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PIA

Prakash Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 44.06%
This Fund
S&P 500
This Quarter Est. Return
+27.99%
1 Year Est. Return
+44.06%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$89.6M
AUM Growth
-$747K
Cap. Flow
-$862K
Cap. Flow %
-0.96%
Top 10 Hldgs %
70.34%
Holding
53
New
–
Increased
–
Reduced
19
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$113K
2
NOW icon
ServiceNow
NOW
+$94.3K
3
META icon
Meta Platforms (Facebook)
META
+$92.7K
4
NVDA icon
NVIDIA
NVDA
+$89.3K
5
VST icon
Vistra
VST
+$74K

Sector Composition

Rank Sector Weight
1 Technology 40.6%
2 Communication Services 27.84%
3 Consumer Discretionary 21.82%
4 Healthcare 3.82%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MEDP icon
26
Medpace
MEDP
$16.5B
$533K 0.6%
1,750
– –
VRT icon
27
Vertiv
VRT
$105B
$484K 0.54%
6,710
-10
-0.1% -$972
UPST icon
28
Upstart Holdings
UPST
$3.03B
$478K 0.53%
10,375
-50
-0.5% -$2.45K
HD icon
29
Home Depot
HD
$355B
$476K 0.53%
1,300
– –
GWRE icon
30
Guidewire Software
GWRE
$14.2B
$468K 0.52%
2,500
-10
-0.4% -$2.15K
TSM icon
31
TSMC
TSM
$2.18T
$468K 0.52%
2,820
-10
-0.4% -$1.85K
SMCI icon
32
Super Micro Computer
SMCI
$20.1B
$447K 0.5%
13,060
– –
ZM icon
33
Zoom
ZM
$30.6B
$443K 0.49%
6,010
– –
DOCU
34
DocuSign
DOCU
$11.5B
$407K 0.45%
5,000
– –
ARM icon
35
Arm
ARM
$302B
$398K 0.44%
3,725
– –
ETSY icon
36
Etsy
ETSY
$7.85B
$373K 0.42%
7,900
– –
ULTA icon
37
Ulta Beauty
ULTA
$24.3B
$367K 0.41%
1,000
– –
AMD icon
38
Advanced Micro Devices
AMD
$789B
$355K 0.4%
3,460
– –
LEA icon
39
Lear
LEA
$8.18B
$353K 0.39%
4,000
– –
VST icon
40
Vistra
VST
$47.4B
$318K 0.36%
2,710
-500
-16% -$74K
ADBE icon
41
Adobe
ADBE
$105B
$307K 0.34%
800
– –
AMAT icon
42
Applied Materials
AMAT
$428B
$305K 0.34%
2,100
– –
CMG icon
43
Chipotle Mexican Grill
CMG
$41.5B
$295K 0.33%
5,870
-25
-0.4% -$1.27K
LULU icon
44
lululemon athletica
LULU
$14.6B
$283K 0.32%
1,000
– –
HCA icon
45
HCA Healthcare
HCA
$89.5B
$276K 0.31%
800
– –
PANW icon
46
Palo Alto Networks
PANW
$297B
$273K 0.3%
1,600
– –
SNOW icon
47
Snowflake
SNOW
$115B
$265K 0.3%
1,810
– –
CAVA icon
48
CAVA Group
CAVA
$7.27B
$248K 0.28%
2,875
– –
RH icon
49
RH
RH
$3.71B
$234K 0.26%
1,000
– –
UNH icon
50
UnitedHealth
UNH
$370B
$210K 0.23%
400
– –
1
2
3

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Prakash Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Prakash Investment Advisors held 53 positions worth $89.6M, down 0.83% from $90.3M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Prakash Investment Advisors opened no new positions and made no exits, leaving the 53-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 41% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Prakash Investment Advisors's biggest Q2 2025 reduction was Netflix, cutting an estimated $113K.
  • Prakash Investment Advisors's ten largest holdings make up 70% of its $89.6M portfolio in Q2 2025.
  • Prakash Investment Advisors opened 0 new positions and closed 0 in Q2 2025.
  • Prakash Investment Advisors's portfolio value fell 0.83% quarter-over-quarter to $89.6M.

Based on Prakash Investment Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.