Fund HoldingsPRAKASH INVESTMENT ADVISORS LLC

Total Portfolio Value
$174.05M
Total Bought
$52.78M
Total Sold
$21.25M
Net Transaction
+$31.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)8,99513,380+4,3853,03915,4448.87%+12,406
BLOOM ENERGY CORP29,07933,527+4,4483,94010,1495.83%+6,209
WESTERN DIGITAL CORP(WDC)06,920+6,92004,4202.54%+4,420
LUMENTUM HLDGS INC(LITE)2,7106,710+4,0001,9045,7583.31%+3,853
CROWDSTRIKE HLDGS INC(CRWD)7,6007,525-752,9675,7433.30%+2,776
COMFORT SYS USA INC(FIX)1,9002,500+6002,6204,9552.85%+2,335
NEBIUS GROUP N.V.(NBIS)7,06511,060+3,9957333,0541.75%+2,321
ASTERA LABS INC(ALAB)(Call)0002202,391+2,171
CORNING INC(GLW)08,100+8,10002,0691.19%+2,069
ADVANCED MICRO DEVICES INC(AMD)4,3724,422+508892,5691.48%+1,679
STERLING INFRASTRUCTURE INC(STRL)2,6002,980+3801,0592,5011.44%+1,442
CREDO TECHNOLOGY GROUP HOLDI(Call)
CALL
00001,436+1,436
CELESTICA INC(CLS)4,3006,700+2,4001,2112,4441.40%+1,233
VERTIV HOLDINGS CO(VRT)11,46012,105+6452,8724,0532.33%+1,181
MARVELL TECHNOLOGY INC(MRVL)(Call)00001,114+1,114
ADVANCED MICRO DEVICES INC(Call)0000991+991
AXON ENTERPRISE INC(AXON)6,4506,550+1002,7393,6722.11%+933
LAM RESEARCH CORP(LRCX)3,9004,040+1408331,7511.01%+917
ALPHABET INC(GOOG)8,2309,272+1,0422,3613,2761.88%+915
STERLING INFRASTRUCTURE INC(STRL)(Call)0003001,181+881
AMAZON COM INC(AMZN)27,25527,505+2505,6766,5563.77%+879
SOLARIS ENERGY INFRAS INC(SEI)24219,450+19,2087441,5650.90%+821
APPLIED MATLS INC1,8701,990+1206391,4390.83%+800
SANDISK CORP(SNDK)0300+30006820.39%+682
BROADCOM INC(AVGO)13,95013,150-8004,3184,9672.85%+650
KLA CORP(KLAC)4004,050+3,6505891,2220.70%+633
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
02,300+2,30006250.36%+625
ROBINHOOD VENTURES FD I016,736+16,73605490.32%+549
APPLIED OPTOELECTRONICS INC(AAOI)03,700+3,70005480.31%+548
APPLOVIN CORP(APP)12,78510,910-1,8755,0885,6213.23%+533
ARGAN INC1,9501,990+401,0621,5890.91%+527
APPLE INC(AAPL)23,86522,711-1,1546,0576,5723.78%+515
ADVANCED ENERGY INDS01,200+1,20004470.26%+447
UNITEDHEALTH GROUP INC(UNH)01,000+1,00004160.24%+416
NVENT ELEC PLC(NVT)02,280+2,28003870.22%+387
CORNING INC(GLW)(Call)000548933+385
PALO ALTO NETWORKS INC(PANW)01,120+1,12003820.22%+382
ALPHABET INC(GOOG)8,3107,670-6402,3902,7411.57%+351
ROBINHOOD MKTS INC(HOOD)21,80318,313-3,4901,5111,8361.06%+325
UNITED RENTALS INC(URI)1,100980-1208011,1100.64%+309
DELL TECHNOLOGIES INC(DELL)0710+71003060.18%+306
DATADOG INC(DDOG)(Call)0000295+295
ENLIGHT RENEWABLE ENERGY LTD(ENLT)(Call)0000287+287
ORACLE CORP(ORCL)01,920+1,92002810.16%+281
ARM HOLDINGS PLC(Call)0000280+280
COREWEAVE INC(CRWV)3,1405,220+2,0802435200.30%+276
BLACKBERRY LTD(BB)(Call)0000264+264
CIENA CORP(CIEN)0500+50002450.14%+245
DATADOG INC(DDOG)0940+94002450.14%+245
ENPHASE ENERGY INC(ENPH)22,32522,075-2508441,0870.62%+243
ANALOG DEVICES INC(ADI)0600+60002380.14%+238
CLOUDFLARE INC(NET)0950+95002330.13%+233
ARDAGH METAL PACKAGING S A
SHS
047,370+47,37002250.13%+225
ARISTA NETWORKS INC(ANET)1,6502,473+8232034200.24%+218
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,9152,500-4159851,1940.69%+209
QUANTA SVCS INC(Call)0000206+206
MONGODB INC(MDB)(Call)0000204+204
ALPHABET INC(GOOG)(Call)000325528+203
TOYO CO LTD029,027+29,02702020.12%+202
FABRINET(FN)(Call)000255410+156
SNOWFLAKE INC(SNOW)1,8101,630-1802734150.24%+142
IREN LIMITED
ORDINARY SHARES
17,96416,105-1,8596167360.42%+121
SOLARIS ENERGY INFRAS INC(Call)
CALL
000212294+82
ELI LILLY & CO(LLY)653553-1006016630.38%+63
MONOLITHIC PWR SYS INC(MPWR)400340-604374700.27%+33
MEDPACE HLDGS INC(MEDP)61061002933230.19%+30
COREWEAVE INC(CRWV)(Call)000214230+15
MASTERCARD INCORPORATED(MA)2,6602,560-1001,3291,3150.76%-14
ASTERA LABS INC(ALAB)2,310445-1,8652532150.12%-38
HOME DEPOT INC(HD)1,3001,100-2004283880.22%-40
HCA HEALTHCARE INC(HCA)60060002842340.13%-50
CENTRUS ENERGY CORP(LEU)1,6201,350-2702812270.13%-55
CELESTICA INC(CLS)(Call)000818745-73
JOBY AVIATION INC(JOBY)10,7630-10,763890-89
INTUITIVE SURGICAL INC2,0002,00009227950.46%-127
D-WAVE QUANTUM INC(QBTS)26,32710,052-16,2753802410.14%-139
NVIDIA CORPORATION(NVDA)58,89750,517-8,38010,27210,1085.81%-164
TESLA INC(TSLA)15,30013,125-2,1755,6885,5203.17%-167
NORTHROP GRUMMAN CORP(NOC)3000-3002050-205
ULTA BEAUTY INC(ULTA)4000-4002090-209
AXON ENTERPRISE INC(AXON)(Call)0002100-210
WHEATON PRECIOUS METALS CORP(WPM)1,9020-1,9022490-249
SHOPIFY INC(SHOP)5,2353,235-2,0006213690.21%-252
BOOKING HOLDINGS INC(BKNG)2013,325+3,1248465930.34%-254
HECLA MINING COMPANY(HL)14,9710-14,9712790-279
BLOOM ENERGY CORP(Call)000990709-281
PRIMORIS SVCS CORP(PRIM)2,1000-2,1003000-300
HECLA MINING COMPANY(Call)0003310-331
ADVANCED ENERGY INDS(Call)000601244-357
APPLOVIN CORP(APP)(Call)0003580-358
NETFLIX INC.(NFLX)(Call)0003590-359
CONSTELLATION ENERGY CORP(CEG)4,6203,600-1,0201,2908940.51%-396
LUCID GROUP INC(LCID)61,13921,486-39,6535831440.08%-439
CARVANA CO(CVNA)5,53019,650+14,1201,7391,2930.74%-445
SPOTIFY TECHNOLOGY S A(SPOT)8,0207,500-5203,8893,4431.98%-446
FASTLY INC(FSLY)(Call)0004500-450
WESTERN DIGITAL CORP(WDC)(Call)0006600-660
MICROSOFT CORP(MSFT)6,5434,213-2,3302,4221,5720.90%-850
OKLO INC(OKLO)19,9800-19,9809910-991
MICRON TECHNOLOGY INC(MU)(Call)0001,0850-1,085
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