Filed: 2/13/2026ACC: 0001881567-26-000002
📋 What this filing means
CLEAR STREET GROUP INC. filed this quarterly 13F‑HR report disclosing 915 equity positions with a total reported market value of $26.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
915
Positions
$26.93B
Total AUM (reported)
312.36M
Total Shares
Allocation by class
COM$18.35B68.2%
CL A$2.10B7.8%
COM CL A$1.78B6.6%
CAP STK CL C$1.04B3.9%
CAP STK CL A$962.14M3.6%
COM NEW$582.53M2.2%
CL A NEW$299.57M1.1%
Portfolio Concentration
Top 3$12.18B45.2%
4–10$8.44B31.3%
11–25$3.69B13.7%
Rest$2.63B9.8%
Top 3 weight
45.2%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 312.36M
Sole
Full voting authority
312.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole915
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings915
Rows:
NVIDIA CORPORATION
SOLEShares39.22M
TypeSH
Market value$7.32B
27.17%
Sole
39.22M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.67M
TypeSH
Market value$2.74B
10.19%
Sole
5.67M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares9.89M
TypeSH
Market value$2.12B
7.87%
Sole
9.89M
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.53M
TypeSH
Market value$2.05B
7.60%
Sole
7.53M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.10M
TypeSH
Market value$1.64B
6.09%
Sole
7.10M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.45M
TypeSH
Market value$1.62B
6.00%
Sole
2.45M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.32M
TypeSH
Market value$1.04B
3.87%
Sole
3.32M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.07M
TypeSH
Market value$962.14M
3.57%
Sole
3.07M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares2.84M
TypeSH
Market value$642.81M
2.39%
Sole
2.84M
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
SOLEShares18.05M
TypeSH
Market value$490.11M
1.82%
Sole
18.05M
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.09M
TypeSH
Market value$489.79M
1.82%
Sole
1.09M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares2.10M
TypeSH
Market value$373.45M
1.39%
Sole
2.10M
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares4.65M
TypeSH
Market value$333.26M
1.24%
Sole
4.65M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.60M
TypeSH
Market value$311.90M
1.16%
Sole
1.60M
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares1.97M
TypeSH
Market value$299.57M
1.11%
Sole
1.97M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares3.51M
TypeSH
Market value$293.94M
1.09%
Sole
3.51M
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares3.50M
TypeSH
Market value$254.54M
0.95%
Sole
3.50M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares621.04K
TypeSH
Market value$205.01M
0.76%
Sole
621.04K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares385K
TypeSH
Market value$193.52M
0.72%
Sole
385K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares1.49M
TypeSH
Market value$169.05M
0.63%
Sole
1.49M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares1.14M
TypeSH
Market value$163.61M
0.61%
Sole
1.14M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares501.78K
TypeSH
Market value$161.68M
0.60%
Sole
501.78K
Shared
0.00
None
0.00
NUSCALE PWR CORP
SOLEShares11.04M
TypeSH
Market value$156.51M
0.58%
Sole
11.04M
Shared
0.00
None
0.00
IONQ INC
SOLEShares3.20M
TypeSH
Market value$143.40M
0.53%
Sole
3.20M
Shared
0.00
None
0.00
IREN LIMITED
SOLEShares3.63M
TypeSH
Market value$137.07M
0.51%
Sole
3.63M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 39.22M | SH | $7.32B 27.17% | 39.22M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.67M | SH | $2.74B 10.19% | 5.67M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.89M | SH | $2.12B 7.87% | 9.89M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.53M | SH | $2.05B 7.60% | 7.53M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.10M | SH | $1.64B 6.09% | 7.10M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.45M | SH | $1.62B 6.00% | 2.45M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.32M | SH | $1.04B 3.87% | 3.32M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.07M | SH | $962.14M 3.57% | 3.07M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 2.84M | SH | $642.81M 2.39% | 2.84M | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIESOLE | COM NEW | 18.05M | SH | $490.11M 1.82% | 18.05M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.09M | SH | $489.79M 1.82% | 1.09M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 2.10M | SH | $373.45M 1.39% | 2.10M | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 4.65M | SH | $333.26M 1.24% | 4.65M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.60M | SH | $311.90M 1.16% | 1.60M | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 1.97M | SH | $299.57M 1.11% | 1.97M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 3.51M | SH | $293.94M 1.09% | 3.51M | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 3.50M | SH | $254.54M 0.95% | 3.50M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 621.04K | SH | $205.01M 0.76% | 621.04K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 385K | SH | $193.52M 0.72% | 385K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.49M | SH | $169.05M 0.63% | 1.49M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 1.14M | SH | $163.61M 0.61% | 1.14M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 501.78K | SH | $161.68M 0.60% | 501.78K | 0.00 | 0.00 |
NUSCALE PWR CORPSOLE | CL A COM | 11.04M | SH | $156.51M 0.58% | 11.04M | 0.00 | 0.00 |
IONQ INCSOLE | COM | 3.20M | SH | $143.40M 0.53% | 3.20M | 0.00 | 0.00 |
IREN LIMITEDSOLE | ORDINARY SHARES | 3.63M | SH | $137.07M 0.51% | 3.63M | 0.00 | 0.00 |
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