Perennial Investment Advisors, LLC Options Holdings

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MA
Mastercard Inc

Financial Services
CALL
$561,000
1K
Q1 2025
New holding
NFLX
Netflix Inc

Communication Services
CALL
$535,000
400
Q2 2025
Added 33.33%
META
Meta Platforms, Inc.

Communication Services
CALL
$516,000
700
Q2 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$505,000
3.2K
Q2 2025
New holding
KLAC
Kla Corp

Technology
CALL
$358,000
400
Q2 2025
New holding
CDNS
Cadence Design Systems Inc

Technology
CALL
$277,000
900
Q2 2025
New holding
MSTR
Microstrategy Inc

Technology
CALL
$282,000
700
Q1 2025
Reduced 30.0%
SHOP
Shopify Inc.

Technology
CALL
$173,000
1.5K
Q2 2025
New holding
SITM
Sitime Corp

Technology
CALL
$170,000
800
Q2 2025
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$203,000
400
Q2 2025
New holding
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
CALL
$113,000
500
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$122,000
900
Q1 2025
Reduced 10.0%
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$91,000
5K
Q2 2025
Added 150.0%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$95,000
300
Q2 2025
Reduced 40.0%
CYBR
Cyber Ark Software Ltd.

Technology
CALL
$81,000
200
Q2 2025
New holding
SMR
Nuscale Power Corp

Industrials
CALL
$19,000
500
Q2 2025
New holding
Arista Networks Inc
CALL
$0
1K
Q2 2025
New holding
Super Micro Computer Inc
CALL
$0
100
Q2 2025
New holding
Arm Holdings PLC
CALL
$0
1.1K
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
CALL
$27,000
100
Q2 2025
New holding
XLE
Energy Sector Spdr

ETFs
CALL
$8,000
100
Q2 2025
New holding
ORCL
Oracle Corp

Technology
CALL
$43,000
200
Q2 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$28,000
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 475
  • Current Value $989 Million
  • Prior Value $862 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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