Clear Street LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $24.3 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.42B, Microstrategy Inc with a value of $2.41B, Microsoft Corp with a value of $1.41B, Meta Platforms, Inc. with a value of $962M, and Advanced Micro Devices Inc with a value of $930M.
Examining the 13F form we can see an increase of $13B in the current position value, from $11.3B to 24.3B.
Below you can find more details about Clear Street LLC portfolio as well as his latest detailed transactions.
Portfolio value
$24.3 Billion
Technology: $17.4 Billion
Consumer Cyclical: $3 Billion
Communication Services: $2.87 Billion
Financial Services: $522 Million
Consumer Defensive: $234 Million
ETFs: $191 Million
Healthcare: $21 Million
Industrials: $1.87 Million
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions