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Proem Advisors Portfolio holdings
AUM
$1.87B
Turnover
62.69%
1-Year Est. Return
202.8%
This Fund
S&P 500
This Quarter Est. Return
+75.95%
1 Year Est. Return
+202.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.87B
AUM Growth
+$195M
(+12%)
Cap. Flow
+$84.1M
Cap. Flow % of AUM
Cap. Flow %
4.49%
Top 10 Holdings %
Top 10 Hldgs %
64.43%
Holding
67
New
31
Increased
13
Reduced
7
Closed
11
Avg Time Held
Equity + Options
0.6
years
Top 10 Avg Time Held
Equity + Options
0.2
years
Top 20 Avg Time Held
Equity + Options
0.3
years
Avg Time Held Equity only
0.9
years
Top 10 Avg Time Held Equity only
0.5
years
Top 20 Avg Time Held Equity only
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$27.7M |
| 2 |
Lam Research
LRCX
|
+$19.7M |
| 3 |
NVIDIA
NVDA
|
+$18.5M |
| 4 |
Intel
INTC
|
+$15.2M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$14.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$40.1M |
| 2 |
Fastly Inc
FSLY
|
+$7.54M |
| 3 |
Samsara
IOT
|
+$5.77M |
| 4 |
dLocal
DLO
|
+$5.52M |
| 5 |
Applovin
APP
|
+$5.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 74.22% |
| 2 | Technology | 19.67% |
| 3 | Communication Services | 3.34% |
| 4 | Consumer Discretionary | 1.77% |
| 5 | Financials | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
CALL
Arm
ARM
$236B
| $17.7M | 0.95% |
+50,000
| New | +$13.3M |
2026 Q2
0 quarters
|
|
|
27
Applovin
APP
$91.2B
| $14.2M | 0.76% |
27,500
-11,000
| -29% | -$5.31M |
2025 Q2
4 quarters
|
|
28
Sea Limited
SE
$49.3B
| $13.3M | 0.71% |
139,000
+14,000
| +11% | +$1.23M |
2025 Q2
4 quarters
|
|
29
CALL
Workday
WDAY
$49.2B
| $12.2M | 0.65% |
+100,000
| New | +$12.7M |
2026 Q2
0 quarters
|
|
|
30
Broadcom
AVGO
$1.6T
| $11.3M | 0.61% |
30,000
-100,000
| -77% | -$40.1M |
2024 Q4
6 quarters
|
|
31
Meta Platforms (Facebook)
META
$1.77T
| $11.3M | 0.6% |
20,000
-5,000
| -20% | -$3.06M |
2025 Q1
5 quarters
|
|
32
CALL
Credo Technology Group
CRDO
$32.2B
| $10.9M | 0.58% |
+40,000
| New | +$7.9M |
2026 Q2
0 quarters
|
|
33
Mercado Libre
MELI
$95.3B
| $9.34M | 0.5% |
5,500
+200
| +4% | +$342K |
2020 Q4
22 quarters
|
|
34
Robinhood
HOOD
$88.3B
| $9.23M | 0.49% |
92,000
-500
| -0.5% | -$41.9K |
2024 Q4
6 quarters
|
|
35
CALL
Wolfspeed
WOLF
$1.24B
| $8.2M | 0.44% |
+170,000
| New | +$7.4M |
2026 Q2
0 quarters
|
|
36
Texas Instruments
TXN
$254B
| $8.2M | 0.44% |
+27,500
| New | +$7.63M |
2026 Q2
0 quarters
|
|
37
DoorDash
DASH
$83.1B
| $8.01M | 0.43% |
43,392
+9,810
| +29% | +$1.62M |
2026 Q1
1 quarter
|
|
38
Analog Devices
ADI
$192B
| $7.94M | 0.42% |
+20,000
| New | +$7.92M |
2026 Q2
0 quarters
|
|
39
Duolingo
DUOL
$6.53B
| $7.87M | 0.42% |
68,450
| – | – |
2025 Q2
4 quarters
|
|
40
Dell
DELL
$293B
| $6.9M | 0.37% |
+16,000
| New | +$4.63M |
2026 Q2
0 quarters
|
|
41
CALL
Nokia
NOK
$50.5B
| $6.64M | 0.35% |
+500,000
| New | +$6.44M |
2026 Q2
0 quarters
|
|
42
CALL
Super Micro Computer
SMCI
$21.3B
| $6.1M | 0.33% |
+208,000
| New | +$6.63M |
2026 Q2
0 quarters
|
|
43
Nu Holdings
NU
$72.9B
| $5.69M | 0.3% |
425,614
| – | – |
2024 Q4
6 quarters
|
|
|
44
Credo Technology Group
CRDO
$32.2B
| $5.44M | 0.29% |
+20,000
| New | +$3.95M |
2026 Q2
0 quarters
|
|
45
Corning
GLW
$114B
| $5.11M | 0.27% |
+20,000
| New | +$3.64M |
2026 Q2
0 quarters
|
|
46
Palantir
PLTR
$463B
| $4.77M | 0.25% |
40,881
+5,000
| +14% | +$682K |
2026 Q1
1 quarter
|
|
|
47
Super Micro Computer
SMCI
$21.3B
| $4.69M | 0.25% |
+160,000
| New | +$5.1M |
2026 Q2
0 quarters
|
|
48
WIX.com
WIX
$3.31B
| $4.31M | 0.23% |
95,000
+17,500
| +23% | +$1.08M |
2026 Q1
1 quarter
|
|
49
Hims & Hers Health
HIMS
$6.82B
| $3.81M | 0.2% |
110,000
| – | – |
2024 Q4
6 quarters
|
|
50
MNTN Inc
MNTN
$783M
| $3.13M | 0.17% |
340,441
+15,000
| +5% | +$137K |
2026 Q1
1 quarter
|
|
Similar funds
Proem Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Proem Advisors held 67 positions worth $1.87B, up 12% from $1.68B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Proem Advisors deployed $84.1M of net new capital in Q2 2026, opening 31 new positions and adding to 13 existing holdings. Its largest new stake was Lam Research: 65,000 shares worth $28.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, down from 82% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Broadcom, an estimated $40.1M trimmed.
- Proem Advisors's largest Q2 2026 buy was Lam Research: 65,000 shares worth $28.2M.
- Proem Advisors added most to Micron Technology in Q2 2026, an estimated $27.7M increase.
- Proem Advisors's biggest Q2 2026 reduction was Broadcom, cutting an estimated $40.1M.
- Proem Advisors fully exited Fastly Inc in Q2 2026, selling an estimated $7.54M.
- Proem Advisors's ten largest holdings make up 64% of its $1.87B portfolio in Q2 2026.
- Proem Advisors opened 31 new positions and closed 11 in Q2 2026.
- Proem Advisors's portfolio value rose 12% quarter-over-quarter to $1.87B.
Based on Proem Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.