Proem Advisors LLC
- SEC CIK
- 0001842526
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 34
- 較 2026 年第 1 季 +5
- 總值
- $4.87 億
- 較 2026 年第 1 季 +$1.84 億 (+60.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 345,000 | $6,903 萬 | 14.2% | +90,000+35.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 52,000 | $6,002 萬 | 12.3% | +37,000+246.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 100,000 | $3,730 萬 | 7.7% | +10,000+11.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 105,000 | $3,710 萬 | 7.6% | +40,000+61.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 110,000 | $3,183 萬 | 6.5% | −10,000−8.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 65,000 | $2,817 萬 | 5.8% | +65,000 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 45,226 | $2,627 萬 | 5.4% | +29,526+188.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 150,000 | $2,094 萬 | 4.3% | +150,000 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,000 | $1,808 萬 | 3.7% | +25,000 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 27,500 | $1,417 萬 | 2.9% | −11,000−28.6% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 139,000 | $1,332 萬 | 2.7% | +14,000+11.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 30,000 | $1,133 萬 | 2.3% | −100,000−76.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,000 | $1,127 萬 | 2.3% | −5,000−20.0% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 5,500 | $933.6 萬 | 1.9% | +200+3.8% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 92,000 | $922.6 萬 | 1.9% | −500−0.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,500 | $819.7 萬 | 1.7% | +27,500 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 43,392 | $800.7 萬 | 1.6% | +9,810+29.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,000 | $794.3 萬 | 1.6% | +20,000 | 新進 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 68,450 | $787.3 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 16,000 | $690.3 萬 | 1.4% | +16,000 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 425,614 | $568.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 20,000 | $543.9 萬 | 1.1% | +20,000 | 新進 | 歷史 |
| GLWCorning Inc | COM | 20,000 | $510.9 萬 | 1.0% | +20,000 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 40,881 | $477.0 萬 | 1.0% | +5,000+13.9% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 160,000 | $469.3 萬 | 1.0% | +160,000 | 新進 | 歷史 |
| WIXWix.com Ltd. | SHS | 95,000 | $431.0 萬 | 0.9% | +17,500+22.6% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 110,000 | $381.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MNTNMNTN, Inc. | CL A | 340,441 | $313.2 萬 | 0.6% | +15,000+4.6% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 7,500 | $295.9 萬 | 0.6% | +7,500 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 7,500 | $265.9 萬 | 0.5% | +7,500 | 新進 | 歷史 |
| PAACUProem Acquisition Corp. I | UNIT 01/29/2031 | 242,924 | $244.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,000 | $238.3 萬 | 0.5% | −10,000−50.0% | 減碼 | 歷史 |
| Roundhill ETF Trust77926X320 | MEMORY ETF | 25,000 | $184.6 萬 | 0.4% | +25,000 | 新進 | – |
| ZETAZeta Global Holdings Corp. | CL A | 55,000 | $108.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（21 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| MUMicron Technology Inc | Stock | $3,463 萬 | $4.62 億 |
| Roundhill ETF Trust77926X320 | MEMORY ETF | – | $1.18 億 |
| AMDAdvanced Micro Devices Inc | Stock | – | $1.16 億 |
| INTCIntel Corp | Stock | – | $1.12 億 |
| LRCXLam Research Corp | Stock | – | $8,667 萬 |
| COHRCoherent Corp. | COM | – | $7,396 萬 |
| KLACKLA Corp | COM NEW | – | $6,034 萬 |
| AMZNAmazon Com Inc | Stock | – | $4,767 萬 |
| DELLDell Technologies Inc. | Stock | – | $4,660 萬 |
| AMATApplied Materials Inc | Stock | – | $4,338 萬 |
| TXNTexas Instruments Inc | Stock | – | $2,981 萬 |
| MRVLMarvell Technology, Inc. | COM | – | $2,979 萬 |
| MCHPMicrochip Technology Inc | Stock | – | $2,280 萬 |
| NVDANVIDIA Corp | Stock | – | $2,001 萬 |
| MSFTMicrosoft Corp | Stock | – | $1,921 萬 |
| ARMArm Holdings PLC | ADR | – | $1,773 萬 |
| WDAYWorkday, Inc. | CL A | – | $1,224 萬 |
| CRDOCredo Technology Group Holding Ltd | Stock | – | $1,088 萬 |
| WOLFWolfspeed, Inc. | COMMON STOCK | – | $820.3 萬 |
| NOKNokia Corp | SPONSORED ADR | – | $664.0 萬 |
| SMCISuper Micro Computer, Inc. | Stock | – | $610.1 萬 |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSLYFastly, Inc. | CL A | 259,343 | $753.7 萬 | 2.5% | 歷史 |
| IOTSamsara Inc. | Stock | 182,000 | $576.8 萬 | 1.9% | 歷史 |
| DLOdLocal Ltd | CLASS A COM | 425,485 | $551.9 萬 | 1.8% | 歷史 |
| SEZLSezzle Inc. | COM | 68,232 | $431.8 萬 | 1.4% | 歷史 |
| ORCLOracle Corp | Stock | 20,000 | $294.2 萬 | 1.0% | 歷史 |
| XYZBlock, Inc. | CL A | 40,000 | $240.7 萬 | 0.8% | 歷史 |
| BMBLBumble Inc. | COM CL A | 177,608 | $57.9 萬 | 0.2% | 歷史 |