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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
-9.85%
1 Year Est. Return
+44.06%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$90.3M
AUM Growth
-$11M
Cap. Flow
+$1.86M
Cap. Flow %
2.06%
Top 10 Hldgs %
70.35%
Holding
59
New
2
Increased
22
Reduced
22
Closed
6

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$862K
2
PLTR icon
Palantir
PLTR
+$711K
3
META icon
Meta Platforms (Facebook)
META
+$581K
4
CVNA icon
Carvana
CVNA
+$575K
5
VST icon
Vistra
VST
+$480K

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$614K
2
ZM icon
Zoom
ZM
+$478K
3
DOCU
DocuSign
DOCU
+$350K
4
NVDA icon
NVIDIA
NVDA
+$298K
5
AMBA icon
Ambarella
AMBA
+$291K

Sector Composition

Rank Sector Weight
1 Technology 40.56%
2 Communication Services 27.81%
3 Consumer Discretionary 21.85%
4 Healthcare 3.79%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$370B
$210K 0.23%
400
-100
-20% -$51.1K
NOC icon
52
Northrop Grumman
NOC
$81.2B
$205K 0.23%
+400
New +$191K
LCID icon
53
Lucid Motors
LCID
$2.77B
$96.9K 0.11%
4,004
+971
+32% +$26K
AMBA icon
54
Ambarella
AMBA
$3.81B
– –
-4,000
Closed -$291K
FIX icon
55
Comfort Systems
FIX
$59.6B
– –
-600
Closed -$254K
ICLR icon
56
Icon
ICLR
$12.7B
– –
-1,200
Closed -$252K
MRNA icon
57
Moderna
MRNA
$23.6B
– –
-6,800
Closed -$283K
ROKU icon
58
Roku
ROKU
$22.7B
– –
-2,800
Closed -$208K
V icon
59
Visa
V
$677B
– –
-700
Closed -$221K
1 2
3

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VAM
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DV
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BM
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Prakash Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Prakash Investment Advisors held 59 positions worth $90.3M, down 11% from $101M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Prakash Investment Advisors's Q1 2025 filing shows 2 new, 22 increased, 22 reduced and 6 closed positions. Its largest new stake was Vistra: 3,210 shares worth $377K. The largest sale was Lam Research, an estimated $614K.

By sector, the portfolio is most concentrated in Technology at 41% of assets, down from 43% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Prakash Investment Advisors's largest Q1 2025 buy was Vistra: 3,210 shares worth $377K.
  • Prakash Investment Advisors added most to Applovin in Q1 2025, an estimated $862K increase.
  • Prakash Investment Advisors's biggest Q1 2025 reduction was Lam Research, cutting an estimated $614K.
  • Prakash Investment Advisors fully exited Ambarella in Q1 2025, selling an estimated $291K.
  • Prakash Investment Advisors's ten largest holdings make up 70% of its $90.3M portfolio in Q1 2025.
  • Prakash Investment Advisors opened 2 new positions and closed 6 in Q1 2025.
  • Prakash Investment Advisors's portfolio value fell 11% quarter-over-quarter to $90.3M.

Based on Prakash Investment Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.