Funds › Clear Street Group Inc.
Clear Street Group Inc.
13F for Q2 2026, filed Aug 12, 2026. 1,364 positions worth $39.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 12, 2026
Reported value
$39.5B
+$14.9B (60.5%) vs Q1 2026
Positions
1,364
1,065 in Q1 2026
Top 10 share
54.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corporation | 2.98M | $6.8B | 17.2% | +144% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 30.70M | $6.1B | 15.5% | -3.5% | 13F ↗ |
| 3 | AMD Advanced Micro Devices, Inc. | 3.46M | $2.0B | 5.1% | -37.1% | 13F ↗ |
| 4 | AAPL Apple Inc. | 3.76M | $1.1B | 2.8% | -0.1% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 2.90M | $1.1B | 2.7% | +1.1% | 13F ↗ |
| 6 | Roundhill ETF Trust Memory Etf | 14.48M | $1.1B | 2.7% | New | 13F ↗ |
| 7 | NBIS Nebius Group N.V. | 3.62M | $999.4M | 2.5% | +18.3% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 4.14M | $987.9M | 2.5% | +10.7% | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 1.28M | $718.8M | 1.8% | -2.2% | 13F ↗ |
| 10 | GOOGL Alphabet Inc. Class A | 2.00M | $716.2M | 1.8% | -0.3% | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 1.63M | $577.0M | 1.5% | +0.8% | 13F ↗ |
| 12 | WDC Western Digital Corporation | 817,892 | $522.4M | 1.3% | +240% | 13F ↗ |
| 13 | LITE Lumentum Holdings Inc. | 585,683 | $502.6M | 1.3% | +41.4% | 13F ↗ |
| 14 | COIN Coinbase Global, Inc. | 2.31M | $338.3M | 0.9% | -9.4% | 13F ↗ |
| 15 | BE Bloom Energy Corporation | 996,971 | $301.8M | 0.8% | +49.3% | 13F ↗ |
| 16 | COHR Coherent Corp. | 739,976 | $291.9M | 0.7% | +150% | 13F ↗ |
| 17 | CRWV CoreWeave, Inc. | 2.85M | $283.4M | 0.7% | -23.3% | 13F ↗ |
| 18 | PLTR Palantir Technologies Inc. | 2.36M | $275.6M | 0.7% | +8.3% | 13F ↗ |
| 19 | CRDO Credo Technology Group Holding Ltd | 979,222 | $266.3M | 0.7% | +62.4% | 13F ↗ |
| 20 | ALAB Astera Labs, Inc. | 539,212 | $260.5M | 0.7% | +7.9% | 13F ↗ |
| 21 | SPCX Space Exploration Technologies Corp. | 1.27M | $217.0M | 0.5% | New | 13F ↗ |
| 22 | ASTS AST SpaceMobile, Inc. | 2.42M | $214.6M | 0.5% | -28.7% | 13F ↗ |
| 23 | AAOI Applied Optoelectronics, Inc. | 1.23M | $182.4M | 0.5% | New | 13F ↗ |
| 24 | GLW Corning Incorporated | 685,760 | $175.2M | 0.4% | +286% | 13F ↗ |
| 25 | LRCX Lam Research Corporation | 394,705 | $171.0M | 0.4% | +130% | 13F ↗ |
| 26 | BMNR BitMine Immersion Technologies, Inc. | 12.70M | $169.0M | 0.4% | -13.3% | 13F ↗ |
| 27 | MRVL Marvell Technology, Inc. | 516,700 | $153.9M | 0.4% | New | 13F ↗ |
| 28 | IREN IREN Limited | 3.29M | $150.4M | 0.4% | +59.4% | 13F ↗ |
| 29 | QBTS D-Wave Quantum Inc. | 6.21M | $148.9M | 0.4% | +8.7% | 13F ↗ |
| 30 | APP AppLovin Corporation | 286,234 | $147.5M | 0.4% | +3.0% | 13F ↗ |
| 31 | ARM Arm Holdings plc | 401,475 | $142.4M | 0.4% | +99.9% | 13F ↗ |
| 32 | CRCL Circle Internet Group, Inc. | 2.24M | $140.1M | 0.4% | +15.6% | 13F ↗ |
| 33 | HOOD Robinhood Markets, Inc. | 1.40M | $139.9M | 0.4% | -3.0% | 13F ↗ |
| 34 | GEV GE Vernova Inc. | 116,884 | $137.3M | 0.3% | +66.8% | 13F ↗ |
| 35 | MSTR Strategy Inc | 1.55M | $135.2M | 0.3% | +21.1% | 13F ↗ |
| 36 | AVGO Broadcom Inc. | 354,694 | $134.0M | 0.3% | +43.4% | 13F ↗ |
| 37 | Spdr Series Trust Etf | 1.50M | $131.6M | 0.3% | +50.0% | 13F ↗ |
| 38 | TSLA Tesla, Inc. | 283,458 | $119.2M | 0.3% | +3.2% | 13F ↗ |
| 39 | CBRS Cerebras Systems Inc. | 442,691 | $97.8M | 0.2% | New | 13F ↗ |
| 40 | AXTI AXT Inc | 1.31M | $94.3M | 0.2% | New | 13F ↗ |
| 41 | IBM International Business Machines Corporation | 326,538 | $91.8M | 0.2% | New | 13F ↗ |
| 42 | Invesco Qqq Tr | 124,542 | $91.7M | 0.2% | -12.8% | 13F ↗ |
| 43 | UNH UnitedHealth Group Incorporated | 216,192 | $89.9M | 0.2% | -64.1% | 13F ↗ |
| 44 | SMCI Super Micro Computer, Inc. | 2.99M | $87.7M | 0.2% | +233% | 13F ↗ |
| 45 | Spdr Series Trust St Str Sp Biot | 500,000 | $79.1M | 0.2% | New | 13F ↗ |
| 46 | TEM Tempus AI, Inc. | 1.35M | $77.9M | 0.2% | +40.8% | 13F ↗ |
| 47 | KLAC KLA Corporation | 255,884 | $77.2M | 0.2% | +499% | 13F ↗ |
| 48 | RKLB Rocket Lab Corporation | 720,160 | $73.2M | 0.2% | +117% | 13F ↗ |
| 49 | STX Seagate Technology Holdings PLC | 73,123 | $70.6M | 0.2% | New | 13F ↗ |
| 50 | OKLO Oklo Inc. | 1.33M | $69.6M | 0.2% | +166% | 13F ↗ |
Showing the top 50 of 1,364 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
386 new, 385 added to, 463 trimmed, 87 exited, 130 unchanged. By estimated dollars.
New positions (386)
| Roundhill ETF Trust Memory Etf | 14.48M | New | $1.1B |
| SPCX Space Exploration Technologies Corp. | 1.27M | New | $217.0M |
| AAOI Applied Optoelectronics, Inc. | 1.23M | New | $182.4M |
| MRVL Marvell Technology, Inc. | 516,700 | New | $153.9M |
| CBRS Cerebras Systems Inc. | 442,691 | New | $97.8M |
| AXTI AXT Inc | 1.31M | New | $94.3M |
| IBM International Business Machines Corporation | 326,538 | New | $91.8M |
| Spdr Series Trust St Str Sp Biot | 500,000 | New | $79.1M |
| STX Seagate Technology Holdings PLC | 73,123 | New | $70.6M |
| AMAT Applied Materials, Inc. | 91,490 | New | $66.4M |
Added to (385)
| SNDK Sandisk Corporation | 2.98M | +144% | $4.0B |
| WDC Western Digital Corporation | 817,892 | +240% | $368.6M |
| COHR Coherent Corp. | 739,976 | +150% | $175.3M |
| NBIS Nebius Group N.V. | 3.62M | +18.3% | $154.7M |
| LITE Lumentum Holdings Inc. | 585,683 | +41.4% | $147.2M |
| GLW Corning Incorporated | 685,760 | +286% | $129.8M |
| CRDO Credo Technology Group Holding Ltd | 979,222 | +62.4% | $102.3M |
| BE Bloom Energy Corporation | 996,971 | +49.3% | $99.6M |
| LRCX Lam Research Corporation | 394,705 | +130% | $96.7M |
| AMZN Amazon.com, Inc. | 4.14M | +10.7% | $95.7M |
Trimmed (463)
| AMD Advanced Micro Devices, Inc. | 3.46M | -37.1% | -$1.2B |
| NVDA NVIDIA Corporation | 30.70M | -3.5% | -$223.9M |
| UNH UnitedHealth Group Incorporated | 216,192 | -64.1% | -$160.2M |
| ASTS AST SpaceMobile, Inc. | 2.42M | -28.7% | -$86.6M |
| CRWV CoreWeave, Inc. | 2.85M | -23.3% | -$86.0M |
| COIN Coinbase Global, Inc. | 2.31M | -9.4% | -$35.1M |
| IONQ IonQ, Inc. | 1.25M | -32.0% | -$31.2M |
| BMNR BitMine Immersion Technologies, Inc. | 12.70M | -13.3% | -$25.8M |
| ORCL Oracle Corporation | 343,708 | -24.7% | -$16.5M |
| META Meta Platforms, Inc. | 1.28M | -2.2% | -$16.1M |
Exited (87)
| BRK-B Berkshire Hathaway Inc. Class B | 192,500 | Exited | -$92.2M |
| PEP PepsiCo, Inc. | 300,000 | Exited | -$46.6M |
| CSCO Cisco Systems, Inc. | 196,295 | Exited | -$15.5M |
| SRPT Sarepta Therapeutics, Inc. | 361,391 | Exited | -$7.9M |
| MDB MongoDB, Inc. | 25,695 | Exited | -$6.3M |
| DDOG Datadog, Inc. | 40,838 | Exited | -$4.8M |
| ENPH Enphase Energy, Inc. | 111,955 | Exited | -$4.2M |
| SNPS Synopsys, Inc. | 8,232 | Exited | -$3.8M |
| MMYT MakeMyTrip Limited | 60,000 | Exited | -$2.2M |
| CNTN Canton Strategic Holdings, Inc. | 652,243 | Exited | -$2.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer