Q2 2026 13F · SEC CIK 1881567

Clear Street Group Inc.

Broker-dealerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $31.6B
Reported positions: 1,341
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Clear Street Group Inc. is a broker-dealer that reported 1,341 positions worth $31.6B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Sandisk Corp (SNDK, 21.5%), Nvidia Corporation (NVDA, 19.4%), Advanced Micro Devices Inc (AMD, 6.4%).

Clear Street Group Inc. holdings largest 50 of 1,341 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Street Group Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SNDKSandisk Corp	21.5%	4.4%	2,983,392	+143.6%	$6.8B
NVDANvidia Corporation	19.4%	31.1%	30,700,549	-3.5%	$6.1B
AMDAdvanced Micro Devices Inc	6.4%	6.3%	3,462,632	-37.1%	$2.0B
AAPLApple Inc	3.4%	5.4%	3,764,485	-0.1%	$1.1B
MSFTMicrosoft Corp	3.4%	6.0%	2,904,438	+1.1%	$1.1B
DRAMRoundhill ETF Trust	3.4%	—	14,481,133	—	$1.1B
NBISNebius Group N.v.	3.2%	1.8%	3,618,657	+18.3%	$999.4M
AMZNAmazon Com Inc	3.1%	4.4%	4,144,837	+10.7%	$987.9M
METAMeta Platforms Inc	2.3%	4.2%	1,276,017	-2.2%	$718.8M
GOOGLAlphabet Inc	2.3%	3.2%	2,004,159	-0.3%	$716.2M
GOOGAlphabet Inc	1.8%	2.6%	1,633,092	+0.8%	$577.0M
WDCWestern Digital Corp Com	1.7%	0.4%	817,892	+239.7%	$522.4M
LITELumentum Hldgs Inc	1.6%	1.6%	585,683	+41.4%	$502.6M
COINCoinbase Global Inc	1.1%	2.5%	2,313,977	-9.4%	$338.3M
BEBloom Energy Corp	1.0%	0.5%	996,971	+49.3%	$301.8M
COHRCoherent Corp	0.9%	0.4%	739,976	+150.4%	$291.9M
CRWVCoreweave Inc	0.9%	1.6%	2,846,760	-23.3%	$283.4M
PLTRPalantir Technologies Inc	0.9%	1.8%	2,362,229	+8.3%	$275.6M
CRDOCredo Technology Group Holdi	0.8%	0.3%	979,222	+62.4%	$266.3M
ALABAstera Labs Inc	0.8%	0.3%	539,212	+7.9%	$260.5M
SPCXSpace Exploration Techn Corp	0.7%	—	1,270,022	—	$217.0M
ASTSAST SpaceMobile Inc	0.7%	1.6%	2,415,249	-28.7%	$214.6M
AAOIApplied Optoelectronics Inc	0.6%	—	1,231,143	—	$182.4M
GLWCorning Inc	0.6%	—	685,760	—	$175.2M
LRCXLam Research Corp	0.5%	0.2%	394,705	+130.0%	$171.0M
BMNRBitmine Immersion Techs Inc	0.5%	1.6%	12,696,423	-13.3%	$169.0M
MRVLMarvell Technology Inc	0.5%	—	516,700	—	$153.9M
IRENIren Limited	0.5%	0.4%	3,289,458	+59.4%	$150.4M
QBTSD-Wave Quantum Inc	0.5%	0.5%	6,206,861	+8.7%	$148.9M
APPApplovin Corp	0.5%	0.6%	286,234	+3.0%	$147.5M
ARMArm Holdings PLC	0.5%	0.2%	401,475	+99.9%	$142.4M
CRCLCircle Internet Group Inc	0.4%	1.0%	2,237,306	+15.6%	$140.1M
HOODRobinhood Mkts Inc	0.4%	0.6%	1,395,322	-3.0%	$139.9M
GEVGe Vernova Inc	0.4%	0.3%	116,884	+66.8%	$137.3M
MSTRStrategy Inc	0.4%	0.9%	1,554,968	+21.1%	$135.2M
AVGOBroadcom Inc	0.4%	0.4%	354,694	+43.4%	$134.0M
XRTSpdr Series Trust	0.4%	0.5%	1,500,000	+50.0%	$131.6M
TSLATesla Inc	0.4%	0.6%	283,458	+3.2%	$119.2M
CBRSCerebras Systems Inc	0.3%	—	442,691	—	$97.8M
AXTIAxt Inc	0.3%	—	1,308,921	—	$94.3M
IBMInternational Business Machs	0.3%	—	326,538	—	$91.8M
QQQInvesco Qqq Tr	0.3%	0.5%	124,542	-12.8%	$91.7M
UNHUnitedhealth Group Inc	0.3%	0.9%	216,192	-64.1%	$89.9M
SMCISuper Micro Computer Inc	0.3%	—	2,989,651	—	$87.7M
XBISpdr Series Trust	0.3%	—	500,000	—	$79.1M
TEMTempus Ai Inc	0.2%	0.2%	1,345,069	+40.8%	$77.9M
KLACKla Corp	0.2%	—	255,884	—	$77.2M
RKLBRocket Lab Corp	0.2%	—	720,160	—	$73.2M
STXSeagate Technology Hldngs Pl	0.2%	—	73,123	—	$70.6M
OKLOOklo Inc	0.2%	—	1,329,523	—	$69.6M

What Clear Street Group Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.8% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$31.6B	1,341
Q1 2026	$17.8B	1,055
Q4 2025	$19.1B	904
Q3 2025	$20.5B	812

Questions about Clear Street Group Inc.'s portfolio

What stocks does Clear Street Group Inc. own?

Clear Street Group Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,341 positions worth $31.6B. The largest are Sandisk Corp (SNDK) at 21.5%, Nvidia Corporation (NVDA) at 19.4%, Advanced Micro Devices Inc (AMD) at 6.4%, Apple Inc (AAPL) at 3.4% and Microsoft Corp (MSFT) at 3.4%.

What did Clear Street Group Inc. buy last quarter?

In Q2 2026, Clear Street Group Inc. added Western Digital Corp Com (WDC) (+239.7% shares), Coherent Corp (COHR) (+150.4% shares) and Sandisk Corp (SNDK) (+143.6% shares), compared with its Q1 2026 filing.

What did Clear Street Group Inc. sell last quarter?

In Q2 2026, Clear Street Group Inc. cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Alibaba Group Hldg Ltd (BABA), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 IonQ, Inc. (IONQ), cut from its top 50 Pepsico Inc (PEP), Unitedhealth Group Inc (UNH) (-64.1% shares), Advanced Micro Devices Inc (AMD) (-37.1% shares) and AST SpaceMobile Inc (ASTS) (-28.7% shares), compared with its Q1 2026 filing.

When is Clear Street Group Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Street Group Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.