Filed: 5/15/2026ACC: 0001881567-26-000004
📋 What this filing means
CLEAR STREET GROUP INC. filed this quarterly 13F‑HR report disclosing 1077 equity positions with a total reported market value of $24.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1077
Positions
$24.62B
Total AUM (reported)
308.27M
Total Shares
Allocation by class
COM$16.64B67.6%
CL A$1.79B7.3%
COM CL A$1.67B6.8%
CAP STK CL A$1.16B4.7%
CAP STK CL C$886.72M3.6%
COM NEW$449.13M1.8%
SHS CLASS A$317.36M1.3%
Portfolio Concentration
Top 3$10.58B43.0%
4–10$8.14B33.1%
11–25$3.19B13.0%
Rest$2.70B11.0%
Top 3 weight
43.0%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 308.27M
Sole
Full voting authority
308.27M
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)
Sole1077
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1077
Rows:
NVIDIA CORPORATION
SOLEShares37.04M
TypeSH
Market value$6.46B
26.25%
Sole
37.04M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.70M
TypeSH
Market value$2.11B
8.58%
Sole
5.70M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares9.86M
TypeSH
Market value$2.01B
8.15%
Sole
9.86M
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.52M
TypeSH
Market value$1.91B
7.76%
Sole
7.52M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.49M
TypeSH
Market value$1.56B
6.34%
Sole
7.49M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.32M
TypeSH
Market value$1.33B
5.40%
Sole
2.32M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.02M
TypeSH
Market value$1.16B
4.70%
Sole
4.02M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.09M
TypeSH
Market value$886.72M
3.60%
Sole
3.09M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares1.27M
TypeSH
Market value$806.62M
3.28%
Sole
1.27M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares2.80M
TypeSH
Market value$489.64M
1.99%
Sole
2.80M
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
SOLEShares16.56M
TypeSH
Market value$327.46M
1.33%
Sole
16.56M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares2.18M
TypeSH
Market value$319.28M
1.30%
Sole
2.18M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares3.06M
TypeSH
Market value$317.36M
1.29%
Sole
3.06M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares414.17K
TypeSH
Market value$291.06M
1.18%
Sole
414.17K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares3.71M
TypeSH
Market value$287.43M
1.17%
Sole
3.71M
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares3.45M
TypeSH
Market value$286.27M
1.16%
Sole
3.45M
Shared
0.00
None
0.00
TESLA INC
SOLEShares554.75K
TypeSH
Market value$206.49M
0.84%
Sole
554.75K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares1.94M
TypeSH
Market value$184.72M
0.75%
Sole
1.94M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares385K
TypeSH
Market value$184.49M
0.75%
Sole
385K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares601.70K
TypeSH
Market value$162.81M
0.66%
Sole
601.70K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares1.28M
TypeSH
Market value$160.23M
0.65%
Sole
1.28M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares210.87K
TypeSH
Market value$137.14M
0.56%
Sole
210.87K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares205.95K
TypeSH
Market value$118.87M
0.48%
Sole
205.95K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares277.87K
TypeSH
Market value$110.59M
0.45%
Sole
277.87K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares1.44M
TypeSH
Market value$99.68M
0.40%
Sole
1.44M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 37.04M | SH | $6.46B 26.25% | 37.04M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.70M | SH | $2.11B 8.58% | 5.70M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.86M | SH | $2.01B 8.15% | 9.86M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.52M | SH | $1.91B 7.76% | 7.52M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.49M | SH | $1.56B 6.34% | 7.49M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.32M | SH | $1.33B 5.40% | 2.32M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.02M | SH | $1.16B 4.70% | 4.02M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.09M | SH | $886.72M 3.60% | 3.09M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 1.27M | SH | $806.62M 3.28% | 1.27M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 2.80M | SH | $489.64M 1.99% | 2.80M | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIESOLE | COM NEW | 16.56M | SH | $327.46M 1.33% | 16.56M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 2.18M | SH | $319.28M 1.30% | 2.18M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 3.06M | SH | $317.36M 1.29% | 3.06M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 414.17K | SH | $291.06M 1.18% | 414.17K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 3.71M | SH | $287.43M 1.17% | 3.71M | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 3.45M | SH | $286.27M 1.16% | 3.45M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 554.75K | SH | $206.49M 0.84% | 554.75K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 1.94M | SH | $184.72M 0.75% | 1.94M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 385K | SH | $184.49M 0.75% | 385K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 601.70K | SH | $162.81M 0.66% | 601.70K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 1.28M | SH | $160.23M 0.65% | 1.28M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 210.87K | SH | $137.14M 0.56% | 210.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 205.95K | SH | $118.87M 0.48% | 205.95K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 277.87K | SH | $110.59M 0.45% | 277.87K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.44M | SH | $99.68M 0.40% | 1.44M | 0.00 | 0.00 |
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