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PIA

Prakash Investment Advisors Portfolio holdings

AUM $174M
1-Year Est. Return 85.35%
This Fund
S&P 500
This Quarter Est. Return
+64.67%
1 Year Est. Return
+85.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$174M
AUM Growth
+$45.6M
Cap. Flow
+$5.21M
Cap. Flow %
2.99%
Top 10 Hldgs %
44.79%
Holding
107
New
18
Increased
19
Reduced
33
Closed
7

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$3.57M
2
WDC icon
Western Digital
WDC
+$3.36M
3
MU icon
Micron Technology
MU
+$3.29M
4
GLW icon
Corning
GLW
+$1.47M
5
SEI
Solaris Energy Infrastructure
SEI
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.72M
2
PLTR icon
Palantir
PLTR
+$1.49M
3
NOW icon
ServiceNow
NOW
+$1.38M
4
NFLX icon
Netflix
NFLX
+$1.25M
5
VST icon
Vistra
VST
+$1.16M

Sector Composition

Rank Sector Weight
1 Technology 45.43%
2 Industrials 16.58%
3 Communication Services 16.41%
4 Consumer Discretionary 8.46%
5 Miscellaneous 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
1
Micron Technology
MU
$1.15T
$15.4M 8.87%
13,380
+4,385
+49% +$3.29M
BE icon
2
Bloom Energy
BE
$74.5B
$10.1M 5.83%
33,527
+4,448
+15% +$1.14M
NVDA icon
3
NVIDIA
NVDA
$5.56T
$10.1M 5.81%
50,517
-8,380
-14% -$1.72M
AAPL icon
4
Apple
AAPL
$4.67T
$6.57M 3.78%
22,711
-1,154
-5% -$330K
AMZN icon
5
Amazon
AMZN
$2.79T
$6.56M 3.77%
27,505
+250
+0.9% +$62.8K
META icon
6
Meta Platforms (Facebook)
META
$1.57T
$6.49M 3.73%
11,520
-1,730
-13% -$1.06M
LITE icon
7
Lumentum
LITE
$79B
$5.76M 3.31%
6,710
+4,000
+148% +$3.57M
CRWD icon
8
CrowdStrike
CRWD
$218B
$5.74M 3.3%
30,100
-300
-1% -$42.6K
APP icon
9
Applovin
APP
$107B
$5.62M 3.23%
10,910
-1,875
-15% -$905K
TSLA icon
10
Tesla
TSLA
$1.4T
$5.52M 3.17%
13,125
-2,175
-14% -$865K
AVGO icon
11
Broadcom
AVGO
$1.7T
$4.97M 2.85%
13,150
-800
-6% -$321K
FIX icon
12
Comfort Systems
FIX
$56.7B
$4.95M 2.85%
2,500
+600
+32% +$1.09M
WDC icon
13
Western Digital
WDC
$169B
$4.42M 2.54%
+6,920
New +$3.36M
VRT icon
14
Vertiv
VRT
$108B
$4.05M 2.33%
12,105
+645
+6% +$205K
NFLX icon
15
Netflix
NFLX
$326B
$3.93M 2.26%
55,009
-14,230
-21% -$1.25M
AXON
16
Axon Enterprise
AXON
$41.9B
$3.67M 2.11%
6,550
+100
+2% +$41.8K
SPOT icon
17
Spotify
SPOT
$112B
$3.44M 1.98%
7,500
-520
-6% -$248K
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.1T
$3.28M 1.88%
9,272
+1,042
+13% +$372K
NBIS
19
Nebius Group N.V.
NBIS
$61.5B
$3.05M 1.75%
11,060
+3,995
+57% +$791K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.14T
$2.74M 1.57%
7,670
-640
-8% -$230K
AMD icon
21
Advanced Micro Devices
AMD
$780B
$2.57M 1.48%
4,422
+50
+1% +$20.5K
STRL icon
22
Sterling Infrastructure
STRL
$14.9B
$2.5M 1.44%
2,980
+380
+15% +$267K
CLS icon
23
Celestica
CLS
$39.4B
$2.44M 1.4%
6,700
+2,400
+56% +$901K
ALAB icon
24
CALL
Astera Labs
ALAB
$53.8B
– –
0
– –
GLW icon
25
Corning
GLW
$133B
$2.07M 1.19%
+8,100
New +$1.47M
1
2 3 4 5

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AIA
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Prakash Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Prakash Investment Advisors held 107 positions worth $174M, up 35% from $128M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Prakash Investment Advisors's Q2 2026 filing shows 18 new, 19 increased, 33 reduced and 7 closed positions. Its largest new stake was Western Digital: 6,920 shares worth $4.42M. The largest sale was NVIDIA, an estimated $1.72M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 38% a quarter earlier, followed by Industrials and Communication Services.

  • Prakash Investment Advisors's largest Q2 2026 buy was Western Digital: 6,920 shares worth $4.42M.
  • Prakash Investment Advisors added most to Lumentum in Q2 2026, an estimated $3.57M increase.
  • Prakash Investment Advisors's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $1.72M.
  • Prakash Investment Advisors fully exited Oklo in Q2 2026, selling an estimated $991K.
  • Prakash Investment Advisors's ten largest holdings make up 45% of its $174M portfolio in Q2 2026.
  • Prakash Investment Advisors opened 18 new positions and closed 7 in Q2 2026.
  • Prakash Investment Advisors's portfolio value rose 35% quarter-over-quarter to $174M.

Based on Prakash Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.