Clear Street Group Inc. Top Holdings and 13F Report (2026)

About Clear Street Group Inc.

Investment Activity

Clear Street Group Inc. has $24.62 billion in total holdings as of March 31, 2026.
Clear Street Group Inc. owns shares of 1,077 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 11.13% of the portfolio was purchased this quarter.
About 8.76% of the portfolio was sold this quarter.
This quarter, Clear Street Group Inc. has purchased 915 new stocks and bought additional shares in 298 stocks.
Clear Street Group Inc. sold shares of 337 stocks and completely divested from 112 stocks this quarter.

Largest Holdings

NVIDIA: $6,460,811,762
Microsoft: $2,111,758,772
Advanced Micro Devices: $2,006,297,861
Apple: $1,911,171,432
Amazon.com: $1,560,887,846

Largest New Holdings this Quarter

80004C200 - SANDISK CORP: $806,616,863 Holding
55024U109 - Lumentum: $291,060,704 Holding
19247G107 - Coherent: $70,385,100 Holding
958102105 - Western Digital: $65,120,468 Holding
17275R102 - Cisco Systems: $31,036,000 Holding

Largest Purchases this Quarter

SANDISK CORP: 1,269,583 shares (about $806.62M)
Lumentum: 414,168 shares (about $291.06M)
Alphabet: 947,073 shares (about $272.34M)
SPDR S&P 500 ETF Trust: 197,950 shares (about $128.73M)
APPLOVIN CORP: 232,886 shares (about $92.69M)

Largest Sales this Quarter

NVIDIA: 2,179,219 shares (about $380.07M)
Tesla: 534,352 shares (about $198.90M)
Oracle: 1,143,583 shares (about $168.23M)
NuScale Power: 9,267,601 shares (about $100.46M)
Strategy: 687,584 shares (about $85.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$6,460,811,762	$380,072,055 â–¼	-5.6%	37,044,354	26.2%	Computer and Technology
MSFT Microsoft	$2,111,758,772	$10,008,327 â–²	0.5%	5,700,170	8.6%	Computer and Technology
AMD Advanced Micro Devices	$2,006,297,861	$6,080,252 â–¼	-0.3%	9,861,140	8.2%	Computer and Technology
AAPL Apple	$1,911,171,432	$4,079,024 â–¼	-0.2%	7,516,262	7.8%	Computer and Technology
AMZN Amazon.com	$1,560,887,846	$82,052,423 â–²	5.5%	7,493,315	6.3%	Retail/Wholesale
META Meta Platforms	$1,329,903,598	$70,397,960 â–¼	-5.0%	2,324,055	5.4%	Computer and Technology
GOOGL Alphabet	$1,156,278,760	$272,340,312 â–²	30.8%	4,021,000	4.7%	Computer and Technology
GOOG Alphabet	$886,720,404	$66,051,596 â–¼	-6.9%	3,090,250	3.6%	Computer and Technology
SANDISK CORP	$806,616,863	$806,616,863 â–²	New Holding	1,269,583	3.3%	COM
COIN Coinbase Global	$489,641,013	$6,695,246 â–¼	-1.3%	2,804,198	2.0%	Finance
BITMINE IMMERSION TECNOLOGIE	$327,461,243	$29,605,952 â–¼	-8.3%	16,555,169	1.3%	COM NEW
PALANTIR TECHNOLOGIES INC	$319,278,920	$11,665,423 â–²	3.8%	2,180,652	1.3%	CL A
YNDX Yandex	$317,359,298	$47,010,128 â–¼	-12.9%	3,058,590	1.3%	Computer and Technology
LITE Lumentum	$291,060,704	$291,060,704 â–²	New Holding	414,168	1.2%	Computer and Technology
COREWEAVE INC	$287,432,448	$73,098,600 â–¼	-20.3%	3,710,242	1.2%	COM CL A
ASTS AST SpaceMobile	$286,266,459	$4,159,245 â–¼	-1.4%	3,454,404	1.2%	Computer and Technology
TSLA Tesla	$206,494,857	$198,901,383 â–¼	-49.1%	554,752	0.8%	Auto/Tires/Trucks
CIRCLE INTERNET GROUP INC	$184,715,191	$31,533,577 â–²	20.6%	1,936,015	0.8%	COM CL A
BRK.B Berkshire Hathaway	$184,492,000		0.0%	385,000	0.7%	Finance
UNH UnitedHealth Group	$162,813,191	$5,234,022 â–¼	-3.1%	601,697	0.7%	Medical
MSTR Strategy	$160,230,970	$85,810,483 â–¼	-34.9%	1,283,902	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$137,138,496	$128,734,803 â–²	1,531.9%	210,872	0.6%	Finance
QQQ Invesco QQQ	$118,869,067	$37,280,633 â–²	45.7%	205,948	0.5%	Finance
APPLOVIN CORP	$110,593,056	$92,688,628 â–²	517.7%	277,872	0.4%	COM CL A
HOOD Robinhood Markets	$99,677,655	$3,902,144 â–¼	-3.8%	1,438,350	0.4%	Finance
PEP PepsiCo	$93,174,000	$83,856,600 â–¼	-47.4%	600,000	0.4%	Consumer Staples
BE Bloom Energy	$90,505,152	$37,043,237 â–²	69.3%	667,984	0.4%	Energy
BABA Alibaba Group	$84,052,303	$7,000,668 â–¼	-7.7%	669,953	0.3%	Retail/Wholesale
QBTS D-Wave Quantum	$82,380,437	$20,601,942 â–²	33.3%	5,708,970	0.3%	Computer and Technology
XRT SPDR S&P Retail ETF	$80,470,000	$44,258,500 â–²	122.2%	1,000,000	0.3%	ETF
AVGO Broadcom	$76,844,833	$12,388,055 â–¼	-13.9%	247,375	0.3%	Computer and Technology
IREN IREN	$70,759,131	$53,649,640 â–¼	-43.1%	2,064,152	0.3%	Finance
COHR Coherent	$70,385,100	$70,385,100 â–²	New Holding	295,475	0.3%	Business Services
ORCL Oracle	$67,175,281	$168,232,496 â–¼	-71.5%	456,633	0.3%	Computer and Technology
WDC Western Digital	$65,120,468	$65,120,468 â–²	New Holding	240,750	0.3%	Computer and Technology
GE VERNOVA INC	$61,185,926	$741,092 â–²	1.2%	70,095	0.2%	COM
CRDO Credo Technology Group	$56,597,884	$23,798,767 â–²	72.6%	602,939	0.2%	Computer and Technology
ASTERA LABS INC	$54,775,011	$8,487,314 â–¼	-13.4%	499,772	0.2%	COM
IONQ IonQ	$52,803,010	$39,332,423 â–¼	-42.7%	1,831,530	0.2%	Computer and Technology
ADBE Adobe	$44,971,745	$18,036,779 â–²	67.0%	185,008	0.2%	Computer and Technology
TEMPUS AI INC	$43,211,418	$10,500,853 â–²	32.1%	955,582	0.2%	CL A
UPST Upstart	$41,173,534	$24,867,880 â–¼	-37.7%	1,605,206	0.2%	Finance
LAM RESEARCH CORP	$36,939,677	$21,689,152 â–²	142.2%	171,634	0.2%	COM NEW
NFLX Netflix	$36,345,469	$9,526,773 â–¼	-20.8%	374,447	0.1%	Consumer Discretionary
JOBY Joby Aviation	$36,207,784	$6,529,249 â–²	22.0%	4,383,509	0.1%	Transportation
PYPL PayPal	$35,070,076	$5,998,584 â–²	20.6%	775,372	0.1%	Business Services
ASML ASML	$34,645,371	$21,484,621 â–²	163.2%	26,230	0.1%	Computer and Technology
CSCO Cisco Systems	$31,036,000	$31,036,000 â–²	New Holding	396,295	0.1%	Computer and Technology
ONDS Ondas	$30,631,687	$30,631,687 â–²	New Holding	3,388,461	0.1%	Computer and Technology
ARM HOLDINGS PLC	$30,388,975	$11,821,927 â–²	63.7%	200,879	0.1%	SPONSORED ADS
HIMS Hims & Hers Health	$30,006,483	$9,526,660 â–¼	-24.1%	1,445,399	0.1%	Medical
ISHARES ETHEREUM TR	$26,387,850	$3,075,025 â–¼	-10.4%	1,666,952	0.1%	SHS
CRM Salesforce	$25,670,672	$17,019,637 â–¼	-39.9%	137,519	0.1%	Computer and Technology
ALCC AltC Acquisition	$24,767,329	$16,995,981 â–¼	-40.7%	499,442	0.1%	Energy
GLW Corning	$24,127,061	$24,127,061 â–²	New Holding	177,444	0.1%	Computer and Technology
RGTI Rigetti Computing	$22,477,198	$16,036,629 â–¼	-41.6%	1,600,940	0.1%	Computer and Technology
ROCKET LAB CORP	$21,324,058	$47,342,534 â–¼	-68.9%	332,047	0.1%	COM
SOFI SoFi Technologies	$21,223,493	$442,591 â–²	2.1%	1,336,492	0.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$20,820,086	$4,853,300 â–²	30.4%	61,607	0.1%	Computer and Technology
SUPER MICRO COMPUTER INC	$20,417,062	$18,364,255 â–¼	-47.4%	896,665	0.1%	COM NEW
SMR NuScale Power	$19,266,333	$100,460,794 â–¼	-83.9%	1,777,337	0.1%	Computer and Technology
ETF OPPORTUNITIES TRUST	$19,171,326	$19,171,326 â–²	New Holding	814,761	0.1%	TAPPALPHA INNVTN
MARA Marathon Digital	$19,170,288	$8,647,152 â–²	82.2%	2,349,300	0.1%	Finance
CELESTICA INC	$17,216,563	$5,653,036 â–²	48.9%	61,121	0.1%	COM
LLY Eli Lilly and Company	$17,200,619	$6,697,765 â–²	63.8%	18,701	0.1%	Medical
TTD Trade Desk	$15,889,444	$7,189,349 â–²	82.6%	700,284	0.1%	Computer and Technology
GME GameStop	$15,740,006	$3,762,363 â–¼	-19.3%	683,160	0.1%	Consumer Discretionary
CEG Constellation Energy	$15,667,321	$7,698,922 â–²	96.6%	56,105	0.1%	Energy
GALAXY DIGITAL INC.	$15,661,873	$6,051,083 â–¼	-27.9%	848,882	0.1%	CL A
SNOW Snowflake	$15,200,997	$7,276,763 â–¼	-32.4%	100,789	0.1%	Computer and Technology
ACHR Archer Aviation	$14,750,413	$3,838,844 â–²	35.2%	2,853,078	0.1%	Aerospace
MMYT MakeMyTrip	$13,793,571	$13,793,571 â–²	New Holding	369,900	0.1%	Computer and Technology
MU Micron Technology	$13,513,600	$13,513,600 â–²	New Holding	40,000	0.1%	Computer and Technology
ETF OPPORTUNITIES TRUST	$12,826,234	$12,826,234 â–²	New Holding	554,049	0.1%	TAPPALPHA SPY GR
SATS EchoStar	$12,818,346	$11,938,799 â–²	1,357.4%	109,493	0.1%	Computer and Technology
CORGI ETF TR I	$12,746,243	$12,746,243 â–²	New Holding	628,293	0.1%	FOUNDER LED ETF
FIGMA INC	$12,699,136	$6,674,173 â–²	110.8%	600,716	0.1%	CLASS A COM STK
DUOLINGO INC	$12,611,144	$12,414,004 â–²	6,297.1%	127,941	0.1%	CL A COM
FUTU Futu	$11,907,693	$8,134,895 â–²	215.6%	87,070	0.0%	Business Services
KTOS Kratos Defense & Security Solutions	$11,197,623	$4,104,528 â–²	57.9%	158,809	0.0%	Aerospace
NVO Novo Nordisk A/S	$10,916,992	$10,428,364 â–¼	-48.9%	297,061	0.0%	Medical
RDW Redwire	$10,139,897	$10,139,897 â–²	New Holding	1,192,929	0.0%	Aerospace
TRUMP MEDIA & TECHNOLOGY GRO	$10,108,713	$1,928,022 â–¼	-16.0%	1,089,301	0.0%	COM
TEAM Atlassian	$9,302,475	$9,302,475 â–²	New Holding	136,300	0.0%	Computer and Technology
IWM iShares Russell 2000 ETF	$9,300,000	$6,820,000 â–²	275.0%	37,500	0.0%	Finance
U Unity Software	$8,469,959	$7,119,815 â–²	527.3%	386,051	0.0%	Computer and Technology
MNDY monday.com	$8,030,582	$8,030,582 â–²	New Holding	116,200	0.0%	Computer and Technology
SRPT Sarepta Therapeutics	$7,863,868	$1,558,125 â–¼	-16.5%	361,391	0.0%	Medical
TER Teradyne	$7,345,982	$5,935,129 â–²	420.7%	24,779	0.0%	Computer and Technology
RCAT Red Cat	$7,205,391	$7,205,391 â–²	New Holding	550,450	0.0%	Business Services
MSOS AdvisorShares Pure US Cannabis ETF	$7,127,094	$195,250 â–¼	-2.7%	2,007,632	0.0%	ETF
RIOT Riot Platforms	$6,698,551	$949,483 â–²	16.5%	541,954	0.0%	Finance
ART TECHNOLOGY ACQUISITION C	$6,666,523	$6,666,523 â–²	New Holding	679,564	0.0%	USD CL A ORD SHS
LUNR Intuitive Machines	$6,629,465	$6,629,465 â–²	New Holding	357,191	0.0%	Aerospace
RTX RTX	$6,543,168	$4,648,504 â–²	245.3%	33,920	0.0%	Aerospace
NIO NIO	$6,351,477	$5,289,371 â–²	498.0%	1,053,313	0.0%	Auto/Tires/Trucks
KLAC KLA	$6,293,080	$5,667,306 â–²	905.6%	4,274	0.0%	Computer and Technology
MDB MongoDB	$6,289,365	$1,738,112 â–²	38.2%	25,695	0.0%	Computer and Technology
NICE NiCE	$6,284,820	$6,284,820 â–²	New Holding	57,000	0.0%	Computer and Technology
PATH UiPath	$6,010,661	$6,010,661 â–²	New Holding	541,501	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Clear Street Group Inc. Top Holdings and 13F Report (2026)

About Clear Street Group Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Clear Street Group Inc. Top Holdings and 13F Report (2026)

About Clear Street Group Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofClear Street Group Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools