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CIK 0002119894 • 3 13F filings • Mar 13, 2026 – Aug 14, 2026
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=jivedata("spear-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices Inc | Common Stock | $4.6M | 3.2%Prev: 0.6% | 21,456 SH | Increased+18,580 SH |
| Applied Digital Corp | Common Stock | $7.2M | 5.0%Prev: 3.9% | 293,256 SH | Decreased-7,641 SH |
| Arista Networks Inc | Common Stock | $4.8M | 3.4%Prev: 1.6% | 36,600 SH | Increased+9,485 SH |
| AST SpaceMobile Inc | Common Stock | $6.3M | 4.4%Prev: 2.7% | 86,914 SH | Decreased-3,027 SH |
| Astera Labs Inc | Common Stock | $15.8M | 11.1%Prev: 11.1% | 94,895 SH | Decreased+27,888 SH |
| Ciena Corp | Common Stock | $6.9M | 4.9%Prev: 0.8% | 29,705 SH | Increased+24,807 SH |
| Cloudflare Inc | Common Stock | $5.8M | 4.1%Prev: 6.7% | 29,640 SH | Decreased-50,245 SH |
| Coherent Corp | Common Stock | $13.9M | 9.7%Prev: 8.4% | 75,370 SH | Decreased+13,118 SH |
| Constellation Energy Corp | Common Stock | $5.9M | 4.1%Prev: 0.0% | 16,679 SH | Increased+16,663 SH |
| Credo Technology Group Holding Ltd | Common Stock | $11.7M | 8.2%Prev: 3.1% | 81,349 SH | Increased+48,481 SH |
| Crowdstrike Holdings Inc | Common Stock | $3.5M | 2.5%Prev: 0.3% | 7,495 SH | Increased+6,444 SH |
| EchoStar Corp | Common Stock | $6.3M | 4.4% | 57,696 SH | New |
| IonQ Inc | Common Stock | $1.9M | 1.3% | 41,291 SH | New |
| MARVELL TECHNOLOGY INC | Common Stock | $10.1M | 7.1%Prev: 4.3% | 118,450 SH | Decreased+76,738 SH |
| NVIDIA Corp | Common Stock | $9.1M | 6.4%Prev: 3.2% | 48,701 SH | Decreased+2,558 SH |
| Rigetti Computing Inc | Common Stock | $2.1M | 1.4% | 93,092 SH | New |
| Rocket Lab Corp | Common Stock | $8.8M | 6.2%Prev: 2.8% | 126,624 SH | Increased+46,479 SH |
| Shopify Inc | Common Stock | $5.6M | 3.9% | 34,573 SH | New |
| Snowflake Inc | Common Stock | $2.4M | 1.7%Prev: 0.0% | 10,858 SH | Increased+10,856 SH |
| Terawulf Inc | Common Stock | $6.6M | 4.6%Prev: 4.7% | 576,598 SH | Decreased+18,867 SH |
| Zscaler Inc | Common Stock | $3.5M | 2.4% | 15,382 SH | New |
| 13F-HR |
| 0002000324-26-001916 |
| $134.3M |
| View |