Clarity Capital Partners LLC 13F 持仓 · 最近申报 2025年Q2
Clarity Capital Partners 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 2.80 亿美元。前几大持仓：AENT（31.61%）、PLTR（6.45%）、TSLA（5.63%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AENT | ALLIANCE ENTERTAINMENT HOLDI | $88.5M | 31.61% | 23.5M | 增持 |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $18.1M | 6.45% | 132,536 | 减持 |
| 3 | TSLA | TESLA INC | $15.7M | 5.63% | 49,580 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $13.4M | 4.78% | 84,766 | 增持 |
| 5 | MSTR | MICROSTRATEGY INC | $11.3M | 4.05% | 28,026 | 减持 |
| 6 | AMZN | AMAZON COM INC | $8.7M | 3.10% | 39,573 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $8.3M | 2.98% | 16,763 | 减持 |
| 8 | COIN | COINBASE GLOBAL INC | $6.9M | 2.48% | 19,809 | 增持 |
| 9 | SOFI | SOFI TECHNOLOGIES INC | $6.8M | 2.43% | 374,093 | 减持 |
| 10 | GOOGL | ALPHABET INC | $5.8M | 2.09% | 33,247 | 减持 |
| 11 | SMCI | SUPER MICRO COMPUTER INC | $5.4M | 1.93% | 110,349 | 增持 |
| 12 | AAPL | APPLE INC | $5.2M | 1.86% | 25,418 | 减持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 1.83% | 36,075 | 减持 |
| 14 | TEM | TEMPUS AI INC | $5.1M | 1.82% | 80,147 | 增持 |
| 15 | SNOW | SNOWFLAKE INC | $4.0M | 1.42% | 17,777 | 减持 |
| 16 | CRM | SALESFORCE INC | $3.8M | 1.36% | 13,917 | 减持 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $3.3M | 1.19% | 6,562 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $3.2M | 1.16% | 12,818 | 减持 |
| 19 | CLSK | CLEANSPARK INC | $3.2M | 1.14% | 290,121 | 增持 |
| 20 | DELL | DELL TECHNOLOGIES INC | $3.1M | 1.10% | 25,146 | 增持 |
| 21 | VOO | VANGUARD INDEX FDS | $3.0M | 1.08% | 5,342 | 减持 |
| 22 | ISRG | INTUITIVE SURGICAL INC | $2.9M | 1.04% | 5,361 | 减持 |
| 23 | SDVY | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.94% | 74,700 | 减持 |
| 24 | GDX | VANECK ETF TRUST | $2.6M | 0.92% | 49,425 | 减持 |
| 25 | DIS | DISNEY WALT CO | $2.2M | 0.78% | 17,669 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR