Clear Street Group Inc.
Clear Street Group Inc. reported 1,414 holdings worth US$39.5B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Clear Street Group Inc. reported 1,414 holdings worth US$39.5B as of Jun 30, 2026. Largest: Sandisk Corporation, Nvidia Corporation and Advanced Micro Devices Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 1,414
- Value as reported
- US$39.5B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sandisk Corporation | 2.98M | US$6.78B | 17.2% |
| Nvidia Corporation | 30.7M | US$6.14B | 15.5% |
| Advanced Micro Devices Inc | 3.46M | US$2.01B | 5.1% |
| Alphabet Inc (google) Class C | 3.62M | US$1.29B | 3.3% |
| Apple Inc | 3.76M | US$1.09B | 2.8% |
| Microsoft Corp. | 2.9M | US$1.08B | 2.7% |
| Amazon.com, Inc. | 4.14M | US$988M | 2.5% |
| Meta Platforms, Inc. | 1.28M | US$719M | 1.8% |
| Western Digital Corporation | 818K | US$522M | 1.3% |
| Lumentum Holdings Inc. | 586K | US$503M | 1.3% |
| Coinbase Global, Inc. | 2.31M | US$338M | 0.86% |
| Bloom Energy Corporation | 997K | US$302M | 0.76% |
| Coherent Corp. | 740K | US$292M | 0.74% |
| Coreweave, Inc. | 2.85M | US$283M | 0.72% |
| Palantir Technologies Inc. | 2.36M | US$276M | 0.70% |
| Credo Technology Group Holding Ltd | 979K | US$266M | 0.67% |
| Astera Labs, Inc. | 539K | US$260M | 0.66% |
| Space Exploration Technologies Corp | 1.27M | US$217M | 0.55% |
| Ast Spacemobile, Inc. | 2.42M | US$215M | 0.54% |
| Applied Optoelectronics, Inc. | 1.23M | US$182M | 0.46% |
| Corning Incorporated | 686K | US$175M | 0.44% |
| Lam Research Corporation | 395K | US$171M | 0.43% |
| Bitmine Immersion Technologies, Inc. | 12.7M | US$169M | 0.43% |
| Marvell Technology, Inc. | 517K | US$154M | 0.39% |
| D-wave Quantum Inc. | 6.21M | US$149M | 0.38% |
| Applovin Corporation | 286K | US$147M | 0.37% |
| Circle Internet Group, Inc. | 2.24M | US$140M | 0.35% |
| Robinhood Markets, Inc. | 1.4M | US$140M | 0.35% |
| Ge Vernova Inc. | 117K | US$137M | 0.35% |
| Strategy Inc | 1.55M | US$135M | 0.34% |
| Broadcom Inc. | 355K | US$134M | 0.34% |
| Tesla, Inc. | 283K | US$119M | 0.30% |
| Cerebras Systems Inc. | 443K | US$97.8M | 0.25% |
| Axt Inc | 1.31M | US$94.3M | 0.24% |
| International Business Machines Corporation | 327K | US$91.8M | 0.23% |
| Unitedhealth Group Incorporated | 216K | US$89.9M | 0.23% |
| Super Micro Computer, Inc. | 2.99M | US$87.7M | 0.22% |
| Tempus Ai, Inc. | 1.35M | US$77.9M | 0.20% |
| Kla Corporation | 256K | US$77.2M | 0.20% |
| Rocket Lab Corporation | 720K | US$73.2M | 0.19% |
| Oklo Inc. | 1.33M | US$69.6M | 0.18% |
| Asml Holding Nv | 34,180 | US$68M | 0.17% |
| Applied Materials, Inc. | 91,490 | US$66.4M | 0.17% |
| Ionq, Inc. | 1.25M | US$66.3M | 0.17% |
| Upstart Holdings, Inc. | 1.83M | US$64.8M | 0.16% |
| Echostar Corporation | 570K | US$57.9M | 0.15% |
| Adobe Inc. | 277K | US$56.7M | 0.14% |
| Salesforce, Inc. | 351K | US$55M | 0.14% |
| Oracle Corporation | 344K | US$50.4M | 0.13% |
| Snowflake Inc. | 197K | US$50M | 0.13% |
| Micron Technology, Inc. | 42,466 | US$49M | 0.12% |
| Netflix, Inc. | 673K | US$48M | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 99,065 | US$47.7M | 0.12% |
| Joby Aviation, Inc. | 5.2M | US$46.4M | 0.12% |
| Galaxy Digital Inc. | 1.47M | US$40.1M | 0.10% |
| Constellation Energy Corporation | 155K | US$38.4M | 0.10% |
| Mara Holdings, Inc. | 2.65M | US$36.9M | 0.09% |
| Rigetti Computing, Inc. | 1.9M | US$36.7M | 0.09% |
| Nokia Oyj | 2.62M | US$34.8M | 0.09% |
| Hims & Hers Health, Inc. | 990K | US$34.3M | 0.09% |
| Ciena Corporation | 60,716 | US$29.8M | 0.08% |
| Celestica Inc. | 76,703 | US$28M | 0.07% |
| Sofi Technologies, Inc. | 1.45M | US$26M | 0.07% |
| Nuscale Power Corporation | 2.56M | US$25.7M | 0.07% |
| Gamestop Corporation | 1.13M | US$25M | 0.06% |
| The Trade Desk, Inc. | 1.37M | US$24.8M | 0.06% |
| Ondas Inc | 3M | US$24.7M | 0.06% |
| Eli Lilly And Company | 18,606 | US$22.3M | 0.06% |
| Paypal Holdings, Inc. | 461K | US$19.9M | 0.05% |
| Teradyne, Inc. | 39,598 | US$19.2M | 0.05% |
| Figma Inc | 1.01M | US$18.2M | 0.05% |
| Novo Nordisk A/s Class B | 342K | US$16.4M | 0.04% |
| Intuitive Surgical, Inc. | 35,928 | US$14.3M | 0.04% |
| Quantum Computing Inc. | 1.43M | US$13.9M | 0.04% |
| Cloudflare, Inc. | 55,080 | US$13.5M | 0.03% |
| Figure Technology Solutions, Inc. | 432K | US$13.3M | 0.03% |
| Trump Media & Technology Group Corp. | 1.62M | US$12.5M | 0.03% |
| Intuitive Machines, Inc. | 571K | US$12.2M | 0.03% |
| Fabrinet | 21,522 | US$12.1M | 0.03% |
| Ipg Photonics Corporation | 103K | US$12M | 0.03% |
| Palo Alto Networks, Inc. | 34,721 | US$11.8M | 0.03% |
| Archer Aviation Inc. | 2.4M | US$11.4M | 0.03% |
| Planet Labs Pbc | 331K | US$11M | 0.03% |
| Glass House Brands Inc | 825K | US$10.2M | 0.03% |
| Roblox Corporation | 186K | US$10.1M | 0.03% |
| Poet Technologies Inc. | 982K | US$10.1M | 0.03% |
| Riot Platforms, Inc. | 340K | US$9.3M | 0.02% |
| Nlight, Inc. | 129K | US$9.01M | 0.02% |
| Costco Wholesale Corporation | 9,471 | US$8.86M | 0.02% |
| Duolingo, Inc. | 75,519 | US$8.69M | 0.02% |
| Unity Software Inc. | 299K | US$8.54M | 0.02% |
| Affirm Holdings, Inc. | 97,803 | US$7.98M | 0.02% |
| On Semiconductor Corporation | 84,301 | US$7.97M | 0.02% |
| Uipath, Inc. | 725K | US$7.88M | 0.02% |
| Kratos Defense & Security Solutions, Inc. | 156K | US$7.79M | 0.02% |
| Hut 8 Corp. | 65,961 | US$7.61M | 0.02% |
| T1 Energy Inc. | 802K | US$7.6M | 0.02% |
| Usa Rare Earth, Inc. | 346K | US$7.47M | 0.02% |
| Amphenol Corporation | 38,811 | US$6.84M | 0.02% |
| Rtx Corporation | 35,862 | US$6.8M | 0.02% |
Every holding of Clear Street Group Inc.
Source
View original at SEC
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