Investments: PIAR LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: PIAR LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
174.049.515 $+49.122.337 $
+56,2 %
82128.450.975 $-13.307.265 $
+25,6 %
69141.089.327 $-5.586.502 $
+22,7 %
68148.545.127 $+63.336.151 $
+99,5 %
67
NVIDIA CORPNVDA→ 0Neutral10.107.947 $-163.690 $
-1,6 %
110.271.637 $-3.294.373 $
-24,3 %
113.566.010 $-2.251.378 $
-14,2 %
115.817.388 $+3.495.124 $
+28,4 %
1
MICRON TECHNOLOGY INCMU→ 0Stark15.444.400 $+11.320.397 $
+274,5 %
14.124.003 $+1.765.411 $
+74,9 %
12.358.592 $+2.138.427 $
+971,3 %
1220.165 $+220.165 $1
NETFLIX INCNFLX→ 0Stark3.927.643 $-3.088.430 $
-44,0 %
17.016.073 $-1.504.836 $
-17,7 %
18.520.909 $-3.134.991 $
-26,9 %
111.655.900 $+2.697.084 $
+30,1 %
1
Meta Platforms, Inc.META→ 0Neutral6.489.101 $-1.091.622 $
-14,4 %
17.580.723 $-1.795.855 $
-19,2 %
19.376.578 $-1.672.169 $
-15,1 %
111.048.747 $+2.697.291 $
+32,3 %
1
Bloom Energy CorpBE→ 0Neutral10.857.976 $+5.928.202 $
+120,3 %
14.929.774 $+3.181.516 $
+182,0 %
11.748.258 $-12.713 $
-0,7 %
11.760.971 $+1.760.971 $1
AppLovin CorpAPP→ 0Neutral5.621.159 $+175.142 $
+3,2 %
15.446.017 $-4.407.343 $
-44,7 %
19.853.360 $-326.759 $
-3,2 %
110.180.119 $+9.333.540 $
+1.102,5 %
1
Tesla, Inc.TSLA→ 0Neutral5.520.375 $-167.400 $
-2,9 %
15.687.775 $-2.267.772 $
-28,5 %
17.955.547 $-1.787.700 $
-18,3 %
19.743.247 $+1.768.894 $
+22,2 %
1
AMAZON COM INCAMZN→ 0Neutral6.555.542 $+879.143 $
+15,5 %
15.676.399 $-1.638.287 $
-22,4 %
17.314.686 $-202.293 $
-2,7 %
17.516.979 $+897.834 $
+13,6 %
1
Apple Inc.AAPL→ 0Neutral6.571.666 $+514.960 $
+8,5 %
16.056.706 $-1.191.087 $
-16,4 %
17.247.793 $+146.159 $
+2,1 %
17.101.634 $+353.116 $
+5,2 %
1
Alphabet Inc.GOOGL→ 0Stark6.544.872 $+1.469.808 $
+29,0 %
15.075.064 $-295.464 $
-5,5 %
15.370.528 $+1.735.810 $
+47,8 %
13.634.718 $+919.388 $
+33,9 %
1
Spotify Technology S.A.SPOT→ 0Schwach3.443.475 $-445.503 $
-11,5 %
13.888.978 $-1.337.412 $
-25,6 %
15.226.390 $-1.265.010 $
-19,5 %
16.491.400 $+2.421.178 $
+59,5 %
1
Palantir Technologies Inc.PLTR→ 0Neutral2.013.141 $-2.108.005 $
-51,2 %
14.121.146 $-1.364.219 $
-24,9 %
15.485.365 $-694.113 $
-11,2 %
16.179.478 $+5.254.876 $
+568,3 %
1
Lumentum Holdings Inc.LITE→ 0Neutral5.757.583 $+3.853.103 $
+202,3 %
11.904.480 $+1.499.031 $
+369,7 %
1405.449 $+405.449 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral5.742.629 $+2.775.513 $
+93,5 %
12.967.116 $-1.134.534 $
-27,7 %
14.101.650 $-311.770 $
-7,1 %
14.413.420 $+1.328.345 $
+43,1 %
1
Broadcom Inc.AVGO→ 0Neutral4.967.413 $+649.748 $
+15,0 %
14.317.665 $-752.700 $
-14,8 %
15.070.365 $+497.812 $
+10,9 %
14.572.553 $+2.653.805 $
+138,3 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark4.954.875 $+2.334.794 $
+89,1 %
12.620.081 $+846.830 $
+47,8 %
11.773.251 $+287.927 $
+19,4 %
11.485.324 $+1.485.324 $1
WESTERN DIGITAL CORPWDC→ 0Stark4.419.942 $+3.760.025 $
+569,8 %
1659.917 $+659.917 $1
Vertiv Holdings CoVRT→ 0Stark4.052.996 $+1.181.349 $
+41,1 %
12.871.647 $+1.147.324 $
+66,5 %
11.724.323 $+315.291 $
+22,4 %
11.409.032 $+924.570 $
+190,8 %
1
MICROSOFT CORPMSFT→ 0Neutral1.571.533 $-850.489 $
-35,1 %
12.422.022 $-984.114 $
-28,9 %
13.406.136 $-394.943 $
-10,4 %
13.801.079 $+1.101.763 $
+40,8 %
1
AXON ENTERPRISE, INC.AXON→ 0Sehr schwach3.671.996 $+722.947 $
+24,5 %
12.949.049 $+7.941 $
+0,3 %
12.941.108 $-826.502 $
-21,9 %
13.767.610 $+2.557.925 $
+211,5 %
1
STERLING INFRASTRUCTURE, INC.STRL→ 0Neutral3.682.373 $+2.323.498 $
+171,0 %
11.358.875 $+795.154 $
+141,1 %
1563.721 $+224.041 $
+66,0 %
1339.680 $+339.680 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral3.560.047 $+2.670.651 $
+300,3 %
1889.396 $-129.789 $
-12,7 %
11.019.185 $+451.302 $
+79,5 %
1567.883 $+212.403 $
+59,8 %
1
Robinhood Markets, Inc.HOOD→ 0Schwach1.836.428 $+325.480 $
+21,5 %
11.510.948 $-1.532.953 $
-50,4 %
13.043.901 $-352.042 $
-10,4 %
13.395.943 $+3.395.943 $1
CELESTICA INCCLS→ 0Schwach3.189.565 $+1.160.194 $
+57,2 %
12.029.371 $+327.665 $
+19,3 %
11.701.706 $+1.208.946 $
+245,3 %
1492.760 $+492.760 $1
Nebius Group N.V.NBIS→ 0Neutral3.054.440 $+2.321.376 $
+316,7 %
1733.064 $+50.450 $
+7,4 %
1682.614 $+117.507 $
+20,8 %
1565.107 $+565.107 $1
ServiceNow, Inc.NOW→ 0Neutral1.321.417 $-1.523.389 $
-53,5 %
12.844.806 $+736.912 $
+35,0 %
12.107.894 $-606.932 $
-22,4 %
12.714.826 $+525.441 $
+24,0 %
1
Vistra Corp.VST→ 0Schwach548.860 $-1.098.757 $
-66,7 %
11.647.617 $-507.752 $
-23,6 %
12.155.369 $-677.634 $
-23,9 %
12.833.003 $+2.514.741 $
+790,1 %
1
CARVANA CO.CVNA→ 0Neutral1.293.363 $-445.158 $
-25,6 %
11.738.521 $-1.067.912 $
-38,1 %
12.806.433 $+45.036 $
+1,6 %
12.761.397 $+1.621.911 $
+142,3 %
1
Astera Labs, Inc.ALAB→ 0Neutral2.606.249 $+2.133.004 $
+450,7 %
1473.245 $-291.550 $
-38,1 %
1764.795 $+130.292 $
+20,5 %
1634.503 $+634.503 $1
CORNING INC /NYGLW→ 0Stark2.068.983 $+2.068.983 $1
Strategy IncMSTR→ 0Schwach738.905 $-1.108.135 $
-60,0 %
11.847.040 $+1.193.655 $
+182,7 %
1653.385 $+41.186 $
+6,7 %
1612.199 $+612.199 $1
Constellation Energy CorpCEG→ 0Neutral894.132 $-396.003 $
-30,7 %
11.290.135 $-553.934 $
-30,0 %
11.844.069 $+159.231 $
+9,5 %
11.684.838 $+1.684.838 $1
LAM RESEARCH CORPLRCX→ 0Stark1.750.653 $+917.379 $
+110,1 %
1833.274 $-73.980 $
-8,2 %
1907.254 $+197.584 $
+27,8 %
1709.670 $-75.490 $
-9,6 %
1
LUMENTUM HLDGS INC→ 01.731.824 $+1.520.220 $
+718,4 %
1
GROUP ONE TRADING LLC→ 01.679.765 $+1.078.820 $
+179,5 %
1600.945 $+82.012 $
+15,8 %
1518.933 $+518.933 $1
Mastercard IncMA→ 0Neutral1.314.816 $-14.280 $
-1,1 %
11.329.096 $-303.621 $
-18,6 %
11.632.717 $-36.740 $
-2,2 %
11.669.457 $-303.775 $
-15,4 %
1
ARGAN INCAGX→ 0Stark1.589.115 $+527.047 $
+49,6 %
11.062.068 $-144.214 $
-12,0 %
11.206.282 $-119.664 $
-9,0 %
11.325.946 $+1.325.946 $1
Solaris Energy Infrastructure, Inc.SEI→ 0Schwach1.564.947 $+820.896 $
+110,3 %
1744.051 $+744.051 $1
Oklo Inc.OKLO→ 0Schwach990.808 $-255.304 $
-20,5 %
11.246.112 $-310.690 $
-20,0 %
11.556.802 $+1.556.802 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.438.770 $+799.623 $
+125,1 %
1639.147 $+107.178 $
+20,1 %
1531.969 $+108.157 $
+25,5 %
1423.812 $+119.060 $
+39,1 %
1
IREN LtdIREN→ 0Neutral736.482 $+120.676 $
+19,6 %
1615.806 $-399.385 $
-39,3 %
11.015.191 $-420.212 $
-29,3 %
11.435.403 $+1.435.403 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral795.360 $-126.620 $
-13,7 %
1921.980 $-324.012 $
-26,0 %
11.245.992 $+261.862 $
+26,6 %
1984.130 $-254.293 $
-20,5 %
1
UNITED RENTALS, INC.URI→ 0Neutral1.110.232 $+308.816 $
+38,5 %
1801.416 $-169.768 $
-17,5 %
1971.184 $-269.874 $
-21,7 %
11.241.058 $+609.971 $
+96,7 %
1
KLA CORPKLAC→ 0Stark1.221.926 $+632.962 $
+107,5 %
1588.964 $+102.932 $
+21,2 %
1486.032 $+54.592 $
+12,7 %
1431.440 $+431.440 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark1.193.925 $+208.801 $
+21,2 %
1985.124 $+318.085 $
+47,7 %
1667.039 $+81.926 $
+14,0 %
1585.113 $+116.993 $
+25,0 %
1
Marvell Technology, Inc.MRVL→ 0Neutral1.114.318 $+1.114.318 $1
Enphase Energy, Inc.ENPH→ 0Neutral1.086.973 $+242.865 $
+28,8 %
1844.108 $+246.856 $
+41,3 %
1597.252 $-168.588 $
-22,0 %
1765.840 $-40.810 $
-5,1 %
1
Booking Holdings Inc.BKNG→ 0Neutral592.648 $-253.626 $
-30,0 %
1846.274 $-230.147 $
-21,4 %
11.076.421 $-8.832 $
-0,8 %
11.085.253 $+159.264 $
+17,2 %
1
CORNING INC→ 0933.313 $+653.485 $
+233,5 %
1548.368 $+375.069 $
+216,4 %
1
SHOPIFY INC.SHOP→ 0Neutral369.372 $-251.604 $
-40,5 %
1620.976 $-221.702 $
-26,3 %
1842.678 $-83.905 $
-9,1 %
1926.583 $+171.336 $
+22,7 %
1
D-Wave Quantum Inc.QBTS→ 0Schwach241.147 $-138.752 $
-36,5 %
1379.899 $-417.537 $
-52,4 %
1797.436 $+420.188 $
+111,4 %
1377.248 $+377.248 $1
CoreWeave, Inc.CRWV→ 0Neutral749.382 $+291.701 $
+63,7 %
1457.681 $+88.625 $
+24,0 %
1369.056 $-53.283 $
-12,6 %
1422.339 $+422.339 $1
ELI LILLY & CoLLY→ 0Neutral663.285 $+62.675 $
+10,4 %
1600.610 $-101.156 $
-14,4 %
1701.766 $+91.366 $
+15,0 %
1610.400 $-555.436 $
-47,6 %
1
Sandisk CorpSNDK→ 0Stark682.119 $+682.119 $1
Credo Technology Group Holding LtdCRDO→ 0Neutral625.485 $+625.485 $1
Lucid Group, Inc.LCID→ 0Sehr schwach143.741 $-438.914 $
-75,3 %
1582.655 $+423.048 $
+265,1 %
1159.607 $-80.910 $
-33,6 %
1240.517 $+167.820 $
+230,8 %
1
Robinhood Ventures Fund IRVI→ 0548.606 $+548.606 $1
APPLIED OPTOELECTRONICS, INC.AAOI→ 0Neutral548.192 $+548.192 $1
IonQ, Inc.IONQ→ 0Schwach294.886 $-251.665 $
-46,0 %
1546.551 $+546.551 $1
Datadog, Inc.DDOG→ 0Neutral539.746 $+539.746 $1
HOME DEPOT, INC.HD→ 0Neutral387.948 $-39.609 $
-9,3 %
1427.557 $-19.773 $
-4,4 %
1447.330 $-79.417 $
-15,1 %
1526.747 $+50.310 $
+10,6 %
1
CENTRUS ENERGY CORPLEU→ 0Schwach226.625 $-54.591 $
-19,4 %
1281.216 $-204.304 $
-42,1 %
1485.520 $+20.415 $
+4,4 %
1465.105 $+465.105 $1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral470.002 $+32.662 $
+7,5 %
1437.340 $+74.796 $
+20,6 %
1362.544 $+86.352 $
+31,3 %
1276.192 $+276.192 $1
Snowflake Inc.SNOW→ 0Schwach414.835 $+141.851 $
+52,0 %
1272.984 $-167.930 $
-38,1 %
1440.914 $-12.442 $
-2,7 %
1453.356 $+188.806 $
+71,4 %
1
Fastly, Inc.FSLY→ 0Neutral449.547 $+449.547 $1
ADVANCED ENERGY INDUSTRIES INCAEIS→ 0Neutral447.444 $+447.444 $1
Arista Networks, Inc.ANET→ 0Neutral420.113 $+217.526 $
+107,4 %
1202.587 $-66.025 $
-24,6 %
1268.612 $-102.949 $
-27,7 %
1371.561 $+371.561 $1
Upstart Holdings, Inc.UPST→ 0Sehr schwach228.927 $-186.871 $
-44,9 %
1415.798 $-61.763 $
-12,9 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral415.630 $+206.130 $
+98,4 %
1
FabrinetFN→ 0Neutral410.420 $+155.531 $
+61,0 %
1254.889 $+42.201 $
+19,8 %
1212.688 $+212.688 $1
RHRH→ 0Neutral406.320 $+171.910 $
+73,3 %
1
ORACLE CORPORCL→ 0Neutral281.376 $-123.545 $
-30,5 %
1404.921 $+143.368 $
+54,8 %
1261.553 $+261.553 $1
nVent Electric plcNVT→ 0Neutral386.711 $+386.711 $1
Palo Alto Networks IncPANW→ 0Neutral381.942 $+178.322 $
+87,6 %
1203.620 $-69.404 $
-25,4 %
1
SOLARIS ENERGY INFRAS INC→ 0293.875 $-37.019 $
-11,2 %
1211.604 $-336.764 $
-61,4 %
1377.994 $+377.994 $1
MongoDB, Inc.MDB→ 0Schwach204.098 $-143.645 $
-41,3 %
1347.743 $+347.743 $1
Medpace Holdings, Inc.MEDP→ 0Neutral323.050 $+30.134 $
+10,3 %
1292.916 $-49.691 $
-14,5 %
1342.607 $+28.969 $
+9,2 %
1313.638 $-219.570 $
-41,2 %
1
HECLA MINING COMPANY→ 0330.894 $-1.400.930 $
-80,9 %
1173.299 $-204.695 $
-54,2 %
1
Dell Technologies Inc.DELL→ 0Stark306.337 $+306.337 $1
Primoris Services CorpPRIM→ 0Stark300.384 $+300.384 $1
Enlight Renewable Energy Ltd.ENLT→ 0287.120 $+287.120 $1
Uber Technologies, IncUBER→ 0Neutral286.562 $+286.562 $1
HCA Healthcare, Inc.HCA→ 0Stark233.934 $-50.010 $
-17,6 %
1283.944 $+3.828 $
+1,4 %
1280.116 $+24.396 $
+9,5 %
1255.720 $-20.720 $
-7,5 %
1
ARM HOLDINGS PLC→ 0279.828 $-14.047 $
-4,8 %
1
HECLA MINING CO/DE/HL→ 0Neutral278.910 $+278.910 $1
BLACKBERRY LtdBB→ 0Schwach264.273 $+264.273 $1
Wheaton Precious Metals Corp.WPM→ 0249.181 $+249.181 $1
CIENA CORPCIEN→ 0Neutral245.280 $+245.280 $1
Ulta Beauty, Inc.ULTA→ 0Neutral209.084 $-32.920 $
-13,6 %
1242.004 $+23.304 $
+10,7 %
1218.700 $-147.840 $
-40,3 %
1
ANALOG DEVICES INCADI→ 0Neutral238.302 $+238.302 $1
Hims & Hers Health, Inc.HIMS→ 0Neutral236.806 $+236.806 $1
Roblox CorpRBLX→ 0Schwach235.484 $+235.484 $1
Cloudflare, Inc.NET→ 0Neutral233.016 $+233.016 $1
Affirm Holdings, Inc.AFRM→ 0Sehr schwach225.452 $+225.452 $1
Ardagh Metal Packaging S.A.AMBP→ 0224.534 $+224.534 $1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral210.756 $+210.756 $1
CAVA GROUP, INC.CAVA→ 0Neutral209.925 $-38.504 $
-15,5 %
1
QUANTA SERVICES, INC.PWR→ 0Stark205.740 $+205.740 $1
INTUIT INC.INTU→ 0Neutral204.873 $+204.873 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Sehr stark204.672 $-132 $
-0,1 %
1
TOYO Co., LtdTOYO→ 0201.738 $+201.738 $1
Sunrun Inc.RUN→ 0Schwach148.306 $+148.306 $1
UiPath, Inc.PATH→ 0Neutral93.421 $+93.421 $1
Joby Aviation, Inc.JOBY→ 0Sehr schwach88.902 $+45.187 $
+103,4 %
143.715 $+43.715 $1
Aurinia Pharmaceuticals Inc.AUPH→ 0Stark73.353 $+73.353 $1
BITMINE IMMERSION TECHNOLOGIES, INC.BMNR→ 0Schwach58.136 $+58.136 $1
PLUG POWER INCPLUG→ 0Sehr schwach27.494 $+27.494 $1
174.049.515 $+49.122.337 $
+56,2 %
82128.450.975 $-13.307.265 $
+25,6 %
69141.089.327 $-5.586.502 $
+22,7 %
68148.545.127 $+63.336.151 $
+99,5 %
67
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