Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clare Market Investments LLC (CIK 2054098) reported $478.0M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($60.6M, 12.68%), AMZN ($49.2M, 10.30%), MSFT ($38.5M, 8.04%), GOOG ($28.8M, 6.03%), GOOGL ($24.2M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $60.6M | 12.68% | 238,781 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $49.2M | 10.30% | 236,283 | Added |
| 3 | MSFT | MICROSOFT CORP | $38.5M | 8.04% | 103,877 | Added |
| 4 | GOOG | ALPHABET INC | $28.8M | 6.03% | 100,456 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $24.2M | 5.06% | 84,090 | Trimmed |
| 6 | META | META PLATFORMS INC | $17.7M | 3.70% | 30,902 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $14.5M | 3.03% | 82,983 | Trimmed |
| 8 | TPL | TEXAS PACIFIC LAND CORPORATI | $14.4M | 3.02% | 30,406 | Added |
| 9 | NFLX | NETFLIX INC. | $13.8M | 2.88% | 143,015 | Added |
| 10 | AXON | AXON ENTERPRISE INC | $9.7M | 2.04% | 22,914 | Added |
| 11 | QQQ | INVESCO QQQ TR | $8.2M | 1.72% | 14,285 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.8M | 1.63% | 16,270 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $6.7M | 1.41% | 15,680 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.6M | 1.37% | 10,077 | Trimmed |
| 15 | AMLP | ALPS ETF TR | $6.1M | 1.27% | 115,291 | Added |
| 16 | UBER | UBER TECHNOLOGIES INC | $5.8M | 1.21% | 80,385 | Trimmed |
| 17 | AVGO | BROADCOM INC | $5.7M | 1.19% | 18,345 | Added |
| 18 | WM | WASTE MGMT INC DEL | $4.6M | 0.95% | 19,807 | Added |
| 19 | ABC | CENCORA INC | $4.3M | 0.91% | 13,790 | Hold |
| 20 | ZS | ZSCALER INC | $4.3M | 0.90% | 30,637 | Trimmed |
| 21 | ASML | ASML HLDG NV | $4.2M | 0.87% | 3,162 | New |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $4.1M | 0.86% | 28,045 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.9M | 0.81% | 13,178 | Added |
| 24 | LLY | ELI LILLY & CO | $3.9M | 0.81% | 4,215 | Added |
| 25 | XLU | SELECT SECTOR SPDR TR | $3.5M | 0.74% | 76,673 | Added |
Source: SEC Form 13F filings · as of 2026-03-31