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Portfolio (Quarterly) Guide ↗

Proem Advisors LLC

· CIK 0001842526
13F Portfolio $1.9B AUM 56 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 13 Added 7 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 345,000.0 $69.0M 3.69% +90K +35.3% $200.09 +6.1%
2 MU MICRON TECHNOLOGY INC Technology 52,000.0 $60.0M 3.21% +37K +246.7% $1154.29 -19.4%
3 AMZN CALL AMAZON COM INC Consumer Cyclical 200,000.0 $47.7M 2.55% +100K +100.0% $238.34 +9.5%
4 MSFT MICROSOFT CORP Technology 100,000.0 $37.3M 1.99% +10K +11.1% $373.02 +31.2%
5 GOOG ALPHABET INC 105,000.0 $37.1M 1.98% +40K +61.5% $353.33
6 AMD ADVANCED MICRO DEVICES INC Technology 45,226.0 $26.3M 1.40% +30K +188.1% $580.91 -17.7%
7 MSFT CALL MICROSOFT CORP Technology 51,500.0 $19.2M 1.03% +2K +3.0% $373.02 +31.2%
8 SE SEA LTD Consumer Cyclical 139,000.0 $13.3M 0.71% +14K +11.2% $95.83 +25.2%
9 MELI MERCADOLIBRE INC Consumer Cyclical 5,500.0 $9.3M 0.50% +200.0 +3.8% $1697.39 +17.1%
10 DASH DOORDASH INC Communication Services 43,392.0 $8.0M 0.43% +10K +29.2% $184.53 +26.7%
11 PLTR PALANTIR TECHNOLOGIES INC Technology 40,881.0 $4.8M 0.26% +5K +13.9% $116.67 +50.4%
12 WIX WIX COM LTD Technology 95,000.0 $4.3M 0.23% +18K +22.6% $45.37 +86.0%
13 MNTN INC 340,441.0 $3.1M 0.17% +15K +4.6% $9.20

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 85.7%
Consumer Cyclical 5.7%
Communication Services 4.4%
Financial Services 3.4%
Healthcare 0.9%