# Clear Street Group Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1881567. Source: https://holderbook.com/funds/1881567-clear-street-group-inc/

- Reported value: $39.5B
- Positions: 1,376
- Weight of the ten largest: 72.4%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $7.0B | 30,700,549 | 17.8% | 4 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $6.8B | 2,983,392 | 17.2% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.6B | 3,462,632 | 9.1% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.2B | 3,764,485 | 5.5% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.1B | 2,904,438 | 5.4% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0B | 4,144,837 | 5.0% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.4B | 2,004,159 | 3.6% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.3B | 1,276,017 | 3.3% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.1B | 1,633,092 | 2.8% | 4 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.1B | 3,618,657 | 2.7% | 4 |
| ROUNDHILL ETF TRUST | - | $1.1B | 14,481,133 | 2.7% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $522.4M | 817,892 | 1.3% | 2 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $502.6M | 585,683 | 1.3% | 2 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $338.3M | 2,313,977 | 0.9% | 4 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $323.8M | 1,270,022 | 0.8% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $301.8M | 996,971 | 0.8% | 3 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $291.9M | 739,976 | 0.7% | 2 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $283.4M | 2,846,760 | 0.7% | 4 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $275.6M | 2,362,229 | 0.7% | 4 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $266.3M | 979,222 | 0.7% | 4 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $260.5M | 539,212 | 0.7% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $227.5M | 283,458 | 0.6% | 4 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $222.4M | 2,415,249 | 0.6% | 4 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $182.4M | 1,231,143 | 0.5% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $175.2M | 685,760 | 0.4% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $171.0M | 394,705 | 0.4% | 4 |
| BITMINE IMMERSION TECHS INC | [BMNR](https://holderbook.com/stocks/BMNR/) | $169.0M | 12,696,423 | 0.4% | 4 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $157.3M | 3,289,458 | 0.4% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $153.9M | 516,700 | 0.4% | 1 |
| D-WAVE QUANTUM INC | [QBTS](https://holderbook.com/stocks/QBTS/) | $148.9M | 6,206,861 | 0.4% | 4 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $147.5M | 286,234 | 0.4% | 4 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $142.4M | 401,475 | 0.4% | 4 |
| CIRCLE INTERNET GROUP INC | [CRCL](https://holderbook.com/stocks/CRCL/) | $140.1M | 2,237,306 | 0.4% | 4 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $139.9M | 1,395,322 | 0.4% | 4 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $137.3M | 116,884 | 0.3% | 4 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $135.2M | 1,554,968 | 0.3% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $134.0M | 354,694 | 0.3% | 4 |
| SPDR SERIES TRUST | [XRT](https://holderbook.com/stocks/XRT/) | $131.6M | 1,500,000 | 0.3% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $125.6M | 124,542 | 0.3% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $116.0M | 42,466 | 0.3% | 2 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $97.8M | 442,691 | 0.2% | 1 |
| AXT INC | [AXTI](https://holderbook.com/stocks/AXTI/) | $94.3M | 1,308,921 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $91.8M | 326,538 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $89.9M | 216,192 | 0.2% | 4 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $87.7M | 2,989,651 | 0.2% | 4 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $81.5M | 500,000 | 0.2% | 1 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $77.9M | 1,345,069 | 0.2% | 4 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $77.2M | 255,884 | 0.2% | 3 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $73.2M | 720,160 | 0.2% | 4 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $70.6M | 73,123 | 0.2% | 1 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $69.6M | 1,329,523 | 0.2% | 4 |
| UPSTART HLDGS INC | [UPST](https://holderbook.com/stocks/UPST/) | $69.0M | 1,829,063 | 0.2% | 4 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $68.0M | 34,180 | 0.2% | 4 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $66.4M | 91,490 | 0.2% | 1 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $66.3M | 1,245,695 | 0.2% | 4 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $64.3M | 669,953 | 0.2% | 4 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $57.9M | 570,390 | 0.1% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $57.4M | 351,308 | 0.1% | 4 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $56.7M | 276,650 | 0.1% | 4 |
| ETF OPPORTUNITIES TRUST | [TDAQ](https://holderbook.com/stocks/TDAQ/) | $56.5M | 1,989,331 | 0.1% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $50.4M | 343,708 | 0.1% | 4 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $50.0M | 196,579 | 0.1% | 4 |
| ENTREPRENEURSHARES SERIES TR | [XOVR](https://holderbook.com/stocks/XOVR/) | $48.7M | 2,313,060 | 0.1% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $48.0M | 672,896 | 0.1% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $47.7M | 99,065 | 0.1% | 4 |
| JOBY AVIATION INC | [JOBY](https://holderbook.com/stocks/JOBY/) | $46.4M | 5,198,381 | 0.1% | 4 |
| GALAXY DIGITAL INC. | [GLXY](https://holderbook.com/stocks/GLXY/) | $40.1M | 1,467,382 | 0.1% | 4 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $38.4M | 154,714 | 0.1% | 4 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $37.3M | 2,617,423 | 0.1% | 2 |
| MARA HOLDINGS INC | [MARA](https://holderbook.com/stocks/MARA/) | $36.9M | 2,653,400 | 0.1% | 4 |
| RIGETTI COMPUTING INC | [RGTI](https://holderbook.com/stocks/RGTI/) | $36.7M | 1,898,533 | 0.1% | 4 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $34.3M | 989,913 | 0.1% | 4 |
| FUTU HLDGS LTD | [FUTU](https://holderbook.com/stocks/FUTU/) | $31.6M | 336,869 | 0.1% | 3 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $30.0M | 1,448,780 | 0.1% | 4 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $29.8M | 60,716 | 0.1% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $28.0M | 76,703 | 0.1% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $27.1M | 3,852 | 0.1% | 4 |
| CORGI ETF TR I | [FDRS](https://holderbook.com/stocks/FDRS/) | $26.6M | 1,144,317 | 0.1% | 2 |
| NUSCALE PWR CORP | [SMR](https://holderbook.com/stocks/SMR/) | $25.7M | 2,564,927 | 0.1% | 4 |
| GAMESTOP CORP | [GME](https://holderbook.com/stocks/GME/) | $25.0M | 1,130,881 | 0.1% | 4 |
| THE TRADE DESK INC | [TTD](https://holderbook.com/stocks/TTD/) | $24.8M | 1,370,030 | 0.1% | 4 |
| ONDAS INC | [ONDS](https://holderbook.com/stocks/ONDS/) | $24.7M | 3,003,419 | 0.1% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $22.3M | 18,606 | 0.1% | 4 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $19.9M | 461,029 | 0.1% | 4 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $19.2M | 39,598 | 0.0% | 3 |
| FIGMA INC | [FIG](https://holderbook.com/stocks/FIG/) | $18.2M | 1,007,718 | 0.0% | 3 |
| ETF OPPORTUNITIES TRUST | [TSPY](https://holderbook.com/stocks/TSPY/) | $17.5M | 689,516 | 0.0% | 2 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $16.4M | 342,213 | 0.0% | 4 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $14.3M | 35,928 | 0.0% | 3 |
| ISHARES ETHEREUM TR | [ETHA](https://holderbook.com/stocks/ETHA/) | $14.3M | 1,199,995 | 0.0% | 4 |
| QUANTUM COMPUTING INC | [QUBT](https://holderbook.com/stocks/QUBT/) | $13.9M | 1,427,999 | 0.0% | 4 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $13.6M | 0 | 0.0% | 2 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $13.5M | 55,080 | 0.0% | 3 |
| FIGURE TECHNOLOGY SOLUTIO | [FIGR](https://holderbook.com/stocks/FIGR/) | $13.3M | 431,883 | 0.0% | 2 |
| TRUMP MEDIA & TECHNOLOGY GRO | [DJT](https://holderbook.com/stocks/DJT/) | $12.5M | 1,620,709 | 0.0% | 4 |
| INTUITIVE MACHINES INC | [LUNR](https://holderbook.com/stocks/LUNR/) | $12.2M | 570,749 | 0.0% | 2 |
| FABRINET | [FN](https://holderbook.com/stocks/FN/) | $12.1M | 21,522 | 0.0% | 1 |
| IPG PHOTONICS CORP | [IPGP](https://holderbook.com/stocks/IPGP/) | $12.0M | 102,540 | 0.0% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $11.8M | 34,721 | 0.0% | 4 |
| ARCHER AVIATION INC | [ACHR](https://holderbook.com/stocks/ACHR/) | $11.4M | 2,399,817 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +38.9% | +14.8% | +24.1% | 72% |
| Q1 2026 | -10.6% | -4.6% | -6.0% | 71% |
| Q4 2025 | -7.5% | +2.4% | -9.9% | 70% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $39.5B | 1,376 |
| Q1 2026 | $24.6B | 1,067 |
| Q4 2025 | $26.9B | 906 |
| Q3 2025 | $29.3B | 816 |