Proem Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Proem Advisors LLC disclosed 34 US equity positions worth $486.6m in its Q2 2026 13F filing. The largest position was NVDA at 14.2% of the reported book, followed by MU and MSFT. Against the Q1 2026 filing, it opened 12 new positions, added to 11 and reduced 6 among the top 34 holdings.
What did Proem Advisors LLC own in Q2 2026? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.