13F HOLDINGS REPORT
PRAKASH INVESTMENT ADVISORS LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001951757-26-000315
Total Value
$141.1M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 72,740 | $13.6M | 9.62% |
| 2 | APPLOVIN CORP | APP | 14,235 | $9.6M | 6.80% |
| 3 | META PLATFORMS INC | META | 14,205 | $9.4M | 6.65% |
| 4 | NETFLIX INC | NFLX | 90,880 | $8.5M | 6.04% |
| 5 | TESLA INC | TSLA | 17,690 | $8.0M | 5.64% |
| 6 | AMAZON COM INC | AMZN | 31,690 | $7.3M | 5.18% |
| 7 | APPLE INC | AAPL | 26,660 | $7.2M | 5.14% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 30,860 | $5.5M | 3.89% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 9,000 | $5.2M | 3.70% |
| 10 | BROADCOM INC | AVGO | 14,650 | $5.1M | 3.59% |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 8,750 | $4.1M | 2.91% |
| 12 | MICROSOFT CORP | MSFT | 7,043 | $3.4M | 2.41% |
| 13 | CARVANA CO | CVNA | 6,650 | $2.8M | 1.99% |
| 14 | ALPHABET INC | GOOG | 8,760 | $2.7M | 1.94% |
| 15 | AXON ENTERPRISE INC | AXON | 4,820 | $2.7M | 1.94% |
| 16 | ROBINHOOD MKTS INC | 770700102 | 24,063 | $2.7M | 1.93% |
| 17 | ALPHABET INC | GOOG | 6,980 | $2.2M | 1.55% |
| 18 | VISTRA CORP | VST | 13,360 | $2.2M | 1.53% |
| 19 | SERVICENOW INC | NOW | 13,760 | $2.1M | 1.49% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 5,220 | $1.8M | 1.31% |
| 21 | COMFORT SYS USA INC | 199908104 | 1,900 | $1.8M | 1.26% |
| 22 | MASTERCARD INCORPORATED | MA | 2,860 | $1.6M | 1.16% |
| 23 | VERTIV HOLDINGS CO | VRT | 8,870 | $1.4M | 1.02% |
| 24 | BLOOM ENERGY CORP | BE | 35,100 | $1.4M | 0.96% |
| 25 | MICRON TECHNOLOGY INC | MU | 4,685 | $1.3M | 0.95% |
| 26 | OKLO INC | OKLO | 17,365 | $1.2M | 0.88% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 2,200 | $1.2M | 0.88% |
| 28 | ARGAN INC | AGX | 3,850 | $1.2M | 0.85% |
| 29 | BOOKING HOLDINGS INC | BKNG | 201 | $1.1M | 0.76% |
| 30 | CELESTICA INC | CLS | 9,000 | $1.1M | 0.75% |
| 31 | MICRON TECHNOLOGY INC | MU | 8,200 | $1.0M | 0.72% |
| 32 | UNITED RENTALS INC | URI | 1,200 | $971,184 | 0.69% |
| 33 | LAM RESEARCH CORP | LRCX | 5,300 | $907,254 | 0.64% |
| 34 | SHOPIFY INC | SHOP | 5,235 | $842,678 | 0.60% |
| 35 | ASTERA LABS INC | ALAB | 10,000 | $764,795 | 0.54% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 3,425 | $733,498 | 0.52% |
| 37 | ELI LILLY & CO | LLY | 653 | $701,766 | 0.50% |
| 38 | NEBIUS GROUP N.V. | NBIS | 8,155 | $682,614 | 0.48% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,195 | $667,039 | 0.47% |
| 40 | STRATEGY INC | STRK | 4,300 | $653,385 | 0.46% |
| 41 | CELESTICA INC | CLS | 2,200 | $650,342 | 0.46% |
| 42 | IREN LIMITED | IREN | 16,459 | $621,656 | 0.44% |
| 43 | ENPHASE ENERGY INC | ENPH | 18,635 | $597,252 | 0.42% |
| 44 | APPLIED MATLS INC | 038222105 | 2,070 | $531,969 | 0.38% |
| 45 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 9,300 | $518,933 | 0.37% |
| 46 | KLA CORP | KLAC | 400 | $486,032 | 0.34% |
| 47 | CENTRUS ENERGY CORP | LEU | 2,000 | $485,520 | 0.34% |
| 48 | HOME DEPOT INC | HD | 1,300 | $447,330 | 0.32% |
| 49 | SNOWFLAKE INC | SNOW | 2,010 | $440,914 | 0.31% |
| 50 | ALPHABET INC | GOOG | 5,500 | $438,324 | 0.31% |
| 51 | D-WAVE QUANTUM INC | QBTS | 32,900 | $415,175 | 0.29% |
| 52 | LUMENTUM HLDGS INC | LITE | 1,100 | $405,449 | 0.29% |
| 53 | ORACLE CORP | ORCL-PD | 6,200 | $404,921 | 0.29% |
| 54 | IREN LIMITED | IREN | 28,200 | $393,535 | 0.28% |
| 55 | BLOOM ENERGY CORP | BE | 4,456 | $387,182 | 0.27% |
| 56 | D-WAVE QUANTUM INC | QBTS | 14,618 | $382,261 | 0.27% |
| 57 | SOLARIS ENERGY INFRAS INC | SEI | 17,700 | $377,994 | 0.27% |
| 58 | COREWEAVE INC | CRWV | 12,500 | $369,056 | 0.26% |
| 59 | MONOLITHIC PWR SYS INC | 609839105 | 400 | $362,544 | 0.26% |
| 60 | MONGODB INC | MDB | 2,600 | $347,743 | 0.25% |
| 61 | MEDPACE HLDGS INC | MEDP | 610 | $342,607 | 0.24% |
| 62 | STERLING INFRASTRUCTURE INC | STRL | 1,100 | $336,853 | 0.24% |
| 63 | ROBINHOOD MKTS INC | 770700902 | 10,400 | $322,376 | 0.23% |
| 64 | IONQ INC | IONQ-WT | 6,572 | $294,886 | 0.21% |
| 65 | VERTIV HOLDINGS CO | VRT | 5,900 | $287,294 | 0.20% |
| 66 | ADVANCED MICRO DEVICES INC | AMD | 4,000 | $285,687 | 0.20% |
| 67 | HCA HEALTHCARE INC | HCA | 600 | $280,116 | 0.20% |
| 68 | ARISTA NETWORKS INC | ANET | 2,050 | $268,612 | 0.19% |
| 69 | APPLOVIN CORP | APP | 900 | $261,532 | 0.19% |
| 70 | ULTA BEAUTY INC | ULTA | 400 | $242,004 | 0.17% |
| 71 | UPSTART HLDGS INC | UPST | 5,235 | $228,927 | 0.16% |
| 72 | STERLING INFRASTRUCTURE INC | STRL | 2,700 | $226,868 | 0.16% |
| 73 | FABRINET | FN | 1,400 | $212,688 | 0.15% |
| 74 | AXON ENTERPRISE INC | AXON | 1,100 | $203,685 | 0.14% |
| 75 | HECLA MNG CO | 422704906 | 18,500 | $173,299 | 0.12% |
| 76 | LUCID GROUP INC | LCID | 15,100 | $159,607 | 0.11% |
| 77 | SUNRUN INC | RUN | 21,100 | $148,306 | 0.11% |
| 78 | UIPATH INC | PATH | 16,600 | $93,421 | 0.07% |
| 79 | AURINIA PHARMACEUTICALS INC | AUPH | 13,200 | $73,353 | 0.05% |
| 80 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 10,200 | $58,136 | 0.04% |
| 81 | JOBY AVIATION INC | JOBY-WT | 11,900 | $43,715 | 0.03% |