DOSSIER · 13F-HR · Q2 2026

Spear Advisors LLC

$291M in tracked AUM across 28 positions as of Q2 2026.

SA
CIK 0002119894 · last filed Jun 30, 2026
Total AUM
$291M
as of Q2 2026
Holdings
28
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Spear Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ALAB
Astera Labs Inc
$32M67K11.1%
02
KLAC
KLA CORP
$26M85K8.8%
03
COHR
Coherent Corp
$25M62K8.4%
04
ARM
ARM Holdings PLC
$21M60K7.3%
05
MKSI
MKS Inc
$20M44K6.8%
06
NET
Cloudflare Inc
$20M80K6.7%
07
LRCX
Lam Research Corp
$15M34K5.0%
08
WULF
Terawulf Inc
$14M558K4.7%
09
MTSI
MACOM Technology Solutions Holdings Inc
$14M36K4.7%
10
MRVL
MARVELL TECHNOLOGY INC
$12M42K4.3%

Filing history

2026Q2Jun 30
$291M 116.9%
28 positionsView →
2026Q1Mar 31
$134M 5.9%
26 positionsView →
2025Q4Dec 31
$143M
21 positionsView →