PRAKASH INVESTMENT ADVISORS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 3,195 | 12,145 | +8,950 | 846,579 | 8,726,668 | 6.25% | +7,880,089 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 10,955 | 33,875 | +22,920 | 924,602 | 6,179,478 | 4.42% | +5,254,876 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 23,718 | +23,718 | 0 | 3,395,943 | 2.43% | +3,395,943 |
| NVIDIA CORPORATION(NVDA) | 113,695 | 82,223 | -31,472 | 12,322,264 | 15,341,167 | 10.98% | +3,018,903 |
| META PLATFORMS INC(META) | 14,490 | 15,045 | +555 | 8,351,456 | 11,048,747 | 7.91% | +2,697,291 |
| NETFLIX INC(NFLX) | 9,607 | 9,722 | +115 | 8,958,816 | 11,655,900 | 8.34% | +2,697,084 |
| BROADCOM INC(AVGO) | 11,460 | 13,860 | +2,400 | 1,918,748 | 4,572,553 | 3.27% | +2,653,805 |
| AXON ENTERPRISE INC(AXON) | 2,300 | 5,250 | +2,950 | 1,209,685 | 3,767,610 | 2.70% | +2,557,925 |
| VISTRA CORP(VST) | 2,710 | 14,460 | +11,750 | 318,262 | 2,833,003 | 2.03% | +2,514,741 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 7,400 | 9,300 | +1,900 | 4,070,222 | 6,491,400 | 4.65% | +2,421,178 |
| BLOOM ENERGY CORP(Call) | 0 | 0 | 0 | 0 | 1,760,971 | — | +1,760,971 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 5,120 | +5,120 | 0 | 1,684,838 | 1.21% | +1,684,838 |
| CARVANA CO(CVNA) | 5,450 | 7,320 | +1,870 | 1,139,486 | 2,761,397 | 1.98% | +1,621,911 |
| OKLO INC(OKLO)(Call) | 0 | 0 | 0 | 0 | 1,556,802 | — | +1,556,802 |
| COMFORT SYS USA INC(FIX) | 0 | 1,800 | +1,800 | 0 | 1,485,324 | 1.06% | +1,485,324 |
| TESLA INC(TSLA) | 30,770 | 21,200 | -9,570 | 7,974,353 | 9,428,064 | 6.75% | +1,453,711 |
| APPLOVIN CORP(APP)(Call) | 0 | 0 | 0 | 0 | 1,453,451 | — | +1,453,451 |
| IREN LIMITED(Call) | 0 | 0 | 0 | 0 | 1,435,403 | — | +1,435,403 |
| CROWDSTRIKE HLDGS INC(CRWD) | 8,750 | 9,000 | +250 | 3,085,075 | 4,413,420 | 3.16% | +1,328,345 |
| ARGAN INC | 0 | 4,910 | +4,910 | 0 | 1,325,946 | 0.95% | +1,325,946 |
| MICROSOFT CORP(MSFT) | 7,191 | 7,339 | +148 | 2,699,316 | 3,801,079 | 2.72% | +1,101,763 |
| VERTIV HOLDINGS CO(VRT) | 6,710 | 9,340 | +2,630 | 484,462 | 1,409,032 | 1.01% | +924,570 |
| AMAZON COM INC(AMZN) | 34,790 | 34,235 | -555 | 6,619,145 | 7,516,979 | 5.38% | +897,834 |
| ALPHABET INC(GOOG) | 8,810 | 8,710 | -100 | 1,362,378 | 2,117,401 | 1.52% | +755,023 |
| ASTERA LABS INC(ALAB)(Call) | 0 | 0 | 0 | 0 | 634,503 | — | +634,503 |
| STRATEGY INC(MSTR) | 0 | 1,900 | +1,900 | 0 | 612,199 | 0.44% | +612,199 |
| UNITED RENTALS INC(URI) | 1,007 | 1,300 | +293 | 631,087 | 1,241,058 | 0.89% | +609,971 |
| NEBIUS GROUP N.V.(NBIS)(Call) | 0 | 0 | 0 | 0 | 565,107 | — | +565,107 |
| IONQ INC(IONQ) | 0 | 8,887 | +8,887 | 0 | 546,551 | 0.39% | +546,551 |
| SERVICENOW INC(NOW) | 2,750 | 2,950 | +200 | 2,189,385 | 2,714,826 | 1.94% | +525,441 |
| CELESTICA INC(CLS) | 0 | 2,000 | +2,000 | 0 | 492,760 | 0.35% | +492,760 |
| NVIDIA CORPORATION(NVDA)(Call) | 0 | 0 | 0 | 0 | 476,221 | — | +476,221 |
| CENTRUS ENERGY CORP(LEU) | 0 | 1,500 | +1,500 | 0 | 465,105 | 0.33% | +465,105 |
| SNOWFLAKE INC(SNOW) | 0 | 2,010 | +2,010 | 0 | 453,356 | 0.32% | +453,356 |
| KLA CORP(KLAC) | 0 | 400 | +400 | 0 | 431,440 | 0.31% | +431,440 |
| COREWEAVE INC(CRWV)(Call) | 0 | 0 | 0 | 0 | 422,339 | — | +422,339 |
| D-WAVE QUANTUM INC(QBTS) | 0 | 15,267 | +15,267 | 0 | 377,248 | 0.27% | +377,248 |
| ARISTA NETWORKS INC(ANET) | 0 | 2,550 | +2,550 | 0 | 371,561 | 0.27% | +371,561 |
| APPLE INC(AAPL) | 30,381 | 27,890 | -2,491 | 6,748,518 | 7,101,634 | 5.08% | +353,116 |
| STERLING INFRASTRUCTURE INC(STRL) | 0 | 1,000 | +1,000 | 0 | 339,680 | 0.24% | +339,680 |
| TESLA INC(TSLA)(Call) | 0 | 0 | 0 | 0 | 315,183 | — | +315,183 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 2,925 | +2,925 | 0 | 286,562 | 0.21% | +286,562 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 300 | +300 | 0 | 276,192 | 0.20% | +276,192 |
| ORACLE CORP(ORCL) | 0 | 930 | +930 | 0 | 261,553 | 0.19% | +261,553 |
| LUCID GROUP INC(LCID) | 0 | 10,110 | +10,110 | 0 | 240,517 | 0.17% | +240,517 |
| HIMS & HERS HEALTH INC(HIMS) | 0 | 4,175 | +4,175 | 0 | 236,806 | 0.17% | +236,806 |
| ROBLOX CORP(RBLX) | 0 | 1,700 | +1,700 | 0 | 235,484 | 0.17% | +235,484 |
| AFFIRM HLDGS INC(AFRM) | 0 | 3,085 | +3,085 | 0 | 225,452 | 0.16% | +225,452 |
| MICRON TECHNOLOGY INC(MU)(Call) | 0 | 0 | 0 | 0 | 220,165 | — | +220,165 |
| ADVANCED MICRO DEVICES INC(AMD) | 3,460 | 3,510 | +50 | 355,480 | 567,883 | 0.41% | +212,403 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 0 | 600 | +600 | 0 | 210,756 | 0.15% | +210,756 |
| INTUIT(INTU) | 0 | 300 | +300 | 0 | 204,873 | 0.15% | +204,873 |
| RH(RH) | 1,000 | 2,000 | +1,000 | 234,410 | 406,320 | 0.29% | +171,910 |
| SHOPIFY INC(SHOP) | 7,910 | 6,235 | -1,675 | 755,247 | 926,583 | 0.66% | +171,336 |
| ALPHABET INC(GOOG) | 8,660 | 6,230 | -2,430 | 1,352,952 | 1,517,317 | 1.09% | +164,365 |
| BOOKING HOLDINGS INC(BKNG) | 201 | 201 | 0 | 925,989 | 1,085,253 | 0.78% | +159,264 |
| APPLIED MATLS INC | 2,100 | 2,070 | -30 | 304,752 | 423,812 | 0.30% | +119,060 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 2,820 | 2,095 | -725 | 468,120 | 585,113 | 0.42% | +116,993 |
| HOME DEPOT INC(HD) | 1,300 | 1,300 | 0 | 476,437 | 526,747 | 0.38% | +50,310 |
| PLUG POWER INC(PLUG) | 0 | 11,800 | +11,800 | 0 | 27,494 | 0.02% | +27,494 |
| HCA HEALTHCARE INC(HCA) | 800 | 600 | -200 | 276,440 | 255,720 | 0.18% | -20,720 |
| CAVA GROUP INC(CAVA) | 2,875 | 3,475 | +600 | 248,429 | 209,925 | 0.15% | -38,504 |
| ENPHASE ENERGY INC(ENPH) | 13,000 | 21,640 | +8,640 | 806,650 | 765,840 | 0.55% | -40,810 |
| UPSTART HLDGS INC(UPST) | 10,375 | 8,185 | -2,190 | 477,561 | 415,798 | 0.30% | -61,763 |
| PALO ALTO NETWORKS INC(PANW) | 1,600 | 1,000 | -600 | 273,024 | 203,620 | 0.15% | -69,404 |
| LUCID GROUP INC(LCID) | 30,040 | 0 | -30,040 | 72,697 | 0 | — | -72,697 |
| LAM RESEARCH CORP(LRCX) | 10,800 | 5,300 | -5,500 | 785,160 | 709,670 | 0.51% | -75,490 |
| ULTA BEAUTY INC(ULTA) | 1,000 | 400 | -600 | 366,540 | 218,700 | 0.16% | -147,840 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 15,406 | 0 | -15,406 | 191,805 | 0 | — | -191,805 |
| NORTHROP GRUMMAN CORP(NOC) | 400 | 0 | -400 | 204,804 | 0 | — | -204,804 |
| UNITEDHEALTH GROUP INC(UNH) | 400 | 0 | -400 | 209,500 | 0 | — | -209,500 |
| MEDPACE HLDGS INC(MEDP) | 1,750 | 610 | -1,140 | 533,208 | 313,638 | 0.22% | -219,570 |
| INTUITIVE SURGICAL INC | 2,501 | 2,201 | -300 | 1,238,423 | 984,130 | 0.70% | -254,293 |
| SNOWFLAKE INC(SNOW) | 1,810 | 0 | -1,810 | 264,550 | 0 | — | -264,550 |
| LULULEMON ATHLETICA INC(LULU) | 1,000 | 0 | -1,000 | 283,060 | 0 | — | -283,060 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 5,870 | 0 | -5,870 | 294,733 | 0 | — | -294,733 |
| MASTERCARD INCORPORATED(MA) | 3,600 | 2,935 | -665 | 1,973,232 | 1,669,457 | 1.19% | -303,775 |
| ADOBE INC(ADBE) | 800 | 0 | -800 | 306,824 | 0 | — | -306,824 |
| LEAR CORP(LEA) | 4,000 | 0 | -4,000 | 352,880 | 0 | — | -352,880 |
| ETSY INC(ETSY) | 7,900 | 0 | -7,900 | 372,722 | 0 | — | -372,722 |
| ARM HOLDINGS PLC | 3,725 | 0 | -3,725 | 397,793 | 0 | — | -397,793 |
| DOCUSIGN INC(DOCU) | 5,000 | 0 | -5,000 | 407,000 | 0 | — | -407,000 |
| ZOOM COMMUNICATIONS INC(ZM) | 6,010 | 0 | -6,010 | 443,358 | 0 | — | -443,358 |
| SUPER MICRO COMPUTER INC(SMCI) | 13,060 | 0 | -13,060 | 447,174 | 0 | — | -447,174 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 2,500 | 0 | -2,500 | 468,400 | 0 | — | -468,400 |
| ELI LILLY & CO(LLY) | 1,412 | 800 | -612 | 1,165,836 | 610,400 | 0.44% | -555,436 |