Institutional Manager · CIK 0002054677
PRAKASH INVESTMENT ADVISORS LLC
LAS VEGAS, NV · File #028-24709
Latest AUM
$141.1M
Positions
81
Top-10 Concentration
59.8%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +81,158 | +$7.6M | -$10.7M |
| REDUCE | NVIDIA CORPORATION | NVDA | -9,483 | -$1.8M | -$6,578 |
| ADD | SERVICENOW INC | NOW | +10,810 | +$1.7M | -$2.3M |
| REDUCE | TESLA INC | TSLA | -3,510 | -$1.6M | +$106,000 |
| EXITED | OKLO INC | 02156V909 | -368 | -$1.6M | $0 |
| ADD | APPLOVIN CORP | APP | +2,090 | +$1.4M | -$543,124 |
| ADD | BLOOM ENERGY CORP | BE | +34,737 | +$1.3M | -$1.7M |
| NEW | MICRON TECHNOLOGY INC | MU | +4,685 | +$1.3M | $0 |
| NEW | OKLO INC | OKLO | +17,365 | +$1.2M | $0 |
| NEW | CELESTICA INC | CLS | +9,000 | +$1.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202581 pos · $141.1M
- 13F HOLDINGS REPORTQ/E Sep 202571 pos · $148.5M
- 13F HOLDINGS REPORTQ/E Jun 202553 pos · $89.6M
- 13F HOLDINGS REPORTQ/E Mar 202553 pos · $90.3M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $101.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 72,740 | $13.6M | 10.22% |
| 2 | APPLOVIN CORP | APP | 14,235 | $9.6M | 7.23% |
| 3 | META PLATFORMS INC | META | 14,205 | $9.4M | 7.07% |
| 4 | NETFLIX INC | NFLX | 90,880 | $8.5M | 6.42% |
| 5 | TESLA INC | TSLA | 17,690 | $8.0M | 6.00% |
| 6 | AMAZON COM INC | AMZN | 31,690 | $7.3M | 5.51% |
| 7 | APPLE INC | AAPL | 26,660 | $7.2M | 5.46% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 30,860 | $5.5M | 4.13% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 9,000 | $5.2M | 3.94% |
| 10 | BROADCOM INC | AVGO | 14,650 | $5.1M | 3.82% |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 8,750 | $4.1M | 3.09% |
| 12 | MICROSOFT CORP | MSFT | 7,043 | $3.4M | 2.57% |
| 13 | CARVANA CO | CVNA | 6,650 | $2.8M | 2.11% |
| 14 | ALPHABET INC | GOOG | 8,760 | $2.7M | 2.07% |
| 15 | AXON ENTERPRISE INC | AXON | 4,820 | $2.7M | 2.06% |
| 16 | ROBINHOOD MKTS INC | 770700102 | 24,063 | $2.7M | 2.05% |
| 17 | ALPHABET INC | GOOG | 6,980 | $2.2M | 1.65% |
| 18 | VISTRA CORP | VST | 13,360 | $2.2M | 1.62% |
| 19 | SERVICENOW INC | NOW | 13,760 | $2.1M | 1.59% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 5,220 | $1.8M | 1.39% |