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Portfolio (Quarterly) Guide ↗

PeakShares LLC

· CIK 0002113507
13F Portfolio $134.4B AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO Coca-Cola Company (The) Consumer Defensive 1,670.0 $135.7M 0.10% NEW $81270.06 -99.9%
102 SNPS Synopsys Inc. Technology 300.0 $133.8M 0.10% NEW $446070.00 -99.9%
103 USB US Bancorp Financial Services 2,202.0 $133.0M 0.10% NEW $60400.09 -99.9%
104 WDAY Workday Inc. Technology 1,000.0 $122.4M 0.09% NEW $122420.00 -99.8%
105 DUOL Duolingo Inc. Technology 1,000.0 $115.0M 0.09% NEW $115020.00 -99.9%
106 SHOP Shopify Inc. Technology 1,000.0 $114.2M 0.09% NEW $114180.00 -99.9%
107 DOCU Docusign Inc. Technology 2,500.0 $111.0M 0.08% NEW $44420.00 -99.9%
108 OKLO Oklo Inc. Utilities 2,000.0 $104.7M 0.08% NEW $52330.00 -99.9%
109 NKE NIKE Inc. Consumer Cyclical 2,473.0 $101.5M 0.08% NEW $41050.14 -99.9%
110 CRWV CoreWeave Inc. Technology 1,000.0 $99.5M 0.07% NEW $99540.00 -99.9%
111 JD JD.com Inc. Consumer Cyclical 3,500.0 $89.2M 0.07% NEW $25480.00 -99.9%
112 SMCI Super Micro Computer Inc. Technology 3,000.0 $88.0M 0.07% NEW $29330.00 -99.9%
113 GFS GLOBALFOUNDRIES Inc. Technology 1,000.0 $82.4M 0.06% NEW $82410.00 -99.9%
114 NOK Nokia OYJ Technology 5,000.0 $66.4M 0.05% NEW $13280.00 -99.9%
115 AVAV AeroVironment Inc. Industrials 400.0 $66.0M 0.05% NEW $165070.00 -99.9%
116 IONQ IonQ Inc. Technology 1,000.0 $53.3M 0.04% NEW $53260.00 -99.9%
117 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 110.0 $52.5M 0.04% NEW $477572.73 -99.9%
118 ENPH Enphase Energy Inc. Energy 1,000.0 $49.2M 0.04% NEW $49240.00 -99.9%
119 QBTS D-Wave Quantum Inc. Technology 2,000.0 $48.0M 0.04% NEW $23990.00 -99.9%
120 IREN IREN Ltd. Financial Services 1,000.0 $45.7M 0.03% NEW $45730.00 -99.9%
Page 6 of 7  ·  122 positions

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 47.3%
Consumer Cyclical 9.9%
Communication Services 8.1%
Healthcare 8.0%
Financial Services 7.5%
Industrials 6.1%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 2.7%
Real Estate 1.5%