13F filer

Clear Street Group

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1881567 SEC filings ↗
13F Value
$39.52B
Positions
1,414
Top Position
SNDK17.2%
Top 5
44.5%

Latest filing changes

vs Mar 31, 2026
1 SNDK Sandisk +143.6%+$4.00B
2 WDC Western Digital +239.7%+$368.6M
3 COHR Coherent +150.4%+$175.3M
4 NBIS Nebius Group +18.3%+$154.7M
5 LITE Lumentum Hldgs +41.4%+$147.2M
Holdings1,414
# Trend (4Q)
1 SNDK 17.2% $6.78B +143.6% 2.98M 3.2% Common Stock
2 NVDA 15.5% $6.14B -3.5% 30.70M 22.5% Common Stock
3 AMD 5.1% $2.01B -37.1% 3.46M 4.5% Common Stock
4 AMD · PUT 4.0% $1.57B -38.2% 2.69M 3.6% Put
5 AAPL 2.8% $1.09B -0.1% 3.76M 3.9% Common Stock
6 AAPL · PUT 2.7% $1.09B +0.1% 3.75M 3.9% Put
7 MSFT 2.7% $1.08B +1.1% 2.90M 4.3% Common Stock
8 DRAM 2.7% $1.07B NEW 14.48M — ETF
9 MSFT · PUT 2.7% $1.05B — 2.83M 4.2% Put
10 NBIS 2.5% $999.4M +18.3% 3.62M 1.3% Common Stock
11 AMZN · PUT 2.5% $989.1M +10.7% 4.15M 3.2% Put
12 AMZN 2.5% $987.9M +10.7% 4.14M 3.2% Common Stock
13 NVDA · PUT 2.3% $898.4M -14.1% 4.49M 3.7% Put
14 META 1.8% $718.8M -2.2% 1.28M 3.0% Common Stock
15 GOOGL · PUT 1.8% $718.5M — 2.01M 2.3% Put
16 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 2,004,159 reported quantity $716,226,302 reported value
1.8% $716.2M -0.3% 2.00M 2.3% Common Stock
17 META · PUT 1.5% $592.6M +3.2% 1.05M 2.4% Put
18 GOOG 1.5% $577.0M +0.8% 1.63M 1.9% Common Stock
19 WDC 1.3% $522.4M +239.7% 817.9K 0.3% Common Stock
20 GOOG · PUT 1.3% $519.3M — 1.47M 1.7% Put
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing110
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.