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Proem Advisors LLC
Vermögensverwalter · Portfolio $1.87 Mrd. · 56 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 11.08.2026; Veränderung – ggü. 31.03.2026 · 41
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 345 000 | $69.0 Mio. | 14.19% | +90 000 |
| Micron Technology Inc US:MU | 52 000 | $60.0 Mio. | 12.33% | +37 000 |
| Microsoft Corporation US:MSFT | 100 000 | $37.3 Mio. | 7.67% | +10 000 |
| Alphabet Inc. US:GOOG | 105 000 | $37.1 Mio. | 7.62% | +40 000 |
| Apple Inc. US:AAPL | 110 000 | $31.8 Mio. | 6.54% | −10 000 |
| Lam Research Corp US:LRCX | 65 000 | $28.2 Mio. | 5.79% | neu |
| Advanced Micro Devices Inc US:AMD | 45 226 | $26.3 Mio. | 5.40% | +29 526 |
| Intel Corporation US:INTC | 150 000 | $20.9 Mio. | 4.30% | neu |
| Applied Materials Inc US:AMAT | 25 000 | $18.1 Mio. | 3.71% | neu |
| Applovin Corp US:APP | 27 500 | $14.2 Mio. | 2.91% | −11 000 |
| Sea Ltd US:SE | 139 000 | $13.3 Mio. | 2.74% | +14 000 |
| Broadcom Inc. US:AVGO | 30 000 | $11.3 Mio. | 2.33% | −100 000 |
| Meta Platforms, Inc. US:META | 20 000 | $11.3 Mio. | 2.31% | −5 000 |
| MercadoLibre Inc. US:MELI | 5 500 | $9.34 Mio. | 1.92% | +200 |
| Robinhood Markets, Inc. US:HOOD | 92 000 | $9.23 Mio. | 1.90% | −500 |
| Texas Instruments Incorporat… US:TXN | 27 500 | $8.20 Mio. | 1.68% | neu |
| DoorDash, Inc. Class A US:DASH | 43 392 | $8.01 Mio. | 1.65% | +9 810 |
| Analog Devices Inc US:ADI | 20 000 | $7.94 Mio. | 1.63% | neu |
| Duolingo Inc US:DUOL | 68 450 | $7.87 Mio. | 1.62% | — |
| Dell Technologies Inc. US:DELL | 16 000 | $6.90 Mio. | 1.42% | neu |
| NU HLDGS LTD CUSIP G6683N103 | 425 614 | $5.69 Mio. | 1.17% | — |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 20 000 | $5.44 Mio. | 1.12% | neu |
| Corning Incorporated US:GLW | 20 000 | $5.11 Mio. | 1.05% | neu |
| Palantir Technologies Inc. US:PLTR | 40 881 | $4.77 Mio. | 0.98% | +5 000 |
| Super Micro Computer Inc US:SMCI | 160 000 | $4.69 Mio. | 0.96% | neu |
| WIX COM LTD CUSIP M98068105 | 95 000 | $4.31 Mio. | 0.89% | +17 500 |
| Hims Hers Health Inc US:HIMS | 110 000 | $3.81 Mio. | 0.78% | — |
| MNTN, Inc. US:MNTN | 340 441 | $3.13 Mio. | 0.64% | +15 000 |
| Coherent Inc US:COHR | 7 500 | $2.96 Mio. | 0.61% | neu |
| Arm Holdings plc US:ARM | 7 500 | $2.66 Mio. | 0.55% | neu |
| PROEM ACQUISITION CORP I CUSIP G7341A129 | 242 924 | $2.45 Mio. | 0.50% | — |
| Amazon.com, Inc. US:AMZN | 10 000 | $2.38 Mio. | 0.49% | −10 000 |
| Roundhill Memory ETF US:DRAM · ETF | 25 000 | $1.85 Mio. | 0.38% | neu |
| Zeta Global Holdings Corp US:ZETA | 55 000 | $1.08 Mio. | 0.22% | — |
| Bumble Inc US:BMBL | 0 (war 177 608) | — | — | verkauft |
| Fastly, Inc. US:FSLY | 0 (war 259 343) | — | — | verkauft |
| Oracle Corporation US:ORCL | 0 (war 20 000) | — | — | verkauft |
| Sezzle Inc. US:SEZL | 0 (war 68 232) | — | — | verkauft |
| Samsara Inc US:IOT | 0 (war 182 000) | — | — | verkauft |
| Block Inc US:XYZ | 0 (war 40 000) | — | — | verkauft |
| DLOCAL LTD CUSIP G29018101 | 0 (war 425 485) | — | — | verkauft |
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