PIA
Prakash Investment Advisors Portfolio holdings
AUM
$89.6M
This Quarter Return
+17.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.38%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$15.7M |
| 2 |
Tesla
TSLA
|
$12.6M |
| 3 |
Netflix
NFLX
|
$8.3M |
| 4 |
Meta Platforms (Facebook)
META
|
$8.04M |
| 5 |
Apple
AAPL
|
$7.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 42.9% |
| 2 | Consumer Discretionary | 25.25% |
| 3 | Communication Services | 22.84% |
| 4 | Healthcare | 3.76% |
| 5 | Financials | 2.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medpace
MEDP
$13.3B
| $571K | 0.56% |
+1,720
| New | +$571K |
|
27
Etsy
ETSY
$5.12B
| $561K | 0.55% |
+10,600
| New | +$561K |
|
28
TSMC
TSM
$1.18T
| $549K | 0.54% |
+2,780
| New | +$549K |
|
29
Advanced Micro Devices
AMD
$263B
| $527K | 0.52% |
+4,360
| New | +$527K |
|
30
RH
RH
$4.15B
| $512K | 0.5% |
+1,300
| New | +$512K |
|
31
Enphase Energy
ENPH
$4.84B
| $508K | 0.5% |
+7,400
| New | +$508K |
|
32
Home Depot
HD
$404B
| $506K | 0.5% |
+1,300
| New | +$506K |
|
33
Arm
ARM
$140B
| $497K | 0.49% |
+4,025
| New | +$497K |
|
34
Snowflake
SNOW
$77.9B
| $480K | 0.47% |
+3,110
| New | +$480K |
|
35
Ulta Beauty
ULTA
$23.9B
| $478K | 0.47% |
+1,100
| New | +$478K |
|
36
Chipotle Mexican Grill
CMG
$56B
| $434K | 0.43% |
+7,195
| New | +$434K |
|
37
Guidewire Software
GWRE
$18.3B
| $423K | 0.42% |
+2,510
| New | +$423K |
|
38
Super Micro Computer
SMCI
$24.2B
| $416K | 0.41% |
+13,660
| New | +$416K |
|
39
Vertiv
VRT
$47.4B
| $411K | 0.41% |
+3,620
| New | +$411K |
|
40
Applied Materials
AMAT
$126B
| $390K | 0.39% |
+2,400
| New | +$390K |
|
41
Palo Alto Networks
PANW
$127B
| $386K | 0.38% |
+2,124
| New | +$386K |
|
42
lululemon athletica
LULU
$24B
| $382K | 0.38% |
+1,000
| New | +$382K |
|
43
Lear
LEA
$5.85B
| $379K | 0.37% |
+4,000
| New | +$379K |
|
44
CAVA Group
CAVA
$7.6B
| $313K | 0.31% |
+2,775
| New | +$313K |
|
45
Ambarella
AMBA
$3.4B
| $291K | 0.29% |
+4,000
| New | +$291K |
|
46
Moderna
MRNA
$9.41B
| $283K | 0.28% |
+6,800
| New | +$283K |
|
47
Adobe
ADBE
$147B
| $267K | 0.26% |
+600
| New | +$267K |
|
48
Comfort Systems
FIX
$24.6B
| $254K | 0.25% |
+600
| New | +$254K |
|
49
UnitedHealth
UNH
$280B
| $253K | 0.25% |
+500
| New | +$253K |
|
50
Icon
ICLR
$13.8B
| $252K | 0.25% |
+1,200
| New | +$252K |
|