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Spear Advisors LLC

SEC CIK
0002119894
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Mar 13, 2026. Long positions only.

Institution overview
Positions
21
No filing for Q3 2025
Portfolio value
$142.7M
No filing for Q3 2025
Filed
Mar 13, 2026
SEC

Spear Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Spear Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALABAstera Labs, Inc.Stock94,895$15.8M11.1%––History
COHRCoherent Corp.COM75,370$13.9M9.7%––History
CRDOCredo Technology Group Holding LtdStock81,349$11.7M8.2%––History
MRVLMarvell Technology, Inc.COM118,450$10.1M7.1%––History
NVDANVIDIA CorpStock48,701$9.08M6.4%––History
RKLBRocket Lab CorpCOM126,624$8.83M6.2%––History
APLDApplied Digital Corp.COM NEW293,256$7.19M5.0%––History
CIENCiena CorpCOM NEW29,705$6.95M4.9%––History
WULFTerawulf Inc.COM576,598$6.63M4.6%––History
ASTSAST SpaceMobile, Inc.COM CL A86,914$6.31M4.4%––History
ECHOEchoStar CORPCL A57,696$6.27M4.4%––History
CEGConstellation Energy CorpStock16,679$5.89M4.1%––History
NETCloudflare, Inc.CL A COM29,640$5.84M4.1%––History
SHOPShopify Inc.Stock34,573$5.57M3.9%––History
ANETArista Networks, Inc.Stock36,600$4.80M3.4%––History
AMDAdvanced Micro Devices IncStock21,456$4.60M3.2%––History
CRWDCrowdStrike Holdings, Inc.Stock7,495$3.51M2.5%––History
ZSZscaler, Inc.Stock15,382$3.46M2.4%––History
SNOWSnowflake Inc.Stock10,858$2.38M1.7%––History
RGTIRigetti Computing, Inc.COMMON STOCK93,092$2.06M1.4%––History
IONQIonQ, Inc.COM41,291$1.85M1.3%––History