Clear Street Group Inc.
Net buyer this quarter
$39.5B
1,214
+$6.62B
54.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $6.78B | 17.16% | 2.01% | +143.6% | Q1 2026 |
 NVDA | $6.14B | 15.54% | 0.13% | -3.5% | Q3 2025 |
 AMD | $2.01B | 5.09% | 0.21% | -37.1% | Q3 2025 |
 AAPL | $1.09B | 2.76% | 0.03% | -0.1% | Q3 2025 |
 MSFT | $1.08B | 2.74% | 0.04% | +1.1% | Q3 2025 |
 DRAM | $1.07B | 2.71% | Not reported | New | Q2 2026 |
 NBIS | $999M | 2.53% | 1.43% | +18.3% | Q3 2025 |
 AMZN | $988M | 2.50% | 0.04% | +10.7% | Q3 2025 |
 META | $719M | 1.82% | Not reported | -2.2% | Q3 2025 |
 GOOGL | $716M | 1.81% | 0.02% | -0.3% | Q3 2025 |
| GOOG | $577M | 1.46% | Not reported | +0.8% | Q3 2025 |
 WDC | $522M | 1.32% | 0.24% | +239.7% | Q1 2026 |
 LITE | $503M | 1.27% | 0.66% | +41.4% | Q1 2026 |
 COIN | $338M | 0.86% | 0.88% | -9.4% | Q3 2025 |
 BE | $302M | 0.76% | 0.34% | +49.3% | Q4 2025 |
 COHR | $292M | 0.74% | 0.38% | +150.4% | Q1 2026 |
 CRWV | $283M | 0.72% | Not reported | -23.3% | Q3 2025 |
 PLTR | $276M | 0.70% | 0.10% | +8.3% | Q3 2025 |
 CRDO | $266M | 0.67% | 0.53% | +62.4% | Q3 2025 |
 ALAB | $260M | 0.66% | 0.31% | +7.9% | Q3 2025 |
 SPCX | $217M | 0.55% | Not reported | New | Q2 2026 |
 ASTS | $215M | 0.54% | Not reported | -28.7% | Q3 2025 |
 AAOI | $182M | 0.46% | 1.46% | New | Q2 2026 |
 GLW | $175M | 0.44% | 0.08% | +286.5% | Q1 2026 |
 LRCX | $171M | 0.43% | 0.03% | +130.0% | Q3 2025 |
 BMNR | $169M | 0.43% | 2.19% | -13.3% | Q3 2025 |
 MRVL | $154M | 0.39% | 0.06% | New | Q2 2026 |
 IREN | $150M | 0.38% | 0.92% | +59.4% | Q4 2025 |
 QBTS | $149M | 0.38% | 1.67% | +8.7% | Q3 2025 |
 APP | $147M | 0.37% | 0.09% | +3.0% | Q3 2025 |
 ARM | $142M | 0.36% | 0.04% | +99.9% | Q3 2025 |
 CRCL | $140M | 0.35% | Not reported | +15.6% | Q3 2025 |
 HOOD | $140M | 0.35% | 0.60% | -3.0% | Q3 2025 |
 GEV | $137M | 0.35% | 0.04% | +66.8% | Q3 2025 |
 MSTR | $135M | 0.34% | Not reported | +21.1% | Q3 2025 |
 AVGO | $134M | 0.34% | 0.01% | +43.4% | Q3 2025 |
 TSLA | $119M | 0.30% | 0.01% | +3.2% | Q3 2025 |
 CBRS | $97.8M | 0.25% | Not reported | New | Q2 2026 |
 AXTI | $94.3M | 0.24% | 2.00% | New | Q2 2026 |
 IBM | $91.8M | 0.23% | 0.03% | New | Q2 2026 |
 QQQ | $91.7M | 0.23% | Not reported | -12.8% | Q3 2025 |
 UNH | $89.9M | 0.23% | 0.02% | -64.1% | Q3 2025 |
 SMCI | $87.7M | 0.22% | 0.46% | +233.4% | Q3 2025 |
 TEM | $77.9M | 0.20% | Not reported | +40.8% | Q3 2025 |
 KLAC | $77.2M | 0.20% | 0.02% | +498.7% | Q4 2025 |
 RKLB | $73.2M | 0.19% | 0.12% | +116.9% | Q3 2025 |
 STX | $70.6M | 0.18% | 0.03% | New | Q2 2026 |
 OKLO | $69.6M | 0.18% | 0.72% | +166.2% | Q3 2025 |
 ASML | $68M | 0.17% | 0.01% | +30.3% | Q3 2025 |
 AMAT | $66.4M | 0.17% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $5.55B | 22.55% | 0.13% | -4.2% | Q3 2025 |
| AMD | $1.12B | 4.55% | 0.34% | -0.5% | Q3 2025 |
| MSFT | $1.07B | 4.33% | 0.04% | +1.0% | Q3 2025 |
| AAPL | $960M | 3.90% | 0.03% | -0.4% | Q3 2025 |
| AMZN | $780M | 3.17% | 0.03% | +5.5% | Q3 2025 |
| SNDK | $778M | 3.16% | 0.83% | New | Q1 2026 |
| META | $747M | 3.03% | Not reported | -8.6% | Q3 2025 |
| GOOGL | $578M | 2.35% | 0.02% | +30.7% | Q3 2025 |
| GOOG | $465M | 1.89% | Not reported | -5.8% | Q3 2025 |
| COIN | $446M | 1.81% | 0.97% | +0.1% | Q3 2025 |
| PLTR | $319M | 1.30% | 0.09% | +3.8% | Q3 2025 |
| NBIS | $317M | 1.29% | 1.21% | -12.9% | Q3 2025 |
| LITE | $291M | 1.18% | 0.58% | New | Q1 2026 |
| BMNR | $290M | 1.18% | 2.96% | -14.9% | Q3 2025 |
| CRWV | $287M | 1.17% | Not reported | -20.3% | Q3 2025 |
| ASTS | $281M | 1.14% | Not reported | -1.6% | Q3 2025 |
| CRCL | $185M | 0.75% | Not reported | +20.6% | Q3 2025 |
| UNH | $163M | 0.66% | 0.07% | -3.1% | Q3 2025 |
| MSTR | $160M | 0.65% | Not reported | -34.9% | Q3 2025 |
| APP | $111M | 0.45% | 0.08% | +517.7% | Q3 2025 |
| TSLA | $102M | 0.42% | 0.01% | -30.2% | Q3 2025 |
| HOOD | $99.7M | 0.40% | 0.62% | -3.8% | Q3 2025 |
 BRK.B | $92.2M | 0.37% | Not reported | Not reported | Q3 2025 |
| BE | $90.5M | 0.37% | 0.24% | +69.3% | Q4 2025 |
 BABA | $84.1M | 0.34% | 0.04% | -7.7% | Q3 2025 |
| QQQ | $82.4M | 0.33% | Not reported | +1.1% | Q3 2025 |
| QBTS | $82.4M | 0.33% | 1.54% | +33.4% | Q3 2025 |
| AVGO | $76.8M | 0.31% | 0.01% | -13.9% | Q3 2025 |
| IREN | $70.8M | 0.29% | 0.62% | -43.1% | Q4 2025 |
| COHR | $70.4M | 0.29% | 0.16% | New | Q1 2026 |
 ORCL | $67.2M | 0.27% | 0.02% | -58.5% | Q3 2025 |
| WDC | $65.1M | 0.26% | 0.07% | New | Q1 2026 |
| GEV | $61.2M | 0.25% | 0.03% | +1.2% | Q3 2025 |
| CRDO | $56.6M | 0.23% | 0.33% | +72.6% | Q3 2025 |
| ALAB | $54.8M | 0.22% | 0.29% | -13.4% | Q3 2025 |
 IONQ | $52.8M | 0.21% | 0.49% | -42.7% | Q3 2025 |
 PEP | $46.6M | 0.19% | 0.02% | -47.4% | Q3 2025 |
 ADBE | $45M | 0.18% | 0.05% | +67.0% | Q3 2025 |
| TEM | $43.2M | 0.18% | Not reported | +32.1% | Q3 2025 |
 UPST | $39.9M | 0.16% | 1.62% | -24.6% | Q3 2025 |
| LRCX | $36.9M | 0.15% | 0.01% | +142.2% | Q3 2025 |
 NFLX | $36.3M | 0.15% | 0.01% | -20.8% | Q3 2025 |
 JOBY | $36.2M | 0.15% | 0.45% | +22.0% | Q3 2025 |
 PYPL | $35.1M | 0.14% | 0.09% | +20.6% | Q3 2025 |
| ASML | $34.6M | 0.14% | 0.01% | +163.3% | Q3 2025 |
 ONDS | $30.6M | 0.12% | 0.72% | New | Q1 2026 |
| ARM | $30.4M | 0.12% | 0.02% | +63.7% | Q3 2025 |
 HIMS | $27.2M | 0.11% | Not reported | -31.2% | Q3 2025 |
 ETHA | $26.4M | 0.11% | 0.38% | -10.4% | Q3 2025 |
 CRM | $25.7M | 0.10% | 0.01% | -18.5% | Q3 2025 |
| Q4 2025 | |||||
| NVDA | $6.19B | 23.00% | 0.14% | +0.3% | Q3 2025 |
| MSFT | $1.38B | 5.11% | 0.04% | +0.2% | Q3 2025 |
| AMD | $1.18B | 4.40% | 0.34% | -17.7% | Q3 2025 |
| AAPL | $1.03B | 3.82% | 0.03% | -1.1% | Q3 2025 |
| META | $942M | 3.50% | Not reported | +9.2% | Q3 2025 |
| AMZN | $819M | 3.04% | 0.03% | 0.0% | Q3 2025 |
| COIN | $577M | 2.14% | 0.95% | -0.1% | Q3 2025 |
| GOOG | $540M | 2.01% | Not reported | +1.8% | Q3 2025 |
| GOOGL | $482M | 1.79% | 0.01% | +0.2% | Q3 2025 |
| BMNR | $467M | 1.73% | 4.24% | +496.7% | Q3 2025 |
| PLTR | $373M | 1.39% | 0.09% | -6.2% | Q3 2025 |
| CRWV | $333M | 1.24% | Not reported | +57.2% | Q3 2025 |
| MSTR | $300M | 1.11% | Not reported | -58.7% | Q3 2025 |
| NBIS | $294M | 1.09% | 1.39% | +95.0% | Q3 2025 |
| ASTS | $250M | 0.93% | Not reported | +87.6% | Q3 2025 |
| ORCL | $214M | 0.80% | 0.04% | +33.7% | Q3 2025 |
| UNH | $205M | 0.76% | 0.07% | -27.1% | Q3 2025 |
| TSLA | $177M | 0.66% | 0.01% | -65.0% | Q3 2025 |
| HOOD | $169M | 0.63% | 0.64% | -11.3% | Q3 2025 |
| IONQ | $143M | 0.53% | 0.88% | +219.7% | Q3 2025 |
| IREN | $137M | 0.51% | 1.28% | New | Q4 2025 |
| CRCL | $127M | 0.47% | Not reported | +154.1% | Q3 2025 |
 SMR | $125M | 0.47% | 3.73% | +104.5% | Q3 2025 |
| QBTS | $112M | 0.42% | 1.19% | +40.4% | Q3 2025 |
| BABA | $106M | 0.40% | 0.00% | Not reported | Q3 2025 |
| AVGO | $99.4M | 0.37% | 0.01% | +18.7% | Q3 2025 |
| BRK.B | $96.8M | 0.36% | Not reported | Not reported | Q3 2025 |
| ALAB | $96M | 0.36% | 0.34% | +86.1% | Q3 2025 |
| UPST | $90.2M | 0.33% | 2.10% | +260.9% | Q3 2025 |
| QQQ | $86.8M | 0.32% | Not reported | +0.5% | Q3 2025 |
| PEP | $81.8M | 0.30% | 0.04% | Not reported | Q3 2025 |
 JPM | $81.1M | 0.30% | 0.01% | -56.7% | Q3 2025 |
| RKLB | $74.6M | 0.28% | 0.20% | +71.9% | Q3 2025 |
| HIMS | $61.8M | 0.23% | Not reported | +23.6% | Q3 2025 |
 RGTI | $60.8M | 0.23% | 0.83% | +71.1% | Q3 2025 |
| OKLO | $60.4M | 0.22% | 0.52% | +110.5% | Q3 2025 |
| CRDO | $50.3M | 0.19% | 0.19% | +435.8% | Q3 2025 |
| SMCI | $49.9M | 0.19% | 0.28% | -44.7% | Q3 2025 |
| JOBY | $47.4M | 0.18% | 0.39% | +59.9% | Q3 2025 |
| GEV | $45.3M | 0.17% | 0.03% | +50.1% | Q3 2025 |
| CRM | $44.7M | 0.17% | 0.02% | +17.9% | Q3 2025 |
| NFLX | $44.3M | 0.16% | 0.01% | +152.4% | Q3 2025 |
| TEM | $42.7M | 0.16% | Not reported | +1.0% | Q3 2025 |
| ETHA | $41.7M | 0.16% | 0.35% | -44.4% | Q3 2025 |
| ADBE | $38.8M | 0.14% | 0.03% | +60.7% | Q3 2025 |
| PYPL | $37.5M | 0.14% | 0.07% | +142.8% | Q3 2025 |
 INTC | $36.8M | 0.14% | 0.02% | Not reported | Q3 2025 |
| BE | $34.3M | 0.13% | 0.17% | New | Q4 2025 |
 SOFI | $34.3M | 0.13% | 0.10% | +279.3% | Q3 2025 |
 SNOW | $32.7M | 0.12% | 0.04% | +136.6% | Q3 2025 |
| Q3 2025 | |||||
| NVDA | $6.18B | 21.06% | 0.14% | New | Q3 2025 |
| MSTR | $1.54B | 5.25% | Not reported | New | Q3 2025 |
| MSFT | $1.47B | 5.01% | 0.04% | New | Q3 2025 |
| AMD | $1.09B | 3.71% | 0.41% | New | Q3 2025 |
| AAPL | $974M | 3.32% | 0.03% | New | Q3 2025 |
| META | $960M | 3.27% | Not reported | New | Q3 2025 |
| COIN | $863M | 2.94% | 0.95% | New | Q3 2025 |
| AMZN | $779M | 2.66% | 0.03% | New | Q3 2025 |
| TSLA | $500M | 1.70% | 0.03% | New | Q3 2025 |
| IBIT | $488M | 1.66% | 0.58% | New | Q3 2025 |
| GOOG | $412M | 1.40% | Not reported | New | Q3 2025 |
| PLTR | $409M | 1.39% | 0.09% | New | Q3 2025 |
| CRWV | $405M | 1.38% | Not reported | New | Q3 2025 |
| GOOGL | $373M | 1.27% | 0.01% | New | Q3 2025 |
| UNH | $294M | 1.00% | 0.09% | New | Q3 2025 |
| HOOD | $241M | 0.82% | 0.72% | New | Q3 2025 |
| ORCL | $231M | 0.79% | 0.03% | New | Q3 2025 |
| NBIS | $202M | 0.69% | 0.76% | New | Q3 2025 |
| JPM | $184M | 0.63% | 0.02% | New | Q3 2025 |
| SMR | $156M | 0.53% | 1.83% | New | Q3 2025 |
| BMNR | $150M | 0.51% | 1.24% | New | Q3 2025 |
| SMCI | $148M | 0.50% | 0.52% | New | Q3 2025 |
| BABA | $130M | 0.44% | 0.00% | New | Q3 2025 |
| ETHA | $105M | 0.36% | 0.84% | New | Q3 2025 |
| BRK.B | $96.8M | 0.33% | Not reported | New | Q3 2025 |
| ASTS | $90.1M | 0.31% | Not reported | New | Q3 2025 |
| HIMS | $87.4M | 0.30% | Not reported | New | Q3 2025 |
| QQQ | $84.4M | 0.29% | Not reported | New | Q3 2025 |
| CRCL | $83.8M | 0.29% | Not reported | New | Q3 2025 |
| PEP | $80.1M | 0.27% | 0.04% | New | Q3 2025 |
| AVGO | $79.9M | 0.27% | 0.01% | New | Q3 2025 |
| QBTS | $75.3M | 0.26% | 0.88% | New | Q3 2025 |
| IONQ | $61.5M | 0.21% | 0.31% | New | Q3 2025 |
| APP | $60.8M | 0.21% | 0.03% | New | Q3 2025 |
| ALAB | $60.7M | 0.21% | 0.18% | New | Q3 2025 |
| TEM | $57.8M | 0.20% | Not reported | New | Q3 2025 |
 NVO | $56.4M | 0.19% | Not reported | New | Q3 2025 |
| RGTI | $47.8M | 0.16% | 0.49% | New | Q3 2025 |
| OKLO | $44.7M | 0.15% | 0.26% | New | Q3 2025 |
 QUBT | $38.5M | 0.13% | 1.12% | New | Q3 2025 |
 GLXY | $38.3M | 0.13% | 1133893.00% | New | Q3 2025 |
| JOBY | $36.3M | 0.12% | 0.26% | New | Q3 2025 |
 MARA | $34.3M | 0.12% | 0.50% | New | Q3 2025 |
| CRM | $33.9M | 0.12% | 0.02% | New | Q3 2025 |
| INTC | $33.4M | 0.11% | 0.02% | New | Q3 2025 |
 RIOT | $31.5M | 0.11% | 0.45% | New | Q3 2025 |
 LLY | $30.5M | 0.10% | 0.00% | New | Q3 2025 |
 GME | $30M | 0.10% | 0.25% | New | Q3 2025 |
| RKLB | $29.8M | 0.10% | 0.13% | New | Q3 2025 |
| UPST | $29M | 0.10% | 0.59% | New | Q3 2025 |