Prakash Investment Advisors LLC Top Holdings and 13F Report (2026) About Prakash Investment Advisors LLCInvestment ActivityPrakash Investment Advisors LLC has $164.78 million in total holdings as of September 30, 2026.Prakash Investment Advisors LLC owns shares of 86 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 13.56% of the portfolio was purchased this quarter.About 11.36% of the portfolio was sold this quarter.This quarter, Prakash Investment Advisors LLC has purchased 92 new stocks and bought additional shares in 30 stocks.Prakash Investment Advisors LLC sold shares of 35 stocks and completely divested from 20 stocks this quarter.Largest Holdings Micron Technology $13,766,547NVIDIA $10,911,311Bloom Energy $8,908,231Meta Platforms $8,040,071Apple $7,316,799 Largest New Holdings this Quarter 60770K907 - MODERNA INC $855,784 Holding60770K107 - Moderna $622,001 Holding573874104 - Marvell Technology $564,088 HoldingG3323L100 - Fabrinet $509,124 Holding60937P106 - MongoDB $488,054 Holding Largest Purchases this Quarter CrowdStrike 18,000 shares (about $4.77M)SANDISK CORP 900 shares (about $1.57M)ASTERA LABS INC 3,985 shares (about $1.42M)Alphabet 3,980 shares (about $1.36M)Credo Technology Group 6,290 shares (about $1.23M) Largest Sales this Quarter SOLARIS ENERGY INFRAS INC 12,900 shares (about $918.22K)PALANTIR TECHNOLOGIES INC 3,740 shares (about $699.57K)NVIDIA 2,740 shares (about $625.76K)Netflix 8,447 shares (about $587.74K)APPLOVIN CORP 1,730 shares (about $502.44K) 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$13,766,547$484,625 ▼-3.4%12,9258.4%TechnologyNVDANVIDIA$10,911,311$625,761 ▼-5.4%47,7776.6%TechnologyBEBloom Energy$8,908,231$378,078 ▼-4.1%32,1625.4%IndustrialsMETAMeta Platforms$8,040,071$314,003 ▼-3.8%11,0874.9%Communication ServicesAAPLApple$7,316,799$246,435 ▼-3.3%21,9714.4%TechnologyLITELumentum$6,832,814$315,659 ▲4.8%7,0354.1%TechnologyCRWDCrowdStrike$6,757,744$4,765,500 ▲239.2%25,5254.1%TechnologyAMZNAmazon.com$6,487,866$365,005 ▼-5.3%26,0403.9%Consumer DiscretionaryGOOGAlphabet$4,515,486$1,356,145 ▲42.9%13,2522.7%Communication ServicesTSLATesla$4,401,418$255,463 ▼-5.5%12,4052.7%Consumer DiscretionaryAVGOBroadcom$4,370,560$247,589 ▼-5.4%12,4452.7%TechnologyFIXComfort Systems USA$4,300,634$165,409 ▲4.0%2,6002.6%IndustrialsSPOTSpotify Technology$3,367,796$287,554 ▼-7.9%6,9102.0%Communication ServicesAMDAdvanced Micro Devices$3,277,198$571,996 ▲21.1%5,3572.0%TechnologyWDCWestern Digital$3,244,844$99,981 ▲3.2%7,1402.0%TechnologyNFLXNetflix$3,239,784$587,742 ▼-15.4%46,5622.0%Communication ServicesYNDXYandex$3,078,234$469,401 ▲18.0%13,0501.9%TechnologyCELESTICA INC$2,981,798$560,217 ▲23.1%8,2501.8%COMVRTVertiv$2,778,685$142,373 ▼-4.9%11,5151.7%IndustrialsAPPLOVIN CORP$2,666,147$502,444 ▼-15.9%9,1801.6%COM CL APALANTIR TECHNOLOGIES INC$2,527,981$699,567 ▼-21.7%13,5151.5%CL AAXONAxon Enterprise$2,275,270$492,236 ▼-17.8%5,3851.4%IndustrialsGOOGLAlphabet$2,236,520$402,574 ▼-15.3%6,5001.4%Communication ServicesMSFTMicrosoft$2,205,470$44,622 ▲2.1%4,3001.3%TechnologySTRLSterling Infrastructure$2,153,996$688,492 ▲47.0%4,3801.3%IndustrialsSANDISK CORP$2,087,868$1,565,901 ▲300.0%1,2001.3%COMHOODRobinhood Markets$1,926,338$133,875 ▼-6.5%17,1231.2%FinanceGLWCorning$1,706,736$461,280 ▲37.0%11,1001.0%TechnologyCRDOCredo Technology Group$1,673,246$1,225,229 ▲273.5%8,5901.0%TechnologyMARVELL TECHNOLOGY INC$1,670,449$829,038 ▲98.5%1351.0%CALLASTERA LABS INC$1,576,947$1,418,540 ▲895.5%4,4301.0%COMMAMastercard$1,389,704$22,059 ▼-1.6%2,5200.8%FinanceLAM RESEARCH CORP$1,376,457$49,277 ▲3.7%4,1900.8%COM NEWNOWServiceNow$1,340,100$443,573 ▼-24.9%10,0000.8%TechnologyTSMTaiwan Semiconductor Manufacturing$1,322,951$182,476 ▲16.0%2,9000.8%TechnologyMSTRStrategy$1,163,484$137,781 ▼-10.6%7,6000.7%TechnologyCVNACarvana$1,138,228$90,683 ▼-7.4%18,2000.7%Consumer DiscretionaryAMATApplied Materials$986,963$30,683 ▼-3.0%1,9300.6%TechnologyURIUnited Rentals$970,757$10,008 ▼-1.0%9700.6%IndustrialsORCLOracle$967,965$704,349 ▲267.2%7,0500.6%TechnologyASTERA LABS INC$913,179$215,842 ▼-19.1%550.6%CALLMODERNA INC$855,784$855,784 ▲New Holding630.5%CALLLLYEli Lilly and Company$778,715$138,850 ▲21.7%6730.5%HealthcareISRGIntuitive Surgical$731,934$81,326 ▼-10.0%1,8000.4%HealthcareKLACKLA$730,988$58,479 ▼-7.4%3,7500.4%TechnologyENPHEnphase Energy$728,2540.0%22,0750.4%TechnologyAGXArgan$704,877$47,244 ▼-6.3%1,8650.4%IndustrialsARISTA NETWORKS INC$696,889$193,411 ▲38.4%3,4230.4%COM SHSCEGConstellation Energy$685,854$228,618 ▼-25.0%2,7000.4%UtilitiesSNOWSnowflake$675,724$122,242 ▲22.1%1,9900.4%TechnologyMRNAModerna$622,001$622,001 ▲New Holding3,2300.4%HealthcareMRVLMarvell Technology$564,088$564,088 ▲New Holding2,1350.3%TechnologyROBINHOOD VENTURES FD I$514,622$48,692 ▲10.5%18,4850.3%COM SHSFNFabrinet$509,124$509,124 ▲New Holding1,2000.3%TechnologyIRENIREN$498,940$159,432 ▼-24.2%12,2050.3%TechnologyMDBMongoDB$488,054$488,054 ▲New Holding1,4000.3%TechnologyDDOGDatadog$487,453$230,034 ▲89.4%1,7800.3%TechnologyAAOIApplied Optoelectronics$470,492$103,230 ▲28.1%4,7400.3%TechnologyNVTnVent Electric$469,884$104,240 ▲28.5%2,9300.3%IndustrialsSOLARIS ENERGY INFRAS INC$466,229$918,222 ▼-66.3%6,5500.3%COM CL AMPWRMonolithic Power Systems$458,0550.0%3400.3%TechnologyPANWPalo Alto Networks$444,9870.0%1,1200.3%TechnologyDELLDell Technologies$435,740$53,795 ▲14.1%8100.3%TechnologyAMBPArdagh Metal Packaging$418,246$212,660 ▲103.4%96,3700.3%MaterialsARISTA NETWORKS INC$417,581$417,581 ▲New Holding510.3%CALLMEDPMedpace$380,7500.0%6100.2%HealthcareCOREWEAVE INC$375,487$79,279 ▼-17.4%4,3100.2%COM CL AUNHUnitedHealth Group$367,0800.0%1,0000.2%HealthcareAEISAdvanced Energy Industries$366,366$28,182 ▲8.3%1,3000.2%TechnologyNETCloudflare$364,644$34,728 ▲10.5%1,0500.2%TechnologyVSTVistra$361,094$117,598 ▼-24.6%2,6100.2%UtilitiesRVMDRevolution Medicines$359,205$359,205 ▲New Holding1,7500.2%HealthcareBLOOM ENERGY CORP$342,892$178,900 ▼-34.3%230.2%CALLNETAPP INC$316,061$316,061 ▲New Holding340.2%CALLHDHome Depot$312,9390.0%1,1000.2%Consumer DiscretionaryVLOValero Energy$290,708$290,708 ▲New Holding7500.2%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$282,676$282,676 ▲New Holding1,7000.2%ETFHCAHCA Healthcare$256,0440.0%6000.2%HealthcareARM HOLDINGS PLC$254,709$55,372 ▲27.8%230.2%CALLBKNGBooking$251,696$289,980 ▼-53.5%1,5450.2%Consumer DiscretionaryPALO ALTO NETWORKS INC$250,466$250,466 ▲New Holding150.2%CALLILMNIllumina$249,049$249,049 ▲New Holding9100.2%HealthcareVALERO ENERGY CORP$239,581$239,581 ▲New Holding180.1%CALLDATADOG INC$233,790$11,133 ▼-4.5%210.1%CALLTOYO CO LTD$113,378$12,889 ▼-10.2%26,0640.1%ORD SHRUNSunrun$97,537$97,537 ▲New Holding12,5530.1%UtilitiesCREDO TECHNOLOGY GROUP HOLDI$0$1,435,580 ▼-100.0%00.0%CALLSTERLING INFRASTRUCTURE INC$0$1,181,080 ▼-100.0%00.0%CALLADVANCED MICRO DEVICES INC$0$991,263 ▼-100.0%00.0%CALLCORNING INC$0$933,313 ▼-100.0%00.0%CALLCELESTICA INC$0$745,405 ▼-100.0%00.0%CALLALPHABET INC$0$527,768 ▼-100.0%00.0%CALLFABRINET$0$410,420 ▼-100.0%00.0%CALLSHOPIFY INC$0$369,372 ▼-100.0%00.0%CL A SUB VTG SHSSOLARIS ENERGY INFRAS INC$0$293,875 ▼-100.0%00.0%CALLENLIGHT RENEWABLE ENERGY LTD$0$287,120 ▼-100.0%00.0%CALLBLACKBERRY LTD$0$264,273 ▼-100.0%00.0%CALLCIENCiena$0$245,280 ▼-100.0%00.0%TechnologyADVANCED ENERGY INDS$0$244,185 ▼-100.0%00.0%CALLD-WAVE QUANTUM INC$0$241,147 ▼-100.0%00.0%COMShowing largest 100 holdings. 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