PeakShares LLC
Filing Date
Global Rank
#6,327
/ 8,588
▲ 328
Top Industry
Software - Infrastructure
10.5%
3Y Alpha vs SPY
-9.2%
Period ended 3 months ago
Filed May 6, 2026 · 42d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.7%
SPY
+10.4%
Annualised alpha
-9.2%
Max drawdown
−6.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
2.8%
+0.0 pts
Top 5
12.6%
+0.4 pts
Top 10
23.9%
+1.8 pts
HHI
165
Diversified+3
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $25,677,107 |
| Healthcare | 11.5% | $8,184,330 |
| Financial Services | 11.5% | $8,148,488 |
| Consumer Cyclical | 10.8% | $7,675,584 |
| Communication Services | 7.2% | $5,133,693 |
| Consumer Defensive | 5.5% | $3,909,881 |
| Industrials | 5.4% | $3,807,757 |
| Energy | 5.2% | $3,717,582 |
| Utilities | 3.4% | $2,389,237 |
| Real Estate | 1.5% | $1,066,371 |
| Basic Materials | 1.4% | $977,714 |
| Unclassified | 0.5% | $349,882 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +8,200 | 19,216 | $1,382,206 | |
| NFLX | Netflix Inc | +4,846 | 16,638 | $1,599,743 | |
| ORCL | Oracle Corp | +4,541 | 11,033 | $1,623,064 | |
| NVO | Novo Nordisk A S | +3,000 | 12,642 | $464,593 | |
| MU | Micron Technology Inc | +2,991 | 5,491 | $1,855,079 | |
| BX | Blackstone Inc. | +2,749 | 9,277 | $1,066,762 | |
| PLTR | Palantir Technologies Inc. | +2,726 | 9,738 | $1,424,474 | |
| NVDA | Nvidia Corp | +2,630 | 11,438 | $1,994,787 | |
| CRM | Salesforce, Inc. | +2,534 | 8,070 | $1,506,426 | |
| AMZN | Amazon Com Inc | +2,520 | 7,943 | $1,654,288 | |
| PANW | Palo Alto Networks Inc | +2,402 | 7,502 | $1,202,720 | |
| AAPL | Apple Inc. | +1,713 | 5,885 | $1,493,554 | |
| MSFT | Microsoft Corp | +1,623 | 4,412 | $1,633,190 | |
| LULU | lululemon athletica inc. | +1,605 | 2,205 | $337,585 | |
| IBM | International Business Machines Corp | +1,252 | 4,516 | $1,094,633 | |
| CEG | Constellation Energy Corp | +1,233 | 3,885 | $1,084,886 | |
| PGR | Progressive Corp/Oh/ | +1,163 | 5,651 | $1,120,254 | |
| AMD | Advanced Micro Devices Inc | +1,110 | 8,202 | $1,668,532 | |
| MMM | 3M Co | +1,072 | 6,988 | $1,014,867 | |
| AXP | American Express Co | +831 | 3,483 | $1,053,537 | |
| TJX | Tjx Companies Inc /De/ | +796 | 7,324 | $1,169,642 | |
| CRWD | CrowdStrike Holdings, Inc. | +793 | 2,833 | $1,106,031 | |
| AVGO | Broadcom Inc. | +784 | 3,436 | $1,063,476 | |
| DUK | Duke Energy CORP | +636 | 9,204 | $1,205,171 | |
| ANET | Arista Networks, Inc. | +633 | 8,385 | $1,029,510 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLW | Corning Inc /Ny | −2,578 | 8,846 | $1,202,790 | |
| PFE | Pfizer Inc | −1,206 | 19,101 | $536,356 | |
| INTC | Intel Corp | −1,000 | 3,500 | $154,455 | |
| UPS | United Parcel Service Inc | −934 | 2,183 | $214,763 | |
| MRK | Merck & Co., Inc. | −610 | 4,408 | $530,238 | |
| XOM | Exxon Mobil Corp | −274 | 8,794 | $1,491,990 | |
| CVX | Chevron Corp | −193 | 7,912 | $1,636,992 | |
| VZ | Verizon Communications Inc | −159 | 28,215 | $1,416,393 | |
| COST | Costco Wholesale Corp /New | −62 | 1,162 | $1,157,851 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 759 | $1,117,559 | |
| JNJ | Johnson & Johnson | 4,554 | $1,113,179 | |
| MO | Altria Group, Inc. | 16,442 | $1,085,007 | |
| AMAT | Applied Materials Inc /De | 3,083 | $1,053,738 | |
| NEM | NEWMONT Corp /DE/ | 9,032 | $977,714 | |
| SNDK | Sandisk Corp | 700 | $444,738 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 610 | $206,149 | |
| SNPS | Synopsys Inc | 400 | $158,592 | |
| WDC | Western Digital Corp | 500 | $135,245 | |
| WDAY | Workday, Inc. | 1,000 | $129,920 | |
| SHOP | Shopify Inc. | 1,000 | $118,620 | |
| DOCU | Docusign, Inc. | 2,500 | $118,525 | |
| OKLO | Oklo Inc. | 2,000 | $99,180 | |
| DUOL | Duolingo, Inc. | 1,000 | $98,570 | |
| CRWV | CoreWeave, Inc. | 1,000 | $77,470 | |
| AVAV | AeroVironment Inc | 400 | $73,220 | |
| RKLB | Rocket Lab Corp | 1,000 | $64,220 | |
| QBTS | D-Wave Quantum Inc. | 2,000 | $28,860 | |
| IONQ | IonQ, Inc. | 1,000 | $28,830 | |
| RGTI | Rigetti Computing, Inc. | 2,000 | $28,080 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 1,632 | $1,081,069 | |
| LIN | Linde PLC | 2,448 | $1,043,802 | |
| ISRG | Intuitive Surgical Inc | 1,836 | $1,039,836 | |
| PG | PROCTER & GAMBLE Co | 6,936 | $993,998 | |
| QCOM | Qualcomm Inc/De | 5,712 | $977,037 | |
| NOW | ServiceNow, Inc. | 6,120 | $937,522 | |
| LMT | Lockheed Martin Corp | 500 | $241,835 | |
| ULTA | Ulta Beauty, Inc. | 261 | $157,907 | |
| FTNT | Fortinet, Inc. | 904 | $71,786 | |
| UAL | United Airlines Holdings, Inc. | 518 | $57,922 | |
| SIRI | Sirius Xm Holdings Inc. | 2,319 | $46,380 | |
| CVS | CVS HEALTH Corp | 500 | $39,680 | |
| EA | Electronic Arts Inc. | 65 | $13,281 | |
| No positions match the current search. | ||||
3 positions ·
$2,389,237 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities