Proem Advisors
Proem Advisors reported 34 stocks worth $487M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are NVDA (14.2%), MU (12.3%) and MSFT (7.7%). Compared with Q1 2026, the fund opened new positions in LRCX, INTC and AMAT, added to NVDA, MU and MSFT, trimmed AAPL, APP and AVGO and sold out of FSLY, IOT and DLO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $69M | 14.2% | 345K | +90K (+35%) | 7 of 7 | |
| 2 |  MU Micron Technology Inc | $60M | 12.3% | 52K | +37K (+247%) | 3 of 7 | |
| 3 |  MSFT Microsoft Corp | $37.3M | 7.7% | 100K | +10K (+11%) | 7 of 7 | |
| 4 |  GOOG Alphabet Inc | $37.1M | 7.6% | 105K | +40K (+62%) | 7 of 7 | |
| 5 |  AAPL Apple Inc | $31.8M | 6.5% | 110K | −10K (−8%) | 2 of 7 | |
| 6 |  LRCX Lam Research Corp | $28.2M | 5.8% | 65K | New position | 1 of 7 | |
| 7 |  AMD Advanced Micro Devices Inc | $26.3M | 5.4% | 45K | +30K (+188%) | 4 of 7 | |
| 8 |  INTC Intel Corp | $20.9M | 4.3% | 150K | New position | 1 of 7 | |
| 9 |  AMAT Applied Matls Inc | $18.1M | 3.7% | 25K | New position | 1 of 7 | |
| 10 |  APP Applovin Corp | $14.2M | 2.9% | 28K | −11K (−29%) | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FSLY Fastly Inc | $7.5M | 259K |
 IOT Samsara Inc | $5.8M | 182K |
 DLO Dlocal Ltd Class A Com | $5.5M | 425K |
 SEZL Sezzle Inc | $4.3M | 68K |
 ORCL Oracle Corp | $2.9M | 20K |
🔒 Free account: see all 7.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
MU Micron Technology Inc | Call | $462M | 400K | +400,000 |
 DRAM Roundhill ETF Trust | Call | $118M | 1.6M | +1,600,000 |
AMD Advanced Micro Devices Inc | Call | $116M | 200K | +200,000 |
INTC Intel Corp | Call | $112M | 800K | +800,000 |
LRCX Lam Research Corp | Call | $86.7M | 200K | +200,000 |
🔒 Free account: see all 20.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Proem Advisors 13F FAQ
What does Proem Advisors own?
Proem Advisors reported 34 stocks worth $487M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are NVDA (14.2%), MU (12.3%) and MSFT (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Proem Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 11 added to, 6 trimmed and 7 sold out. New positions include LRCX, INTC and AMAT. It sold all of FSLY, IOT and DLO.
When will Proem Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Proem Advisors's portfolio worth?
The Q2 2026 filing reports $487M in US stocks ($1.9B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.