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Clear Street LLC Top Holdings and 13F Report (2025)

About Clear Street LLC

Investment Activity

  • Clear Street LLC has $25.06 billion in total holdings as of June 30, 2025.
  • Clear Street LLC owns shares of 660 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 48.62% of the portfolio was purchased this quarter.
  • About 4.82% of the portfolio was sold this quarter.
  • This quarter, Clear Street LLC has purchased 556 new stocks and bought additional shares in 180 stocks.
  • Clear Street LLC sold shares of 154 stocks and completely divested from 107 stocks this quarter.

Largest Holdings

NVIDIA
$6,366,247,337
MicroStrategy
$3,005,034,097
Microsoft
$2,815,619,647
Meta Platforms
$1,714,050,169
Advanced Micro Devices
$1,675,132,622

Largest New Holdings this Quarter

594972408 - MicroStrategy
$3,005,034,097 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$295,508,362 Holding
86800U302 - SUPER MICRO COMPUTER INC
$158,723,786 Holding
770700102 - Robinhood Markets
$116,734,045 Holding
433000106 - Hims & Hers Health
$83,581,850 Holding

Largest Purchases this Quarter

NVIDIA
26,675,055 shares (about $4.21B)
MicroStrategy
7,433,971 shares (about $3.01B)
Tesla
3,766,000 shares (about $1.20B)
Coinbase Global
2,352,619 shares (about $824.57M)
ISHARES BITCOIN TRUST ETF
6,304,913 shares (about $385.92M)

Largest Sales this Quarter

Microsoft
1,872,439 shares (about $931.37M)
Alphabet
800,000 shares (about $140.98M)
FG MERGER II CORP
468,088 shares (about $4.62M)
FIFTH ERA ACQUISITION CORP I
281,850 shares (about $2.93M)
GESHER ACQUISITION CORP. II
221,414 shares (about $2.27M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClear Street LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,366,247,337$4,214,391,939 195.8%40,295,25525.4%Computer and Technology
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$3,005,034,097$3,005,034,097 New Holding7,433,97112.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,815,619,647$931,369,883 -24.9%5,660,56111.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,714,050,169$348,583,669 25.5%2,322,2786.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,675,132,622$278,836,622 20.0%11,805,0226.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,557,669,000$103,113,300 7.1%7,100,0006.2%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$1,552,058,321$178,404,137 13.0%7,564,7436.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,323,371,560$1,196,307,560 941.5%4,166,0005.3%Auto/Tires/Trucks
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$1,052,387,933$824,569,433 361.9%3,002,6194.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$590,453,613$129,310,569 28.0%3,328,5622.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$541,202,330$140,984,000 -20.7%3,071,0002.2%Computer and Technology
ISHARES BITCOIN TRUST ETF
$405,510,925$385,923,725 1,970.3%6,624,9131.6%SHS BEN INT
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$333,396,500$246,423,500 283.3%1,150,0001.3%Finance
PALANTIR TECHNOLOGIES INC
$295,508,362$295,508,362 New Holding2,167,7551.2%CL A
Oracle Corporation stock logo
ORCL
Oracle
$218,630,0000.0%1,000,0000.9%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$187,021,4500.0%385,0000.7%Finance
SUPER MICRO COMPUTER INC
$158,723,786$158,723,786 New Holding3,238,6000.6%COM NEW
PepsiCo, Inc. stock logo
PEP
PepsiCo
$150,525,6000.0%1,140,0000.6%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$122,600,0000.0%1,000,0000.5%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$116,734,045$116,734,045 New Holding1,246,7590.5%Finance
SPDR S&P Retail ETF stock logo
XRT
SPDR S&P Retail ETF
$96,325,000$88,619,000 1,150.0%1,250,0000.4%ETF
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$83,581,850$83,581,850 New Holding1,676,6670.3%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$58,502,889$58,502,889 New Holding515,8530.2%Retail/Wholesale
GameStop Corp. stock logo
GME
GameStop
$57,433,060$57,433,060 New Holding2,354,7790.2%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$53,653,067$53,653,067 New Holding194,6420.2%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$44,620,8000.0%1,992,0000.2%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$36,513,191$3,790,391 11.6%133,9000.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$28,657,698$8,167,030 39.9%51,9500.1%Finance
APPLOVIN CORP
$24,041,044$24,041,044 New Holding68,6730.1%COM CL A
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$23,395,895$5,475,635 30.6%681,5000.1%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$22,921,888$22,921,888 New Holding17,1170.1%Consumer Discretionary
TEMPUS AI INC
$21,725,915$21,725,915 New Holding341,9250.1%CL A
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$21,008,334$21,008,334 New Holding26,9500.1%Medical
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
$19,858,765$13,249,727 200.5%1,356,4730.1%Computer and Technology
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$19,718,383$19,718,383 New Holding280,5290.1%ETF
ISHARES ETHEREUM TR
$19,619,063$19,619,063 New Holding1,028,7920.1%SHS
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,609,083$4,168,016 49.4%20,4080.1%Finance
ARM HOLDINGS PLC
$11,197,260$11,197,260 New Holding69,2300.0%SPONSORED ADS
AdvisorShares Pure US Cannabis ETF stock logo
MSOS
AdvisorShares Pure US Cannabis ETF
$6,699,800$1,458,050 -17.9%2,780,0000.0%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$6,577,943$6,577,943 New Holding29,3960.0%Computer and Technology
OXLEY BRIDGE ACQ LTD
$6,349,083$6,349,083 New Holding634,2740.0%UNIT 06/17/2030
PIONEER ACQUISITION I CORP
$5,982,540$5,982,540 New Holding597,9550.0%UNIT 06/16/2030
YORKVILLE ACQUISITION CORP.
$5,400,000$5,400,000 New Holding480,0000.0%UNIT 06/06/2030
Adobe Inc. stock logo
ADBE
Adobe
$4,994,621$4,994,621 New Holding12,9100.0%Computer and Technology
ARMADA ACQUISITION CORP II
$4,911,398$4,911,398 New Holding481,0380.0%UNIT 05/21/2030
CARTESIAN GROWTH CORP III
$4,775,545$4,775,545 New Holding471,4260.0%UNIT 02/28/2032
CARTESIAN GROWTH CORP III
$4,771,023$4,771,023 New Holding476,1500.0%COM CL A
ASML Holding N.V. stock logo
ASML
ASML
$4,471,756$4,471,756 New Holding5,5800.0%Computer and Technology
D-WAVE QUANTUM INC
$4,466,4930.0%455,3000.0%*W EXP 08/05/202
LIGHTWAVE ACQUISITION CORP
$4,370,195$4,370,195 New Holding434,4130.0%UNIT 06/06/2030
CAL REDWOOD ACQUISITION CORP
$4,304,696$4,304,696 New Holding419,5610.0%UNIT 05/15/2030
PELICAN ACQUISITION CORP
$4,294,565$4,294,565 New Holding428,1720.0%SHS
CHAMPIONSGATE ACQUISITION CO
$3,923,020$3,923,020 New Holding392,3020.0%SHS CL A
DUNE ACQUISITION CORP II
$3,819,512$3,819,512 New Holding374,4620.0%UNIT 04/04/2030
BLUE WTR ACQUISITION CORP. I
$3,641,828$3,641,828 New Holding363,8190.0%UNIT 05/23/2030
KOCHAV DEFENSE ACQUI CO
$3,566,338$3,566,338 New Holding350,5000.0%UNIT 05/21/2030
FIGX CAP ACQUISITION CORP.
$3,502,246$3,502,246 New Holding349,7000.0%UNIT 06/17/2030
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,469,374$3,469,374 New Holding15,3180.0%Computer and Technology
FG MERGER II CORP
$3,306,925$4,624,710 -58.3%334,7090.0%COM
BLUE ACQUISITION CORP.
$3,286,945$3,286,945 New Holding327,3850.0%UNIT 06/02/2030
BEST SPAC I ACQUISITION CORP
$3,235,521$3,235,521 New Holding322,2630.0%UNIT 05/27/2030
OYSTER ENTERPRISES II ACQUIS
$3,137,645$3,137,645 New Holding310,0440.0%UNIT 05/22/2030
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,640,742$2,640,742 New Holding8,6630.0%Finance
EGH ACQUISITION CORP.
$2,580,709$2,580,709 New Holding253,2590.0%UNIT 99/99/9999
AXIOM INTELLIGENCE AC CORP 1
$2,538,826$2,538,826 New Holding251,6180.0%UNIT 06/10/2030
IRON HORSE ACQUISITIONS CORP
$2,502,976$1,405,356 128.0%242,4190.0%COM
EUREKA ACQUISITION CORP
$2,282,606$2,282,606 New Holding218,9550.0%SHS CL A
HELIX ACQUISITION CORP II
$2,184,173$2,184,173 New Holding205,6660.0%CL A ORD SHS
COPLEY ACQUISITION CORP
$2,165,622$2,165,622 New Holding214,4180.0%UNIT 99/99/9999
FG MERGER II CORP
$1,976,218$1,815,801 1,131.9%195,4330.0%UNIT 02/11/2030
NEW PROVIDENCE ACQUISITION C
$1,970,528$1,970,528 New Holding193,1890.0%USD CL A ORD SHS
THAYER VENTURES ACQ CORP II
$1,949,826$1,949,826 New Holding191,9120.0%UNIT 05/15/2030
CRANE HBR ACQUISITION CORP
$1,822,297$1,822,297 New Holding180,9630.0%CL A
ROMAN DBDR ACQUISITION CORP
$1,740,328$1,737,132 54,351.6%168,8000.0%ORD SHS CL A
RENATUS TACTICAL ACQUIS
$1,720,369$1,720,369 New Holding145,7940.0%SHS CL A
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,656,152$1,656,152 New Holding8,0930.0%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,620,919$1,620,919 New Holding21,8100.0%Business Services
Trailblazer Merger Corporation I stock logo
TBMC
Trailblazer Merger Corporation I
$1,605,956$1,339,928 503.7%137,1440.0%Financial Services
GORES HLDGS X INC
$1,587,807$1,587,807 New Holding154,9080.0%SHS CL A
WEBULL CORP
$1,552,560$1,552,560 New Holding830,2460.0%*W EXP 04/10/202
QUARTZSEA ACQUISITION CORP
$1,509,289$546,711 -26.6%146,8180.0%UNIT 02/18/2030
AIRSHIP AI HLDGS INC
$1,468,966$1,468,966 New Holding249,4000.0%COM
SIZZLE ACQUISITION CORP. II
$1,452,265$1,452,265 New Holding144,5040.0%USD CL A ORD SHS
RTX Corporation stock logo
RTX
RTX
$1,409,823$1,409,823 New Holding9,6550.0%Aerospace
GSR III ACQUISITION CORP
$1,402,700$1,402,700 New Holding130,0000.0%CL A
REAL ASSET ACQUISITION CORP
$1,329,406$1,329,406 New Holding130,9760.0%SHS CL A
LAKESHORE ACQUISITION III CO
$1,259,640$1,259,640 New Holding125,6850.0%USD ORD SHS
HAYMAKER ACQUISITION CORP IV
$1,214,529$1,211,798 44,378.5%109,4170.0%CLASS A
COPLEY ACQUISITION CORP
$1,196,749$1,196,749 New Holding118,8430.0%ORD SHS CL A
DIGITAL ASSET ACQUISITION CO
$1,179,671$1,179,671 New Holding112,5640.0%SHS CL A
DRUGS MADE IN AMER ACQUTN CO
$1,148,673$1,148,673 New Holding112,6150.0%ORD SHS
CHURCHILL CAPITAL CORP IX
$1,093,659$1,093,659 New Holding103,9600.0%CL A SHS
NABORS ENERGY TRANSITION COR
$1,090,919$1,089,987 116,901.2%98,2810.0%CL A
SIDDHI ACQUISITION CORP
$1,043,039$1,043,039 New Holding103,1690.0%CL A SHS
Four Leaf Acquisition Corporation stock logo
FORL
Four Leaf Acquisition
$1,041,601$552,268 112.9%89,3380.0%Financial Services
JENA ACQUISITION CORP II
$1,029,028$1,029,028 New Holding100,1000.0%UNIT 99/99/9999
AIRSHIP AI HLDGS INC
$1,002,890$103,751 -9.4%503,9650.0%*W EXP 12/21/202
GESHER ACQUISITION CORP. II
$936,490$936,490 New Holding92,2650.0%USD CL A ORD SHS
BLOCK INC
$931,592$931,592 New Holding13,7140.0%CL A
CAL REDWOOD ACQUISITION CORP
$911,956$911,956 New Holding91,4700.0%COM CL A

Showing largest 100 holdings. View all holdings.
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