Prakash Investment Advisors LLC Top Holdings and 13F Report (2026) About Prakash Investment Advisors LLCInvestment ActivityPrakash Investment Advisors LLC has $174.05 million in total holdings as of June 30, 2026.Prakash Investment Advisors LLC owns shares of 92 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 21.45% of the portfolio was purchased this quarter.About 15.58% of the portfolio was sold this quarter.This quarter, Prakash Investment Advisors LLC has purchased 80 new stocks and bought additional shares in 24 stocks.Prakash Investment Advisors LLC sold shares of 38 stocks and completely divested from 15 stocks this quarter.Largest Holdings Micron Technology $15,444,400Bloom Energy $10,148,623NVIDIA $10,107,947Apple $6,571,666Amazon.com $6,555,542 Largest New Holdings this Quarter 958102105 - Western Digital $4,419,942 Holding219350105 - Corning $2,068,983 HoldingG25457905 - CREDO TECHNOLOGY GROUP HOLDI $1,435,580 Holding573874904 - MARVELL TECHNOLOGY INC $1,114,318 Holding007903907 - ADVANCED MICRO DEVICES INC $991,263 Holding Largest Purchases this Quarter Micron Technology 4,385 shares (about $5.06M)Western Digital 6,920 shares (about $4.42M)Lumentum 4,000 shares (about $3.43M)Corning 8,100 shares (about $2.07M)SOLARIS ENERGY INFRAS INC 19,208 shares (about $1.55M) Largest Sales this Quarter BLOOM ENERGY CORP 120 shares (about $2.43M)NVIDIA 8,380 shares (about $1.68M)ServiceNow 13,900 shares (about $1.38M)PALANTIR TECHNOLOGIES INC 10,918 shares (about $1.27M)Vistra 7,500 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrakash Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$15,444,400$5,061,562 â–²48.7%13,3808.9%TechnologyBEBloom Energy$10,148,623$1,346,410 â–²15.3%33,5275.8%IndustrialsNVDANVIDIA$10,107,947$1,676,754 â–¼-14.2%50,5175.8%TechnologyAAPLApple$6,571,666$333,922 â–¼-4.8%22,7113.8%TechnologyAMZNAmazon.com$6,555,542$59,585 â–²0.9%27,5053.8%Consumer DiscretionaryMETAMeta Platforms$6,489,101$974,492 â–¼-13.1%11,5203.7%Communication ServicesLITELumentum$5,757,583$3,432,240 â–²147.6%6,7103.3%TechnologyCRWDCrowdStrike$5,742,629$57,236 â–¼-1.0%7,5253.3%TechnologyAPPLOVIN CORP$5,621,159$966,056 â–¼-14.7%10,9103.2%COM CL ATSLATesla$5,520,375$914,805 â–¼-14.2%13,1253.2%Consumer DiscretionaryAVGOBroadcom$4,967,413$302,200 â–¼-5.7%13,1502.9%TechnologyFIXComfort Systems USA$4,954,875$1,189,170 â–²31.6%2,5002.8%IndustrialsWDCWestern Digital$4,419,942$4,419,942 â–²New Holding6,9202.5%TechnologyVRTVertiv$4,052,996$215,959 â–²5.6%12,1052.3%IndustrialsNFLXNetflix$3,927,643$1,016,022 â–¼-20.6%55,0092.3%Communication ServicesAXONAxon Enterprise$3,671,996$56,061 â–²1.6%6,5502.1%IndustrialsSPOTSpotify Technology$3,443,475$238,748 â–¼-6.5%7,5002.0%Communication ServicesGOOGAlphabet$3,276,076$368,170 â–²12.7%9,2721.9%Communication ServicesYNDXYandex$3,054,440$1,103,299 â–²56.5%11,0601.8%TechnologyGOOGLAlphabet$2,741,028$228,717 â–¼-7.7%7,6701.6%Communication ServicesAMDAdvanced Micro Devices$2,568,784$29,045 â–²1.1%4,4221.5%TechnologySTRLSterling Infrastructure$2,501,293$318,957 â–²14.6%2,9801.4%IndustrialsCELESTICA INC$2,444,160$875,520 â–²55.8%6,7001.4%COMASTERA LABS INC$2,391,305$703,325 â–²41.7%681.4%CALLGLWCorning$2,068,983$2,068,983 â–²New Holding8,1001.2%TechnologyPALANTIR TECHNOLOGIES INC$2,013,141$1,273,803 â–¼-38.8%17,2551.2%CL AHOODRobinhood Markets$1,836,428$349,977 â–¼-16.0%18,3131.1%FinanceLAM RESEARCH CORP$1,750,653$60,666 â–²3.6%4,0401.0%COM NEWAGXArgan$1,589,115$31,942 â–²2.1%1,9900.9%IndustrialsMSFTMicrosoft$1,571,533$869,136 â–¼-35.6%4,2130.9%TechnologySOLARIS ENERGY INFRAS INC$1,564,947$1,545,476 â–²7,937.2%19,4500.9%COM CL AAMATApplied Materials$1,438,770$86,760 â–²6.4%1,9900.8%TechnologyCREDO TECHNOLOGY GROUP HOLDI$1,435,580$1,435,580 â–²New Holding780.8%CALLNOWServiceNow$1,321,417$1,379,992 â–¼-51.1%13,3100.8%TechnologyMAMastercard$1,314,816$51,360 â–¼-3.8%2,5600.8%FinanceCVNACarvana$1,293,363$929,378 â–²255.3%19,6500.7%Consumer DiscretionaryKLACKLA$1,221,926$1,101,242 â–²912.5%4,0500.7%TechnologyTSMTaiwan Semiconductor Manufacturing$1,193,925$198,192 â–¼-14.2%2,5000.7%TechnologySTERLING INFRASTRUCTURE INC$1,181,080$161,056 â–²15.8%220.7%CALLMARVELL TECHNOLOGY INC$1,114,318$1,114,318 â–²New Holding680.6%CALLURIUnited Rentals$1,110,232$135,947 â–¼-10.9%9800.6%IndustrialsENPHEnphase Energy$1,086,973$12,310 â–¼-1.1%22,0750.6%TechnologyADVANCED MICRO DEVICES INC$991,263$991,263 â–²New Holding240.6%CALLCORNING INC$933,313$602,137 â–¼-39.2%620.5%CALLCEGConstellation Energy$894,132$253,337 â–¼-22.1%3,6000.5%UtilitiesISRGIntuitive Surgical$795,3600.0%2,0000.5%HealthcareCELESTICA INC$745,405$554,276 â–¼-42.6%390.4%CALLMSTRStrategy$738,905$547,659 â–¼-42.6%8,5000.4%TechnologyIRENIREN$736,482$85,012 â–¼-10.3%16,1050.4%TechnologyBLOOM ENERGY CORP$709,353$2,432,067 â–¼-77.4%350.4%CALLSANDISK CORP$682,119$682,119 â–²New Holding3000.4%COMLLYEli Lilly and Company$663,285$119,943 â–¼-15.3%5530.4%HealthcareCRDOCredo Technology Group$625,485$625,485 â–²New Holding2,3000.4%TechnologyBKNGBooking$592,648$556,822 â–²1,554.2%3,3250.3%Consumer DiscretionaryVSTVistra$548,860$1,189,725 â–¼-68.4%3,4600.3%UtilitiesROBINHOOD VENTURES FD I$548,606$548,606 â–²New Holding16,7360.3%COM SHSAAOIApplied Optoelectronics$548,192$548,192 â–²New Holding3,7000.3%TechnologyALPHABET INC$527,768$61,368 â–¼-10.4%430.3%CALLCOREWEAVE INC$519,599$207,043 â–²66.2%5,2200.3%COM CL AMPWRMonolithic Power Systems$470,002$82,942 â–¼-15.0%3400.3%TechnologyAEISAdvanced Energy Industries$447,444$447,444 â–²New Holding1,2000.3%TechnologyARISTA NETWORKS INC$420,113$139,811 â–²49.9%2,4730.2%COM SHSUNHUnitedHealth Group$415,630$415,630 â–²New Holding1,0000.2%HealthcareSNOWSnowflake$414,835$45,810 â–¼-9.9%1,6300.2%TechnologyFABRINET$410,420$168,996 â–²70.0%170.2%CALLHDHome Depot$387,948$70,536 â–¼-15.4%1,1000.2%Consumer DiscretionaryNVTnVent Electric$386,711$386,711 â–²New Holding2,2800.2%IndustrialsPANWPalo Alto Networks$381,942$381,942 â–²New Holding1,1200.2%TechnologySHOPIFY INC$369,372$228,360 â–¼-38.2%3,2350.2%CL A SUB VTG SHSMEDPMedpace$323,0500.0%6100.2%HealthcareDELLDell Technologies$306,337$306,337 â–²New Holding7100.2%TechnologyDATADOG INC$295,008$295,008 â–²New Holding220.2%CALLSOLARIS ENERGY INFRAS INC$293,875$66,359 â–¼-18.4%620.2%CALLENLIGHT RENEWABLE ENERGY LTD$287,120$287,120 â–²New Holding670.2%CALLORCLOracle$281,376$281,376 â–²New Holding1,9200.2%TechnologyARM HOLDINGS PLC$279,828$279,828 â–²New Holding180.2%CALLBLACKBERRY LTD$264,273$264,273 â–²New Holding3600.2%CALLCIENCiena$245,280$245,280 â–²New Holding5000.1%TechnologyDDOGDatadog$244,738$244,738 â–²New Holding9400.1%TechnologyADVANCED ENERGY INDS$244,185$593,021 â–¼-70.8%140.1%CALLD-WAVE QUANTUM INC$241,147$390,436 â–¼-61.8%10,0520.1%COMADIAnalog Devices$238,302$238,302 â–²New Holding6000.1%TechnologyHCAHCA Healthcare$233,9340.0%6000.1%HealthcareNETCloudflare$233,016$233,016 â–²New Holding9500.1%TechnologyCOREWEAVE INC$229,783$101,105 â–¼-30.6%500.1%CALLLEUCentrus Energy$226,625$45,325 â–¼-16.7%1,3500.1%EnergyAMBPArdagh Metal Packaging$224,534$224,534 â–²New Holding47,3700.1%MaterialsASTERA LABS INC$214,944$900,833 â–¼-80.7%4450.1%COMQUANTA SVCS INC$205,740$205,740 â–²New Holding60.1%CALLMONGODB INC$204,098$204,098 â–²New Holding120.1%CALLTOYO CO LTD$201,738$201,738 â–²New Holding29,0270.1%ORD SHLUCID GROUP INC$143,741$265,278 â–¼-64.9%21,4860.1%COM NEWLUMENTUM HLDGS INC$0$1,731,824 â–¼-100.0%00.0%CALLMICRON TECHNOLOGY INC$0$1,085,132 â–¼-100.0%00.0%CALLALCCAltC Acquisition$0$990,808 â–¼-100.0%00.0%WESTERN DIGITAL CORP$0$659,917 â–¼-100.0%00.0%CALLFASTLY INC$0$449,547 â–¼-100.0%00.0%CALLNETFLIX INC.$0$358,743 â–¼-100.0%00.0%CALLAPPLOVIN CORP$0$357,587 â–¼-100.0%00.0%CALLHECLA MINING COMPANY$0$330,894 â–¼-100.0%00.0%CALLShowing largest 100 holdings. 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