Proem Advisors LLC’s portfolio moves are tracked here quarter by quarter, based on the fund’s SEC Form 13F disclosures. These filings offer a snapshot of a firm’s U.S. equity holdings as of the end of each quarter, giving a window into what stocks are being bought, trimmed, or dropped by institutional managers. This page will be updated after each new filing, so bookmark it if you’re following Proem Advisors LLC’s positioning over time.
Quarter Ending 2026-06-30: New and Expanded Positions
During the quarter ending 2026-06-30, Proem Advisors LLC leaned heavily into semiconductor and hardware names. New positions were opened in Dell Technologies Inc (DELL) worth $46,597,680, Intel Corp (INTC) worth $111,704,000, KLA Corp (KLAC) worth $60,342,000, Marvell Technology Inc (MRVL) worth $29,789,000, Texas Instruments Inc worth $29,807,000, Lam Research Corp (LRCX) worth $28,166,450, Microchip Technology Inc (MCHP) worth $22,800,000, Applied Materials Inc worth $18,075,000, Arm Holdings PLC worth $17,728,500, Workday Inc (WDAY) worth $12,242,000, and Wolfspeed Inc (WOLF) worth $8,202,500.
Existing positions were also built up substantially. Micron Technology Inc (MU) grew by 9011%, from $5,067,600 to $461,716,000. Advanced Micro Devices Inc (AMD) increased by 3538%, from $3,193,851 to $116,182,000. Nvidia Corporation (NVDA) rose 55%, from $44,472,000 to $69,031,050, and Alphabet Inc (GOOGL) nearly doubled, up 99% from $18,645,900 to $37,099,650.
Quarter Ending 2026-06-30: Reductions and Exits
Not every move this quarter was additive. Broadcom Inc (AVGO) was cut by 72%, dropping from $40,236,300 to $11,332,500. Several broad-market fund holdings were exited entirely: Invesco QQQ Trust, previously worth $438,772,236, iShares Trust, previously worth $99,200,000, and the State Street SPDR S&P 500 ETF Trust, previously worth $715,374,000. Fastly Inc (FSLY), a smaller holding worth $7,536,508, was also exited.
Together, these moves suggest a rotation out of broad index exposure and into individual semiconductor and chip-equipment names during the quarter ending 2026-06-30. As with any 13F-based analysis, this reflects a quarter-end snapshot rather than exact trade timing, and positions may have shifted since the reporting date. This page is intended for informational tracking of institutional filing activity only, not as guidance on what to buy or sell. Check back after the next quarterly filing for updated moves from Proem Advisors LLC.
Related ticker coverage
- DELL — all coverage →
- INTC — all coverage →
- KLAC — all coverage →
- AMD — all coverage →
- MU — all coverage →
- MRVL — all coverage →
- LRCX — all coverage →
- NVDA — all coverage →
- MCHP — all coverage →
- AVGO — all coverage →
- GOOGL — all coverage →
- WDAY — all coverage →
- WOLF — all coverage →
- FSLY — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.