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

About Clear Street Group Inc.

Investment Activity

Clear 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: $7,041,276,949
SANDISK CORP: $6,783,655,265
Advanced Micro Devices: $3,577,262,369
Apple: $2,175,867,116
Microsoft: $2,137,567,983

Largest New Holdings this Quarter

77926X320 - ROUNDHILL ETF TRUST: $1,069,431,672 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $323,783,459 Holding
03823U102 - Applied Optoelectronics: $182,406,147 Holding
573874104 - Marvell Technology: $153,919,763 Holding
15675D103 - 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 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	$7,041,276,949	$370,927,842 â–¼	-5.0%	35,190,549	17.8%	Technology
SANDISK CORP	$6,783,655,265	$3,896,966,310 â–²	135.0%	2,983,492	17.2%	COM
AMD Advanced Micro Devices	$3,577,262,369	$2,151,172,468 â–¼	-37.6%	6,158,032	9.1%	Technology
AAPL Apple	$2,175,867,116	$961,543 â–²	0.0%	7,519,585	5.5%	Technology
MSFT Microsoft	$2,137,567,983	$11,290,569 â–²	0.5%	5,730,438	5.4%	Technology
AMZN Amazon.com	$1,976,991,451	$191,034,754 â–²	10.7%	8,294,837	5.0%	Consumer Discretionary
GOOGL Alphabet	$1,434,718,687	$2,266,083 â–¼	-0.2%	4,014,659	3.6%	Communication Services
META Meta Platforms	$1,311,348,696	$2,231,755 â–²	0.2%	2,328,017	3.3%	Communication Services
GOOG Alphabet	$1,096,344,830	$4,466,798 â–²	0.4%	3,102,892	2.8%	Communication Services
YNDX Yandex	$1,082,602,142	$237,911,341 â–²	28.2%	3,920,057	2.7%	Technology
ROUNDHILL ETF TRUST	$1,069,431,672	$1,069,431,672 â–²	New Holding	14,481,133	2.7%	MEMORY ETF
WDC Western Digital	$522,403,978	$368,632,138 â–²	239.7%	817,892	1.3%	Technology
LITE Lumentum	$502,551,155	$147,170,161 â–²	41.4%	585,683	1.3%	Technology
COIN Coinbase Global	$338,280,298	$71,665,408 â–¼	-17.5%	2,313,977	0.9%	Finance
SPACE EXPLORATION TECHN CORP	$323,783,459	$323,783,459 â–²	New Holding	1,895,022	0.8%	CLASS A COM STK
BE Bloom Energy	$301,783,122	$99,584,365 â–²	49.3%	996,971	0.8%	Industrials
COHR Coherent	$291,898,333	$175,342,310 â–²	150.4%	739,976	0.7%	Technology
COREWEAVE INC	$283,366,490	$85,950,998 â–¼	-23.3%	2,846,760	0.7%	COM CL A
PALANTIR TECHNOLOGIES INC	$275,601,257	$21,184,589 â–²	8.3%	2,362,229	0.7%	CL A
CRDO Credo Technology Group	$266,299,423	$102,330,162 â–²	62.4%	979,222	0.7%	Technology
ASTERA LABS INC	$260,450,180	$19,050,309 â–²	7.9%	539,212	0.7%	COM
TSLA Tesla	$227,526,935	$5,801,756 â–¼	-2.5%	540,958	0.6%	Consumer Discretionary
ASTS AST SpaceMobile	$222,394,276	$84,564,063 â–¼	-27.5%	2,502,749	0.6%	Communication Services
AAOI Applied Optoelectronics	$182,406,147	$182,406,147 â–²	New Holding	1,231,143	0.5%	Technology
GLW Corning	$175,163,677	$129,839,156 â–²	286.5%	685,760	0.4%	Technology
LAM RESEARCH CORP	$171,037,518	$96,663,357 â–²	130.0%	394,705	0.4%	COM NEW
BITMINE IMMERSION TECHS INC	$168,989,390	$51,359,909 â–¼	-23.3%	12,696,423	0.4%	COM NEW
IREN IREN	$157,286,414	$62,892,743 â–²	66.6%	3,439,458	0.4%	Technology
MRVL Marvell Technology	$153,919,763	$153,919,763 â–²	New Holding	516,700	0.4%	Technology
D-WAVE QUANTUM INC	$148,902,595	$11,944,405 â–²	8.7%	6,206,861	0.4%	COM
APPLOVIN CORP	$147,476,344	$4,308,353 â–²	3.0%	286,234	0.4%	COM CL A
ARM HOLDINGS PLC	$142,350,991	$71,125,324 â–²	99.9%	401,475	0.4%	SPONSORED ADS
CIRCLE INTERNET GROUP INC	$140,122,475	$18,869,855 â–²	15.6%	2,237,306	0.4%	COM CL A
HOOD Robinhood Markets	$139,922,890	$4,314,848 â–¼	-3.0%	1,395,322	0.4%	Finance
GE VERNOVA INC	$137,322,336	$54,970,524 â–²	66.8%	116,884	0.3%	COM
MSTR Strategy	$135,173,368	$23,563,767 â–²	21.1%	1,554,968	0.3%	Technology
AVGO Broadcom	$133,985,659	$40,539,752 â–²	43.4%	354,694	0.3%	Technology
XRT SPDR S&P Retail ETF	$131,610,000	$43,870,000 â–²	50.0%	1,500,000	0.3%	ETF
QQQ Invesco QQQ	$125,587,129	$26,072,978 â–¼	-17.2%	170,542	0.3%	ETF
MU Micron Technology	$115,966,899	$69,795,299 â–²	151.2%	100,466	0.3%	Technology
CEREBRAS SYSTEMS INC	$97,834,711	$97,834,711 â–²	New Holding	442,691	0.2%	COM CL A
AXTI AXT	$94,347,026	$94,347,026 â–²	New Holding	1,308,921	0.2%	Technology
IBM International Business Machines	$91,825,751	$91,825,751 â–²	New Holding	326,538	0.2%	Technology
UNH UnitedHealth Group	$89,855,881	$160,227,443 â–¼	-64.1%	216,192	0.2%	Healthcare
SUPER MICRO COMPUTER INC	$87,686,464	$61,387,279 â–²	233.4%	2,989,651	0.2%	COM NEW
XBI SPDR S&P Biotech ETF	$81,498,750	$81,498,750 â–²	New Holding	515,000	0.2%	ETF
TEMPUS AI INC	$77,919,847	$22,562,982 â–²	40.8%	1,345,069	0.2%	CL A
KLAC KLA	$77,202,762	$75,913,253 â–²	5,887.0%	255,884	0.2%	Technology
ROCKET LAB CORP	$73,204,264	$39,451,686 â–²	116.9%	720,160	0.2%	COM
STX Seagate Technology	$70,563,695	$70,563,695 â–²	New Holding	73,123	0.2%	Technology
ALCC AltC Acquisition	$69,573,939	$43,438,139 â–²	166.2%	1,329,523	0.2%
UPST Upstart	$69,037,587	$12,165,138 â–²	21.4%	1,948,563	0.2%	Finance
ASML ASML	$67,999,059	$15,816,048 â–²	30.3%	34,180	0.2%	Technology
AMAT Applied Materials	$66,359,832	$66,359,832 â–²	New Holding	91,490	0.2%	Technology
IONQ IonQ	$66,345,716	$31,201,572 â–¼	-32.0%	1,245,695	0.2%	Technology
BABA Alibaba Group	$64,302,089		0.0%	669,953	0.2%	Consumer Discretionary
ECHOSTAR CORP	$57,894,585	$46,781,046 â–²	420.9%	570,390	0.1%	CL A
CRM Salesforce	$57,385,811	$35,842,085 â–²	166.4%	366,308	0.1%	Technology
ADBE Adobe	$56,718,783	$18,788,443 â–²	49.5%	276,650	0.1%	Technology
ETF OPPORTUNITIES TRUST	$56,497,000	$33,357,788 â–²	144.2%	1,989,331	0.1%	TAPPALPHA INNVTN
ORCL Oracle	$50,370,407	$16,549,159 â–¼	-24.7%	343,708	0.1%	Technology
SNOW Snowflake	$50,029,356	$24,378,555 â–²	95.0%	196,579	0.1%	Technology
ENTREPRENEURSHARES SERIES TR	$48,689,913	$48,689,913 â–²	New Holding	2,313,060	0.1%	ERSH PRI PUB ETF
NFLX Netflix	$48,044,774	$21,309,258 â–²	79.7%	672,896	0.1%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$47,743,628	$18,052,600 â–²	60.8%	99,065	0.1%	Technology
JOBY Joby Aviation	$46,369,559	$7,268,658 â–²	18.6%	5,198,381	0.1%	Industrials
GALAXY DIGITAL INC.	$40,118,224	$16,909,790 â–²	72.9%	1,467,382	0.1%	CL A
CEG Constellation Energy	$38,426,316	$24,491,517 â–²	175.8%	154,714	0.1%	Utilities
NOK Nokia	$37,319,761	$36,339,684 â–²	3,707.8%	2,810,223	0.1%	Technology
MARA Marathon Digital	$36,855,726	$4,223,949 â–²	12.9%	2,653,400	0.1%	Technology
RGTI Rigetti Computing	$36,679,658	$5,749,497 â–²	18.6%	1,898,533	0.1%	Technology
HIMS Hims & Hers Health	$34,320,284	$15,791,700 â–¼	-31.5%	989,913	0.1%	Healthcare
FUTU Futu	$31,578,100	$23,416,158 â–²	286.9%	336,869	0.1%	Finance
SOFI SoFi Technologies	$30,023,426	$6,060,125 â–²	25.3%	1,674,480	0.1%	Finance
CIEN Ciena	$29,784,841	$29,784,841 â–²	New Holding	60,716	0.1%	Technology
CELESTICA INC	$27,981,254	$5,684,314 â–²	25.5%	76,703	0.1%	COM
SPY SPDR S&P 500 ETF Trust	$27,146,583	$130,326,300 â–¼	-82.8%	36,352	0.1%	ETF
CORGI ETF TR I	$26,628,257	$12,007,879 â–²	82.1%	1,144,317	0.1%	FOUNDER LED ETF
SMR NuScale Power	$25,726,218	$7,899,528 â–²	44.3%	2,564,927	0.1%	Industrials
GME GameStop	$24,969,852	$9,885,679 â–²	65.5%	1,130,881	0.1%	Consumer Discretionary
TTD Trade Desk	$24,770,142	$12,109,007 â–²	95.6%	1,370,030	0.1%	Communication Services
ONDS Ondas	$24,748,173	$3,172,746 â–¼	-11.4%	3,003,419	0.1%	Industrials
LLY Eli Lilly and Company	$22,316,595	$113,946 â–¼	-0.5%	18,606	0.1%	Healthcare
PYPL PayPal	$19,907,232	$13,573,331 â–¼	-40.5%	461,029	0.1%	Finance
TER Teradyne	$19,159,096	$7,170,025 â–²	59.8%	39,598	0.0%	Technology
FIGMA INC	$18,229,619	$7,362,666 â–²	67.8%	1,007,718	0.0%	CLASS A COM STK
ETF OPPORTUNITIES TRUST	$17,458,545	$3,430,024 â–²	24.5%	689,516	0.0%	TAPPALPHA S&P
NVO Novo Nordisk A/S	$16,405,691	$2,164,587 â–²	15.2%	342,213	0.0%	Healthcare
ISRG Intuitive Surgical	$14,287,847	$9,317,642 â–²	187.5%	35,928	0.0%	Healthcare
ISHARES ETHEREUM TR	$14,267,941	$5,552,119 â–¼	-28.0%	1,199,995	0.0%	SHS
QUBT Quantum Computing	$13,851,590	$5,682,066 â–²	69.6%	1,427,999	0.0%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$13,619,792	$12,323,492 â–²	950.7%	157,600	0.0%	ETF
NET Cloudflare	$13,510,022	$8,838,419 â–²	189.2%	55,080	0.0%	Technology
FIGURE TECHNOLOGY SOLUTIO	$13,263,127	$8,425,780 â–²	174.2%	431,883	0.0%	COM CL A
TRUMP MEDIA & TECHNOLOGY GRO	$12,544,288	$4,113,098 â–²	48.8%	1,620,709	0.0%	COM
LUNR Intuitive Machines	$12,208,321	$4,568,006 â–²	59.8%	570,749	0.0%	Industrials
FN Fabrinet	$12,097,086	$12,097,086 â–²	New Holding	21,522	0.0%	Technology
IPGP IPG Photonics	$12,029,993	$12,029,993 â–²	New Holding	102,540	0.0%	Technology
PANW Palo Alto Networks	$11,840,555	$394,219 â–²	3.4%	34,721	0.0%	Technology
ACHR Archer Aviation	$11,351,134	$2,143,924 â–¼	-15.9%	2,399,817	0.0%	Industrials

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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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