Proem Advisors LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1842526) · Explore on the interactive board
Proem Advisors LLC disclosed 34 US equity positions worth $486.6m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 11, 2026). Its largest position is NVDA at 14.2% of the reported book, followed by MU, MSFT. The top ten holdings are 70.5% of the book, and the portfolio behaves like about 15 equal-weight positions. Versus the prior filing it opened 12 new positions, added to 11, reduced 6 and exited 7. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Proem Advisors LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 12 new, 11 added, 6 reduced, 7 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 14.2% | $69.0m | 345,000 | 35% | added |
| 2 | MU MICRON TECHNOLOGY INC | Technology | 12.3% | $60.0m | 52,000 | 247% | added |
| 3 | MSFT MICROSOFT CORP | Technology | 7.7% | $37.3m | 100,000 | 11% | added |
| 4 | GOOG ALPHABET INC | Communication Services | 7.6% | $37.1m | 105,000 | 62% | added |
| 5 | AAPL APPLE INC | Technology | 6.5% | $31.8m | 110,000 | -8% | reduced |
| 6 | LRCX LAM RESEARCH CORP | Technology | 5.8% | $28.2m | 65,000 | – | new |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.4% | $26.3m | 45,226 | 188% | added |
| 8 | INTC INTEL CORP | Technology | 4.3% | $20.9m | 150,000 | – | new |
| 9 | AMAT APPLIED MATLS INC | Technology | 3.7% | $18.1m | 25,000 | – | new |
| 10 | APP APPLOVIN CORP | Communication Services | 2.9% | $14.2m | 27,500 | -29% | reduced |
| 11 | SE SEA LTD | Consumer Cyclical | 2.7% | $13.3m | 139,000 | 11% | added |
| 12 | AVGO BROADCOM INC | Technology | 2.3% | $11.3m | 30,000 | -77% | reduced |
| 13 | META META PLATFORMS INC | Communication Services | 2.3% | $11.3m | 20,000 | -20% | reduced |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.9% | $9.3m | 5,500 | 4% | added |
| 15 | HOOD ROBINHOOD MKTS INC | Financial Services | 1.9% | $9.2m | 92,000 | -1% | reduced |
| 16 | TXN TEXAS INSTRS INC | Technology | 1.7% | $8.2m | 27,500 | – | new |
| 17 | DASH DOORDASH INC | Consumer Cyclical | 1.6% | $8.0m | 43,392 | 29% | added |
| 18 | ADI ANALOG DEVICES INC | Technology | 1.6% | $7.9m | 20,000 | – | new |
| 19 | DUOL DUOLINGO INC | Technology | 1.6% | $7.9m | 68,450 | 0% | held |
| 20 | DELL DELL TECHNOLOGIES INC | Technology | 1.4% | $6.9m | 16,000 | – | new |
| 21 | NU NU HLDGS LTD | Financial Services | 1.2% | $5.7m | 425,614 | 0% | held |
| 22 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.1% | $5.4m | 20,000 | – | new |
| 23 | GLW CORNING INC | Technology | 1.0% | $5.1m | 20,000 | – | new |
| 24 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 1.0% | $4.8m | 40,881 | 14% | added |
| 25 | SMCI SUPER MICRO COMPUTER INC | Technology | 1.0% | $4.7m | 160,000 | – | new |
| 26 | WIX WIX COM LTD | Technology | 0.9% | $4.3m | 95,000 | 23% | added |
| 27 | HIMS HIMS & HERS HEALTH INC | Healthcare | 0.8% | $3.8m | 110,000 | 0% | held |
| 28 | MNTN MNTN INC | 0.6% | $3.1m | 340,441 | 5% | added | |
| 29 | COHR COHERENT CORP | Technology | 0.6% | $3.0m | 7,500 | – | new |
| 30 | ARM ARM HOLDINGS PLC | Technology | 0.5% | $2.7m | 7,500 | – | new |
| 31 | PROEM ACQUISITION CORP I | 0.5% | $2.4m | 242,924 | 0% | held | |
| 32 | AMZN AMAZON COM INC | Consumer Cyclical | 0.5% | $2.4m | 10,000 | -50% | reduced |
| 33 | DRAM ROUNDHILL ETF TRUST | 0.4% | $1.8m | 25,000 | – | new | |
| 34 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 0.2% | $1.1m | 55,000 | 0% | held |
What did Proem Advisors LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| FSLY FASTLY INC | 25.9% | $7.5m |
| IOT SAMSARA INC | 19.8% | $5.8m |
| DLO DLOCAL LTD | 19.0% | $5.5m |
| SEZL SEZZLE INC | 14.9% | $4.3m |
| ORCL ORACLE CORP | 10.1% | $2.9m |
| XYZ BLOCK INC | 8.3% | $2.4m |
| BMBL BUMBLE INC | 2.0% | $579.0k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 75.0% |
| Communication Services | 12.9% |
| Consumer Cyclical | 6.8% |
| Financial Services | 3.1% |
| Healthcare | 0.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Proem Advisors LLC's portfolio?
Across every quarter Proem Advisors LLC has filed, its median largest position is 14.4% of the book and its median top-ten weight is 72.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 7.0 completed holding spells, the median lasted 1.0 quarters; 34.0 positions are still open and their final length is unknown.