PRAKASH INVESTMENT ADVISORS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP | 4,456 | 29,079 | +24,623 | 387,182 | 3,939,914 | 3.32% | +3,552,732 |
| LUMENTUM HLDGS INC(LITE)(Call) | 0 | 0 | 0 | 0 | 1,731,824 | — | +1,731,824 |
| MICRON TECHNOLOGY INC(MU) | 4,685 | 8,995 | +4,310 | 1,337,146 | 3,038,871 | 2.56% | +1,701,725 |
| LUMENTUM HLDGS INC(LITE) | 1,100 | 2,710 | +1,610 | 405,449 | 1,904,480 | 1.60% | +1,499,031 |
| VERTIV HOLDINGS CO(VRT) | 8,870 | 11,460 | +2,590 | 1,437,029 | 2,871,647 | 2.42% | +1,434,618 |
| STRATEGY INC(MSTR) | 4,300 | 14,800 | +10,500 | 653,385 | 1,847,040 | 1.55% | +1,193,655 |
| COMFORT SYS USA INC(FIX) | 1,900 | 1,900 | 0 | 1,773,251 | 2,620,081 | 2.21% | +846,830 |
| SOLARIS ENERGY INFRAS INC(SEI) | 0 | 242 | +242 | 0 | 744,051 | 0.63% | +744,051 |
| SERVICENOW INC(NOW) | 13,760 | 27,210 | +13,450 | 2,107,894 | 2,844,806 | 2.39% | +736,912 |
| STERLING INFRASTRUCTURE INC(STRL) | 1,100 | 2,600 | +1,500 | 336,853 | 1,058,902 | 0.89% | +722,049 |
| WESTERN DIGITAL CORP(WDC)(Call) | 0 | 0 | 0 | 0 | 659,917 | — | +659,917 |
| ADVANCED ENERGY INDS(Call) | 0 | 0 | 0 | 0 | 600,945 | — | +600,945 |
| CELESTICA INC(CLS) | 2,200 | 4,300 | +2,100 | 650,342 | 1,211,224 | 1.02% | +560,882 |
| CORNING INC(Call) | 0 | 0 | 0 | 0 | 548,368 | — | +548,368 |
| FASTLY INC(FSLY)(Call) | 0 | 0 | 0 | 0 | 449,547 | — | +449,547 |
| LUCID GROUP INC(LCID) | 15,100 | 61,139 | +46,039 | 159,607 | 582,655 | 0.49% | +423,048 |
| NETFLIX INC.(NFLX)(Call) | 0 | 0 | 0 | 0 | 358,743 | — | +358,743 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 2,195 | 2,915 | +720 | 667,039 | 985,124 | 0.83% | +318,085 |
| PRIMORIS SVCS CORP(PRIM) | 0 | 2,100 | +2,100 | 0 | 300,384 | 0.25% | +300,384 |
| HECLA MINING COMPANY(HL) | 0 | 14,971 | +14,971 | 0 | 278,910 | 0.23% | +278,910 |
| FABRINET(FN)(Call) | 0 | 0 | 0 | 0 | 254,889 | — | +254,889 |
| ASTERA LABS INC(ALAB) | 0 | 2,310 | +2,310 | 0 | 253,176 | 0.21% | +253,176 |
| WHEATON PRECIOUS METALS CORP(WPM) | 0 | 1,902 | +1,902 | 0 | 249,181 | 0.21% | +249,181 |
| ENPHASE ENERGY INC(ENPH) | 18,635 | 22,325 | +3,690 | 597,252 | 844,108 | 0.71% | +246,856 |
| COREWEAVE INC(CRWV) | 0 | 3,140 | +3,140 | 0 | 243,256 | 0.20% | +243,256 |
| NORTHROP GRUMMAN CORP(NOC) | 0 | 300 | +300 | 0 | 204,672 | 0.17% | +204,672 |
| ALPHABET INC(GOOG) | 6,980 | 8,230 | +1,250 | 2,190,324 | 2,360,858 | 1.99% | +170,534 |
| HECLA MINING COMPANY(Call) | 0 | 0 | 0 | 173,299 | 330,894 | — | +157,595 |
| ADVANCED MICRO DEVICES INC(AMD) | 3,425 | 4,372 | +947 | 733,498 | 889,396 | 0.75% | +155,898 |
| APPLIED MATLS INC | 2,070 | 1,870 | -200 | 531,969 | 639,147 | 0.54% | +107,178 |
| KLA CORP(KLAC) | 400 | 400 | 0 | 486,032 | 588,964 | 0.50% | +102,932 |
| APPLOVIN CORP(APP)(Call) | 0 | 0 | 0 | 261,532 | 357,587 | — | +96,055 |
| JOBY AVIATION INC(JOBY) | 0 | 10,763 | +10,763 | 0 | 88,902 | 0.07% | +88,902 |
| MONOLITHIC PWR SYS INC(MPWR) | 400 | 400 | 0 | 362,544 | 437,340 | 0.37% | +74,796 |
| STERLING INFRASTRUCTURE INC(STRL)(Call) | 0 | 0 | 0 | 226,868 | 299,973 | — | +73,105 |
| MICRON TECHNOLOGY INC(MU)(Call) | 0 | 0 | 0 | 1,021,446 | 1,085,132 | — | +63,686 |
| NEBIUS GROUP N.V.(NBIS) | 8,155 | 7,065 | -1,090 | 682,614 | 733,064 | 0.62% | +50,450 |
| AXON ENTERPRISE INC(AXON)(Call) | 0 | 0 | 0 | 203,685 | 209,798 | — | +6,113 |
| HCA HEALTHCARE INC(HCA) | 600 | 600 | 0 | 280,116 | 283,944 | 0.24% | +3,828 |
| AXON ENTERPRISE INC(AXON) | 4,820 | 6,450 | +1,630 | 2,737,423 | 2,739,251 | 2.31% | +1,828 |
| D-WAVE QUANTUM INC(QBTS) | 14,618 | 26,327 | +11,709 | 382,261 | 379,899 | 0.32% | -2,362 |
| IREN LIMITED | 16,459 | 17,964 | +1,505 | 621,656 | 615,806 | 0.52% | -5,850 |
| HOME DEPOT INC(HD) | 1,300 | 1,300 | 0 | 447,330 | 427,557 | 0.36% | -19,773 |
| ULTA BEAUTY INC(ULTA) | 400 | 400 | 0 | 242,004 | 209,084 | 0.18% | -32,920 |
| JOBY AVIATION INC(JOBY)(Call) | 0 | 0 | 0 | 43,715 | 0 | — | -43,715 |
| MEDPACE HLDGS INC(MEDP) | 610 | 610 | 0 | 342,607 | 292,916 | 0.25% | -49,691 |
| BITMINE IMMERSION TECNOLOGIE(BMNR) | 10,200 | 0 | -10,200 | 58,136 | 0 | — | -58,136 |
| ARISTA NETWORKS INC(ANET) | 2,050 | 1,650 | -400 | 268,612 | 202,587 | 0.17% | -66,025 |
| AURINIA PHARMACEUTICALS INC(AUPH) | 13,200 | 0 | -13,200 | 73,353 | 0 | — | -73,353 |
| LAM RESEARCH CORP(LRCX) | 5,300 | 3,900 | -1,400 | 907,254 | 833,274 | 0.70% | -73,980 |
| UIPATH INC(PATH) | 16,600 | 0 | -16,600 | 93,421 | 0 | — | -93,421 |
| ELI LILLY & CO(LLY) | 653 | 653 | 0 | 701,766 | 600,610 | 0.51% | -101,156 |
| ALPHABET INC(GOOG)(Call) | 0 | 0 | 0 | 438,324 | 324,582 | — | -113,742 |
| ARGAN INC | 3,850 | 1,950 | -1,900 | 1,206,282 | 1,062,068 | 0.89% | -144,214 |
| SUNRUN INC(RUN) | 21,100 | 0 | -21,100 | 148,306 | 0 | — | -148,306 |
| COREWEAVE INC(CRWV)(Call) | 0 | 0 | 0 | 369,056 | 214,425 | — | -154,631 |
| SOLARIS ENERGY INFRAS INC(Call) | 0 | 0 | 0 | 377,994 | 211,604 | — | -166,390 |
| SNOWFLAKE INC(SNOW) | 2,010 | 1,810 | -200 | 440,914 | 272,984 | 0.23% | -167,930 |
| UNITED RENTALS INC(URI) | 1,200 | 1,100 | -100 | 971,184 | 801,416 | 0.67% | -169,768 |
| CENTRUS ENERGY CORP(LEU) | 2,000 | 1,620 | -380 | 485,520 | 281,216 | 0.24% | -204,304 |
| FABRINET(FN) | 1,400 | 0 | -1,400 | 212,688 | 0 | — | -212,688 |
| SHOPIFY INC(SHOP) | 5,235 | 5,235 | 0 | 842,678 | 620,976 | 0.52% | -221,702 |
| UPSTART HLDGS INC(UPST) | 5,235 | 0 | -5,235 | 228,927 | 0 | — | -228,927 |
| BOOKING HOLDINGS INC(BKNG) | 201 | 201 | 0 | 1,076,421 | 846,274 | 0.71% | -230,147 |
| CELESTICA INC(CLS)(Call) | 0 | 0 | 0 | 1,051,364 | 818,147 | — | -233,217 |
| OKLO INC(OKLO) | 17,365 | 19,980 | +2,615 | 1,246,112 | 990,808 | 0.83% | -255,304 |
| ADVANCED MICRO DEVICES INC(Call) | 0 | 0 | 0 | 285,687 | 0 | — | -285,687 |
| VERTIV HOLDINGS CO(VRT)(Call) | 0 | 0 | 0 | 287,294 | 0 | — | -287,294 |
| IONQ INC(IONQ) | 6,572 | 0 | -6,572 | 294,886 | 0 | — | -294,886 |
| MASTERCARD INCORPORATED(MA) | 2,860 | 2,660 | -200 | 1,632,717 | 1,329,096 | 1.12% | -303,621 |
| ROBINHOOD MKTS INC(Call) | 0 | 0 | 0 | 322,376 | 0 | — | -322,376 |
| INTUITIVE SURGICAL INC | 2,200 | 2,000 | -200 | 1,245,992 | 921,980 | 0.78% | -324,012 |
| MONGODB INC(MDB)(Call) | 0 | 0 | 0 | 347,743 | 0 | — | -347,743 |
| ALPHABET INC(GOOG) | 8,760 | 8,310 | -450 | 2,741,880 | 2,389,624 | 2.01% | -352,256 |
| BLOOM ENERGY CORP(Call) | 0 | 0 | 0 | 1,361,076 | 989,860 | — | -371,216 |
| IREN LIMITED(Call) | 0 | 0 | 0 | 393,535 | 0 | — | -393,535 |
| ORACLE CORP(ORCL)(Call) | 0 | 0 | 0 | 404,921 | 0 | — | -404,921 |
| D-WAVE QUANTUM INC(QBTS)(Call) | 0 | 0 | 0 | 415,175 | 0 | — | -415,175 |
| VISTRA CORP(VST) | 13,360 | 10,960 | -2,400 | 2,155,369 | 1,647,617 | 1.39% | -507,752 |
| CREDO TECHNOLOGY GROUP HOLDI(Call) | 0 | 0 | 0 | 518,933 | 0 | — | -518,933 |
| ASTERA LABS INC(ALAB)(Call) | 0 | 0 | 0 | 764,795 | 220,069 | — | -544,726 |
| CONSTELLATION ENERGY CORP(CEG) | 5,220 | 4,620 | -600 | 1,844,069 | 1,290,135 | 1.09% | -553,934 |
| BROADCOM INC(AVGO) | 14,650 | 13,950 | -700 | 5,070,365 | 4,317,665 | 3.63% | -752,700 |
| MICROSOFT CORP(MSFT) | 7,043 | 6,543 | -500 | 3,406,136 | 2,422,022 | 2.04% | -984,114 |
| CARVANA CO(CVNA) | 6,650 | 5,530 | -1,120 | 2,806,433 | 1,738,521 | 1.46% | -1,067,912 |
| CROWDSTRIKE HLDGS INC(CRWD) | 8,750 | 7,600 | -1,150 | 4,101,650 | 2,967,116 | 2.50% | -1,134,534 |
| APPLE INC(AAPL) | 26,660 | 23,865 | -2,795 | 7,247,793 | 6,056,706 | 5.10% | -1,191,087 |
| ROBINHOOD MKTS INC(HOOD) | 24,063 | 21,803 | -2,260 | 2,721,525 | 1,510,948 | 1.27% | -1,210,577 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 9,000 | 8,020 | -980 | 5,226,390 | 3,888,978 | 3.27% | -1,337,412 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 30,860 | 28,173 | -2,687 | 5,485,365 | 4,121,146 | 3.47% | -1,364,219 |
| AMAZON COM INC(AMZN) | 31,690 | 27,255 | -4,435 | 7,314,686 | 5,676,399 | 4.78% | -1,638,287 |
| META PLATFORMS INC(META) | 14,205 | 13,250 | -955 | 9,376,578 | 7,580,723 | 6.38% | -1,795,855 |
| NETFLIX INC.(NFLX) | 90,880 | 69,239 | -21,641 | 8,520,909 | 6,657,330 | 5.60% | -1,863,579 |
| TESLA INC(TSLA) | 17,690 | 15,300 | -2,390 | 7,955,547 | 5,687,775 | 4.79% | -2,267,772 |
| NVIDIA CORPORATION(NVDA) | 72,740 | 58,897 | -13,843 | 13,566,010 | 10,271,637 | 8.65% | -3,294,373 |
| APPLOVIN CORP(APP) | 14,235 | 12,785 | -1,450 | 9,591,828 | 5,088,430 | 4.28% | -4,503,398 |