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Holders — by stockHoldings — by fund

Clear Street Group Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1881567

$39.52B

disclosed book value

1,376

positions

17.2%

largest position share

Positions, as of 2026-06-30

top 100 of 1,376 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SNDKSANDISK CORP3.0M$6.78B17.2%
2NVDANVIDIA CORPORATION30.7M$6.14B15.5%
3AMDADVANCED MICRO DEVICES INC3.5M$2.01B5.1%
4AMDADVANCED MICRO DEVICES INCPUT2.7M$1.57B4%
5AAPLAPPLE INC3.8M$1.09B2.8%
6AAPLAPPLE INCPUT3.8M$1.09B2.7%
7MSFTMICROSOFT CORP2.9M$1.08B2.7%
8ROUNDHILL ETF TRUST14.5M$1.07B2.7%
9MSFTMICROSOFT CORPPUT2.8M$1.05B2.7%
10NEBIUS GROUP N.V.3.6M$999.4M2.5%
11AMZNAMAZON COM INCPUT4.2M$989.1M2.5%
12AMZNAMAZON COM INC4.1M$987.9M2.5%
13NVDANVIDIA CORPORATIONPUT4.5M$898.4M2.3%
14METAMETA PLATFORMS INC1.3M$718.8M1.8%
15GOOGLALPHABET INCPUT2.0M$718.5M1.8%
16GOOGLALPHABET INC2.0M$716.2M1.8%
17METAMETA PLATFORMS INCPUT1.1M$592.6M1.5%
18GOOGALPHABET INC1.6M$577.0M1.5%
19WDCWESTERN DIGITAL CORP817,892$522.4M1.3%
20GOOGALPHABET INCPUT1.5M$519.3M1.3%
21LITELUMENTUM HLDGS INC585,683$502.6M1.3%
22COINCOINBASE GLOBAL INC2.3M$338.3M0.9%
23BEBLOOM ENERGY CORP996,971$301.8M0.8%
24COHRCOHERENT CORP739,976$291.9M0.7%
25CRWVCOREWEAVE INC2.8M$283.4M0.7%
26PLTRPALANTIR TECHNOLOGIES INC2.4M$275.6M0.7%
27CREDO TECHNOLOGY GROUP HOLDI979,222$266.3M0.7%
28ALABASTERA LABS INC539,212$260.5M0.7%
29SPCXSPACE EXPLORATION TECHN CORP1.3M$217.0M0.5%
30ASTSAST SPACEMOBILE INC2.4M$214.6M0.5%
31AAOIAPPLIED OPTOELECTRONICS INC1.2M$182.4M0.5%
32GLWCORNING INC685,760$175.2M0.4%
33LRCXLAM RESEARCH CORP394,705$171.0M0.4%
34BMNRBITMINE IMMERSION TECHS INC12.7M$169.0M0.4%
35MRVLMARVELL TECHNOLOGY INC516,700$153.9M0.4%
36IREN LIMITED3.3M$150.4M0.4%
37QBTSD-WAVE QUANTUM INC6.2M$148.9M0.4%
38APPAPPLOVIN CORP286,234$147.5M0.4%
39ARMARM HOLDINGS PLC401,475$142.4M0.4%
40CRCLCIRCLE INTERNET GROUP INC2.2M$140.1M0.4%
41HOODROBINHOOD MKTS INC1.4M$139.9M0.4%
42GEVGE VERNOVA INC116,884$137.3M0.3%
43MSTRSTRATEGY INC1.6M$135.2M0.3%
44AVGOBROADCOM INC354,694$134.0M0.3%
45XRTSPDR SERIES TRUST1.5M$131.6M0.3%
46TSLATESLA INC283,458$119.2M0.3%
47SPCXSPACE EXPLORATION TECHN CORPPUT625,000$106.8M0.3%
48CEREBRAS SYSTEMS INC442,691$97.8M0.2%
49AXTIAXT INC1.3M$94.3M0.2%
50IBMINTERNATIONAL BUSINESS MACHS326,538$91.8M0.2%
51QQQINVESCO QQQ TR124,542$91.7M0.2%
52UNHUNITEDHEALTH GROUP INC216,192$89.9M0.2%
53TSLATESLA INCPUT210,000$88.3M0.2%
54SMCISUPER MICRO COMPUTER INC3.0M$87.7M0.2%
55NEBIUS GROUP N.V.PUT301,400$83.2M0.2%
56XBISPDR SERIES TRUST500,000$79.1M0.2%
57TEMTEMPUS AI INC1.3M$77.9M0.2%
58KLACKLA CORP255,884$77.2M0.2%
59RKLBROCKET LAB CORP720,160$73.2M0.2%
60SEAGATE TECHNOLOGY HLDNGS PL73,123$70.6M0.2%
61OKLOOKLO INC1.3M$69.6M0.2%
62ASML HLDG NV34,180$68.0M0.2%
63AMATAPPLIED MATLS INC91,490$66.4M0.2%
64IONQIONQ INC1.2M$66.3M0.2%
65UPSTUPSTART HLDGS INC1.8M$64.8M0.2%
66BABAALIBABA GROUP HLDG LTD669,953$64.3M0.2%
67MUMICRON TECHNOLOGY INCPUT54,000$62.3M0.2%
68ECHOECHOSTAR CORP570,390$57.9M0.1%
69ADBEADOBE INC276,650$56.7M0.1%
70ETF OPPORTUNITIES TRUST2.0M$56.5M0.1%
71CRMSALESFORCE INC351,308$55.0M0.1%
72ORCLORACLE CORP343,708$50.4M0.1%
73SNOWSNOWFLAKE INC196,579$50.0M0.1%
74MUMICRON TECHNOLOGY INC42,466$49.0M0.1%
75ENTREPRENEURSHARES SERIES TR2.3M$48.7M0.1%
76NFLXNETFLIX INC.672,896$48.0M0.1%
77TSMTAIWAN SEMICONDUCTOR MANUFAC99,065$47.7M0.1%
78JOBY AVIATION INC5.2M$46.4M0.1%
79GLXYGALAXY DIGITAL INC.1.5M$40.1M0.1%
80CEGCONSTELLATION ENERGY CORP154,714$38.4M0.1%
81MARAMARA HOLDINGS INC2.7M$36.9M0.1%
82RGTIRIGETTI COMPUTING INC1.9M$36.7M0.1%
83NOKNOKIA CORP2.6M$34.8M0.1%
84HIMSHIMS & HERS HEALTH INC989,913$34.3M0.1%
85FUTUFUTU HLDGS LTD336,869$31.6M0.1%
86CIENCIENA CORP60,716$29.8M0.1%
87CLSCELESTICA INC76,703$28.0M0.1%
88CORGI ETF TR I1.1M$26.6M0.1%
89SOFISOFI TECHNOLOGIES INC1.4M$26.0M0.1%
90QQQINVESCO QQQ TRPUT35,000$25.8M0.1%
91SMRNUSCALE PWR CORP2.6M$25.7M0.1%
92GMEGAMESTOP CORP1.1M$25.0M0.1%
93TTDTHE TRADE DESK INC1.4M$24.8M0.1%
94ONDSONDAS INC3.0M$24.7M0.1%
95LLYELI LILLY & CO18,606$22.3M0.1%
96TSLATESLA INCCALL47,500$20.0M0.1%
97PYPLPAYPAL HLDGS INC461,029$19.9M0.1%
98TERTERADYNE INC39,598$19.2M0%
99FIGFIGMA INC1.0M$18.2M0%
100ETF OPPORTUNITIES TRUST689,516$17.5M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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