Spear Advisors LLC
26 holdingsFiling period: 2026-03-31Current AUM: $142.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COHR | Coherent Corp | 51.7K | $12.3M | $13.6M | 9.56% | -23,658 | 2026-03-31 |
| 2 | KRMN | Karman Holdings Inc | 128.0K | $10.2M | $6.2M | 4.33% | -- | 2026-03-31 |
| 3 | KLAC | KLA CORP | 6.9K | $10.1M | $1.3M | 0.89% | -- | 2026-03-31 |
| 4 | WULF | Terawulf Inc | 674.2K | $9.7M | $11.9M | 8.37% | +97.6K | 2026-03-31 |
| 5 | AVAV | AeroVironment Inc | 45.7K | $8.4M | $6.8M | 4.80% | -- | 2026-03-31 |
| 6 | MKSI | MKS Inc | 35.7K | $8.2M | $10.6M | 7.45% | -- | 2026-03-31 |
| 7 | NVDA | NVIDIA Corp | 46.5K | $8.1M | $9.3M | 6.57% | -2,181 | 2026-03-31 |
| 8 | LRCX | Lam Research Corp | 31.9K | $6.8M | $9.3M | 6.57% | -- | 2026-03-31 |
| 9 | KTOS | Kratos Defense & Security Solutions Inc | 89.4K | $6.3M | $4.2M | 2.93% | -- | 2026-03-31 |
| 10 | APLD | Applied Digital Corp | 251.9K | $6.0M | $6.9M | 4.85% | -41,370 | 2026-03-31 |
| 11 | ASTS | AST SpaceMobile Inc | 69.3K | $5.7M | $4.1M | 2.87% | -17,608 | 2026-03-31 |
| 12 | ANET | Arista Networks Inc | 43.9K | $5.4M | $7.9M | 5.57% | +7.3K | 2026-03-31 |
| 13 | SATS | EchoStar Corp | 45.7K | $5.3M | $5.3M | 3.76% | -12,027 | 2026-03-31 |
| 14 | ALAB | Astera Labs Inc | 46.3K | $5.1M | $14.4M | 10.13% | -48,613 | 2026-03-31 |
| 15 | RKLB | Rocket Lab Corp | 78.2K | $5.0M | $5.1M | 3.57% | -48,400 | 2026-03-31 |
| 16 | LITE | Lumentum Holdings Inc | 6.5K | $4.6M | $4.6M | 3.26% | -- | 2026-03-31 |
| 17 | LUNR | Intuitive Machines Inc | 231.2K | $4.3M | $2.9M | 2.01% | -- | 2026-03-31 |
| 18 | TER | Teradyne Inc | 12.6K | $3.7M | $4.6M | 3.27% | -- | 2026-03-31 |
| 19 | MRVL | MARVELL TECHNOLOGY INC | 35.8K | $3.5M | $6.7M | 4.72% | -82,648 | 2026-03-31 |
| 20 | — | Credo Technology Group Holding Ltd | 26.3K | $2.5M | $2.5M | 1.74% | -55,001 | 2026-03-31 |
| 21 | CIEN | Ciena Corp | 3.9K | $1.5M | $1.5M | 1.04% | -25,767 | 2026-03-31 |
| 22 | NET | Cloudflare Inc | 2.7K | $552K | $746K | 0.52% | -26,961 | 2026-03-31 |
| 23 | AMD | Advanced Micro Devices Inc | 2.3K | $471K | $1.1M | 0.78% | -19,140 | 2026-03-31 |
| 24 | CRWD | Crowdstrike Holdings Inc | 851 | $332K | $649K | 0.46% | -6,644 | 2026-03-31 |
| 25 | CEG | Constellation Energy Corp | 16 | $4K | $4K | 0.00% | -16,663 | 2026-03-31 |
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