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13F holdings

Clear Street Group Inc. portfolio

Managed by . 1,065 reported positions worth $17.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.

$17.8B
Book value
1,065
Positions
70%
Top 10 weight
+254
New this quarter
-102
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (254)
TickerIssuerValueShares% of book
SNDKSANDISK CORP$778.0M1,224,5834.37%
LITELUMENTUM HLDGS INC$291.1M414,1681.63%
COHRCOHERENT CORP$70.4M295,4750.39%
WDCWESTERN DIGITAL CORP$65.1M240,7500.37%
ONDSONDAS INC$30.6M3,388,4610.17%
GLWCORNING INC$24.1M177,4440.14%
TDAQETF OPPORTUNITIES TRUST$19.2M814,7610.11%
CSCOCISCO SYS INC$15.5M196,2950.09%
TSPYETF OPPORTUNITIES TRUST$12.8M554,0490.07%
FDRSCORGI ETF TR I$12.7M628,2930.07%
RDWREDWIRE CORPORATION$10.1M1,192,9290.06%
RCATRED CAT HLDGS INC$7.2M550,4500.04%
ARTCART TECHNOLOGY ACQUISITION C$6.7M679,5640.04%
LUNRINTUITIVE MACHINES INC$6.6M357,1910.04%
PATHUIPATH INC$6.0M541,5010.03%
FIGRFIGURE TECHNOLOGY SOLUTIO$5.3M157,5170.03%
USARUSA RARE EARTH INC$4.5M300,1090.03%
PLPLANET LABS PBC$4.3M152,3230.02%
UUUUENERGY FUELS INC$4.2M227,8040.02%
CRMLCRITICAL METALS CORP$3.9M487,2910.02%
PTORPRAETORIAN ACQUISITION CORP$3.4M504,0780.02%
GIXGIGCAPITAL9 CORP$3.0M308,8740.02%
XSLLXSOLLA SPAC 1$2.9M290,0890.02%
FGIIFG IMPERII ACQUISITION CORP$2.8M285,7700.02%
HCICHENNESSY CAP INVTS CORP VIII$2.8M287,3440.02%
Closed out (102)
TickerIssuerWas worthShares% of book
JPMJPMORGAN CHASE & CO.$81.1M251,7760.00%
INTCINTEL CORP$36.8M996,0000.00%
IBITISHARES BITCOIN TRUST ETF$21.3M428,7530.00%
PONYPONY AI INC$5.5M381,0680.00%
MNRMACH NATURAL RESOURCES LP$4.7M427,7520.00%
AXONAXON ENTERPRISE INC$4.6M8,1500.00%
GSRFUGSR IV ACQUISITION CORP$4.1M399,5430.00%
GSGOLDMAN SACHS GROUP INC$3.6M4,0520.00%
BKNGBOOKING HOLDINGS INC$3.3M6150.00%
NPACNEW PROVIDENCE ACQUISITION C$3.1M304,9110.00%
DASHDOORDASH INC$3.1M13,5830.00%
OCEANPAL INCOCEANPAL INC$2.9M2,662,5600.00%
TDWDUTAILWIND 2.0 ACQUISITION COR$2.6M255,4370.00%
INACUINDIGO ACQUISITION CORP$2.4M235,3080.00%
PELICAN ACQUISITION CORPPELICAN ACQUISITION CORP$2.1M205,5710.00%
PCAPUPROCAP ACQUISITION CORP$2.0M193,7330.00%
SLSSELLAS LIFE SCIENCES GROUP I$1.9M500,0000.00%
ENHAA PARADISE ACQUISITION CORP$1.7M168,7920.00%
HYACHAYMAKER ACQUISITION CORP IV$1.3M115,0100.00%
HCMAUHCM III ACQUISITION CORP$1.3M126,6490.00%
HORIZON SPACE ACQUISITIOHORIZON SPACE ACQUISITION II$1.2M114,9270.00%
SZZLSIZZLE ACQUISITION CORP. II$1.2M115,6030.00%
WWWW INTL INC$1.2M40,0000.00%
VOYGVOYAGER TECHNOLOGIES INC$1.1M40,2010.00%
KVUEKENVUE INC$1.0M60,0000.00%
Added to (243)
TickerIssuerValueShares% of bookShares Δ
AMZNAMAZON COM INC$779.9M3,743,3154.38%+5%
GOOGLALPHABET INC$578.1M2,010,5003.24%+31%
PLTRPALANTIR TECHNOLOGIES INC$319.3M2,180,6521.79%+4%
CRCLCIRCLE INTERNET GROUP INC$184.7M1,936,0151.04%+21%
APPAPPLOVIN CORP$110.6M277,8720.62%+518%
BEBLOOM ENERGY CORP$90.5M667,9840.51%+69%
QQQINVESCO QQQ TR$82.4M142,8480.46%+1%
QBTSD-WAVE QUANTUM INC$82.4M5,708,9700.46%+33%
XRTSPDR SERIES TRUST$80.5M1,000,0000.45%+122%
GEVGE VERNOVA INC$61.2M70,0950.34%+1%
CRDOCREDO TECHNOLOGY GROUP HOLDI$56.6M602,9390.32%+73%
ADBEADOBE INC$45.0M185,0080.25%+67%
TEMTEMPUS AI INC$43.2M955,5820.24%+32%
LRCXLAM RESEARCH CORP$36.9M171,6340.21%+142%
JOBYJOBY AVIATION INC$36.2M4,383,5090.20%+22%
Trimmed (270)
TickerIssuerValueShares% of bookShares Δ
VINE HILL CAP INVT CORP.VINE HILL CAP INVT CORP.$3230.00%-100%
LIMNWLIMINATUS PHARMA INC.$41000.00%-100%
BLZRUTRAILBLAZER ACQUISITION CORP$2,1342100.00%-100%
GTERUGLOBA TERRA ACQUISITION COR$34,2973,2930.00%-99%
OTGAUOTG ACQUISITION CORP. I$48,8764,7730.00%-98%
FG MERGER II CORPFG MERGER II CORP$15,3221,5170.00%-97%
BLRKUBLUEROCK ACQUISITION CORP$61,0026,0820.00%-97%
XRPNUARMADA ACQUISITION CORP II$3,2573070.00%-95%
BLUWBLUE WTR ACQUISITION CORP. I$51,2874,9890.00%-94%
SPYSTATE STR SPDR S&P 500 ETF T$567,0968720.00%-93%
KOYNUCSLM DIGITA ASSET ACQ CORP I$129,44412,7280.00%-93%
FIGXUFIGX CAP ACQUISITION CORP.$180,45317,5880.00%-93%
TMSLIVE OAK ACQUISITION CORP V$40,0303,8490.00%-92%
SBXE/USILVERBOX CORP V$197,45019,5980.00%-92%
DSACUDAEDALUS SPL ACQUISITION COR$204,10020,3490.00%-92%
The book

Largest 150 of 1,065 holdings

TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORPORATION$5.5B31,819,35431.14%
AMDADVANCED MICRO DEVICES INC$1.1B5,501,1406.28%
MSFTMICROSOFT CORP$1.1B2,874,1705.98%
AAPLAPPLE INC$960.0M3,768,5625.39%
AMZNAMAZON COM INC$779.9M3,743,3154.38%
SNDKSANDISK CORP$778.0M1,224,5834.37%
METAMETA PLATFORMS INC$746.6M1,304,5554.19%
GOOGLALPHABET INC$578.1M2,010,5003.24%
GOOGALPHABET INC$465.1M1,620,4502.61%
COINCOINBASE GLOBAL INC$446.0M2,554,1982.50%
PLTRPALANTIR TECHNOLOGIES INC$319.3M2,180,6521.79%
NBISNEBIUS GROUP N.V.$317.4M3,058,5901.78%
LITELUMENTUM HLDGS INC$291.1M414,1681.63%
BMNRBITMINE IMMERSION TECNOLOGIE$289.5M14,636,0691.62%
CRWVCOREWEAVE INC$287.4M3,710,2421.61%
ASTSAST SPACEMOBILE INC$280.9M3,389,4041.58%
CRCLCIRCLE INTERNET GROUP INC$184.7M1,936,0151.04%
UNHUNITEDHEALTH GROUP INC$162.8M601,6970.91%
MSTRSTRATEGY INC$160.2M1,283,9020.90%
APPAPPLOVIN CORP$110.6M277,8720.62%
TSLATESLA INC$102.4M274,7520.57%
HOODROBINHOOD MKTS INC$99.7M1,438,3500.56%
BRK/BBERKSHIRE HATHAWAY INC DEL$92.2M192,5000.52%
BEBLOOM ENERGY CORP$90.5M667,9840.51%
BABAALIBABA GROUP HLDG LTD$84.1M669,9530.47%
QQQINVESCO QQQ TR$82.4M142,8480.46%
QBTSD-WAVE QUANTUM INC$82.4M5,708,9700.46%
XRTSPDR SERIES TRUST$80.5M1,000,0000.45%
AVGOBROADCOM INC$76.8M247,3750.43%
IRENIREN LIMITED$70.8M2,064,1520.40%
COHRCOHERENT CORP$70.4M295,4750.39%
ORCLORACLE CORP$67.2M456,6330.38%
WDCWESTERN DIGITAL CORP$65.1M240,7500.37%
GEVGE VERNOVA INC$61.2M70,0950.34%
CRDOCREDO TECHNOLOGY GROUP HOLDI$56.6M602,9390.32%
ALABASTERA LABS INC$54.8M499,7720.31%
IONQIONQ INC$52.8M1,831,5300.30%
PEPPEPSICO INC$46.6M300,0000.26%
ADBEADOBE INC$45.0M185,0080.25%
TEMTEMPUS AI INC$43.2M955,5820.24%
UPSTUPSTART HLDGS INC$39.9M1,555,2060.22%
LRCXLAM RESEARCH CORP$36.9M171,6340.21%
NFLXNETFLIX INC.$36.3M374,4470.20%
JOBYJOBY AVIATION INC$36.2M4,383,5090.20%
PYPLPAYPAL HLDGS INC$35.1M775,3720.20%
ASMLASML HLDG NV$34.6M26,2300.19%
ONDSONDAS INC$30.6M3,388,4610.17%
ARMARM HOLDINGS PLC$30.4M200,8790.17%
HIMSHIMS & HERS HEALTH INC$27.2M1,310,0990.15%
ETHAISHARES ETHEREUM TR$26.4M1,666,9520.15%
CRMSALESFORCE INC$25.7M137,5190.14%
OKLOOKLO INC$24.8M499,4420.14%
GLWCORNING INC$24.1M177,4440.14%
RGTIRIGETTI COMPUTING INC$22.5M1,600,9400.13%
RKLBROCKET LAB CORP$21.3M332,0470.12%
TSMTAIWAN SEMICONDUCTOR MANUFAC$20.8M61,6070.12%
SMCISUPER MICRO COMPUTER INC$20.4M896,6650.11%
SMRNUSCALE PWR CORP$19.3M1,777,3370.11%
TDAQETF OPPORTUNITIES TRUST$19.2M814,7610.11%
MARAMARA HOLDINGS INC$19.2M2,349,3000.11%
SOFISOFI TECHNOLOGIES INC$17.6M1,110,7920.10%
CLSCELESTICA INC$17.2M61,1210.10%
LLYELI LILLY & CO$17.2M18,7010.10%
TTDTHE TRADE DESK INC$15.9M700,2840.09%
GMEGAMESTOP CORP$15.7M683,1600.09%
CEGCONSTELLATION ENERGY CORP$15.7M56,1050.09%
GLXYGALAXY DIGITAL INC.$15.7M848,8820.09%
CSCOCISCO SYS INC$15.5M196,2950.09%
SNOWSNOWFLAKE INC$15.2M100,7890.09%
ACHRARCHER AVIATION INC$14.8M2,853,0780.08%
TSPYETF OPPORTUNITIES TRUST$12.8M554,0490.07%
ECHOECHOSTAR CORP$12.8M109,4930.07%
FDRSCORGI ETF TR I$12.7M628,2930.07%
FIGFIGMA INC$12.7M600,7160.07%
DUOLDUOLINGO INC$12.6M127,9410.07%
FUTUFUTU HLDGS LTD$11.9M87,0700.07%
KTOSKRATOS DEFENSE & SEC SOLUTIO$11.2M158,8090.06%
NVONOVO-NORDISK A S$10.9M297,0610.06%
RDWREDWIRE CORPORATION$10.1M1,192,9290.06%
DJTTRUMP MEDIA & TECHNOLOGY GRO$10.1M1,089,3010.06%
UUNITY SOFTWARE INC$8.5M386,0510.05%
SRPTSAREPTA THERAPEUTICS INC$7.9M361,3910.04%
TERTERADYNE INC$7.3M24,7790.04%
RCATRED CAT HLDGS INC$7.2M550,4500.04%
MSOSADVISORSHARES TR$7.1M2,007,6320.04%
RIOTRIOT PLATFORMS INC$6.7M541,9540.04%
ARTCART TECHNOLOGY ACQUISITION C$6.7M679,5640.04%
LUNRINTUITIVE MACHINES INC$6.6M357,1910.04%
RTXRTX CORPORATION$6.5M33,9200.04%
NIONIO INC$6.4M1,053,3130.04%
KLACKLA CORP$6.3M4,2740.04%
MDBMONGODB INC$6.3M25,6950.04%
PATHUIPATH INC$6.0M541,5010.03%
PBRPETROLEO BRASILEIRO S A$6.0M289,1600.03%
QUBTQUANTUM COMPUTING INC$5.8M842,2190.03%
ISRGINTUITIVE SURGICAL INC$5.8M12,4980.03%
PANWPALO ALTO NETWORKS INC$5.4M33,5650.03%
FIGRFIGURE TECHNOLOGY SOLUTIO$5.3M157,5170.03%
QSQUANTUMSCAPE CORP$5.0M786,7120.03%
BABOEING CO$5.0M25,0530.03%
DDOGDATADOG INC$4.8M40,8380.03%
COSTCOSTCO WHOLESALE CORPORATION$4.8M4,4800.03%
SPOTSPOTIFY TECHNOLOGY S A$4.7M9,5910.03%
AALAMERICAN AIRLINES GROUP INC$4.6M423,9720.03%
USARUSA RARE EARTH INC$4.5M300,1090.03%
AFRMAFFIRM HLDGS INC$4.3M94,5290.02%
SOUNSOUNDHOUND AI INC$4.3M626,2780.02%
PLPLANET LABS PBC$4.3M152,3230.02%
ENPHENPHASE ENERGY INC$4.2M111,9550.02%
SNAPSNAP INC$4.2M908,4050.02%
UUUUENERGY FUELS INC$4.2M227,8040.02%
NETCLOUDFLARE INC$3.9M19,0460.02%
AVAVAEROVIRONMENT INC$3.9M21,3620.02%
CRMLCRITICAL METALS CORP$3.9M487,2910.02%
SNPSSYNOPSYS INC$3.8M8,2320.02%
PTORPRAETORIAN ACQUISITION CORP$3.4M504,0780.02%
APACSTONEBRIDGE ACQUISITION II C$3.1M308,1280.02%
GIXGIGCAPITAL9 CORP$3.0M308,8740.02%
KCHVUKOCHAV DEFENSE ACQUI CO$2.9M271,4250.02%
MPMP MATERIALS CORP$2.9M60,0190.02%
CIFRCIPHER DIGITAL INC$2.9M222,8420.02%
XSLLXSOLLA SPAC 1$2.9M290,0890.02%
FGIIFG IMPERII ACQUISITION CORP$2.8M285,7700.02%
HCICHENNESSY CAP INVTS CORP VIII$2.8M287,3440.02%
SBETSHARPLINK INC$2.8M427,5620.02%
BLUWUBLUE WTR ACQUISITION CORP. I$2.7M257,2290.02%
HCACUHALL CHADWICK ACQUISITION CO$2.7M271,3820.01%
BCARD. BORAL ARC ACQ I CORP.$2.7M262,6240.01%
GLDSPDR GOLD TR$2.6M6,0880.01%
SCIISC II ACQUISITION CORP$2.6M257,6490.01%
CHURCHILL CAPITAL CORP ICHURCHILL CAPITAL CORP IX$2.6M239,9800.01%
FCRS/UFUTURECREST ACQUISITION CORP$2.5M249,7710.01%
YCYAA MISSION ACQUISITION CORP$2.5M251,4670.01%
MTAL/UMETALS ACQUISITION CORP II$2.5M250,0000.01%
KCAC/UKENSINGTON CAP ACQUIST CORP$2.5M250,0000.01%
HCMAHCM III ACQUISITION CORP$2.5M245,9260.01%
COPL/UCOPLEY ACQUISITION CORP$2.5M230,2740.01%
WTGWINTERGREEN ACQUISITION CORP$2.5M239,7970.01%
NEMNEWMONT CORP$2.4M22,6170.01%
CLBRCOLOMBIER ACQUISITION CORP I$2.4M239,3880.01%
BIDUBAIDU INC$2.4M21,3850.01%
ARCIARCHIMEDES TECH SPAC PTNRS I$2.4M240,7630.01%
DNMXDYNAMIX CORP III$2.4M238,8400.01%
GTENUGORES HLDGS X INC$2.4M227,4390.01%
GPACUGENERAL PURP ACQUISITION COR$2.3M234,4600.01%
BEBETGE VALUE CREATIVE SOLUTIONS$2.3M234,5280.01%
LATAGALATA ACQUISITION CORP II$2.3M230,7700.01%
XCBEX3 ACQUISITION CORP LTD$2.3M233,6490.01%
SVIVSPRING VY ACQUISITION CORP I$2.3M230,4010.01%
KBONKARBON CAP PARTNERS CORP$2.3M225,5520.01%

This table is the 150 largest positions by value, out of 1,065 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

This manager also disclosed 48 options positions with a combined notional of $6.8B. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by Clear Street Group Inc. (CIK 1881567, accession 0001881567-26-000004). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

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