Proem Advisors LLC 13F Holdings · Q2 2026
Proem Advisors LLC reported 34 securities worth $1.87B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (29.74%), AMD (7.61%), INTC (7.09%). Among its top 25 positions this quarter: 14 new, 6 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $556.4M | 29.74% | 482,000 | Added |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $142.5M | 7.61% | 245,226 | Added |
| 3 | INTC | INTEL CORP | $132.6M | 7.09% | 950,000 | New |
| 4 | DRAM | ROUNDHILL ETF TRUST | $120.0M | 6.41% | 1.6M | New |
| 5 | LRCX | LAM RESEARCH CORP | $114.8M | 6.14% | 265,000 | New |
| 6 | NVDA | NVIDIA CORPORATION | $89.0M | 4.76% | 445,000 | Trimmed |
| 7 | COHR | COHERENT CORP | $76.9M | 4.11% | 195,000 | New |
| 8 | AMAT | APPLIED MATLS INC | $61.5M | 3.28% | 85,000 | New |
| 9 | KLAC | KLA CORP | $60.3M | 3.23% | 200,000 | New |
| 10 | MSFT | MICROSOFT CORP | $56.5M | 3.02% | 151,500 | Added |
| 11 | DELL | DELL TECHNOLOGIES INC | $53.5M | 2.86% | 124,000 | New |
| 12 | AMZN | AMAZON COM INC | $50.1M | 2.68% | 210,000 | Added |
| 13 | TXN | TEXAS INSTRS INC | $38.0M | 2.03% | 127,500 | New |
| 14 | GOOG | ALPHABET INC | $37.1M | 1.98% | 105,000 | Added |
| 15 | AAPL | APPLE INC | $31.8M | 1.70% | 110,000 | Trimmed |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $29.8M | 1.59% | 100,000 | New |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $22.8M | 1.22% | 250,000 | New |
| 18 | ARM | ARM HOLDINGS PLC | $20.4M | 1.09% | 57,500 | New |
| 19 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $16.3M | 0.87% | 60,000 | New |
| 20 | APP | APPLOVIN CORP | $14.2M | 0.76% | 27,500 | Trimmed |
| 21 | SE | SEA LTD | $13.3M | 0.71% | 139,000 | Added |
| 22 | WDAY | WORKDAY INC | $12.2M | 0.65% | 100,000 | New |
| 23 | AVGO | BROADCOM INC | $11.3M | 0.61% | 30,000 | Trimmed |
| 24 | META | META PLATFORMS INC | $11.3M | 0.60% | 20,000 | Trimmed |
| 25 | SMCI | SUPER MICRO COMPUTER INC | $10.8M | 0.58% | 368,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR