Spear Advisors LLC Concentrated Active

Location: East Hampton, NY

CIK: 0002119894 · Show all filings

Period: Q4 2025

Filing Date: Mar 13, 2026

Total Value ($000): $142,693 (100.0% shares, 0.0% debt)

Holdings (21)

ALAB Astera Labs Inc 11.1%

Value ($000) $15,787 Shares 94,895 Est. Cost $167.29 Unrealized 0.0%

COHR Coherent Corp 9.7%

Value ($000) $13,911 Shares 75,370 Est. Cost $149.58 Unrealized 0.0%

CRDO Credo Technology Group Holding Ltd 8.2%

Value ($000) $11,705 Shares 81,349 Est. Cost $153.78 Unrealized 0.0%

MRVL MARVELL TECHNOLOGY INC 7.1%

Value ($000) $10,066 Shares 118,450 Est. Cost $87.46 Unrealized 0.0%

NVDA NVIDIA Corp 6.4%

Value ($000) $9,083 Shares 48,701 Est. Cost $186.13 Unrealized 0.0%

RKLB Rocket Lab Corp 6.2%

Value ($000) $8,833 Shares 126,624 Est. Cost $57.32 Unrealized 0.0%

APLD Applied Digital Corp 5.0%

Value ($000) $7,191 Shares 293,256 Est. Cost $28.80 Unrealized 0.0%

CIEN Ciena Corp 4.9%

Value ($000) $6,947 Shares 29,705 Est. Cost $194.00 Unrealized 0.0%

WULF Terawulf Inc 4.6%

Value ($000) $6,625 Shares 576,598 Est. Cost $13.40 Unrealized 0.0%

ASTS AST SpaceMobile Inc 4.4%

Value ($000) $6,313 Shares 86,914 Est. Cost $71.36 Unrealized 0.0%

SATS EchoStar Corp 4.4%

Value ($000) $6,272 Shares 57,696 Est. Cost $81.43 Unrealized 0.0%

CEG Constellation Energy Corp 4.1%

Value ($000) $5,892 Shares 16,679 Est. Cost $363.20 Unrealized 0.0%

NET Cloudflare Inc 4.1%

Value ($000) $5,844 Shares 29,640 Est. Cost $211.53 Unrealized 0.0%

SHOP Shopify Inc 3.9%

Value ($000) $5,565 Shares 34,573 Est. Cost $160.56 Unrealized 0.0%

ANET Arista Networks Inc 3.4%

Value ($000) $4,796 Shares 36,600 Est. Cost $137.66 Unrealized 0.0%

AMD Advanced Micro Devices Inc 3.2%

Value ($000) $4,595 Shares 21,456 Est. Cost $224.60 Unrealized 0.0%

CRWD Crowdstrike Holdings Inc 2.5%

Value ($000) $3,513 Shares 7,495 Est. Cost $509.22 Unrealized 0.0%

ZS Zscaler Inc 2.4%

Value ($000) $3,460 Shares 15,382 Est. Cost $282.25 Unrealized 0.0%

SNOW Snowflake Inc 1.7%

Value ($000) $2,382 Shares 10,858 Est. Cost $244.09 Unrealized 0.0%

RGTI Rigetti Computing Inc 1.4%

Value ($000) $2,062 Shares 93,092 Est. Cost $32.60 Unrealized 0.0%

IONQ IonQ Inc 1.3%

Value ($000) $1,853 Shares 41,291 Est. Cost $56.04 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ALAB	Astera Labs Inc	94,895	$15,787	11.1%	$167.29	0.0%	Common Stock	04626A103
COHR	Coherent Corp	75,370	$13,911	9.7%	$149.58	0.0%	Common Stock	19247G107
CRDO	Credo Technology Group Holding Ltd	81,349	$11,705	8.2%	$153.78	0.0%	Common Stock	G25457105
MRVL	MARVELL TECHNOLOGY INC	118,450	$10,066	7.1%	$87.46	0.0%	Common Stock	573874104
NVDA	NVIDIA Corp	48,701	$9,083	6.4%	$186.13	0.0%	Common Stock	67066G104
RKLB	Rocket Lab Corp	126,624	$8,833	6.2%	$57.32	0.0%	Common Stock	773121108
APLD	Applied Digital Corp	293,256	$7,191	5.0%	$28.80	0.0%	Common Stock	038169207
CIEN	Ciena Corp	29,705	$6,947	4.9%	$194.00	0.0%	Common Stock	171779309
WULF	Terawulf Inc	576,598	$6,625	4.6%	$13.40	0.0%	Common Stock	88080T104
ASTS	AST SpaceMobile Inc	86,914	$6,313	4.4%	$71.36	0.0%	Common Stock	00217D100
SATS	EchoStar Corp	57,696	$6,272	4.4%	$81.43	0.0%	Common Stock	278768106
CEG	Constellation Energy Corp	16,679	$5,892	4.1%	$363.20	0.0%	Common Stock	21037T109
NET	Cloudflare Inc	29,640	$5,844	4.1%	$211.53	0.0%	Common Stock	18915M107
SHOP	Shopify Inc	34,573	$5,565	3.9%	$160.56	0.0%	Common Stock	82509L107
ANET	Arista Networks Inc	36,600	$4,796	3.4%	$137.66	0.0%	Common Stock	040413205
AMD	Advanced Micro Devices Inc	21,456	$4,595	3.2%	$224.60	0.0%	Common Stock	007903107
CRWD	Crowdstrike Holdings Inc	7,495	$3,513	2.5%	$509.22	0.0%	Common Stock	22788C105
ZS	Zscaler Inc	15,382	$3,460	2.4%	$282.25	0.0%	Common Stock	98980G102
SNOW	Snowflake Inc	10,858	$2,382	1.7%	$244.09	0.0%	Common Stock	833445109
RGTI	Rigetti Computing Inc	93,092	$2,062	1.4%	$32.60	0.0%	Common Stock	76655K103
IONQ	IonQ Inc	41,291	$1,853	1.3%	$56.04	0.0%	Common Stock	46222L108