Spear Advisors LLC: 13F holdings
CIK 21198942026Q2
| Positions | 28 |
|---|---|
| Reported value | $291.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ALAB Astera Labs Inc | 67,007 | $32.4m | 11.1% |
| KLAC KLA CORP | 85,024 | $25.7m | 8.8% |
| COHR Coherent Corp | 62,252 | $24.6m | 8.4% |
| ARM ARM Holdings PLC | 59,860 | $21.2m | 7.3% |
| MKSI MKS Inc | 44,491 | $19.8m | 6.8% |
| NET Cloudflare Inc | 79,885 | $19.6m | 6.7% |
| LRCX Lam Research Corp | 33,817 | $14.7m | 5.0% |
| WULF Terawulf Inc | 557,731 | $13.8m | 4.7% |
| MTSI MACOM Technology Solutions Holdings Inc | 36,086 | $13.7m | 4.7% |
| MRVL MARVELL TECHNOLOGY INC | 41,712 | $12.4m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2119894")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.