Clear Street Group Inc.: 13F holdings, Q2 2026
Clear Street Group Inc. reported 1,364 positions worth $31.61B in its Form 13F for Q2 2026 (vs. $17.82B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $6.78B | 21.5% | 2,983,392 | +144% |
| - | NVIDIA CORPORATION | $6.14B | 19.4% | 30,700,549 | -4% |
| AMD | ADVANCED MICRO DEVICES | $2.01B | 6.4% | 3,462,632 | -37% |
| AAPL | APPLE INC | $1.09B | 3.4% | 3,764,485 | same |
| - | MICROSOFT CORP | $1.08B | 3.4% | 2,904,438 | +1% |
| - | ROUNDHILL ETF TRUST | $1.07B | 3.4% | 14,481,133 | new |
| NBIS | NEBIUS GROUP N.V. | $999.36M | 3.2% | 3,618,657 | +18% |
| AMZN | AMAZON.COM INC | $987.88M | 3.1% | 4,144,837 | +11% |
| META | META PLATFORMS INC | $718.77M | 2.3% | 1,276,017 | -2% |
| GOOGL | ALPHABET INC-CL A | $716.23M | 2.3% | 2,004,159 | same |
| GOOG | ALPHABET INC-CL C | $577.02M | 1.8% | 1,633,092 | +1% |
| WDC | WESTERN DIGITAL CORP | $522.40M | 1.7% | 817,892 | +240% |
| - | LUMENTUM HLDGS INC | $502.55M | 1.6% | 585,683 | +41% |
| COIN | COINBASE GLOBAL INC -CLASS A | $338.28M | 1.1% | 2,313,977 | -9% |
| BE | BLOOM ENERGY CORP- A | $301.78M | 1.0% | 996,971 | +49% |
| COHR | COHERENT CORP | $291.90M | 0.9% | 739,976 | +150% |
| CRWV | COREWEAVE INC | $283.37M | 0.9% | 2,846,760 | -23% |
| - | PALANTIR TECHNOLOGIES INC | $275.60M | 0.9% | 2,362,229 | +8% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $266.30M | 0.8% | 979,222 | +62% |
| ALAB | ASTERA LABS INC | $260.45M | 0.8% | 539,212 | +8% |
| SPCX | Space Exploration Technologies Corp | $217.00M | 0.7% | 1,270,022 | new |
| ASTS | AST SPACEMOBILE INC | $214.62M | 0.7% | 2,415,249 | -29% |
| AAOI | APPLIED OPTOELECTRONICS INC | $182.41M | 0.6% | 1,231,143 | new |
| GLW | CORNING INC | $175.16M | 0.6% | 685,760 | +286% |
| - | LAM RESEARCH CORP | $171.04M | 0.5% | 394,705 | +130% |
| BMNR | BITMINE IMMERSION TECHNOLOGI | $168.99M | 0.5% | 12,696,423 | -13% |
| MRVL | MARVELL TECHNOLOGY INC | $153.92M | 0.5% | 516,700 | new |
| IREN | IREN LIMITED | $150.43M | 0.5% | 3,289,458 | +59% |
| QBTS | D-WAVE QUANTUM INC | $148.90M | 0.5% | 6,206,861 | +9% |
| APP | APPLOVIN CORP-CLASS A | $147.48M | 0.5% | 286,234 | +3% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $92.25M |
| - | PEPSICO INC | $46.59M |
| CSCO | CISCO SYS INC | $15.52M |
| SRPT | SAREPTA THERAPEUTICS INC | $7.86M |
| - | MONGODB INC | $6.29M |
| DDOG | DATADOG INC - CLASS A | $4.82M |
| ENPH | ENPHASE ENERGY INC | $4.23M |
| - | SYNOPSYS INC | $3.81M |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $2.24M |
| - | CANTON STRATEGIC HOLDINGS INC | $2.13M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.