PIA
Prakash Investment Advisors LLC Portfolio
Invests via Prakash Investment Advisors LLC | Managed by Prakash Devendranath Simha
Invests via Prakash Investment Advisors LLC
Managed by Prakash Devendranath Simha
Automatically Tracked
Company Profile
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Investment Philosophy & Strategy
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.73%
Gain -0.99%
Monthly
1.03%
Yearly
13.15%
Drawdown
28.09%
$146.46M
Equity
Holdings
$146.46M
Investment
$127.26M
$22M
Profit -$1.39M
Realized
$2.8M
Unrealized
$19.2M
Dividends
$449,222.45
Goals
Avg. 27% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$1.39M
Win %
55%
This Week
Compared To Last Week
Gain
-7.34%
Profit
-$11.6M
Win %
55%
This Month
Compared to last month
Gain
-5.52%
Profit
-$8.55M
Win %
55%
This Year
Compared to last year
Gain
-9.16%
Profit
-$14.65M
Win %
51%
AMBP Ardagh Metal Packaging S.A.
+6.81%
+$13,974.15 
LCID Lucid Group, Inc.
+5.62%
+$3,974.91 
APP AppLovin Corporation Class A Common Stock
+5.56%
+$158,958.7 
NOW ServiceNow, Inc.
+5.28%
+$98,294.35 
CVNA Carvana Co.
+4.85%
+$55,216.5 
LLY Eli Lilly and Company
+4.55%
+$30,448.18 
MSTR Strategy Inc.
+4.15%
+$50,532.5 
BKNG Booking Holdings Inc.
+3.91%
+$20,881.03 
UNH UnitedHealth Group Incorporated
+3.9%
+$15,450 
HD The Home Depot, Inc.
+3.69%
+$12,001 
QBTS D-Wave Quantum Inc.
+3.24%
+$3,920.28 
NFLX Netflix, Inc.
+3.22%
+$124,870.43 
ORCL Oracle Corporation
+3.02%
+$7,564.8 
CRWV CoreWeave, Inc.
+2.57%
+$8,821.8 
LEU Centrus Energy Corp.
+2.44%
+$3,955.5 
ENPH Enphase Energy, Inc.
+2.38%
+$15,452.5 
MA Mastercard Incorporated
+2.1%
+$32,512.03 
MEDP Medpace Holdings Inc.
+2.07%
+$7,771.4 
ISRG Intuitive Surgical, Inc.
+1.47%
+$12,340.02 
HOOD Robinhood Markets, Inc.
+1.34%
+$24,722.51 
SPOT Spotify Technology S.A.
+1.29%
+$50,549.85 
MSFT Microsoft Corp.
+1.23%
+$27,679.41 
GOOGL Alphabet Inc
+0.81%
+$21,552.62 
SHOP Shopify Inc.
+0.79%
+$4,431.95 
GOOG Alphabet Inc
+0.78%
+$24,849.05 
META Meta Platforms Inc Class A
+0.73%
+$61,920.23 
VST Vistra Corp
+0.56%
+$2,941.03 
AAPL Apple Inc.
+0.39%
+$30,092.3 
AMZN Amazon.com Inc
+0.26%
+$18,290.77 
AXON Axon Enterprise, Inc.
+0.25%
+$6,680.93 
URI United Rentals, Inc.
+0.04%
+$362.6 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SEI Solaris Energy Infrastructure Inc.
-9.86%
-$133,038 
DELL Dell Technologies Inc.
-8.34%
-$30,072.04 
AEIS Advanced Energy Industries Inc.
-6.32%
-$19,763.99 
VRT Vertiv Holdings Co
-6.03%
-$162,691.2 
NVT nVent Electric plc
-5.74%
-$19,972.8 
ANET Arista Networks, Inc.
-5.43%
-$26,238.53 
CLS Celestica Inc.
-4.98%
-$107,836.57 
FIX Comfort Systems USA, Inc.
-4.88%
-$188,062.62 
LITE Lumentum Holdings Inc.
-4.84%
-$291,079.93 
AAOI Applied Optoelectronics, Inc.
-4.78%
-$15,244 
WDC Western Digital Corporation
-4.74%
-$119,404.6 
LRCX Lam Research Corporation
-4.26%
-$49,429.44 
NET Cloudflare Inc.
-4.21%
-$12,967.49 
STRL Sterling Infrastructure, Inc.
-4.17%
-$56,262.4 
SNDK SanDisk Corporation
-3.77%
-$15,888 
IREN IREN Limited
-3.68%
-$18,118.12 
GLW Corning Incorporated
-3.64%
-$41,553 
AMAT Applied Materials, Inc.
-3.55%
-$31,561.4 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.22%
-$4,303.15 
KLAC KLA Corporation
-3.18%
-$23,044.5 
AMD Advanced Micro Devices, Inc.
-3.11%
-$78,402.1 
BE Bloom Energy Corporation
-3.1%
-$249,105.61 
CRWD CrowdStrike Holdings, Inc.
-2.78%
-$208,893.7 
NBIS Nebius Group N.V.
-2.33%
-$48,000.34 
DDOG Datadog, Inc. Class A Common Stock
-2.29%
-$5,799.79 
CRDO Credo Technology Group Holding Ltd.
-1.94%
-$8,004.02 
TOYO TOYO Co., Ltd.
-1.92%
-$2,322.16 
AVGO Broadcom Inc.
-1.8%
-$81,924.5 
CEG Constellation Energy Corporation
-1.62%
-$16,344.04 
CIEN Ciena Corporation
-1.61%
-$2,900.01 
PANW Palo Alto Networks, Inc.
-1.6%
-$6,742.41 
AGX Argan Inc.
-1.59%
-$11,561.9 
TSLA Tesla, Inc.
-1.51%
-$72,843.75 
NVDA NVIDIA Corporation
-1.37%
-$153,066.51 
SNOW Snowflake Inc.
-1.27%
-$6,960.08 
PLTR Palantir Technologies Inc.
-0.46%
-$15,874.6 
ADI Analog Devices, Inc.
-0.39%
-$936.01 
HCA HCA Healthcare Inc.
-0.36%
-$1,020 
MPWR Monolithic Power Systems, Inc.
-0.23%
-$958.8 
RVI Robinhood Ventures Fund I
-0.2%
-$836.8 
MU Micron Technology, Inc.
-0.04%
-$4,749.9 Events
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Dividends
Dividend Analysis
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| Trades 355 | Longs Won 182/355 51% | Profit Factor 1.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $544,383.28 |
| Average Win $260,610.02 | Best Trade (Oct 14) $4.44M | Sharpe Ratio -72.54 |
| Average Loss -$146,991.56 | Worst Trade (Oct 14) -$4M | Z-Score -0.52 (39.67%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $61,976.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 996 | 896 | 797 | 697 | 598 | 498 | 398 | 299 | 199 | 100 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,700 | $548,192 | $303,770 | - | -$244,422 | -44.59% | -4.778% |
| AAPL Apple Inc. | 22,711 | $5.69M | $7.82M | - | $2.13M | 37.48% | +0.386% |
| ADI Analog Devices, Inc. | 600 | $238,302 | $241,206 | - | $2,904 | 1.22% | -0.387% |
| AEIS Advanced Energy Industries Inc. | 1,200 | $447,444 | $293,160 | - | -$154,284 | -34.48% | -6.316% |
| AGX Argan Inc. | 1,990 | $558,539.71 | $716,400 | - | $157,860.29 | 28.26% | -1.588% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 445 | $48,772 | $129,321.45 | - | $80,549.45 | 165.16% | -3.22% |
| AMAT Applied Materials, Inc. | 1,990 | $390,878.1 | $857,232.3 | - | $466,354.2 | 119.31% | -3.551% |
| AMBP Ardagh Metal Packaging S.A. | 47,370 | $200,848.8 | $219,086.25 | - | $18,237.45 | 9.08% | +6.813% |
| AMD Advanced Micro Devices, Inc. | 4,422 | $637,449.16 | $2.45M | - | $1.81M | 283.68% | -3.106% |
| AMZN Amazon.com Inc | 27,505 | $6.02M | $7.01M | - | $986,635.88 | 16.39% | +0.262% |
| ANET Arista Networks, Inc. | 2,473 | $380,232.98 | $457,035.13 | - | $76,802.15 | 20.2% | -5.429% |
| APP AppLovin Corporation Class A Common Stock | 10,910 | $7.75M | $3.02M | - | -$4.73M | -61.02% | +5.557% |
| AVGO Broadcom Inc. | 13,150 | $3.3M | $4.47M | - | $1.17M | 35.61% | -1.799% |
| AXON Axon Enterprise, Inc. | 6,550 | $3.94M | $2.68M | - | -$1.25M | -31.86% | +0.25% |
| BE Bloom Energy Corporation | 33,527 | $5.07M | $7.78M | - | $2.71M | 53.37% | -3.104% |
| BKNG Booking Holdings Inc. | 3,325 | $660,800.52 | $555,142 | - | -$105,658.52 | -15.99% | +3.908% |
| CEG Constellation Energy Corporation | 3,600 | $1.19M | $990,000 | - | -$197,071.72 | -16.6% | -1.624% |
| CIEN Ciena Corporation | 500 | $245,280 | $176,900 | - | -$68,380 | -27.88% | -1.613% |
| CLS Celestica Inc. | 6,700 | $2.02M | $2.06M | - | $39,477.5 | 1.96% | -4.978% |
| CRDO Credo Technology Group Holding Ltd. | 2,300 | $625,485 | $404,213.5 | - | -$221,271.5 | -35.38% | -1.942% |
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FAQ
Which stocks have generated the highest profits for Prakash Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.24M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $696,428.72, Argan Inc - $573,956.39, AppLovin Corporation Class A Common Stock - $562,259.12, and Lam Research Corporation - $555,526.2. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $1.55M, Strategy Inc - $572,287, Oklo Inc - $384,981.82, Robinhood Markets, Inc - $316,689.66, and Lucid Group, Inc - $292,584.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Prakash Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $449,222.45 earned over time. The largest contributors to dividend income include Broadcom Inc - $55,911.5, Meta Platforms Inc Class A - $50,867.26, Apple Inc - $50,396.39, Microsoft Corp - $40,806.07, and NVIDIA Corporation - $32,351.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Prakash Investment Advisors LLC's monthly returns?
Prakash Investment Advisors LLC's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Prakash Investment Advisors LLC's strategy be considered aggressive or moderate?
Prakash Investment Advisors LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Prakash Investment Advisors LLC's strategy?
Prakash Investment Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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