Clear Street Group Inc. reported 754 positions worth $29.85B for the quarter ended Jun 30, 2026, up 70.6% on the prior quarter. It opened 136 new positions, added to 273, trimmed 293 and exited 36. Its largest holding is Sandisk Corp at 22.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | +1.76M | +143.6% | $4.00B | 22.72% |
| WDC Western Digital Corp | +577.1K | +239.7% | $368.63M | 1.75% |
| SPCX Space Exploration Technologies Corp | +1.27M | – | $217.00M | 0.727% |
| AAOI Applied Optoelectronics, Inc. | +1.23M | – | $182.41M | 0.611% |
| COHR Coherent Corp. | +444.5K | +150.4% | $175.34M | 0.978% |
| NBIS Nebius Group N.V. | +560.1K | +18.3% | $154.67M | 3.35% |
| MRVL Marvell Technology, Inc. | +516.7K | – | $153.92M | 0.516% |
| LITE Lumentum Holdings Inc. | +171.5K | +41.4% | $147.17M | 1.68% |
| GLW Corning Inc | +508.3K | +286.5% | $129.84M | 0.587% |
| CRDO Credo Technology Group Holding Ltd | +376.3K | +62.4% | $102.33M | 0.892% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -2.04M | -37.1% | $1.18B | 6.74% |
| NVDA Nvidia Corp | -1.12M | -3.5% | $223.86M | 20.58% |
| UNH Unitedhealth Group Inc | -385.5K | -64.1% | $160.23M | 0.301% |
| BRK-B Berkshire Hathaway Inc | -192.5K | -100.0% | $92.25M | Exited |
| ASTS AST SpaceMobile, Inc. | -974.2K | -28.7% | $86.56M | 0.719% |
| CRWV CoreWeave, Inc. | -863.5K | -23.3% | $85.95M | 0.949% |
| PEP Pepsico Inc | -300.0K | -100.0% | $46.59M | Exited |
| COIN Coinbase Global, Inc. | -240.2K | -9.4% | $35.12M | 1.13% |
| IONQ IonQ, Inc. | -585.8K | -32.0% | $31.20M | 0.222% |
| BMNR Bitmine Immersion Technologies, Inc. | -1.94M | -13.3% | $25.82M | 0.566% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1.27M | $217.00M | 0.727% |
| AAOI Applied Optoelectronics, Inc. | +1.23M | $182.41M | 0.611% |
| MRVL Marvell Technology, Inc. | +516.7K | $153.92M | 0.516% |
| CBRS Cerebras Systems Inc. | +442.7K | $97.83M | 0.328% |
| AXTI Axt Inc | +1.31M | $94.35M | 0.316% |
| IBM International Business Machines Corp | +326.5K | $91.83M | 0.308% |
| STX Seagate Technology Holdings plc | +73.1K | $70.56M | 0.236% |
| AMAT Applied Materials Inc | +91.5K | $66.36M | 0.222% |
| MU Micron Technology Inc | +42.5K | $49.02M | 0.164% |
| CIEN Ciena Corp | +60.7K | $29.78M | 0.1% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -192.5K | $92.25M | 0.527% |
| PEP Pepsico Inc | -300.0K | $46.59M | 0.266% |
| CSCO Cisco Systems, Inc. | -196.3K | $15.52M | 0.089% |
| SRPT Sarepta Therapeutics, Inc. | -361.4K | $7.86M | 0.045% |
| MDB MongoDB, Inc. | -25.7K | $6.29M | 0.036% |
| DDOG Datadog, Inc. | -40.8K | $4.82M | 0.028% |
| ENPH Enphase Energy, Inc. | -112.0K | $4.23M | 0.024% |
| SNPS Synopsys Inc | -8,232 | $3.81M | 0.022% |
| MMYT MakeMyTrip Ltd | -60.0K | $2.24M | 0.013% |
| CNTN Canton Strategic Holdings, Inc. | -652.2K | $2.13M | 0.012% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corp | Technology | 2.98M | $6.78B | 22.72% | +1.76M | +143.6% | Added | 2.02% |
| 2 | NVDA Nvidia Corp | Technology | 30.70M | $6.14B | 20.58% | -1.12M | -3.5% | Reduced | 0.13% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 3.46M | $2.01B | 6.74% | -2.04M | -37.1% | Reduced | 0.21% |
| 4 | AAPL Apple Inc. | Technology | 3.76M | $1.09B | 3.65% | -4,077 | -0.1% | Reduced | 0.03% |
| 5 | MSFT Microsoft Corp | Technology | 2.90M | $1.08B | 3.63% | +30.3K | +1.1% | Added | 0.04% |
| 6 | NBIS Nebius Group N.V. | Technology | 3.62M | $999.36M | 3.35% | +560.1K | +18.3% | Added | 1.49% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 4.14M | $987.88M | 3.31% | +401.5K | +10.7% | Added | 0.04% |
| 8 | META Meta Platforms, Inc. | Technology | 1.28M | $718.77M | 2.41% | -28.5K | -2.2% | Reduced | 0.05% |
| 9 | GOOGL Alphabet Inc. | Technology | 2.00M | $716.23M | 2.4% | -6,341 | -0.3% | Reduced | 0.03% |
| 10 | GOOG Alphabet Inc. | Technology | 1.63M | $577.02M | 1.93% | +12.6K | +0.8% | Added | 0.01% |
| 11 | WDC Western Digital Corp | Technology | 817.9K | $522.40M | 1.75% | +577.1K | +239.7% | Added | 0.24% |
| 12 | LITE Lumentum Holdings Inc. | Technology | 585.7K | $502.55M | 1.68% | +171.5K | +41.4% | Added | 0.66% |
| 13 | COIN Coinbase Global, Inc. | Technology | 2.31M | $338.28M | 1.13% | -240.2K | -9.4% | Reduced | 0.88% |
| 14 | BE Bloom Energy Corp | Industrials | 997.0K | $301.78M | 1.01% | +329.0K | +49.3% | Added | 0.35% |
| 15 | COHR Coherent Corp. | Technology | 740.0K | $291.90M | 0.978% | +444.5K | +150.4% | Added | 0.38% |
Tip. Select a row to see that position’s full history at Clear Street.
As of its Q2 2026 13F filing, Clear Street Group Inc.’s five largest positions were Sandisk Corp (SNDK) at 22.7%, Nvidia Corp (NVDA) at 20.6%, Advanced Micro Devices Inc (AMD) at 6.7%, Apple Inc. (AAPL) at 3.6%, Microsoft Corp (MSFT) at 3.6% of the reported portfolio.
Clear Street Group Inc. reported a 13F portfolio worth $29.85B across 754 positions for Q2 2026. That is up 70.6% from the previous quarter.
Its largest purchases by value were Sandisk Corp ($4.00B), Western Digital Corp ($368.63M), Space Exploration Technologies Corp ($217.00M). It opened 136 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($1.18B), Nvidia Corp ($223.86M), Unitedhealth Group Inc ($160.23M). It exited 36 positions entirely.
From the Form 13F-HR reports Clear Street Group Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.