Prakash Investment Advisors LLC 13F Holdings · Q2 2026
Prakash Investment Advisors LLC reported 81 securities worth $174.05M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (8.87%), BE (5.83%), NVDA (5.81%). Among its top 25 positions this quarter: 2 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $15.4M | 8.87% | 13,380 | Added |
| 2 | BE | BLOOM ENERGY CORP | $10.1M | 5.83% | 33,527 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $10.1M | 5.81% | 50,517 | Trimmed |
| 4 | AAPL | APPLE INC | $6.6M | 3.78% | 22,711 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $6.6M | 3.77% | 27,505 | Added |
| 6 | META | META PLATFORMS INC | $6.5M | 3.73% | 11,520 | Trimmed |
| 7 | LITE | LUMENTUM HLDGS INC | $5.8M | 3.31% | 6,710 | Added |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $5.7M | 3.30% | 7,525 | Trimmed |
| 9 | APP | APPLOVIN CORP | $5.6M | 3.23% | 10,910 | Trimmed |
| 10 | TSLA | TESLA INC | $5.5M | 3.17% | 13,125 | Trimmed |
| 11 | AVGO | BROADCOM INC | $5.0M | 2.85% | 13,150 | Trimmed |
| 12 | FIX | COMFORT SYS USA INC | $5.0M | 2.85% | 2,500 | Added |
| 13 | WDC | WESTERN DIGITAL CORP | $4.4M | 2.54% | 6,920 | New |
| 14 | VRT | VERTIV HOLDINGS CO | $4.1M | 2.33% | 12,105 | Added |
| 15 | NFLX | NETFLIX INC. | $3.9M | 2.26% | 55,009 | Trimmed |
| 16 | AXON | AXON ENTERPRISE INC | $3.7M | 2.11% | 6,550 | Added |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A | $3.4M | 1.98% | 7,500 | Trimmed |
| 18 | GOOG | ALPHABET INC | $3.3M | 1.88% | 9,272 | Added |
| 19 | NBIS | NEBIUS GROUP N.V. | $3.1M | 1.75% | 11,060 | Added |
| 20 | GOOGL | ALPHABET INC | $2.7M | 1.57% | 7,670 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.48% | 4,422 | Added |
| 22 | STRL | STERLING INFRASTRUCTURE INC | $2.5M | 1.44% | 2,980 | Added |
| 23 | CLS | CELESTICA INC | $2.4M | 1.40% | 6,700 | Added |
| 24 | ALAB | ASTERA LABS INC | $2.4M | 1.37% | 0 | Added |
| 25 | GLW | CORNING INC | $2.1M | 1.19% | 8,100 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR