Titelia

Holdings of PIAR LLC

55 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 53.3 % of the equity sleeve

Sector breakdown

  • Technology 44.9 %
  • Communication 17.0 %
  • Consumer discretionary 13.1 %
  • Industrials 12.8 %
  • Utilities 2.6 %
  • Financials 2.5 %
  • Health care 1.6 %
  • Unattributed 5.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.1 %
  • TW 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US54110.4M $99.12 %
2TW1985.1K $0.88 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 58,89710.3M $
2Meta Platforms Inc 13,2507.6M $
3Netflix Inc 69,2396.7M $
4Apple Inc 23,8656.1M $
5Tesla Inc 15,3005.7M $
6Amazon.com Inc 27,2555.7M $
7AppLovin Corp 12,7855.1M $
8Broadcom Inc 13,9504.3M $
9Palantir Technologies Inc 28,1734.1M $
10Bloom Energy Corp 29,0793.9M $
11Micron Technology Inc 8,9953M $
12Crowdstrike Holdings Inc 7,6003M $
13Vertiv Holdings Co 11,4602.9M $
14ServiceNow Inc 27,2102.8M $
15Axon Enterprise Inc 6,4502.7M $
16Comfort Systems USA Inc 1,9002.6M $
17Microsoft Corp 6,5432.4M $
18Alphabet Inc 8,3102.4M $
19Alphabet Inc 8,2302.4M $
20Lumentum Holdings Inc 2,7101.9M $
21Strategy Inc 14,8001.8M $
22Carvana Co 5,5301.7M $
23Vistra Corp 10,9601.6M $
24Robinhood Markets Inc 21,8031.5M $
25Mastercard Inc 2,6601.3M $
26Constellation Energy Corp. 4,6201.3M $
27Argan Inc 1,9501.1M $
28Sterling Infrastructure Inc 2,6001.1M $
29Oklo Inc 19,980990.8K $
30Taiwan Semiconductor Manufacturing Co Ltd 2,915985.1K $
31Intuitive Surgical Inc 2,000922K $
32Advanced Micro Devices Inc 4,372889.4K $
33Booking Holdings Inc 201846.3K $
34Enphase Energy Inc 22,325844.1K $
35Lam Research Corp 3,900833.3K $
36United Rentals Inc 1,100801.4K $
37Solaris Energy Infrastructure Inc 242744.1K $
38Applied Materials Inc 1,870639.1K $
39Eli Lilly & Co 653600.6K $
40KLA Corp 400589K $
41Lucid Group Inc 61,139582.7K $
42Monolithic Power Systems Inc 400437.3K $
43Home Depot Inc/The 1,300427.6K $
44D-Wave Quantum Inc 26,327379.9K $
45Primoris Services Corp 2,100300.4K $
46Medpace Holdings Inc 610292.9K $
47HCA Healthcare Inc 600283.9K $
48Centrus Energy Corp 1,620281.2K $
49Hecla Mining Co 14,971278.9K $
50Snowflake Inc 1,810273K $
51Astera Labs Inc 2,310253.2K $
52CoreWeave Inc 3,140243.3K $
53Ulta Beauty Inc 400209.1K $
54Northrop Grumman Corp 300204.7K $
55Arista Networks Inc 1,650202.6K $