Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CLEAR STREET LLC 13F Holdings -- Portfolio & Top Positions (2025-06-30)

CLEAR STREET LLC (CIK 1708828) reported $25.06B across 634 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: NVDA ($6.37B, 25.40%), MSTR ($3.01B, 11.99%), MSFT ($2.82B, 11.23%), META ($1.71B, 6.84%), AMD ($1.68B, 6.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$6.37B25.40%40.3MAdded
2MSTRMICROSTRATEGY INC$3.01B11.99%7.4MNew
3MSFTMICROSOFT CORP$2.82B11.23%5.7MTrimmed
4METAMETA PLATFORMS INC$1.71B6.84%2.3MAdded
5AMDADVANCED MICRO DEVICES INC$1.68B6.68%11.8MAdded
6AMZNAMAZON COM INC$1.56B6.21%7.1MAdded
7AAPLAPPLE INC$1.55B6.19%7.6MAdded
8TSLATESLA INC$1.32B5.28%4.2MAdded
9COINCOINBASE GLOBAL INC$1.05B4.20%3.0MAdded
10GOOGALPHABET INC$590.5M2.36%3.3MAdded
11GOOGLALPHABET INC$541.2M2.16%3.1MTrimmed
12IBITISHARES BITCOIN TRUST ETF$405.5M1.62%6.6MAdded
13JPMJPMORGAN CHASE & CO.$333.4M1.33%1.1MAdded
14PLTRPALANTIR TECHNOLOGIES INC$295.5M1.18%2.2MNew
15ORCLORACLE CORP$218.6M0.87%1.0MHold
16BRK/BBERKSHIRE HATHAWAY INC DEL$187.0M0.75%385,000Hold
17SMCISUPER MICRO COMPUTER INC$158.7M0.63%3.2MNew
18PEPPEPSICO INC$150.5M0.60%1.1MHold
19DELLDELL TECHNOLOGIES INC$122.6M0.49%1.0MHold
20HOODROBINHOOD MKTS INC$116.7M0.47%1.2MNew
21XRTSPDR SERIES TRUST$96.3M0.38%1.2MAdded
22HIMSHIMS & HERS HEALTH INC$83.6M0.33%1.7MNew
23GMEGAMESTOP CORP NEW$57.4M0.23%2.4MNew
24BABAALIBABA GROUP HLDG LTD$58.5M0.23%515,853New
25AVGOBROADCOM INC$53.7M0.21%194,642New

Source: SEC Form 13F filings · as of 2025-06-30