Clear Street Group Inc. Top Holdings and 13F Report (2026) About Clear Street Group Inc.Investment ActivityClear Street Group Inc. has $39.52 billion in total holdings as of June 30, 2026.Clear Street Group Inc. owns shares of 1,376 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 23.82% of the portfolio was purchased this quarter.About 9.61% of the portfolio was sold this quarter.This quarter, Clear Street Group Inc. has purchased 1,077 new stocks and bought additional shares in 386 stocks.Clear Street Group Inc. sold shares of 465 stocks and completely divested from 113 stocks this quarter.Largest Holdings NVIDIA $7,041,276,949SANDISK CORP $6,783,655,265Advanced Micro Devices $3,577,262,369Apple $2,175,867,116Microsoft $2,137,567,983 Largest New Holdings this Quarter 77926X320 - ROUNDHILL ETF TRUST $1,069,431,672 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $323,783,459 Holding03823U102 - Applied Optoelectronics $182,406,147 Holding573874104 - Marvell Technology $153,919,763 Holding15675D103 - CEREBRAS SYSTEMS INC $97,834,711 Holding Largest Purchases this Quarter SANDISK CORP 1,713,909 shares (about $3.90B)ROUNDHILL ETF TRUST 14,481,133 shares (about $1.07B)Western Digital 577,142 shares (about $368.63M)SPACE EXPLORATION TECHN CORP 1,895,022 shares (about $323.78M)Yandex 861,467 shares (about $237.91M) Largest Sales this Quarter Advanced Micro Devices 3,703,108 shares (about $2.15B)NVIDIA 1,853,805 shares (about $370.93M)UnitedHealth Group 385,505 shares (about $160.23M)SPDR S&P 500 ETF Trust 174,520 shares (about $130.33M)COREWEAVE INC 863,482 shares (about $85.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClear Street Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$7,041,276,949$370,927,842 ▼-5.0%35,190,54917.8%TechnologySANDISK CORP$6,783,655,265$3,896,966,310 ▲135.0%2,983,49217.2%COMAMDAdvanced Micro Devices$3,577,262,369$2,151,172,468 ▼-37.6%6,158,0329.1%TechnologyAAPLApple$2,175,867,116$961,543 ▲0.0%7,519,5855.5%TechnologyMSFTMicrosoft$2,137,567,983$11,290,569 ▲0.5%5,730,4385.4%TechnologyAMZNAmazon.com$1,976,991,451$191,034,754 ▲10.7%8,294,8375.0%Consumer DiscretionaryGOOGLAlphabet$1,434,718,687$2,266,083 ▼-0.2%4,014,6593.6%Communication ServicesMETAMeta Platforms$1,311,348,696$2,231,755 ▲0.2%2,328,0173.3%Communication ServicesGOOGAlphabet$1,096,344,830$4,466,798 ▲0.4%3,102,8922.8%Communication ServicesYNDXYandex$1,082,602,142$237,911,341 ▲28.2%3,920,0572.7%TechnologyROUNDHILL ETF TRUST$1,069,431,672$1,069,431,672 ▲New Holding14,481,1332.7%MEMORY ETFWDCWestern Digital$522,403,978$368,632,138 ▲239.7%817,8921.3%TechnologyLITELumentum$502,551,155$147,170,161 ▲41.4%585,6831.3%TechnologyCOINCoinbase Global$338,280,298$71,665,408 ▼-17.5%2,313,9770.9%FinanceSPACE EXPLORATION TECHN CORP$323,783,459$323,783,459 ▲New Holding1,895,0220.8%CLASS A COM STKBEBloom Energy$301,783,122$99,584,365 ▲49.3%996,9710.8%IndustrialsCOHRCoherent$291,898,333$175,342,310 ▲150.4%739,9760.7%TechnologyCOREWEAVE INC$283,366,490$85,950,998 ▼-23.3%2,846,7600.7%COM CL APALANTIR TECHNOLOGIES INC$275,601,257$21,184,589 ▲8.3%2,362,2290.7%CL ACRDOCredo Technology Group$266,299,423$102,330,162 ▲62.4%979,2220.7%TechnologyASTERA LABS INC$260,450,180$19,050,309 ▲7.9%539,2120.7%COMTSLATesla$227,526,935$5,801,756 ▼-2.5%540,9580.6%Consumer DiscretionaryASTSAST SpaceMobile$222,394,276$84,564,063 ▼-27.5%2,502,7490.6%Communication ServicesAAOIApplied Optoelectronics$182,406,147$182,406,147 ▲New Holding1,231,1430.5%TechnologyGLWCorning$175,163,677$129,839,156 ▲286.5%685,7600.4%TechnologyLAM RESEARCH CORP$171,037,518$96,663,357 ▲130.0%394,7050.4%COM NEWBITMINE IMMERSION TECHS INC$168,989,390$51,359,909 ▼-23.3%12,696,4230.4%COM NEWIRENIREN$157,286,414$62,892,743 ▲66.6%3,439,4580.4%TechnologyMRVLMarvell Technology$153,919,763$153,919,763 ▲New Holding516,7000.4%TechnologyD-WAVE QUANTUM INC$148,902,595$11,944,405 ▲8.7%6,206,8610.4%COMAPPLOVIN CORP$147,476,344$4,308,353 ▲3.0%286,2340.4%COM CL AARM HOLDINGS PLC$142,350,991$71,125,324 ▲99.9%401,4750.4%SPONSORED ADSCIRCLE INTERNET GROUP INC$140,122,475$18,869,855 ▲15.6%2,237,3060.4%COM CL AHOODRobinhood Markets$139,922,890$4,314,848 ▼-3.0%1,395,3220.4%FinanceGE VERNOVA INC$137,322,336$54,970,524 ▲66.8%116,8840.3%COMMSTRStrategy$135,173,368$23,563,767 ▲21.1%1,554,9680.3%TechnologyAVGOBroadcom$133,985,659$40,539,752 ▲43.4%354,6940.3%TechnologyXRTSPDR S&P Retail ETF$131,610,000$43,870,000 ▲50.0%1,500,0000.3%ETFQQQInvesco QQQ$125,587,129$26,072,978 ▼-17.2%170,5420.3%ETFMUMicron Technology$115,966,899$69,795,299 ▲151.2%100,4660.3%TechnologyCEREBRAS SYSTEMS INC$97,834,711$97,834,711 ▲New Holding442,6910.2%COM CL AAXTIAXT$94,347,026$94,347,026 ▲New Holding1,308,9210.2%TechnologyIBMInternational Business Machines$91,825,751$91,825,751 ▲New Holding326,5380.2%TechnologyUNHUnitedHealth Group$89,855,881$160,227,443 ▼-64.1%216,1920.2%HealthcareSUPER MICRO COMPUTER INC$87,686,464$61,387,279 ▲233.4%2,989,6510.2%COM NEWXBISPDR S&P Biotech ETF$81,498,750$81,498,750 ▲New Holding515,0000.2%ETFTEMPUS AI INC$77,919,847$22,562,982 ▲40.8%1,345,0690.2%CL AKLACKLA$77,202,762$75,913,253 ▲5,887.0%255,8840.2%TechnologyROCKET LAB CORP$73,204,264$39,451,686 ▲116.9%720,1600.2%COMSTXSeagate Technology$70,563,695$70,563,695 ▲New Holding73,1230.2%TechnologyALCCAltC Acquisition$69,573,939$43,438,139 ▲166.2%1,329,5230.2%UPSTUpstart$69,037,587$12,165,138 ▲21.4%1,948,5630.2%FinanceASMLASML$67,999,059$15,816,048 ▲30.3%34,1800.2%TechnologyAMATApplied Materials$66,359,832$66,359,832 ▲New Holding91,4900.2%TechnologyIONQIonQ$66,345,716$31,201,572 ▼-32.0%1,245,6950.2%TechnologyBABAAlibaba Group$64,302,0890.0%669,9530.2%Consumer DiscretionaryECHOSTAR CORP$57,894,585$46,781,046 ▲420.9%570,3900.1%CL ACRMSalesforce$57,385,811$35,842,085 ▲166.4%366,3080.1%TechnologyADBEAdobe$56,718,783$18,788,443 ▲49.5%276,6500.1%TechnologyETF OPPORTUNITIES TRUST$56,497,000$33,357,788 ▲144.2%1,989,3310.1%TAPPALPHA INNVTNORCLOracle$50,370,407$16,549,159 ▼-24.7%343,7080.1%TechnologySNOWSnowflake$50,029,356$24,378,555 ▲95.0%196,5790.1%TechnologyENTREPRENEURSHARES SERIES TR$48,689,913$48,689,913 ▲New Holding2,313,0600.1%ERSH PRI PUB ETFNFLXNetflix$48,044,774$21,309,258 ▲79.7%672,8960.1%Communication ServicesTSMTaiwan Semiconductor Manufacturing$47,743,628$18,052,600 ▲60.8%99,0650.1%TechnologyJOBYJoby Aviation$46,369,559$7,268,658 ▲18.6%5,198,3810.1%IndustrialsGALAXY DIGITAL INC.$40,118,224$16,909,790 ▲72.9%1,467,3820.1%CL ACEGConstellation Energy$38,426,316$24,491,517 ▲175.8%154,7140.1%UtilitiesNOKNokia$37,319,761$36,339,684 ▲3,707.8%2,810,2230.1%TechnologyMARAMARA$36,855,726$4,223,949 ▲12.9%2,653,4000.1%TechnologyRGTIRigetti Computing$36,679,658$5,749,497 ▲18.6%1,898,5330.1%TechnologyHIMSHims & Hers Health$34,320,284$15,791,700 ▼-31.5%989,9130.1%HealthcareFUTUFutu$31,578,100$23,416,158 ▲286.9%336,8690.1%FinanceSOFISoFi Technologies$30,023,426$6,060,125 ▲25.3%1,674,4800.1%FinanceCIENCiena$29,784,841$29,784,841 ▲New Holding60,7160.1%TechnologyCELESTICA INC$27,981,254$5,684,314 ▲25.5%76,7030.1%COMSPYSPDR S&P 500 ETF Trust$27,146,583$130,326,300 ▼-82.8%36,3520.1%ETFCORGI ETF TR I$26,628,257$12,007,879 ▲82.1%1,144,3170.1%FOUNDER LED ETFSMRNuScale Power$25,726,218$7,899,528 ▲44.3%2,564,9270.1%IndustrialsGMEGameStop$24,969,852$9,885,679 ▲65.5%1,130,8810.1%Consumer DiscretionaryTTDTrade Desk$24,770,142$12,109,007 ▲95.6%1,370,0300.1%Communication ServicesONDSOndas$24,748,173$3,172,746 ▼-11.4%3,003,4190.1%IndustrialsLLYEli Lilly and Company$22,316,595$113,946 ▼-0.5%18,6060.1%HealthcarePYPLPayPal$19,907,232$13,573,331 ▼-40.5%461,0290.1%FinanceTERTeradyne$19,159,096$7,170,025 ▲59.8%39,5980.0%TechnologyFIGMA INC$18,229,619$7,362,666 ▲67.8%1,007,7180.0%CLASS A COM STKETF OPPORTUNITIES TRUST$17,458,545$3,430,024 ▲24.5%689,5160.0%TAPPALPHA S&PNVONovo Nordisk A/S$16,405,691$2,164,587 ▲15.2%342,2130.0%HealthcareISRGIntuitive Surgical$14,287,847$9,317,642 ▲187.5%35,9280.0%HealthcareISHARES ETHEREUM TR$14,267,941$5,552,119 ▼-28.0%1,199,9950.0%SHSQUBTQuantum Computing$13,851,590$5,682,066 ▲69.6%1,427,9990.0%TechnologyTLTiShares 20+ Year Treasury Bond ETF$13,619,792$12,323,492 ▲950.7%157,6000.0%ETFNETCloudflare$13,510,022$8,838,419 ▲189.2%55,0800.0%TechnologyFIGURE TECHNOLOGY SOLUTIO$13,263,127$8,425,780 ▲174.2%431,8830.0%COM CL ATRUMP MEDIA & TECHNOLOGY GRO$12,544,288$4,113,098 ▲48.8%1,620,7090.0%COMLUNRIntuitive Machines$12,208,321$4,568,006 ▲59.8%570,7490.0%IndustrialsFNFabrinet$12,097,086$12,097,086 ▲New Holding21,5220.0%TechnologyIPGPIPG Photonics$12,029,993$12,029,993 ▲New Holding102,5400.0%TechnologyPANWPalo Alto Networks$11,840,555$394,219 ▲3.4%34,7210.0%TechnologyACHRArcher Aviation$11,351,134$2,143,924 ▼-15.9%2,399,8170.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
