StockDriftsStockDriftsTop 50 Clear Street Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 21.46% | 2.98M | $6.78B | +143.63%(+1.76M) | $1018.08(+24.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 19.44% | 30.70M | $6.14B | -3.52%(-1.12M) | $172.33(+27.93%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 6.36% | 3.46M | $2.01B | -37.06%(-2.04M) | $151.84(+206.92%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.45% | 3.76M | $1.09B | -0.11%(-4.08K) | $234.37(+30.85%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.43% | 2.90M | $1.08B | +1.05%(+30.27K) | $505.44(-0.53%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 3.16% | 3.62M | $999.4M | +18.31%(+560.07K) | $105.18(+84.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.13% | 4.14M | $987.9M | +10.73%(+401.52K) | $219.50(+25.26%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.27% | 1.28M | $718.8M | -2.19%(-28.54K) | $732.95(-18.58%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.27% | 2.00M | $716.2M | -0.32%(-6.34K) | $231.04(+52.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.83% | 1.63M | $577.0M | +0.78%(+12.64K) | $212.48(+64.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.38% |
| Top 20 Holdings Unweighted | — | — | — | — | -3.61% |
Clear Street Group INC reports $39.52B in US-listed equity holdings across 1,364 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (21.5%), NVDA (19.4%) and AMD (6.4%). The top 20 holdings account for 77.09% of reported assets. Its disclosed equity book has returned +13.38% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Clear Street Group INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Clear Street Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1881567). View Clear Street Group INC’s 13F filings on SEC