Prakash Investment Advisors LLC 13F 持仓 · 2026年Q2
Prakash Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 1.74 亿美元。前几大持仓：MU（8.87%）、BE（5.83%）、NVDA（5.81%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $15.4M | 8.87% | 13,380 | 增持 |
| 2 | BE | BLOOM ENERGY CORP | $10.1M | 5.83% | 33,527 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $10.1M | 5.81% | 50,517 | 减持 |
| 4 | AAPL | APPLE INC | $6.6M | 3.78% | 22,711 | 减持 |
| 5 | AMZN | AMAZON COM INC | $6.6M | 3.77% | 27,505 | 增持 |
| 6 | META | META PLATFORMS INC | $6.5M | 3.73% | 11,520 | 减持 |
| 7 | LITE | LUMENTUM HLDGS INC | $5.8M | 3.31% | 6,710 | 增持 |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $5.7M | 3.30% | 7,525 | 减持 |
| 9 | APP | APPLOVIN CORP | $5.6M | 3.23% | 10,910 | 减持 |
| 10 | TSLA | TESLA INC | $5.5M | 3.17% | 13,125 | 减持 |
| 11 | AVGO | BROADCOM INC | $5.0M | 2.85% | 13,150 | 减持 |
| 12 | FIX | COMFORT SYS USA INC | $5.0M | 2.85% | 2,500 | 增持 |
| 13 | WDC | WESTERN DIGITAL CORP | $4.4M | 2.54% | 6,920 | 新建仓 |
| 14 | VRT | VERTIV HOLDINGS CO | $4.1M | 2.33% | 12,105 | 增持 |
| 15 | NFLX | NETFLIX INC. | $3.9M | 2.26% | 55,009 | 减持 |
| 16 | AXON | AXON ENTERPRISE INC | $3.7M | 2.11% | 6,550 | 增持 |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A | $3.4M | 1.98% | 7,500 | 减持 |
| 18 | GOOG | ALPHABET INC | $3.3M | 1.88% | 9,272 | 增持 |
| 19 | NBIS | NEBIUS GROUP N.V. | $3.1M | 1.75% | 11,060 | 增持 |
| 20 | GOOGL | ALPHABET INC | $2.7M | 1.57% | 7,670 | 减持 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.48% | 4,422 | 增持 |
| 22 | STRL | STERLING INFRASTRUCTURE INC | $2.5M | 1.44% | 2,980 | 增持 |
| 23 | CLS | CELESTICA INC | $2.4M | 1.40% | 6,700 | 增持 |
| 24 | ALAB | ASTERA LABS INC | $2.4M | 1.37% | 0 | 增持 |
| 25 | GLW | CORNING INC | $2.1M | 1.19% | 8,100 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR