Filed: 8/12/2026ACC: 0001881567-26-000005
📋 What this filing means
CLEAR STREET GROUP INC. filed this quarterly 13F‑HR report disclosing 1376 equity positions with a total reported market value of $39.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1376
Positions
$39.52B
Total AUM (reported)
364.72M
Total Shares
Allocation by class
COM$27.73B70.2%
COM CL A$1.86B4.7%
CL A$1.85B4.7%
CAP STK CL A$1.43B3.6%
CAP STK CL C$1.10B2.8%
SHS CLASS A$1.08B2.7%
MEMORY ETF$1.07B2.7%
Portfolio Concentration
Top 3$17.40B44.0%
4–10$11.22B28.4%
11–25$5.24B13.3%
Rest$5.66B14.3%
Top 3 weight
44.0%
Top 10 weight
72.4%
Voting Authority Distribution
Total shares with voting rights: 364.72M
Sole
Full voting authority
364.72M
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)
Sole1376
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1376
Rows:
NVIDIA CORPORATION
SOLEShares35.19M
TypeSH
Market value$7.04B
17.82%
Sole
35.19M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares2.98M
TypeSH
Market value$6.78B
17.17%
Sole
2.98M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares6.16M
TypeSH
Market value$3.58B
9.05%
Sole
6.16M
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.52M
TypeSH
Market value$2.18B
5.51%
Sole
7.52M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.73M
TypeSH
Market value$2.14B
5.41%
Sole
5.73M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.29M
TypeSH
Market value$1.98B
5.00%
Sole
8.29M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.01M
TypeSH
Market value$1.43B
3.63%
Sole
4.01M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.33M
TypeSH
Market value$1.31B
3.32%
Sole
2.33M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.10M
TypeSH
Market value$1.10B
2.77%
Sole
3.10M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares3.92M
TypeSH
Market value$1.08B
2.74%
Sole
3.92M
Shared
0.00
None
0.00
ROUNDHILL ETF TRUST
SOLEShares14.48M
TypeSH
Market value$1.07B
2.71%
Sole
14.48M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares817.89K
TypeSH
Market value$522.40M
1.32%
Sole
817.89K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares585.68K
TypeSH
Market value$502.55M
1.27%
Sole
585.68K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares2.31M
TypeSH
Market value$338.28M
0.86%
Sole
2.31M
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
SOLEShares1.90M
TypeSH
Market value$323.78M
0.82%
Sole
1.90M
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares996.97K
TypeSH
Market value$301.78M
0.76%
Sole
996.97K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares739.98K
TypeSH
Market value$291.90M
0.74%
Sole
739.98K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares2.85M
TypeSH
Market value$283.37M
0.72%
Sole
2.85M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares2.36M
TypeSH
Market value$275.60M
0.70%
Sole
2.36M
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares979.22K
TypeSH
Market value$266.30M
0.67%
Sole
979.22K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares539.21K
TypeSH
Market value$260.45M
0.66%
Sole
539.21K
Shared
0.00
None
0.00
TESLA INC
SOLEShares540.96K
TypeSH
Market value$227.53M
0.58%
Sole
540.96K
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares2.50M
TypeSH
Market value$222.39M
0.56%
Sole
2.50M
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares1.23M
TypeSH
Market value$182.41M
0.46%
Sole
1.23M
Shared
0.00
None
0.00
CORNING INC
SOLEShares685.76K
TypeSH
Market value$175.16M
0.44%
Sole
685.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 35.19M | SH | $7.04B 17.82% | 35.19M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 2.98M | SH | $6.78B 17.17% | 2.98M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.16M | SH | $3.58B 9.05% | 6.16M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.52M | SH | $2.18B 5.51% | 7.52M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.73M | SH | $2.14B 5.41% | 5.73M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.29M | SH | $1.98B 5.00% | 8.29M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.01M | SH | $1.43B 3.63% | 4.01M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.33M | SH | $1.31B 3.32% | 2.33M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.10M | SH | $1.10B 2.77% | 3.10M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 3.92M | SH | $1.08B 2.74% | 3.92M | 0.00 | 0.00 |
ROUNDHILL ETF TRUSTSOLE | MEMORY ETF | 14.48M | SH | $1.07B 2.71% | 14.48M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 817.89K | SH | $522.40M 1.32% | 817.89K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 585.68K | SH | $502.55M 1.27% | 585.68K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 2.31M | SH | $338.28M 0.86% | 2.31M | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 1.90M | SH | $323.78M 0.82% | 1.90M | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 996.97K | SH | $301.78M 0.76% | 996.97K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 739.98K | SH | $291.90M 0.74% | 739.98K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 2.85M | SH | $283.37M 0.72% | 2.85M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 2.36M | SH | $275.60M 0.70% | 2.36M | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 979.22K | SH | $266.30M 0.67% | 979.22K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 539.21K | SH | $260.45M 0.66% | 539.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 540.96K | SH | $227.53M 0.58% | 540.96K | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 2.50M | SH | $222.39M 0.56% | 2.50M | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 1.23M | SH | $182.41M 0.46% | 1.23M | 0.00 | 0.00 |
CORNING INCSOLE | COM | 685.76K | SH | $175.16M 0.44% | 685.76K | 0.00 | 0.00 |
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