PRAKASH INVESTMENT ADVISORS LLC
13F Reported Value
ⓘ$174.0M
incl. option notional
Equity Holdings
ⓘ$161.3M
Option Notional
ⓘ$12.7M
$0 puts / $12.7M calls
Holdings
92
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PRAKASH INVESTMENT ADVISORS LLC disclosed 92 positions worth $174.0M in its Form 13F-HR for Q2 2026 — $161.3M in common stock plus $12.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $MU (MICRON TECHNOLOGY INC) at 9.6% of the equity portfolio, followed by $BE and $NVDA. During the quarter the fund opened 27 new positions and exited 15 — including a new stake in $WDC and a full exit from $LITE. The portfolio is most concentrated in Technology (68.3% of disclosed assets). All figures are sourced directly from PRAKASH INVESTMENT ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 2054677.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 86.2#4
Quality
$15.4M13,380 sh - 66.2#434
Quality
$10.1M33,527 sh - 85.9#5
Quality
$10.1M50,517 sh - 76.4
Quality
$6.6M22,711 sh - 68.7
Quality
$6.6M27,505 sh - 79.6
Quality
$6.5M11,520 sh - 44.3
Quality
$5.8M6,710 sh - 67.7
Quality
$5.7M7,525 sh - 84.4
Quality
$5.6M10,910 sh - 53.9
Quality
$5.5M13,125 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $15.4M | 13,380 |
 Bloom Energy Corp$BE | 66.2#434 | $10.1M | 33,527 |
 NVIDIA CORP$NVDA | 85.9#5 | $10.1M | 50,517 |
 Apple Inc.$AAPL | 76.4 | $6.6M | 22,711 |
 AMAZON COM INC$AMZN | 68.7 | $6.6M | 27,505 |
 Meta Platforms, Inc.$META | 79.6 | $6.5M | 11,520 |
 Lumentum Holdings Inc.$LITE | 44.3 | $5.8M | 6,710 |
 CrowdStrike Holdings, Inc.$CRWD | 67.7 | $5.7M | 7,525 |
 AppLovin Corp$APP | 84.4 | $5.6M | 10,910 |
 Tesla, Inc.$TSLA | 53.9 | $5.5M | 13,125 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PRAKASH INVESTMENT ADVISORS LLC's 92 positions.
Showing top 10 of 92 holdings.
Sector Allocation
Technology
$110.1M
Industrials
$21.9M
Consumer Discretionary
$9.0M
Communication Services
$7.4M
Financials
$4.6M
Healthcare
$2.4M
Materials
$2.3M
Energy
$1.6M
Full Holdings — PRAKASH INVESTMENT ADVISORS LLC (Q2 2026)
All 92 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MU | MICRON TECHNOLOGY INC | $15.4M | 9.6% | +49% | 86.2 |
| 2 | $BE | Bloom Energy Corp | $10.1M | 6.3% | +15% | 66.2 |
| 3 | $NVDA | NVIDIA CORP | $10.1M | 6.3% | -14% | 85.9 |
| 4 | $AAPL | Apple Inc. | $6.6M | 4.1% | -5% | 76.4 |
| 5 | $AMZN | AMAZON COM INC | $6.6M | 4.1% | +1% | 68.7 |
| 6 | $META | Meta Platforms, Inc. | $6.5M | 4.0% | -13% | 79.6 |
| 7 | $LITE | Lumentum Holdings Inc. | $5.8M | 3.6% | +148% | 44.3 |
| 8 | $CRWD | CrowdStrike Holdings, Inc. | $5.7M | 3.6% | -1% | 67.7 |
| 9 | $APP | AppLovin Corp | $5.6M | 3.5% | -15% | 84.4 |
| 10 | $TSLA | Tesla, Inc. | $5.5M | 3.4% | -14% | 53.9 |
| 11 |  $AVGO | Broadcom Inc. | $5.0M | 3.1% | -6% | 84.5 |
| 12 |  $FIX | COMFORT SYSTEMS USA INC | $5.0M | 3.1% | +32% | 77.7 |
| 13 |  $WDC | WESTERN DIGITAL CORP | $4.4M | 2.7% | NEW | 80.7 |
| 14 |  $VRT | Vertiv Holdings Co | $4.1M | 2.5% | +6% | 81 |
| 15 |  $NFLX | NETFLIX INC | $3.9M | 2.4% | -21% | 78.8 |
| 16 |  $AXON | AXON ENTERPRISE, INC. | $3.7M | 2.3% | +2% | 56.6 |
| 17 |  $SPOT | Spotify Technology S.A. | $3.4M | 2.1% | -6% | — |
| 18 |  $GOOGL | Alphabet Inc. | $3.3M | 2.0% | +13% | 78.2 |
| 19 |  $NBIS | Nebius Group N.V. | $3.1M | 1.9% | +57% | — |
| 20 |  $GOOG | Alphabet Inc. | $2.7M | 1.7% | -8% | 78.2 |
| 21 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.6% | +1% | 79.8 |
| 22 |  $STRL | STERLING INFRASTRUCTURE, INC. | $2.5M | 1.6% | +15% | 70.6 |
| 23 |  $CLS | CELESTICA INC | $2.4M | 1.5% | +56% | 69.8 |
| 24 |  $ALABCALL | Astera Labs, Inc. | $2.4M | — | +42% | 75.1 |
| 25 |  $GLW | CORNING INC /NY | $2.1M | 1.3% | NEW | 73.7 |
| 26 |  $PLTR | Palantir Technologies Inc. | $2.0M | 1.3% | -39% | 84.6 |
| 27 |  $HOOD | Robinhood Markets, Inc. | $1.8M | 1.1% | -16% | 82.1 |
| 28 |  $LRCX | LAM RESEARCH CORP | $1.8M | 1.1% | +4% | 79.4 |
| 29 |  $AGX | ARGAN INC | $1.6M | 1.0% | +2% | 81.4 |
| 30 |  $MSFT | MICROSOFT CORP | $1.6M | 1.0% | -36% | 79.8 |
| 31 |  $SEI | Solaris Energy Infrastructure, Inc. | $1.6M | 1.0% | +7937% | 56.4 |
| 32 |  $AMAT | APPLIED MATERIALS INC /DE | $1.4M | 0.9% | +6% | 72.3 |
| 33 | — | CREDO TECHNOLOGY GROUP HOLDI - CALL | $1.4M | — | NEW | — |
| 34 |  $NOW | ServiceNow, Inc. | $1.3M | 0.8% | -51% | 72.9 |
| 35 |  $MA | Mastercard Inc | $1.3M | 0.8% | -4% | 85.1 |
| 36 |  $CVNA | CARVANA CO. | $1.3M | 0.8% | +255% | 71.6 |
| 37 |  $KLAC | KLA CORP | $1.2M | 0.8% | +913% | 78.6 |
| 38 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.7% | -14% | — |
| 39 | $STRLCALL | STERLING INFRASTRUCTURE, INC. | $1.2M | — | +16% | 70.6 |
| 40 |  $MRVLCALL | Marvell Technology, Inc. | $1.1M | — | NEW | 76.5 |
| 41 |  $URI | UNITED RENTALS, INC. | $1.1M | 0.7% | -11% | 63.9 |
| 42 |  $ENPH | Enphase Energy, Inc. | $1.1M | 0.7% | -1% | 42.9 |
| 43 | $AMDCALL | ADVANCED MICRO DEVICES INC | $991,263 | — | NEW | 79.8 |
| 44 | $GLWCALL | CORNING INC /NY | $933,313 | — | -39% | 73.7 |
| 45 |  $CEG | Constellation Energy Corp | $894,132 | 0.6% | -22% | 59.4 |
| 46 |  $ISRG | INTUITIVE SURGICAL INC | $795,360 | 0.5% | +0% | 79.9 |
| 47 | $CLSCALL | CELESTICA INC | $745,405 | — | -43% | 69.8 |
| 48 |  $MSTR | Strategy Inc | $738,905 | 0.5% | -43% | 17.9 |
| 49 |  $IREN | IREN Ltd | $736,482 | 0.5% | -10% | 46.3 |
| 50 | $BECALL | Bloom Energy Corp | $709,353 | — | -77% | 66.2 |
| 51 |  $SNDK | Sandisk Corp | $682,119 | 0.4% | NEW | 87.7 |
| 52 |  $LLY | ELI LILLY & Co | $663,285 | 0.4% | -15% | 87.5 |
| 53 |  $CRDO | Credo Technology Group Holding Ltd | $625,485 | 0.4% | NEW | 55.1 |
| 54 |  $BKNG | Booking Holdings Inc. | $592,648 | 0.4% | +1554% | 58.5 |
| 55 |  $VST | Vistra Corp. | $548,860 | 0.3% | -68% | 71.9 |
| 56 |  $RVI | Robinhood Ventures Fund I | $548,606 | 0.3% | NEW | — |
| 57 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $548,192 | 0.3% | NEW | 40.1 |
| 58 | $GOOGCALL | Alphabet Inc. | $527,768 | — | -10% | 78.2 |
| 59 |  $CRWV | CoreWeave, Inc. | $519,599 | 0.3% | +66% | 52.2 |
| 60 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $470,002 | 0.3% | -15% | 73.3 |
| 61 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $447,444 | 0.3% | NEW | 61.7 |
| 62 |  $ANET | Arista Networks, Inc. | $420,113 | 0.3% | +50% | 81.9 |
| 63 |  $UNH | UNITEDHEALTH GROUP INC | $415,630 | 0.3% | NEW | 62.7 |
| 64 |  $SNOW | Snowflake Inc. | $414,835 | 0.3% | -10% | 54.9 |
| 65 |  $FNCALL | Fabrinet | $410,420 | — | +70% | 62.8 |
| 66 |  $HD | HOME DEPOT, INC. | $387,948 | 0.2% | -15% | 60.3 |
| 67 |  $NVT | nVent Electric plc | $386,711 | 0.2% | NEW | — |
| 68 |  $PANW | Palo Alto Networks Inc | $381,942 | 0.2% | NEW | 65.5 |
| 69 |  $SHOP | SHOPIFY INC. | $369,372 | 0.2% | -38% | 64.9 |
| 70 |  $MEDP | Medpace Holdings, Inc. | $323,050 | 0.2% | +0% | 76.2 |
| 71 |  $DELL | Dell Technologies Inc. | $306,337 | 0.2% | NEW | 71.2 |
| 72 |  $DDOGCALL | Datadog, Inc. | $295,008 | — | NEW | 71.4 |
| 73 | — | SOLARIS ENERGY INFRAS INC - CALL | $293,875 | — | -18% | — |
| 74 |  $ENLTCALL | Enlight Renewable Energy Ltd. | $287,120 | — | NEW | — |
| 75 |  $ORCL | ORACLE CORP | $281,376 | 0.2% | NEW | 66.2 |
| 76 |  $ARMCALL | ARM HOLDINGS PLC /UK | $279,828 | — | NEW | — |
| 77 |  $BBCALL | BLACKBERRY Ltd | $264,273 | — | NEW | — |
| 78 |  $CIEN | CIENA CORP | $245,280 | 0.1% | NEW | 72.9 |
| 79 | $DDOG | Datadog, Inc. | $244,738 | 0.1% | NEW | 71.4 |
| 80 | $AEISCALL | ADVANCED ENERGY INDUSTRIES INC | $244,185 | — | -71% | 61.7 |
| 81 |  $QBTS | D-Wave Quantum Inc. | $241,147 | 0.1% | -62% | 27.9 |
| 82 |  $ADI | ANALOG DEVICES INC | $238,302 | 0.1% | NEW | 79.2 |
| 83 |  $HCA | HCA Healthcare, Inc. | $233,934 | 0.1% | +0% | 68.9 |
| 84 |  $NET | Cloudflare, Inc. | $233,016 | 0.1% | NEW | 56.4 |
| 85 | $CRWVCALL | CoreWeave, Inc. | $229,783 | — | -31% | 52.2 |
| 86 |  $LEU | CENTRUS ENERGY CORP | $226,625 | 0.1% | -17% | 41.3 |
| 87 |  $AMBP | Ardagh Metal Packaging S.A. | $224,534 | 0.1% | NEW | — |
| 88 | $ALAB | Astera Labs, Inc. | $214,944 | 0.1% | -81% | 75.1 |
| 89 |  $PWRCALL | QUANTA SERVICES, INC. | $205,740 | — | NEW | 72.1 |
| 90 |  $MDBCALL | MongoDB, Inc. | $204,098 | — | NEW | 68.8 |
| 91 |  $TOYO | TOYO Co., Ltd | $201,738 | 0.1% | NEW | — |
| 92 |  $LCID | Lucid Group, Inc. | $143,741 | 0.1% | -65% | 35.2 |
New Positions (27)
$WDC WESTERN DIGITAL CORP$4.4M$GLW CORNING INC /NY$2.1M$MRVLCALL Marvell Technology, Inc.$1.1M$AMDCALL ADVANCED MICRO DEVICES INC$991,263$SNDK Sandisk Corp$682,119$CRDO Credo Technology Group Holding Ltd$625,485$RVI Robinhood Ventures Fund I$548,606$AAOI APPLIED OPTOELECTRONICS, INC.$548,192$AEIS ADVANCED ENERGY INDUSTRIES INC$447,444$UNH UNITEDHEALTH GROUP INC$415,630$NVT nVent Electric plc$386,711$PANW Palo Alto Networks Inc$381,942$DELL Dell Technologies Inc.$306,337$DDOGCALL Datadog, Inc.$295,008Exited Positions (15)
$LITECALL Lumentum Holdings Inc.$MUCALL MICRON TECHNOLOGY INC
$OKLO Oklo Inc.$WDCCALL WESTERN DIGITAL CORP
$FSLYCALL Fastly, Inc.$NFLXCALL NETFLIX INC$APPCALL AppLovin Corp
$PRIM Primoris Services Corp
$HL HECLA MINING CO/DE/
$WPM Wheaton Precious Metals Corp.$AXONCALL AXON ENTERPRISE, INC.
$ULTA Ulta Beauty, Inc.
$NOC NORTHROP GRUMMAN CORP /DE/
$JOBY Joby Aviation, Inc.Browse Top Institutional Investors
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