Clear Street Group Inc. 13F Holdings
Clear Street Group Inc.'s holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$39.5B
Largest holding
Nvidia Corporation
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| SANDISK CORP | +1.71M sh | $2.5B | 17.17% |
| ROUNDHILL ETF TRUST (MEMORY ETF) | New position | $1.1B | 2.71% |
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | New position | $323.8M | 0.82% |
| WESTERN DIGITAL CORP | +577,200 sh | $262.4M | 1.32% |
| APPLIED OPTOELECTRONICS INC | New position | $182.4M | 0.46% |
| AMAZON COM INC | +801,500 sh | $179.0M | 5.00% |
| NEBIUS GROUP N.V. (SHS CLASS A) | +861,500 sh | $163.6M | 2.74% |
| MARVELL TECHNOLOGY INC | New position | $153.9M | 0.39% |
| COHERENT CORP | +444,500 sh | $140.6M | 0.74% |
| LUMENTUM HLDGS INC | +171,500 sh | $133.9M | 1.27% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ADVANCED MICRO DEVICES INC | -3.70M sh | -$1.5B | 9.05% |
| NVIDIA CORPORATION | -1.85M sh | -$347.1M | 17.82% |
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | Sold out | -$184.5M | 0.00% |
| UNITEDHEALTH GROUP INC | -385,500 sh | -$132.3M | 0.23% |
| STATE STR SPDR S&P 500 ETF T (TR UNIT) | -174,500 sh | -$121.9M | 0.07% |
| PEPSICO INC | Sold out | -$93.2M | 0.00% |
| AST SPACEMOBILE INC (COM CL A) | -951,700 sh | -$81.7M | 0.56% |
| COINBASE GLOBAL INC (COM CL A) | -490,200 sh | -$78.6M | 0.86% |
| COREWEAVE INC (COM CL A) | -863,400 sh | -$76.4M | 0.72% |
| BITMINE IMMERSION TECHS INC (COM NEW) | -3.86M sh | -$63.8M | 0.43% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA CORPORATION | $7.0B | 17.82% | -5.00% |
| SANDISK CORP | $6.8B | 17.17% | +135.00% |
| ADVANCED MICRO DEVICES INC | $3.6B | 9.05% | -37.55% |
| APPLE INC | $2.2B | 5.51% | +0.04% |
| MICROSOFT CORP | $2.1B | 5.41% | +0.53% |
| AMAZON COM INC | $2.0B | 5.00% | +10.70% |
| ALPHABET INC (CAP STK CL A) | $1.4B | 3.63% | -0.16% |
| META PLATFORMS INC (CL A) | $1.3B | 3.32% | +0.17% |
| ALPHABET INC (CAP STK CL C) | $1.1B | 2.77% | +0.41% |
| NEBIUS GROUP N.V. (SHS CLASS A) | $1.1B | 2.74% | +28.17% |
| ROUNDHILL ETF TRUST (MEMORY ETF) | $1.1B | 2.71% | New |
| WESTERN DIGITAL CORP | $522.4M | 1.32% | +239.73% |
| LUMENTUM HLDGS INC | $502.6M | 1.27% | +41.41% |
| COINBASE GLOBAL INC (COM CL A) | $338.3M | 0.86% | -17.48% |
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | $323.8M | 0.82% | New |
| BLOOM ENERGY CORP (COM CL A) | $301.8M | 0.76% | +49.25% |
| COHERENT CORP | $291.9M | 0.74% | +150.44% |
| COREWEAVE INC (COM CL A) | $283.4M | 0.72% | -23.27% |
| PALANTIR TECHNOLOGIES INC (CL A) | $275.6M | 0.70% | +8.33% |
| CREDO TECHNOLOGY GROUP HOLDI (ORDINARY SHARES) | $266.3M | 0.67% | +62.41% |
| ASTERA LABS INC | $260.5M | 0.66% | +7.89% |
| TESLA INC | $227.5M | 0.58% | -2.49% |
| AST SPACEMOBILE INC (COM CL A) | $222.4M | 0.56% | -27.55% |
| APPLIED OPTOELECTRONICS INC | $182.4M | 0.46% | New |
| CORNING INC | $175.2M | 0.44% | +286.47% |
| LAM RESEARCH CORP (COM NEW) | $171.0M | 0.43% | +129.97% |
| BITMINE IMMERSION TECHS INC (COM NEW) | $169.0M | 0.43% | -23.31% |
| IREN LIMITED (ORDINARY SHARES) | $157.3M | 0.40% | +66.63% |
| MARVELL TECHNOLOGY INC | $153.9M | 0.39% | New |
| D-WAVE QUANTUM INC | $148.9M | 0.38% | +8.72% |
| APPLOVIN CORP (COM CL A) | $147.5M | 0.37% | +3.01% |
| ARM HOLDINGS PLC (SPONSORED ADS) | $142.4M | 0.36% | +99.86% |
| CIRCLE INTERNET GROUP INC (COM CL A) | $140.1M | 0.35% | +15.56% |
| ROBINHOOD MKTS INC (COM CL A) | $139.9M | 0.35% | -2.99% |
| GE VERNOVA INC | $137.3M | 0.35% | +66.75% |
| STRATEGY INC (CL A NEW) | $135.2M | 0.34% | +21.11% |
| BROADCOM INC | $134.0M | 0.34% | +43.38% |
| SPDR SERIES TRUST (ST STR SP RETAIL) | $131.6M | 0.33% | +50.00% |
| INVESCO QQQ TR (UNIT SER 1) | $125.6M | 0.32% | -17.19% |
| MICRON TECHNOLOGY INC | $116.0M | 0.29% | +151.16% |
| CEREBRAS SYSTEMS INC (COM CL A) | $97.8M | 0.25% | New |
| AXT INC | $94.3M | 0.24% | New |
| INTERNATIONAL BUSINESS MACHS | $91.8M | 0.23% | New |
| UNITEDHEALTH GROUP INC | $89.9M | 0.23% | -64.07% |
| SUPER MICRO COMPUTER INC (COM NEW) | $87.7M | 0.22% | +233.42% |
| SPDR SERIES TRUST (ST STR SP BIOT) | $81.5M | 0.21% | New |
| TEMPUS AI INC (CL A) | $77.9M | 0.20% | +40.76% |
| KLA CORP (COM NEW) | $77.2M | 0.20% | +497.83% |
| ROCKET LAB CORP | $73.2M | 0.19% | +116.89% |
| SEAGATE TECHNOLOGY HLDNGS PL | $70.6M | 0.18% | New |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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