Filed: 1/29/2025ACC: 0001667731-25-000162
📋 What this filing means
CLARITY CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $193.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$193.03M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$86.95M45.0%
CL A$20.50M10.6%
CL A NEW$7.29M3.8%
CAP STK CL A$6.87M3.6%
COM NEW$5.29M2.7%
COM CL A$4.57M2.4%
S&P 500 ETF SHS$4.30M2.2%
Portfolio Concentration
Top 3$44.68M23.1%
4–10$49.16M25.5%
11–25$43.89M22.7%
Rest$55.30M28.7%
Top 3 weight
23.1%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:
TESLA INC
SOLEShares49.44K
TypeSH
Market value$19.96M
10.34%
Sole
0.00
Shared
0.00
None
49.44K
PALANTIR TECHNOLOGIES INC
SOLEShares184.18K
TypeSH
Market value$13.93M
7.22%
Sole
0.00
Shared
0.00
None
184.18K
NVIDIA CORPORATION
SOLEShares80.24K
TypeSH
Market value$10.79M
5.59%
Sole
0.00
Shared
0.00
None
80.23K
AMAZON COM INC
SOLEShares43.70K
TypeSH
Market value$9.62M
4.98%
Sole
0.00
Shared
0.00
None
43.67K
MICROSOFT CORP
SOLEShares17.56K
TypeSH
Market value$7.40M
3.83%
Sole
0.00
Shared
0.00
None
17.56K
MICROSTRATEGY INC
SOLEShares25.11K
TypeSH
Market value$7.27M
3.77%
Sole
0.00
Shared
0.00
None
25.11K
ALPHABET INC
SOLEShares36.27K
TypeSH
Market value$6.87M
3.56%
Sole
0.00
Shared
0.00
None
36.27K
APPLE INC
SOLEShares26.40K
TypeSH
Market value$6.61M
3.43%
Sole
0.00
Shared
0.00
None
26.40K
SOFI TECHNOLOGIES INC
SOLEShares410.28K
TypeSH
Market value$6.32M
3.27%
Sole
0.00
Shared
0.00
None
410.28K
SALESFORCE INC
SOLEShares15.14K
TypeSH
Market value$5.06M
2.62%
Sole
0.00
Shared
0.00
None
15.14K
VANGUARD INDEX FDS
SOLEShares7.99K
TypeSH
Market value$4.30M
2.23%
Sole
0.00
Shared
0.00
None
7.99K
ADVANCED MICRO DEVICES INC
SOLEShares35.43K
TypeSH
Market value$4.28M
2.22%
Sole
0.00
Shared
0.00
None
35.43K
COINBASE GLOBAL INC
SOLEShares16.84K
TypeSH
Market value$4.18M
2.17%
Sole
0.00
Shared
0.00
None
16.84K
DISNEY WALT CO
SOLEShares32.56K
TypeSH
Market value$3.63M
1.88%
Sole
0.00
Shared
0.00
None
32.56K
DIREXION SHS ETF TR
SOLEShares119.09K
TypeSH
Market value$3.28M
1.70%
Sole
0.00
Shared
0.00
None
119.09K
INTUITIVE SURGICAL INC
SOLEShares5.77K
TypeSH
Market value$3.01M
1.56%
Sole
0.00
Shared
0.00
None
5.77K
SELECT SECTOR SPDR TR
SOLEShares12.89K
TypeSH
Market value$3.00M
1.55%
Sole
0.00
Shared
0.00
None
12.89K
FIRST TR EXCHANGE-TRADED FD
SOLEShares79.19K
TypeSH
Market value$2.84M
1.47%
Sole
0.00
Shared
0.00
None
79.19K
ISHARES TR
SOLEShares17.60K
TypeSH
Market value$2.56M
1.33%
Sole
0.00
Shared
0.00
None
17.60K
FIRST TR EXCHNG TRADED FD VI
SOLEShares56.69K
TypeSH
Market value$2.44M
1.26%
Sole
0.00
Shared
0.00
None
56.69K
CROWDSTRIKE HLDGS INC
SOLEShares6.78K
TypeSH
Market value$2.32M
1.20%
Sole
0.00
Shared
0.00
None
6.78K
INVESCO QQQ TR
SOLEShares4.15K
TypeSH
Market value$2.12M
1.10%
Sole
0.00
Shared
0.00
None
4.15K
SNOWFLAKE INC
SOLEShares13.40K
TypeSH
Market value$2.07M
1.07%
Sole
0.00
Shared
0.00
None
13.40K
CLEANSPARK INC
SOLEShares210.64K
TypeSH
Market value$1.94M
1.01%
Sole
0.00
Shared
0.00
None
210.64K
J P MORGAN EXCHANGE TRADED F
SOLEShares33.56K
TypeSH
Market value$1.93M
1.00%
Sole
0.00
Shared
0.00
None
33.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 49.44K | SH | $19.96M 10.34% | 0.00 | 0.00 | 49.44K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 184.18K | SH | $13.93M 7.22% | 0.00 | 0.00 | 184.18K |
NVIDIA CORPORATIONSOLE | COM | 80.24K | SH | $10.79M 5.59% | 0.00 | 0.00 | 80.23K |
AMAZON COM INCSOLE | COM | 43.70K | SH | $9.62M 4.98% | 0.00 | 0.00 | 43.67K |
MICROSOFT CORPSOLE | COM | 17.56K | SH | $7.40M 3.83% | 0.00 | 0.00 | 17.56K |
MICROSTRATEGY INCSOLE | CL A NEW | 25.11K | SH | $7.27M 3.77% | 0.00 | 0.00 | 25.11K |
ALPHABET INCSOLE | CAP STK CL A | 36.27K | SH | $6.87M 3.56% | 0.00 | 0.00 | 36.27K |
APPLE INCSOLE | COM | 26.40K | SH | $6.61M 3.43% | 0.00 | 0.00 | 26.40K |
SOFI TECHNOLOGIES INCSOLE | COM | 410.28K | SH | $6.32M 3.27% | 0.00 | 0.00 | 410.28K |
SALESFORCE INCSOLE | COM | 15.14K | SH | $5.06M 2.62% | 0.00 | 0.00 | 15.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.99K | SH | $4.30M 2.23% | 0.00 | 0.00 | 7.99K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.43K | SH | $4.28M 2.22% | 0.00 | 0.00 | 35.43K |
COINBASE GLOBAL INCSOLE | COM CL A | 16.84K | SH | $4.18M 2.17% | 0.00 | 0.00 | 16.84K |
DISNEY WALT COSOLE | COM | 32.56K | SH | $3.63M 1.88% | 0.00 | 0.00 | 32.56K |
DIREXION SHS ETF TRSOLE | DAILY TSLA 2X SH | 119.09K | SH | $3.28M 1.70% | 0.00 | 0.00 | 119.09K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.77K | SH | $3.01M 1.56% | 0.00 | 0.00 | 5.77K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 12.89K | SH | $3.00M 1.55% | 0.00 | 0.00 | 12.89K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 79.19K | SH | $2.84M 1.47% | 0.00 | 0.00 | 79.19K |
ISHARES TRSOLE | US AER DEF ETF | 17.60K | SH | $2.56M 1.33% | 0.00 | 0.00 | 17.60K |
FIRST TR EXCHNG TRADED FD VISOLE | TCW OPPORTUNIS | 56.69K | SH | $2.44M 1.26% | 0.00 | 0.00 | 56.69K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.78K | SH | $2.32M 1.20% | 0.00 | 0.00 | 6.78K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.15K | SH | $2.12M 1.10% | 0.00 | 0.00 | 4.15K |
SNOWFLAKE INCSOLE | CL A | 13.40K | SH | $2.07M 1.07% | 0.00 | 0.00 | 13.40K |
CLEANSPARK INCSOLE | COM NEW | 210.64K | SH | $1.94M 1.01% | 0.00 | 0.00 | 210.64K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 33.56K | SH | $1.93M 1.00% | 0.00 | 0.00 | 33.56K |
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