Clear Street LLC 13F Holdings · last filed Q2 2025
Clear Street LLC reported 657 securities worth $25.06B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: NVDA (25.40%), MSTR (11.99%), MSFT (11.23%). Among its top 25 positions this quarter: 8 new, 11 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $6.37B | 25.40% | 40.3M | Added |
| 2 | MSTR | MICROSTRATEGY INC | $3.01B | 11.99% | 7.4M | New |
| 3 | MSFT | MICROSOFT CORP | $2.82B | 11.23% | 5.7M | Trimmed |
| 4 | META | META PLATFORMS INC | $1.71B | 6.84% | 2.3M | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $1.68B | 6.68% | 11.8M | Added |
| 6 | AMZN | AMAZON COM INC | $1.56B | 6.21% | 7.1M | Added |
| 7 | AAPL | APPLE INC | $1.55B | 6.19% | 7.6M | Added |
| 8 | TSLA | TESLA INC | $1.32B | 5.28% | 4.2M | Added |
| 9 | COIN | COINBASE GLOBAL INC | $1.05B | 4.20% | 3.0M | Added |
| 10 | GOOG | ALPHABET INC | $590.5M | 2.36% | 3.3M | Added |
| 11 | GOOGL | ALPHABET INC | $541.2M | 2.16% | 3.1M | Trimmed |
| 12 | IBIT | ISHARES BITCOIN TRUST ETF | $405.5M | 1.62% | 6.6M | Added |
| 13 | JPM | JPMORGAN CHASE & CO. | $333.4M | 1.33% | 1.1M | Added |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $295.5M | 1.18% | 2.2M | New |
| 15 | ORCL | ORACLE CORP | $218.6M | 0.87% | 1.0M | Hold |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $187.0M | 0.75% | 385,000 | Hold |
| 17 | SMCI | SUPER MICRO COMPUTER INC | $158.7M | 0.63% | 3.2M | New |
| 18 | PEP | PEPSICO INC | $150.5M | 0.60% | 1.1M | Hold |
| 19 | DELL | DELL TECHNOLOGIES INC | $122.6M | 0.49% | 1.0M | Hold |
| 20 | HOOD | ROBINHOOD MKTS INC | $116.7M | 0.47% | 1.2M | New |
| 21 | XRT | SPDR SERIES TRUST | $96.3M | 0.38% | 1.2M | Added |
| 22 | HIMS | HIMS & HERS HEALTH INC | $83.6M | 0.33% | 1.7M | New |
| 23 | BABA | ALIBABA GROUP HLDG LTD | $58.5M | 0.23% | 515,853 | New |
| 24 | GME | GAMESTOP CORP NEW | $57.4M | 0.23% | 2.4M | New |
| 25 | AVGO | BROADCOM INC | $53.7M | 0.21% | 194,642 | New |
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