Spear Advisors LLC — 13F holdings

Spear Advisors LLC reported 28 holdings worth $291M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ALAB ASTERA LABS INC — $32.4M (11.1%)
2. KLAC KLA CORP — $25.7M (8.8%)
3. COHR COHERENT CORP — $24.6M (8.4%)
4. ARM ARM HOLDINGS PLC — $21.2M (7.3%)
5. MKSI MKS INC. — $19.8M (6.8%)
6. NET CLOUDFLARE INC — $19.6M (6.7%)
7. LRCX LAM RESEARCH CORP — $14.7M (5.0%)
8. WULF Terawulf Inc — $13.8M (4.7%)
9. MTSI MACOM TECH SOLUTIONS HLDGS I — $13.7M (4.7%)
10. MRVL MARVELL TECHNOLOGY INC — $12.4M (4.3%)