Clear Street Group Inc. 13F Holdings · Q2 2026
Clear Street Group Inc. reported 1,363 securities worth $39.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (17.82%), SNDK (17.17%), AMD (9.05%). Among its top 25 positions this quarter: 3 new, 15 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $7.04B | 17.82% | 35.2M | Trimmed |
| 2 | SNDK | SANDISK CORP | $6.78B | 17.17% | 3.0M | Added |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $3.58B | 9.05% | 6.2M | Trimmed |
| 4 | AAPL | APPLE INC | $2.18B | 5.51% | 7.5M | Added |
| 5 | MSFT | MICROSOFT CORP | $2.14B | 5.41% | 5.7M | Added |
| 6 | AMZN | AMAZON COM INC | $1.98B | 5.00% | 8.3M | Added |
| 7 | GOOGL | ALPHABET INC | $1.43B | 3.63% | 4.0M | Trimmed |
| 8 | META | META PLATFORMS INC | $1.31B | 3.32% | 2.3M | Added |
| 9 | GOOG | ALPHABET INC | $1.10B | 2.77% | 3.1M | Added |
| 10 | NBIS | NEBIUS GROUP N.V. | $1.08B | 2.74% | 3.9M | Added |
| 11 | DRAM | ROUNDHILL ETF TRUST | $1.07B | 2.71% | 14.5M | New |
| 12 | WDC | WESTERN DIGITAL CORP | $522.4M | 1.32% | 817,892 | Added |
| 13 | LITE | LUMENTUM HLDGS INC | $502.6M | 1.27% | 585,683 | Added |
| 14 | COIN | COINBASE GLOBAL INC | $338.3M | 0.86% | 2.3M | Trimmed |
| 15 | SPCX | SPACE EXPLORATION TECHN CORP | $323.8M | 0.82% | 1.9M | New |
| 16 | BE | BLOOM ENERGY CORP | $301.8M | 0.76% | 996,971 | Added |
| 17 | COHR | COHERENT CORP | $291.9M | 0.74% | 739,976 | Added |
| 18 | CRWV | COREWEAVE INC | $283.4M | 0.72% | 2.8M | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $275.6M | 0.70% | 2.4M | Added |
| 20 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $266.3M | 0.67% | 979,222 | Added |
| 21 | ALAB | ASTERA LABS INC | $260.5M | 0.66% | 539,212 | Added |
| 22 | TSLA | TESLA INC | $227.5M | 0.58% | 540,958 | Trimmed |
| 23 | ASTS | AST SPACEMOBILE INC | $222.4M | 0.56% | 2.5M | Trimmed |
| 24 | AAOI | APPLIED OPTOELECTRONICS INC | $182.4M | 0.46% | 1.2M | New |
| 25 | GLW | CORNING INC | $175.2M | 0.44% | 685,760 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR