2026-06-30 |
| 5 | MKSI | MKS Inc | 44.5K | $19.8M | $9.4M | 4.71% | +8.8K | 2026-06-30 |
| 6 | NET | Cloudflare Inc | 79.9K | $19.6M | $23.3M | 11.69% | +77.2K | 2026-06-30 |
| 7 | LRCX | Lam Research Corp | 33.8K | $14.7M | $8.9M | 4.47% | +1.9K | 2026-06-30 |
| 8 | WULF | Terawulf Inc | 557.7K | $13.8M | $6.7M | 3.36% | -116,475 | 2026-06-30 |
| 9 | MTSI | MACOM Technology Solutions Holdings Inc | 36.1K | $13.7M | $9.5M | 4.76% | -- | 2026-06-30 |
| 10 | MRVL | Marvell Technology Inc | 41.7K | $12.4M | $10.0M | 5.03% | +5.9K | 2026-06-30 |
| 11 | APLD | Applied Digital Corp | 300.9K | $11.2M | $5.8M | 2.92% | +49.0K | 2026-06-30 |
| 12 | NOK | Nokia Oyj | 784.0K | $10.4M | $7.1M | 3.55% | -- | 2026-06-30 |
| 13 | LITE | Lumentum Holdings Inc | 11.1K | $9.5M | $9.1M | 4.57% | +4.6K | 2026-06-30 |
| 14 | NVDA | NVIDIA Corp | 46.1K | $9.2M | $10.0M | 5.01% | -377 | 2026-06-30 |
| 15 | — | Credo Technology Group Holding Ltd | 32.9K | $8.9M | $8.9M | 4.48% | +6.5K | 2026-06-30 |
| 16 | RKLB | Rocket Lab Corp | 80.1K | $8.1M | $4.1M | 2.05% | +1.9K | 2026-06-30 |
| 17 | ASTS | AST SpaceMobile Inc | 89.9K | $8.0M | $3.7M | 1.86% | +20.6K | 2026-06-30 |
| 18 | TER | Teradyne Inc | 14.7K | $7.1M | $4.9M | 2.47% | +2.0K | 2026-06-30 |
| 19 | LUNR | Intuitive Machines Inc | 288.6K | $6.2M | $3.0M | 1.53% | +57.4K | 2026-06-30 |
| 20 | — | IREN Ltd | 112.4K | $5.1M | $5.1M | 2.58% | -- | 2026-06-30 |
| 21 | ANET | Arista Networks Inc | 27.1K | $4.6M | $4.9M | 2.46% | -16,804 | 2026-06-30 |
| 22 | CIEN | Ciena Corp | 4.9K | $2.4M | $1.7M | 0.84% | +960 | 2026-06-30 |
| 23 | AMD | Advanced Micro Devices Inc | 2.9K | $1.7M | $1.5M | 0.77% | +560 | 2026-06-30 |
| 24 | CRWD | Crowdstrike Holdings Inc | 1.1K | $802K | $956K | 0.48% | +200 | 2026-06-30 |
| 25 | KTOS | Kratos Defense & Security Solutions Inc | 3.3K | $164K | $128K | 0.06% | -86,136 | 2026-06-30 |
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