# Proem Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1842526. Source: https://holderbook.com/funds/1842526-proem-advisors-llc/

- Reported value: $1.9B
- Positions: 40
- Weight of the ten largest: 75.4%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $556.4M | 52,000 | 29.7% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $142.5M | 45,226 | 7.6% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $132.6M | 150,000 | 7.1% | 1 |
| ROUNDHILL ETF TRUST | - | $120.0M | 25,000 | 6.4% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $114.8M | 65,000 | 6.1% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $89.0M | 345,000 | 4.8% | 7 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $76.9M | 7,500 | 4.1% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $61.5M | 25,000 | 3.3% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $60.3M | 0 | 3.2% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $56.5M | 100,000 | 3.0% | 8 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $53.5M | 16,000 | 2.9% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $50.1M | 10,000 | 2.7% | 8 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $38.0M | 27,500 | 2.0% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $37.1M | 105,000 | 2.0% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $31.8M | 110,000 | 1.7% | 2 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $29.8M | 0 | 1.6% | 1 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $22.8M | 0 | 1.2% | 1 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $20.4M | 7,500 | 1.1% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $16.3M | 20,000 | 0.9% | 1 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $14.2M | 27,500 | 0.8% | 5 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $13.3M | 139,000 | 0.7% | 5 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $12.2M | 0 | 0.7% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.3M | 30,000 | 0.6% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $11.3M | 20,000 | 0.6% | 6 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $10.8M | 160,000 | 0.6% | 1 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $9.3M | 5,500 | 0.5% | 15 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $9.2M | 92,000 | 0.5% | 7 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $8.2M | 0 | 0.4% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $8.0M | 43,392 | 0.4% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $7.9M | 20,000 | 0.4% | 1 |
| DUOLINGO INC | [DUOL](https://holderbook.com/stocks/DUOL/) | $7.9M | 68,450 | 0.4% | 5 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $6.6M | 0 | 0.4% | 1 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $5.7M | 425,614 | 0.3% | 7 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $5.1M | 20,000 | 0.3% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.8M | 40,881 | 0.3% | 2 |
| WIX COM LTD | [WIX](https://holderbook.com/stocks/WIX/) | $4.3M | 95,000 | 0.2% | 2 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $3.8M | 110,000 | 0.2% | 7 |
| MNTN INC | [MNTN](https://holderbook.com/stocks/MNTN/) | $3.1M | 340,441 | 0.2% | 2 |
| PROEM ACQUISITION CORP I | [PAACU](https://holderbook.com/stocks/PAACU/) | $2.4M | 242,924 | 0.1% | 2 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $1.1M | 55,000 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.6% | +14.8% | +3.8% | 72% |
| Q1 2026 | -12.3% | -4.6% | -7.7% | 68% |
| Q4 2025 | -3.4% | +2.4% | -5.8% | 70% |
| Q3 2025 | +17.8% | +7.8% | +10.0% | 79% |
| Q2 2025 | +66.8% | +10.5% | +56.4% | 88% |
| Q1 2025 | -11.2% | -4.6% | -6.7% | 69% |
| Q4 2022 | -14.8% | +7.1% | -21.9% | 100% |
| Q3 2022 | +8.4% | -5.3% | +13.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.9B | 40 |
| Q1 2026 | $1.7B | 32 |
| Q4 2025 | $880.2M | 30 |
| Q3 2025 | $940.7M | 31 |
| Q2 2025 | $759.6M | 33 |
| Q1 2025 | $333.2M | 23 |
| Q4 2024 | $375.4M | 31 |
| Q3 2022 | $60.4M | 20 |
| Q2 2022 | $14.6M | 11 |
| Q1 2022 | $33.5M | 9 |
| Q4 2021 | $69.5M | 13 |
| Q3 2021 | $116.1M | 20 |