Clarity Capital Partners LLC

Est. AUM

$280.0M

13F long equity, this entity only

Positions

113

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALLIANCE ENTERTAINMENT HOLDI	COM CLASS A	$88.5M	23476001	31.61%	SOLE
2	PALANTIR TECHNOLOGIES INC	CL A	$18.1M	132536	6.45%	SOLE
3	TESLA INC	COM	$15.8M	49580	5.63%	SOLE
4	NVIDIA CORPORATION	COM	$13.2M	83766	4.73%	SOLE
5	MICROSTRATEGY INC	CL A NEW	$11.3M	28026	4.05%	SOLE
6	AMAZON COM INC	COM	$8.5M	38673	3.03%	SOLE
7	MICROSOFT CORP	COM	$8.3M	16763	2.98%	SOLE
8	COINBASE GLOBAL INC	COM CL A	$6.9M	19809	2.48%	SOLE
9	SOFI TECHNOLOGIES INC	COM	$6.8M	374093	2.43%	SOLE
10	ALPHABET INC	CAP STK CL A	$5.8M	32847	2.07%	SOLE
11	SUPER MICRO COMPUTER INC	COM NEW	$5.4M	110349	1.93%	SOLE
12	APPLE INC	COM	$5.2M	25418	1.86%	SOLE
13	TEMPUS AI INC	CL A	$5.1M	80147	1.82%	SOLE
14	ADVANCED MICRO DEVICES INC	COM	$5.0M	35075	1.78%	SOLE
15	SNOWFLAKE INC	CL A	$4.0M	17777	1.42%	SOLE
16	SALESFORCE INC	COM	$3.8M	13917	1.36%	SOLE
17	CROWDSTRIKE HLDGS INC	CL A	$3.3M	6562	1.19%	SOLE
18	SELECT SECTOR SPDR TR	TECHNOLOGY	$3.2M	12818	1.16%	SOLE
19	CLEANSPARK INC	COM NEW	$3.2M	290121	1.14%	SOLE
20	DELL TECHNOLOGIES INC	CL C	$3.1M	25146	1.10%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.0M	5342	1.08%	SOLE
22	INTUITIVE SURGICAL INC	COM NEW	$2.9M	5361	1.04%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.6M	74700	0.94%	SOLE
24	VANECK ETF TRUST	GOLD MINERS ETF	$2.6M	49425	0.92%	SOLE
25	DISNEY WALT CO	COM	$2.2M	17669	0.78%	SOLE
26	DIREXION SHS ETF TR	DAILY TSLA 2X SH	$1.8M	153507	0.65%	SOLE
27	GLOBAL X FDS	ARTIFICIAL ETF	$1.6M	35831	0.56%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$1.5M	2687	0.53%	SOLE
29	SPDR S&P 500 ETF TR	TR UNIT	$1.3M	2156	0.48%	SOLE
30	GLOBAL X FDS	GBL X BLOCKCHAIN	$1.3M	25100	0.47%	SOLE
31	VANGUARD INDEX FDS	VALUE ETF	$1.3M	7395	0.47%	SOLE
32	GLOBAL X FDS	NASDAQ 100 COVER	$1.3M	76698	0.46%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	35065	0.40%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$1.1M	1732	0.38%	SOLE
35	QUALCOMM INC	COM	$924K	5800	0.33%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$847K	19290	0.30%	SOLE
37	JPMORGAN CHASE & CO.	COM	$843K	2908	0.30%	SOLE
38	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$814K	12977	0.29%	SOLE
39	EXXON MOBIL CORP	COM	$807K	7486	0.29%	SOLE
40	SPDR SERIES TRUST	S&P DIVID ETF	$779K	5736	0.28%	SOLE
41	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$718K	12633	0.26%	SOLE
42	SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$711K	38681	0.25%	SOLE
43	BITWISE BITCOIN ETF TR	SHS BEN INT	$661K	11285	0.24%	SOLE
44	EDWARDS LIFESCIENCES CORP	COM	$645K	8248	0.23%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$643K	5884	0.23%	SOLE
46	ISHARES TR	CORE US AGGBD ET	$617K	6221	0.22%	SOLE
47	SEA LTD	SPONSORD ADS	$577K	3610	0.21%	SOLE
48	ISHARES TR	MSCI USA QLT FCT	$548K	2995	0.20%	SOLE
49	ISHARES TR	BROAD USD HIGH	$547K	14587	0.20%	SOLE
50	OREILLY AUTOMOTIVE INC	COM	$541K	6000	0.19%	SOLE

1–50 of 113

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