Clarity Capital Partners LLC 13F Holdings · last filed Q2 2025
Clarity Capital Partners LLC reported 108 securities worth $279.98M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: AENT (31.61%), PLTR (6.45%), TSLA (5.63%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AENT | ALLIANCE ENTERTAINMENT HOLDI | $88.5M | 31.61% | 23.5M | Added |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $18.1M | 6.45% | 132,536 | Trimmed |
| 3 | TSLA | TESLA INC | $15.7M | 5.63% | 49,580 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $13.4M | 4.78% | 84,766 | Added |
| 5 | MSTR | MICROSTRATEGY INC | $11.3M | 4.05% | 28,026 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $8.7M | 3.10% | 39,573 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $8.3M | 2.98% | 16,763 | Trimmed |
| 8 | COIN | COINBASE GLOBAL INC | $6.9M | 2.48% | 19,809 | Added |
| 9 | SOFI | SOFI TECHNOLOGIES INC | $6.8M | 2.43% | 374,093 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $5.8M | 2.09% | 33,247 | Trimmed |
| 11 | SMCI | SUPER MICRO COMPUTER INC | $5.4M | 1.93% | 110,349 | Added |
| 12 | AAPL | APPLE INC | $5.2M | 1.86% | 25,418 | Trimmed |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 1.83% | 36,075 | Trimmed |
| 14 | TEM | TEMPUS AI INC | $5.1M | 1.82% | 80,147 | Added |
| 15 | SNOW | SNOWFLAKE INC | $4.0M | 1.42% | 17,777 | Trimmed |
| 16 | CRM | SALESFORCE INC | $3.8M | 1.36% | 13,917 | Trimmed |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $3.3M | 1.19% | 6,562 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $3.2M | 1.16% | 12,818 | Trimmed |
| 19 | CLSK | CLEANSPARK INC | $3.2M | 1.14% | 290,121 | Added |
| 20 | DELL | DELL TECHNOLOGIES INC | $3.1M | 1.10% | 25,146 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $3.0M | 1.08% | 5,342 | Trimmed |
| 22 | ISRG | INTUITIVE SURGICAL INC | $2.9M | 1.04% | 5,361 | Trimmed |
| 23 | SDVY | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.94% | 74,700 | Trimmed |
| 24 | GDX | VANECK ETF TRUST | $2.6M | 0.92% | 49,425 | Trimmed |
| 25 | DIS | DISNEY WALT CO | $2.2M | 0.78% | 17,669 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR