Clear Street Group Inc.

Est. AUM

$24.62B

13F long equity, this entity only

Positions

1,113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$5.55B	31819354	22.55%	SOLE
2	ADVANCED MICRO DEVICES INC	COM	$1.12B	5501140	4.55%	SOLE
3	MICROSOFT CORP	COM	$1.07B	2874170	4.33%	SOLE
4	MICROSOFT CORPPUT	COM	$1.05B	2826000	4.25%	SOLE
5	APPLE INC	COM	$960.0M	3768562	3.90%	SOLE
6	APPLE INCPUT	COM	$951.1M	3747600	3.86%	SOLE
7	NVIDIA CORPORATIONPUT	COM	$911.2M	5225000	3.70%	SOLE
8	ADVANCED MICRO DEVICES INCPUT	COM	$887.0M	4360000	3.60%	SOLE
9	AMAZON COM INCPUT	COM	$781.0M	3750000	3.17%	SOLE
10	AMAZON COM INC	COM	$779.9M	3743315	3.17%	SOLE
11	SANDISK CORP	COM	$778.0M	1224583	3.16%	SOLE
12	META PLATFORMS INC	CL A	$746.6M	1304555	3.03%	SOLE
13	META PLATFORMS INCPUT	CL A	$583.3M	1019500	2.37%	SOLE
14	ALPHABET INCPUT	CAP STK CL A	$578.1M	2010500	2.35%	SOLE
15	ALPHABET INC	CAP STK CL A	$578.1M	2010500	2.35%	SOLE
16	ALPHABET INC	CAP STK CL C	$465.1M	1620450	1.89%	SOLE
17	COINBASE GLOBAL INC	COM CL A	$446.0M	2554198	1.81%	SOLE
18	ALPHABET INCPUT	CAP STK CL C	$421.6M	1469800	1.71%	SOLE
19	PALANTIR TECHNOLOGIES INC	CL A	$319.3M	2180652	1.30%	SOLE
20	NEBIUS GROUP N.V.	SHS CLASS A	$317.4M	3058590	1.29%	SOLE
21	LUMENTUM HLDGS INC	COM	$291.1M	414168	1.18%	SOLE
22	BITMINE IMMERSION TECNOLOGIE	COM NEW	$289.5M	14636069	1.18%	SOLE
23	COREWEAVE INC	COM CL A	$287.4M	3710242	1.17%	SOLE
24	AST SPACEMOBILE INC	COM CL A	$280.9M	3389404	1.14%	SOLE
25	CIRCLE INTERNET GROUP INC	COM CL A	$184.7M	1936015	0.75%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$162.8M	601697	0.66%	SOLE
27	STRATEGY INC	CL A NEW	$160.2M	1283902	0.65%	SOLE
28	APPLOVIN CORP	COM CL A	$110.6M	277872	0.45%	SOLE
29	TESLA INCPUT	COM	$104.1M	280000	0.42%	SOLE
30	TESLA INC	COM	$102.4M	274752	0.42%	SOLE
31	ROBINHOOD MKTS INC	COM CL A	$99.7M	1438350	0.40%	SOLE
32	BERKSHIRE HATHAWAY INC DELPUT	CL B NEW	$92.2M	192500	0.37%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$92.2M	192500	0.37%	SOLE
34	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$91.0M	140000	0.37%	SOLE
35	BLOOM ENERGY CORP	COM CL A	$90.5M	667984	0.37%	SOLE
36	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$84.1M	669953	0.34%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$82.4M	142848	0.33%	SOLE
38	D-WAVE QUANTUM INC	COM	$82.4M	5708970	0.33%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$80.5M	1000000	0.33%	SOLE
40	BROADCOM INC	COM	$76.8M	247375	0.31%	SOLE
41	IREN LIMITED	ORDINARY SHARES	$70.8M	2064152	0.29%	SOLE
42	COHERENT CORP	COM	$70.4M	295475	0.29%	SOLE
43	ORACLE CORP	COM	$67.2M	456633	0.27%	SOLE
44	WESTERN DIGITAL CORP	COM	$65.1M	240750	0.26%	SOLE
45	GE VERNOVA INC	COM	$61.2M	70095	0.25%	SOLE
46	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$56.6M	602939	0.23%	SOLE
47	ASTERA LABS INC	COM	$54.8M	499772	0.22%	SOLE
48	IONQ INC	COM	$52.8M	1831530	0.21%	SOLE
49	PEPSICO INCPUT	COM	$46.6M	300000	0.19%	SOLE
50	PEPSICO INC	COM	$46.6M	300000	0.19%	SOLE

1–50 of 1,113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.