Clear Street Group Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$19.1B

Total Positions

913

New This Quarter

207

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA23.00%

MSFT5.11%

AMD4.40%

AAPL3.82%

META3.50%

AMZN3.04%

COIN2.14%

GOOG2.01%

GOOGL1.79%

BMNR1.73%

Other11.39%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AFJK2Q held

AIMEI HEALTH TECHNOLOGY CO L

Avg $30.38 · $4.3M est. P&L

Est. P&L

+171.79%

SLV2Q held

ISHARES SILVER TR

Avg $42.50 · $449,604 est. P&L

Est. P&L

+62.31%

LLY2Q held

Eli Lilly & Co

Avg $724.24 · $4M est. P&L

Est. P&L

+48.84%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 913 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	33.2M	$6.2B	23.0%	—	$181.86	+3.12%	2 qtrs	Increased 62
MSFT Microsoft Corp	2.8M	$1.4B	5.1%	—	$513.58	-5.08%	2 qtrs	Increased 62
AMD Advanced Micro Devices Inc	5.5M	$1.2B	4.4%	—	$161.36	+33.45%	2 qtrs	Decreased 0
AAPL Apple Inc	3.8M	$1B	3.8%	—	$253.95	+7.43%	2 qtrs	Decreased 0
META Meta Platforms Inc	1.4M	$942.3M	3.5%	—	$736.33	-9.56%	2 qtrs	Increased 64
AMZN Amazon.com Inc	3.5M	$819.3M	3.0%	—	$222.17	+4.66%	2 qtrs	Decreased 0
COIN Coinbase Global Inc	2.6M	$577.2M	2.1%	—	$333.99	-30.66%	2 qtrs	Decreased 0
GOOG Alphabet Inc	1.7M	$539.9M	2.0%	—	$245.46	+28.15%	2 qtrs	Increased 55
GOOGL Alphabet Inc	1.5M	$481.5M	1.8%	—	$244.02	+28.61%	2 qtrs	Increased 49
BMNR BITMINE IMMERSION TECNOLOGIE COM NE	17.2M	$467M	1.7%	—	$31.99	-13.35%	2 qtrs	Increased 80
PLTR Palantir Technologies Inc	2.1M	$373.4M	1.4%	—	$178.86	+1.11%	2 qtrs	Decreased 0
CRWV CoreWeave Inc	4.7M	$333.3M	1.2%	—	$104.83	-29.51%	2 qtrs	Increased 69
MSTR Strategy Inc	2M	$299.6M	1.1%	—	$326.42	-52.33%	2 qtrs	Decreased 0
NBIS NEBIUS GROUP N.V.	3.5M	$293.9M	1.1%	—	$98.02	-13.11%	2 qtrs	Increased 78
ASTS AST SpaceMobile Inc	3.4M	$250.2M	0.9%	—	$60.90	+22.62%	2 qtrs	Increased 68
ORCL Oracle Corp	1.1M	$214.4M	0.8%	—	$260.15	-24.39%	2 qtrs	Increased 55
UNH UnitedHealth Group Inc	621,040	$205M	0.8%	—	$342.87	-3.12%	2 qtrs	Decreased 0
TSLA Tesla Inc	393,704	$177.1M	0.7%	—	$443.21	+2.53%	2 qtrs	Decreased 0
HOOD Robinhood Markets Inc	1.5M	$169M	0.6%	—	$136.72	-15.56%	2 qtrs	Decreased 0
IONQ IonQ Inc	3.2M	$143.4M	0.5%	—	$51.24	-11.57%	2 qtrs	Increased 69
IREN IREN LIMITED	3.6M	$137.1M	0.5%	—	$38.30	0.00%	1 qtr	New 59
CRCL CIRCLE INTERNET GROUP INC C	1.6M	$127.3M	0.5%	—	$101.05	-20.94%	2 qtrs	Increased 58
SMR NuScale Power Corp	8.8M	$125.3M	0.5%	—	$25.97	-44.90%	2 qtrs	Increased 58
QBTS D-WAVE QUANTUM INC	4.3M	$112M	0.4%	—	$25.58	+2.62%	2 qtrs	Increased 48
BABA ALIBABA GROUP HLDG LTD	725,753	$106.4M	0.4%	—	$179.90	-18.09%	2 qtrs	Unchanged 0
Showing 25 of 913 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer