PRAKASH INVESTMENT ADVISORS LLC

Est. AUM

$128.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$10.3M	58897	8.00%	SOLE
2	META PLATFORMS INC	CL A	$7.6M	13250	5.90%	SOLE
3	NETFLIX INC.	COM	$6.7M	69239	5.18%	SOLE
4	APPLE INC	COM	$6.1M	23865	4.71%	SOLE
5	TESLA INC	COM	$5.7M	15300	4.43%	SOLE
6	AMAZON COM INC	COM	$5.7M	27255	4.42%	SOLE
7	APPLOVIN CORP	COM CL A	$5.1M	12785	3.96%	SOLE
8	BROADCOM INC	COM	$4.3M	13950	3.36%	SOLE
9	PALANTIR TECHNOLOGIES INC	CL A	$4.1M	28173	3.21%	SOLE
10	BLOOM ENERGY CORP	COM CL A	$3.9M	29079	3.07%	SOLE
11	SPOTIFY TECHNOLOGY S A	SHS	$3.9M	8020	3.03%	SOLE
12	MICRON TECHNOLOGY INC	COM	$3.0M	8995	2.37%	SOLE
13	CROWDSTRIKE HLDGS INC	CL A	$3.0M	7600	2.31%	SOLE
14	VERTIV HOLDINGS CO	COM CL A	$2.9M	11460	2.24%	SOLE
15	SERVICENOW INC	COM	$2.8M	27210	2.21%	SOLE
16	AXON ENTERPRISE INC	COM	$2.7M	6450	2.13%	SOLE
17	COMFORT SYS USA INC	COM	$2.6M	1900	2.04%	SOLE
18	MICROSOFT CORP	COM	$2.4M	6543	1.89%	SOLE
19	ALPHABET INC	CAP STK CL A	$2.4M	8310	1.86%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.4M	8230	1.84%	SOLE
21	LUMENTUM HLDGS INC	COM	$1.9M	2710	1.48%	SOLE
22	STRATEGY INC	CL A NEW	$1.8M	14800	1.44%	SOLE
23	CARVANA CO	CL A	$1.7M	5530	1.35%	SOLE
24	LUMENTUM HLDGS INCCALL	CALL	$1.7M	57	1.35%	SOLE
25	VISTRA CORP	COM	$1.6M	10960	1.28%	SOLE
26	ROBINHOOD MKTS INC	COM CL A	$1.5M	21803	1.18%	SOLE
27	MASTERCARD INCORPORATED	CL A	$1.3M	2660	1.03%	SOLE
28	CONSTELLATION ENERGY CORP	COM	$1.3M	4620	1.00%	SOLE
29	CELESTICA INC	COM	$1.2M	4300	0.94%	SOLE
30	MICRON TECHNOLOGY INCCALL	CALL	$1.1M	83	0.84%	SOLE
31	ARGAN INC	COM	$1.1M	1950	0.83%	SOLE
32	STERLING INFRASTRUCTURE INC	COM	$1.1M	2600	0.82%	SOLE
33	OKLO INC	COM CL A	$990K	19980	0.77%	SOLE
34	BLOOM ENERGY CORPCALL	CALL	$989K	155	0.77%	SOLE
35	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$985K	2915	0.77%	SOLE
36	INTUITIVE SURGICAL INC	COM NEW	$921K	2000	0.72%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$889K	4372	0.69%	SOLE
38	BOOKING HOLDINGS INC	COM	$846K	201	0.66%	SOLE
39	ENPHASE ENERGY INC	COM	$844K	22325	0.66%	SOLE
40	LAM RESEARCH CORP	COM NEW	$833K	3900	0.65%	SOLE
41	CELESTICA INCCALL	CALL	$818K	68	0.64%	SOLE
42	UNITED RENTALS INC	COM	$801K	1100	0.62%	SOLE
43	SOLARIS ENERGY INFRAS INC	COM CL A	$744K	242	0.58%	SOLE
44	NEBIUS GROUP N.V.	SHS CLASS A	$733K	7065	0.57%	SOLE
45	WESTERN DIGITAL CORPCALL	CALL	$659K	62	0.51%	SOLE
46	APPLIED MATLS INC	COM	$639K	1870	0.50%	SOLE
47	SHOPIFY INC	CL A SUB VTG SHS	$620K	5235	0.48%	SOLE
48	IREN LIMITED	ORDINARY SHARES	$615K	17964	0.48%	SOLE
49	ELI LILLY & CO	COM	$600K	653	0.47%	SOLE
50	ADVANCED ENERGY INDSCALL	CALL	$600K	48	0.47%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.