Clarity Capital Partners LLC Portfolio Holdings

Clarity Capital Partners LLC

  • $280 Billion
  • Q2 2025

Clarity Capital Partners LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alliance Entertainment Holdi with a value of $88.5B, Palantir Technologies Inc. with a value of $18.1B, Tesla, Inc. with a value of $15.7B, Nvidia Corp with a value of $13.2B, and Microstrategy Inc with a value of $11.3B.

Examining the 13F form we can see an increase of $32B in the current position value, from $248B to 280B.

Clarity Capital Partners LLC is based out at Newport Beach, CA

Below you can find more details about Clarity Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
Technology: $88.5 Billion
ETFs: $35.3 Billion
Consumer Cyclical: $26.5 Billion
Financial Services: $9.35 Billion
Communication Services: $9.02 Billion
Healthcare: $3.61 Billion
Industrials: $903 Million
Energy: $807 Million
Other: $734 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Alliance Entertainment Holdi
-
$88.5 Billion 31.61% of portfolio
-
Q2 2025 Added 0.05%
$367B
$18.1 Billion 6.45% of portfolio
132,536
Q2 2025 Reduced 23.15%
$1.08T
$15.7 Billion 5.63% of portfolio
49,580
Q2 2025 Reduced 3.22%
$456B
$13.2 Billion 4.73% of portfolio
83,766
Q2 2025 Added 1.65%
$3.68B
$11.3 Billion 4.05% of portfolio
28,026
Q2 2025 Reduced 0.61%
$2.26T
$8.48 Billion 3.03% of portfolio
38,673
Q2 2025 Reduced 7.42%
$3.95T
$8.34 Billion 2.98% of portfolio
16,763
Q2 2025 Reduced 4.82%
$45.7B
$6.94 Billion 2.48% of portfolio
19,809
Q2 2025 Added 11.2%
$18.9B
$6.81 Billion 2.43% of portfolio
374,093
Q2 2025 Reduced 7.17%
$1.21T
$5.79 Billion 2.07% of portfolio
32,847
Q2 2025 Reduced 8.07%
Super Micro Computer Inc
-
$5.41 Billion 1.93% of portfolio
-
Q2 2025 Added 9.52%
$3.69T
$5.22 Billion 1.86% of portfolio
25,418
Q2 2025 Reduced 3.79%
Tempus Ai Inc
-
$5.09 Billion 1.82% of portfolio
-
Q2 2025 Added 65.13%
$282B
$4.98 Billion 1.78% of portfolio
35,075
Q2 2025 Reduced 6.01%
$61.8B
$3.98 Billion 1.42% of portfolio
17,777
Q2 2025 Reduced 3.09%
$232B
$3.8 Billion 1.36% of portfolio
13,917
Q2 2025 Reduced 5.06%
$0
$3.25 Billion 1.16% of portfolio
12,818
Q2 2025 Reduced 1.38%
$467M
$3.2 Billion 1.14% of portfolio
290,121
Q2 2025 Added 6.29%
$36.7B
$3.08 Billion 1.1% of portfolio
25,146
Q2 2025 Added 20.05%
$0
$3.03 Billion 1.08% of portfolio
5,342
Q2 2025 Reduced 34.56%
$169B
$2.91 Billion 1.04% of portfolio
5,361
Q2 2025 Reduced 7.81%
$0
$2.64 Billion 0.94% of portfolio
74,700
Q2 2025 Reduced 7.79%
$0
$2.57 Billion 0.92% of portfolio
49,425
Q2 2025 Reduced 7.45%
$207B
$2.19 Billion 0.78% of portfolio
17,669
Q2 2025 Reduced 17.92%
-
$1.81 Billion 0.65% of portfolio
-
Q2 2025 Added 5.9%
$0
$1.57 Billion 0.56% of portfolio
35,831
Q2 2025 Added 10.29%
$0
$1.48 Billion 0.53% of portfolio
2,687
Q2 2025 Reduced 34.69%
$0
$1.33 Billion 0.48% of portfolio
2,156
Q2 2025 Reduced 8.02%
Global X Fds
-
$1.32 Billion 0.47% of portfolio
-
Q2 2025 Reduced 1.57%
$0
$1.31 Billion 0.47% of portfolio
7,395
Q2 2025 Reduced 24.06%
$0
$1.28 Billion 0.46% of portfolio
76,698
Q2 2025 Reduced 20.25%
$0
$1.12 Billion 0.4% of portfolio
35,065
Q2 2025 Reduced 11.88%
$0
$1.08 Billion 0.38% of portfolio
1,732
Q2 2025 Reduced 10.91%
$173B
$924 Million 0.33% of portfolio
5,800
Q2 2025 Reduced 15.39%
$859B
$843 Million 0.3% of portfolio
2,908
Q2 2025 Added 0.41%
$0
$847 Million 0.3% of portfolio
19,290
Q2 2025 Reduced 51.8%
$0
$814 Million 0.29% of portfolio
12,977
Q2 2025 Reduced 16.41%
$442B
$807 Million 0.29% of portfolio
7,486
Q2 2025 Reduced 12.66%
$0
$779 Million 0.28% of portfolio
5,736
Q2 2025 Reduced 7.12%
$0
$718 Million 0.26% of portfolio
12,633
Q2 2025 Reduced 62.02%
$0
$711 Million 0.25% of portfolio
38,681
Q2 2025 Added 15.94%
Bitwise Bitcoin ETF Tr
-
$661 Million 0.24% of portfolio
-
Q2 2025 Added 34.88%
$0
$643 Million 0.23% of portfolio
5,884
Q2 2025 Reduced 25.42%
$47.6B
$645 Million 0.23% of portfolio
8,248
Q2 2025 Reduced 7.53%
$0
$617 Million 0.22% of portfolio
6,221
Q2 2025 Reduced 53.82%
$97.8B
$577 Million 0.21% of portfolio
3,610
Q2 2025 Added 18.4%
$0
$548 Million 0.2% of portfolio
2,995
Q2 2025 Reduced 58.92%
$0
$547 Million 0.2% of portfolio
14,587
Q2 2025 Reduced 71.3%
$6.4B
$541 Million 0.19% of portfolio
6,000
Q2 2025 Added 1,400.0%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $280 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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