Clarity Capital Partners LLC Portfolio Holdings

Clarity Capital Partners LLC

  • $248 Billion
  • Q1 2025

Clarity Capital Partners LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alliance Entertainment Holdi with a value of $78.6B, Palantir Technologies Inc. with a value of $14.6B, Tesla, Inc. with a value of $13.3B, Nvidia Corp with a value of $8.93B, and Microstrategy Inc with a value of $8.13B.

Examining the 13F form we can see an increase of $54.9B in the current position value, from $193B to 248B.

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 $248 Billion
Technology: $66.4 Billion
ETFs: $46.5 Billion
Consumer Cyclical: $23.4 Billion
Communication Services: $8.25 Billion
Financial Services: $8.01 Billion
Healthcare: $4.18 Billion
Energy: $1.24 Billion
Industrials: $750 Million
Other: $509 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$14.6 Billion 5.87% of portfolio
172,455
Q1 2025 Reduced 6.36%
$934B
$13.3 Billion 5.35% of portfolio
51,229
Q1 2025 Added 3.63%
$406B
$8.93 Billion 3.6% of portfolio
82,405
Q1 2025 Added 2.71%
$3.88B
$8.13 Billion 3.28% of portfolio
28,199
Q1 2025 Added 12.28%
$2.27T
$7.95 Billion 3.21% of portfolio
41,772
Q1 2025 Reduced 4.36%
$3.75T
$6.61 Billion 2.67% of portfolio
17,612
Q1 2025 Added 0.28%
$3.39T
$5.87 Billion 2.37% of portfolio
26,418
Q1 2025 Added 0.06%
$1.07T
$5.53 Billion 2.23% of portfolio
35,731
Q1 2025 Reduced 1.48%
$16.2B
$4.69 Billion 1.89% of portfolio
402,967
Q1 2025 Reduced 1.78%
$271B
$3.93 Billion 1.59% of portfolio
14,659
Q1 2025 Reduced 3.15%
$223B
$3.83 Billion 1.55% of portfolio
37,318
Q1 2025 Added 5.33%
$53B
$3.07 Billion 1.24% of portfolio
17,814
Q1 2025 Added 5.78%
$187B
$2.88 Billion 1.16% of portfolio
5,815
Q1 2025 Added 0.74%
$71B
$2.68 Billion 1.08% of portfolio
18,344
Q1 2025 Added 36.91%
$110B
$2.3 Billion 0.93% of portfolio
6,525
Q1 2025 Reduced 3.72%
$220B
$2.12 Billion 0.86% of portfolio
21,526
Q1 2025 Reduced 33.89%
$549M
$1.83 Billion 0.74% of portfolio
272,950
Q1 2025 Added 29.58%
-
$1.38 Billion 0.56% of portfolio
-
Q1 2025 Added 21.72%
$179B
$1.05 Billion 0.42% of portfolio
6,855
Q1 2025 Added 18.58%
$474B
$1.02 Billion 0.41% of portfolio
8,571
Q1 2025 Reduced 17.78%
$831B
$710 Million 0.29% of portfolio
2,896
Q1 2025 Reduced 2.92%
$631B
$651 Million 0.26% of portfolio
1,223
Q1 2025 Added 49.33%
$47.7B
$647 Million 0.26% of portfolio
8,920
Q1 2025 Reduced 19.94%
$5.81B
$573 Million 0.23% of portfolio
400
Q1 2025 Reduced 1.96%
$435B
$509 Million 0.21% of portfolio
538
Q1 2025 Added 1.89%
$0
$492 Million 0.2% of portfolio
66,190
Q1 2025 Added 49.66%
$0
$435 Million 0.18% of portfolio
20,785
Q1 2025 Added 41.68%
$125B
$458 Million 0.18% of portfolio
235
Q1 2025 Added 7.8%
$160B
$406 Million 0.16% of portfolio
1,918
Q4 2023 New
$85.8B
$398 Million 0.16% of portfolio
3,049
Q1 2025 Reduced 10.38%
$75.2B
$376 Million 0.15% of portfolio
4,487
Q1 2025 Reduced 0.27%
$376B
$362 Million 0.15% of portfolio
8,675
Q1 2025 Reduced 0.23%
$15.1B
$379 Million 0.15% of portfolio
3,601
Q1 2025 Reduced 74.62%
$147B
$381 Million 0.15% of portfolio
3,778
Q1 2025 Added 19.71%
$274B
$344 Million 0.14% of portfolio
1,718
Q1 2025 New
-
$338 Million 0.14% of portfolio
-
Q1 2025 Added 49.76%
$74.7B
$313 Million 0.13% of portfolio
6,648
Q4 2023 New
$573B
$292 Million 0.12% of portfolio
313
Q1 2025 Reduced 19.12%
$1.62T
$307 Million 0.12% of portfolio
532
Q1 2025 Reduced 7.8%
$636B
$276 Million 0.11% of portfolio
1,972
Q1 2025 Reduced 14.45%
$260B
$276 Million 0.11% of portfolio
1,110
Q1 2025 New
$585B
$267 Million 0.11% of portfolio
763
Q1 2025 Added 14.05%
$748B
$212 Million 0.09% of portfolio
257
Q1 2025 Reduced 88.55%
$275B
$234 Million 0.09% of portfolio
1,769
Q1 2025 Reduced 73.13%
$38.7B
$223 Million 0.09% of portfolio
1,112
Q1 2025 New
$136B
$224 Million 0.09% of portfolio
2,312
Q1 2025 New
$79.5B
$218 Million 0.09% of portfolio
987
Q1 2025 New
$46.7B
$112 Million 0.05% of portfolio
11,171
Q1 2025 Reduced 0.96%
$47M
$39 Million 0.02% of portfolio
11,500
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $248 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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