Spear Advisors LLC
- SEC CIK
- 0002119894
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 28
- +2 vs. Q1 2026
- Portfolio value
- $291.3M
- +$157.0M (+116.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALABAstera Labs, Inc. | Stock | 67,007 | $32.4M | 11.1% | +20,725+44.8% | Added | History |
| KLACKLA Corp | COM NEW | 85,024 | $25.7M | 8.8% | +16,154+23.5% | AddedConverted for a 10-for-1 split | History |
| COHRCoherent Corp. | COM | 62,252 | $24.6M | 8.4% | +10,540+20.4% | Added | History |
| ARMArm Holdings PLC | ADR | 59,860 | $21.2M | 7.3% | +59,860 | New | History |
| MKSIMKS Inc | COM | 44,491 | $19.8M | 6.8% | +8,840+24.8% | Added | History |
| NETCloudflare, Inc. | CL A COM | 79,885 | $19.6M | 6.7% | +77,206+2,881.9% | Added | History |
| LRCXLam Research Corp | Stock | 33,817 | $14.7M | 5.0% | +1,930+6.1% | Added | History |
| WULFTerawulf Inc. | COM | 557,731 | $13.8M | 4.7% | −116,475−17.3% | Reduced | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 36,086 | $13.7M | 4.7% | +36,086 | New | History |
| MRVLMarvell Technology, Inc. | COM | 41,712 | $12.4M | 4.3% | +5,910+16.5% | Added | History |
| APLDApplied Digital Corp. | COM NEW | 300,897 | $11.2M | 3.9% | +49,011+19.5% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 784,035 | $10.4M | 3.6% | +784,035 | New | History |
| LITELumentum Holdings Inc. | COM | 11,080 | $9.51M | 3.3% | +4,580+70.5% | Added | History |
| NVDANVIDIA Corp | Stock | 46,143 | $9.23M | 3.2% | −377−0.8% | Reduced | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 32,868 | $8.94M | 3.1% | +6,520+24.7% | Added | History |
| RKLBRocket Lab Corp | COM | 80,145 | $8.15M | 2.8% | +1,921+2.5% | Added | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 89,941 | $7.99M | 2.7% | +20,635+29.8% | Added | History |
| TERTeradyne, Inc | Stock | 14,650 | $7.09M | 2.4% | +2,012+15.9% | Added | History |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 288,589 | $6.17M | 2.1% | +57,400+24.8% | Added | History |
| IRENIREN Ltd | ORDINARY SHARES | 112,360 | $5.14M | 1.8% | +112,360 | New | History |
| ANETArista Networks, Inc. | Stock | 27,115 | $4.61M | 1.6% | −16,804−38.3% | Reduced | History |
| CIENCiena Corp | COM NEW | 4,898 | $2.40M | 0.8% | +960+24.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,876 | $1.67M | 0.6% | +560+24.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,051 | $802.1K | 0.3% | +200+23.5% | Added | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,303 | $164.7K | 0.1% | −86,136−96.3% | Reduced | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 1,304 | $65.1K | <0.1% | −126,670−99.0% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 16 | $3.97K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 2 | $509 | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.