Proem Advisors LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Proem Advisors LLC disclosed 30 US equity positions worth $378.1m in its Q2 2025 13F filing. The largest position was DAVE at 14.0% of the reported book, followed by MSFT and NVDA. Against the Q1 2025 filing, it opened 14 new positions, added to 9 and reduced 4 among the top 30 holdings.
What did Proem Advisors LLC own in Q2 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DAVE DAVE INC | Technology | 14.0% | $53.1m | 197,771 | -34% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 10.5% | $39.8m | 80,000 | 33% | added |
| 3 | NVDA NVIDIA CORPORATION | Technology | 9.6% | $36.3m | 230,000 | 69% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 8.4% | $31.8m | 145,000 | 4% | added |
| 5 | HOOD ROBINHOOD MKTS INC | Financial Services | 7.4% | $27.9m | 298,304 | 49% | added |
| 6 | HIMS HIMS & HERS HEALTH INC | Healthcare | 6.1% | $22.9m | 459,977 | 0% | held |
| 7 | GOOG ALPHABET INC | Communication Services | 4.7% | $17.7m | 100,000 | -13% | reduced |
| 8 | AVGO BROADCOM INC | Technology | 4.4% | $16.5m | 60,000 | 50% | added |
| 9 | META META PLATFORMS INC | Communication Services | 3.9% | $14.8m | 20,000 | -33% | reduced |
| 10 | APP APPLOVIN CORP | Communication Services | 2.8% | $10.5m | 30,000 | – | new |
| 11 | ORCL ORACLE CORP | Technology | 2.6% | $9.8m | 45,000 | 50% | added |
| 12 | SNOW SNOWFLAKE INC | Technology | 2.4% | $9.0m | 40,000 | 12% | added |
| 13 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.4% | $8.9m | 3,400 | 3% | added |
| 14 | SE SEA LTD | Consumer Cyclical | 2.1% | $8.0m | 50,000 | – | new |
| 15 | RKLB ROCKET LAB CORP | Industrials | 1.9% | $7.2m | 200,050 | – | new |
| 16 | TSLA TESLA INC | Consumer Cyclical | 1.7% | $6.4m | 20,000 | – | new |
| 17 | DOCU DOCUSIGN INC | Technology | 1.6% | $6.2m | 80,000 | 167% | added |
| 18 | AFRM AFFIRM HLDGS INC | Financial Services | 1.6% | $6.2m | 90,067 | – | new |
| 19 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.6% | $6.1m | 110,000 | – | new |
| 20 | NU NU HLDGS LTD | Financial Services | 1.5% | $5.8m | 422,614 | 0% | held |
| 21 | IREN IREN LIMITED | Financial Services | 1.5% | $5.7m | 390,000 | – | new |
| 22 | CRM SALESFORCE INC | Technology | 1.3% | $4.8m | 17,500 | – | new |
| 23 | ALAB ASTERA LABS INC | Technology | 1.2% | $4.5m | 50,000 | – | new |
| 24 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.0% | $3.8m | 5,000 | – | new |
| 25 | LYFT LYFT INC | Technology | 1.0% | $3.6m | 230,800 | – | new |
| 26 | DLO DLOCAL LTD | Technology | 0.9% | $3.6m | 313,298 | – | new |
| 27 | ZS ZSCALER INC | Technology | 0.8% | $3.2m | 10,036 | -33% | reduced |
| 28 | HNGE HINGE HEALTH INC | Healthcare | 0.5% | $2.1m | 40,000 | – | new |
| 29 | DUOL DUOLINGO INC | Technology | 0.3% | $1.1m | 2,675 | – | new |
| 30 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 0.2% | $852.0k | 55,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.