Clear Street Group Inc. 13F holdings
Clear Street Group Inc. reported 849 positions with a total reported value of $31.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: SNDK SANDISK CORP (21.5%), NVDA NVIDIA CORPORATION (19.4%), AMD ADVANCED MICRO DEVICES INC (6.4%), GOOGL ALPHABET INC (4.1%), AAPL APPLE INC (3.4%). Against 2026-03-31 it opened 252 new positions and exited 60. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 849 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNDK SANDISK CORP | 2,983,392 | $6.8B | 21.5% |
| NVDA NVIDIA CORPORATION | 30,700,549 | $6.1B | 19.4% |
| AMD ADVANCED MICRO DEVICES INC | 3,462,632 | $2.0B | 6.4% |
| GOOGL ALPHABET INC | 3,637,251 | $1.3B | 4.1% |
| AAPL APPLE INC | 3,764,485 | $1.1B | 3.4% |
| MSFT MICROSOFT CORP | 2,904,438 | $1.1B | 3.4% |
| ROUNDHILL ETF TRUST | 14,481,133 | $1.1B | 3.4% |
| NBIS NEBIUS GROUP N.V. | 3,618,657 | $999.4M | 3.2% |
| AMZN AMAZON COM INC | 4,144,837 | $987.9M | 3.1% |
| META META PLATFORMS INC | 1,276,017 | $718.8M | 2.3% |
| WDC WESTERN DIGITAL CORP | 817,892 | $522.4M | 1.7% |
| LITE LUMENTUM HLDGS INC | 585,683 | $502.6M | 1.6% |
| COIN COINBASE GLOBAL INC | 2,313,977 | $338.3M | 1.1% |
| BE BLOOM ENERGY CORP | 996,971 | $301.8M | 1.0% |
| COHR COHERENT CORP | 739,976 | $291.9M | 0.9% |
| CRWV COREWEAVE INC | 2,846,760 | $283.4M | 0.9% |
| PLTR PALANTIR TECHNOLOGIES INC | 2,362,229 | $275.6M | 0.9% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 979,222 | $266.3M | 0.8% |
| ALAB ASTERA LABS INC | 539,212 | $260.5M | 0.8% |
| SPCX SPACE EXPLORATION TECHN CORP | 1,270,022 | $217.0M | 0.7% |
| ASTS AST SPACEMOBILE INC | 2,415,249 | $214.6M | 0.7% |
| SPDR SERIES TRUST | 2,000,000 | $210.7M | 0.7% |
| AAOI APPLIED OPTOELECTRONICS INC | 1,231,143 | $182.4M | 0.6% |
| GLW CORNING INC | 685,760 | $175.2M | 0.6% |
| LRCX LAM RESEARCH CORP | 394,705 | $171.0M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 252 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ROUNDHILL ETF TRUST | 14,481,133 | $1.1B | 3.4% |
| SPCX SPACE EXPLORATION TECHN CORP | 1,270,022 | $217.0M | 0.7% |
| AAOI APPLIED OPTOELECTRONICS INC | 1,231,143 | $182.4M | 0.6% |
| MRVL MARVELL TECHNOLOGY INC | 516,700 | $153.9M | 0.5% |
| CBRS CEREBRAS SYSTEMS INC | 442,691 | $97.8M | 0.3% |
| AXTI AXT INC | 1,308,921 | $94.3M | 0.3% |
| IBM INTERNATIONAL BUSINESS MACHS | 326,538 | $91.8M | 0.3% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 73,123 | $70.6M | 0.2% |
| APPLIED MATLS INC | 91,490 | $66.4M | 0.2% |
| MU MICRON TECHNOLOGY INC | 42,466 | $49.0M | 0.2% |
| ENTREPRENEURSHARES SERIES TR | 2,313,060 | $48.7M | 0.2% |
| CIEN CIENA CORP | 60,716 | $29.8M | <0.1% |
| FN FABRINET | 21,522 | $12.1M | <0.1% |
| IPGP IPG PHOTONICS CORP | 102,540 | $12.0M | <0.1% |
| GLAS GLASS HOUSE BRANDS INC | 825,000 | $10.2M | <0.1% |
| RBLX ROBLOX CORP | 186,256 | $10.1M | <0.1% |
| POET POET TECHNOLOGIES INC | 982,265 | $10.1M | <0.1% |
| LASR NLIGHT INC | 129,348 | $9.0M | <0.1% |
| ON ON SEMICONDUCTOR CORP | 84,301 | $8.0M | <0.1% |
| CCAQ COLLECTIVE ACQUISITION CORP | 1,182,844 | $7.2M | <0.1% |
| VIAV VIAVI SOLUTIONS INC | 135,393 | $6.5M | <0.1% |
| CAT CATERPILLAR INC | 5,984 | $6.4M | <0.1% |
| AMKR AMKOR TECHNOLOGY INC | 68,264 | $5.9M | <0.1% |
| MKSI MKS INC. | 12,676 | $5.6M | <0.1% |
| OCAC OCEAN CAP ACQUISITION CORP | 495,576 | $5.1M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 60 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 192,500 | $92.2M | 0.5% |
| PEP PEPSICO INC | 300,000 | $46.6M | 0.3% |
| CSCO CISCO SYS INC | 196,295 | $15.5M | <0.1% |
| SRPT SAREPTA THERAPEUTICS INC | 361,391 | $7.9M | <0.1% |
| MDB MONGODB INC | 25,695 | $6.3M | <0.1% |
| DDOG DATADOG INC | 40,838 | $4.8M | <0.1% |
| ENPH ENPHASE ENERGY INC | 111,955 | $4.2M | <0.1% |
| SNPS SYNOPSYS INC | 8,232 | $3.8M | <0.1% |
| KENSINGTON CAP ACQUIST CORP | 250,000 | $2.5M | <0.1% |
| DUNE ACQUISITION CORP II | 599,518 | $2.3M | <0.1% |
| MMYT MAKEMYTRIP LIMITED MAURITIUS | 60,000 | $2.2M | <0.1% |
| CNTN CANTON STRATEGIC HOLDINGS IN | 652,243 | $2.1M | <0.1% |
| HORIZON SPACE ACQUISITION II | 181,878 | $1.9M | <0.1% |
| CARTESIAN GROWTH CORP III | 412,448 | $1.8M | <0.1% |
| GIGCAPITAL7 CORP | 343,853 | $1.5M | <0.1% |
| ALCHEMY INVTS ACQUISITN CORP | 132,450 | $1.2M | <0.1% |
| A PARADISE ACQUISITION CORP | 390,518 | $1.1M | <0.1% |
| LEGATO MERGER CORP III | 228,218 | $1.0M | <0.1% |
| CVNA CARVANA CO | 3,141 | $987.5K | <0.1% |
| JNJ JOHNSON & JOHNSON | 3,631 | $887.6K | <0.1% |
| BARRICK MNG CORP | 17,067 | $696.2K | <0.1% |
| BITFARMS LTD | 316,865 | $617.9K | <0.1% |
| VOYAGER ACQUISITION CORP | 425,454 | $559.7K | <0.1% |
| MOUNTAIN LAKE ACQUISITION CO | 249,278 | $441.7K | <0.1% |
| CANTOR EQUITY PARTNERS III I | 25,000 | $257.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNDK SANDISK CORP | 1,224,583 | 2,983,392 | +143.6% | $6.8B |
| WDC WESTERN DIGITAL CORP | 240,750 | 817,892 | +239.7% | $522.4M |
| COHR COHERENT CORP | 295,475 | 739,976 | +150.4% | $291.9M |
| NBIS NEBIUS GROUP N.V. | 3,058,590 | 3,618,657 | +18.3% | $999.4M |
| LITE LUMENTUM HLDGS INC | 414,168 | 585,683 | +41.4% | $502.6M |
| GLW CORNING INC | 177,444 | 685,760 | +286.5% | $175.2M |
| SPDR SERIES TRUST | 1,000,000 | 2,000,000 | +100.0% | $210.7M |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 602,939 | 979,222 | +62.4% | $266.3M |
| BE BLOOM ENERGY CORP | 667,984 | 996,971 | +49.3% | $301.8M |
| LRCX LAM RESEARCH CORP | 171,634 | 394,705 | +130.0% | $171.0M |
| AMZN AMAZON COM INC | 3,743,315 | 4,144,837 | +10.7% | $987.9M |
| KLAC KLA CORP | 4,274 | 255,884 | +5,887.0% | $77.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 5,501,140 | 3,462,632 | -37.1% | $2.0B |
| NVDA NVIDIA CORPORATION | 31,819,354 | 30,700,549 | -3.5% | $6.1B |
| UNH UNITEDHEALTH GROUP INC | 601,697 | 216,192 | -64.1% | $89.9M |
| ASTS AST SPACEMOBILE INC | 3,389,404 | 2,415,249 | -28.7% | $214.6M |
| CRWV COREWEAVE INC | 3,710,242 | 2,846,760 | -23.3% | $283.4M |
| COIN COINBASE GLOBAL INC | 2,554,198 | 2,313,977 | -9.4% | $338.3M |
| IONQ IONQ INC | 1,831,530 | 1,245,695 | -32.0% | $66.3M |
| BMNR BITMINE IMMERSION TECHS INC | 14,636,069 | 12,696,423 | -13.3% | $169.0M |
| ORCL ORACLE CORP | 456,633 | 343,708 | -24.7% | $50.4M |
| META META PLATFORMS INC | 1,304,555 | 1,276,017 | -2.2% | $718.8M |
| RDW REDWIRE CORPORATION | 1,192,929 | 41,912 | -96.5% | $512.6K |
| PYPL PAYPAL HLDGS INC | 775,372 | 461,029 | -40.5% | $19.9M |
CIK 1881567 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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