Spear Advisors LLC
Long book
$134.3M
Q1 2026
Positions
26
Top-10 weight
64%
concentration
Last quarter
+39.8%
SPY +14.8%
Turnover
43%
of book per quarter
Strategy in plain words
auto-generated from filingsSpear Advisors LLC is a concentrated fundamental stock-picker, running a $134.3M US long book across 26 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: COHERENT CORP, KARMAN HOLDINGS INC, KLA CORP, TERAWULF INC, AEROVIRONMENT INC.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.2%
Q1 2026
+39.8%
Sector allocation
Technology 40%
Industrials 27%
Other 17%
Communications 8%
Financials 7%
Utilities 0%
Long book by quarter
What does Spear Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| COHR COHERENT CORP | Other | 51.7K | $12.3M | 9.2% | -31.4% |
| KRMN KARMAN HOLDINGS INC | Industrials | 128.0K | $10.2M | 7.6% | New |
| KLAC KLA CORP | Other | 6.9K | $10.1M | 7.6% | New |
| WULF TERAWULF INC | Financials | 674.2K | $9.7M | 7.2% | +16.9% |
| AVAV AEROVIRONMENT INC | Industrials | 45.7K | $8.4M | 6.2% | New |
| MKSI MKS INC | Technology | 35.7K | $8.2M | 6.1% | New |
| NVDA NVIDIA CORP | Technology | 46.5K | $8.1M | 6.0% | -4.5% |
| LRCX LAM RESEARCH CORP | Industrials | 31.9K | $6.8M | 5.1% | New |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 89.4K | $6.3M | 4.7% | New |
| APLD APPLIED DIGITAL CORP | Technology | 251.9K | $6.0M | 4.5% | -14.1% |
| ASTS AST SPACEMOBILE INC | Communications | 69.3K | $5.7M | 4.3% | -20.3% |
| ANET ARISTA NETWORKS INC | Technology | 43.9K | $5.4M | 4.0% | +20.0% |
| ECHO ECHOSTAR CORP-A | Communications | 45.7K | $5.3M | 4.0% | -20.8% |
| ALAB ASTERA LABS INC | Technology | 46.3K | $5.1M | 3.8% | -51.2% |
| RKLB ROCKET LAB CORP | Industrials | 78.2K | $5.0M | 3.7% | -38.2% |
| LITE LUMENTUM HOLDINGS INC | Technology | 6.5K | $4.6M | 3.4% | New |
| LUNR INTUITIVE MACHINES INC | Technology | 231.2K | $4.3M | 3.2% | New |
| TER TERADYNE INC | Technology | 12.6K | $3.7M | 2.8% | New |
| MRVL MARVELL TECHNOLOGY INC | Technology | 35.8K | $3.5M | 2.6% | -69.8% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 26.3K | $2.5M | 1.8% | -67.6% |
| CIEN CIENA CORP | Technology | 3.9K | $1.5M | 1.1% | -86.7% |
| NET CLOUDFLARE INC - CLASS A | Technology | 2.7K | $553K | 0.4% | -91.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.3K | $471K | 0.4% | -89.2% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 851 | $332K | 0.2% | -88.6% |
| CEG CONSTELLATION ENERGY | Utilities | 16 | $4K | 0.0% | -99.9% |
| SNOW SNOWFLAKE INC | Technology | 2 | $302 | 0.0% | -100.0% |
13F filing history
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