1y return+11.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $136 against $127 in the S&P 500.2
Proem Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $69.0M | 14.2% | +35.3% |
| MUMicron Technology Inc | $60.0M | 12.3% | +246.7% |
| MSFTMicrosoft Corp | $37.3M | 7.7% | +11.1% |
| GOOGAlphabet Inc | $37.1M | 7.6% | +61.5% |
| AAPLApple Inc | $31.8M | 6.5% | −8.3% |
| LRCXLam Research Corp | $28.2M | 5.8% | New |
| AMDAdvanced Micro Devices Inc | $26.3M | 5.4% | +188.1% |
| INTCIntel Corp | $20.9M | 4.3% | New |
| AMATApplied Matls Inc | $18.1M | 3.7% | New |
| APPApplovin Corp | $14.2M | 2.9% | −28.6% |
| SESea Ltd | $13.3M | 2.7% | +11.2% |
| AVGOBroadcom Inc | $11.3M | 2.3% | −76.9% |
| METAMeta Platforms Inc | $11.3M | 2.3% | −20.0% |
| MELIMercadolibre Inc | $9.3M | 1.9% | +3.8% |
| HOODRobinhood Mkts Inc | $9.2M | 1.9% | |
| TXNTexas Instrs Inc | $8.2M | 1.7% | New |
| DASHDoordash Inc | $8.0M | 1.6% | +29.2% |
| ADIAnalog Devices Inc | $7.9M | 1.6% | New |
| DUOLDuolingo Inc | $7.9M | 1.6% | |
| DELLDell Technologies Inc | $6.9M | 1.4% | New |
| Nu Hldgs LtdCUSIP G6683N103 | $5.7M | 1.2% | |
| Credo Technology Group HoldiCUSIP G25457105 | $5.4M | 1.1% | New |
| GLWCorning Inc | $5.1M | 1.0% | New |
| PLTRPalantir Technologies Inc | $4.8M | 1.0% | +13.9% |
| SMCISuper Micro Computer Inc | $4.7M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $26.3M |
| HOODRobinhood Mkts Inc | December 31, 2024 | +169.1% | $9.2M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $37.1M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $11.3M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $69.0M |
| APPApplovin Corp | June 30, 2025 | +47.2% | $14.2M |
| HIMSHims & Hers Health Inc | December 31, 2024 | +43.4% | $3.8M |
| Nu Hldgs LtdCUSIP G6683N103 | December 31, 2024 | +29.0% | $5.7M |
| DASHDoordash Inc | March 31, 2026 | +22.9% | $8.0M |
| AAPLApple Inc | March 31, 2026 | +14.0% | $31.8M |
Sold off last quarter
- FSLYFastly Inc was $7.5M
- IOTSamsara Inc was $5.8M
- Dlocal LtdCUSIP G29018101 was $5.5M
- SEZLSezzle Inc was $4.3M
- ORCLOracle Corp was $2.9M
- XYZBlock Inc was $2.4M
- BMBLBumble Inc was $579K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | −12.3% | −4.6% |
| December 31, 2025 | −3.4% | +2.4% |
| September 30, 2025 | +14.7% | +7.8% |
| June 30, 2025 | +37.0% | +10.5% |
| March 31, 2025 | −11.2% | −4.6% |
| December 31, 2022 | −15.2% | +7.1% |
| September 30, 2022 | +8.4% | −5.3% |
| June 30, 2022 | −42.6% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | −7.3% | +10.7% |
| September 30, 2021 | −7.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Proem Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1842526&type=13F-HR&dateb=&owner=include&count=40CIK 1842526
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1842526/000117266126003237/Filed August 11, 2026 · accession 0001172661-26-003237