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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$3.69T
$5.22 Billion 1.86% of portfolio
25,418
Q2 2025 Reduced 3.79%
$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%
$93.6B
$3.34 Billion 1.19% of portfolio
6,562
Q2 2025 Added 0.57%
$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%
$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%
$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%
$442B
$807 Million 0.29% of portfolio
7,486
Q2 2025 Reduced 12.66%
$47.6B
$645 Million 0.23% of portfolio
8,248
Q2 2025 Reduced 7.53%
$97.8B
$577 Million 0.21% of portfolio
3,610
Q2 2025 Added 18.4%
$6.4B
$541 Million 0.19% of portfolio
6,000
Q2 2025 Added 1,400.0%
$545B
$513 Million 0.18% of portfolio
383
Q2 2025 Added 22.36%
$139B
$484 Million 0.17% of portfolio
3,929
Q2 2025 New
$439B
$470 Million 0.17% of portfolio
475
Q2 2025 Reduced 11.71%
$1.78T
$463 Million 0.17% of portfolio
627
Q2 2025 Added 17.86%
$146B
$447 Million 0.16% of portfolio
1,918
Q4 2023 New
$306B
$456 Million 0.16% of portfolio
1,773
Q2 2025 Added 3.2%
$381B
$408 Million 0.15% of portfolio
8,615
Q2 2025 Reduced 0.69%
$0
$385 Million 0.14% of portfolio
18,545
Q2 2025 Reduced 10.78%
$83.7B
$401 Million 0.14% of portfolio
4,400
Q2 2025 Reduced 1.94%
$118B
$389 Million 0.14% of portfolio
149
Q2 2025 Reduced 36.6%
$621B
$350 Million 0.13% of portfolio
721
Q2 2025 Reduced 41.05%
$76.9B
$327 Million 0.12% of portfolio
6,648
Q4 2023 New
-
$316 Million 0.11% of portfolio
-
Q2 2025 Reduced 18.8%
$210B
$290 Million 0.1% of portfolio
983
Q2 2025 Reduced 11.44%
$52.5B
$282 Million 0.1% of portfolio
1,378
Q2 2025 New
$127B
$245 Million 0.09% of portfolio
889
Q2 2025 New
$261B
$264 Million 0.09% of portfolio
1,447
Q2 2025 New
$684B
$254 Million 0.09% of portfolio
1,163
Q2 2025 Reduced 41.02%
$95.5B
$217 Million 0.08% of portfolio
2,318
Q2 2025 New
$324B
$201 Million 0.07% of portfolio
1,769
Q1 2025 Reduced 73.13%
$0
$114 Million 0.04% of portfolio
14,089
Q2 2025 Reduced 78.71%
$36.6M
$31.2 Million 0.01% of portfolio
11,500
Q3 2024 New
$10M
$18.9 Million 0.01% of portfolio
28,250
Q3 2024 Reduced 73.1%
$262M
$39.1 Million 0.01% of portfolio
46,500
Q2 2025 Added 13.41%

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
Track This Portfolio

Track Clarity Capital Partners LLC Portfolio

Follow Clarity Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Capital Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email