Clear Street Group Inc.

NEW YORK, NY · CIK 1881567 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityCLEAR STREET GROUP INC. (US)

Other 13F filers in this group: CLEAR STREET LLC files a notice

$31.6bn reported value +77.4% vs Q1 2026

1,364positions

68.3%in top 10

386 new 385 added 463 reduced 87 sold out vs Q1 2026

Options: 23 call positions ($76.0m notional), 27 put positions ($7.8bn notional) – listed below, not included above.

This report includes the holdings of 2 other managers that share the investment decisions:

CLEAR STREET LLC – reports through this filing
Clear Street Derivatives LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SANDISK CORP COM SNDK	SNDK	2,983,392	$6.8bn21.46%	21.46%	Added +1.8m	+1,758,809 143.6%
2	NVIDIA CORPORATION COM NVDA	NVDA	30,700,549	$6.1bn19.44%	19.44%	Reduced -1.1m	-1,118,805 -3.5%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,462,632	$2.0bn6.36%	6.36%	Reduced -2.0m	-2,038,508 -37.1%
4	APPLE INC COM AAPL	AAPL	3,764,485	$1.1bn3.45%	3.45%	Reduced -4.1k	-4,077 -0.1%
5	MICROSOFT CORP COM MSFT	MSFT	2,904,438	$1.1bn3.43%	3.43%	Added +30.3k	+30,268 1.1%
6	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	14,481,133	$1.1bn3.38%	3.38%	New
7	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	3,618,657	$999.4m3.16%	3.16%	Added +560.1k	+560,067 18.3%
8	AMAZON COM INC COM AMZN	AMZN	4,144,837	$987.9m3.13%	3.13%	Added +401.5k	+401,522 10.7%
9	META PLATFORMS INC CL A META	META	1,276,017	$718.8m2.27%	2.27%	Reduced -28.5k	-28,538 -2.2%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,004,159	$716.2m2.27%	2.27%	Reduced -6.3k	-6,341 -0.3%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	1,633,092	$577.0m1.83%	1.83%	Added +12.6k	+12,642 0.8%
12	WESTERN DIGITAL CORP COM WDC	WDC	817,892	$522.4m1.65%	1.65%	Added +577.1k	+577,142 239.7%
13	LUMENTUM HLDGS INC COM LITE	LITE	585,683	$502.6m1.59%	1.59%	Added +171.5k	+171,515 41.4%
14	COINBASE GLOBAL INC COM CL A COIN	COIN	2,313,977	$338.3m1.07%	1.07%	Reduced -240.2k	-240,221 -9.4%
15	BLOOM ENERGY CORP COM CL A BE	BE	996,971	$301.8m0.95%	0.95%	Added +329.0k	+328,987 49.2%
16	COHERENT CORP COM COHR	COHR	739,976	$291.9m0.92%	0.92%	Added +444.5k	+444,501 150.4%
17	COREWEAVE INC COM CL A CRWV	CRWV	2,846,760	$283.4m0.90%	0.90%	Reduced -863.5k	-863,482 -23.3%
18	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,362,229	$275.6m0.87%	0.87%	Added +181.6k	+181,577 8.3%
19	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	979,222	$266.3m0.84%	0.84%	Added +376.3k	+376,283 62.4%
20	ASTERA LABS INC COM ALAB	ALAB	539,212	$260.5m0.82%	0.82%	Added +39.4k	+39,440 7.9%
21	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,270,022	$217.0m0.69%	0.69%	New
22	AST SPACEMOBILE INC COM CL A ASTS	ASTS	2,415,249	$214.6m0.68%	0.68%	Reduced -974.2k	-974,155 -28.7%
23	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	1,231,143	$182.4m0.58%	0.58%	New
24	CORNING INC COM GLW	GLW	685,760	$175.2m0.55%	0.55%	Added +508.3k	+508,316 286.5%
25	LAM RESEARCH CORP COM NEW LRCX	LRCX	394,705	$171.0m0.54%	0.54%	Added +223.1k	+223,071 130.0%
26	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	12,696,423	$169.0m0.53%	0.53%	Reduced -1.9m	-1,939,646 -13.2%
27	MARVELL TECHNOLOGY INC COM MRVL	MRVL	516,700	$153.9m0.49%	0.49%	New
28	IREN LIMITED ORDINARY SHARES IREN	IREN	3,289,458	$150.4m0.48%	0.48%	Added +1.2m	+1,225,306 59.4%
29	D-WAVE QUANTUM INC COM QBTS	QBTS	6,206,861	$148.9m0.47%	0.47%	Added +497.9k	+497,891 8.7%
30	APPLOVIN CORP COM CL A APP	APP	286,234	$147.5m0.47%	0.47%	Added +8.4k	+8,362 3.0%
31	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	401,475	$142.4m0.45%	0.45%	Added +200.6k	+200,596 99.9%
32	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	2,237,306	$140.1m0.44%	0.44%	Added +301.3k	+301,291 15.6%
33	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	1,395,322	$139.9m0.44%	0.44%	Reduced -43.0k	-43,028 -3.0%
34	GE VERNOVA INC COM GEV	GEV	116,884	$137.3m0.43%	0.43%	Added +46.8k	+46,789 66.8%
35	MICROSTRATEGY INC CL A NEW MSTR	MSTR	1,554,968	$135.2m0.43%	0.43%	Added +271.1k	+271,066 21.1%
36	BROADCOM INC COM AVGO	AVGO	354,694	$134.0m0.42%	0.42%	Added +107.3k	+107,319 43.4%
37	SPDR SER TR S&P RETAIL ETF XRT	XRT	1,500,000	$131.6m0.42%	0.42%	Added +500.0k	+500,000 50.0%
38	TESLA INC COM TSLA	TSLA	283,458	$119.2m0.38%	0.38%	Added +8.7k	+8,706 3.2%
39	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	442,691	$97.8m0.31%	0.31%	New
40	AXT INC COM AXTI	AXTI	1,308,921	$94.3m0.30%	0.30%	New
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	326,538	$91.8m0.29%	0.29%	New
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	124,542	$91.7m0.29%	0.29%	Reduced -18.3k	-18,306 -12.8%
43	UNITEDHEALTH GROUP INC COM UNH	UNH	216,192	$89.9m0.28%	0.28%	Reduced -385.5k	-385,505 -64.1%
44	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	2,989,651	$87.7m0.28%	0.28%	Added +2.1m	+2,092,986 233.4%
45	SPDR SER TR S&P BIOTECH XBI	XBI	500,000	$79.1m0.25%	0.25%	New
46	TEMPUS AI INC CL A TEM	TEM	1,345,069	$77.9m0.25%	0.25%	Added +389.5k	+389,487 40.8%
47	KLA CORP COM NEW KLAC	KLAC	255,884	$77.2m0.24%	0.24%	Added +213.1k	+213,144 498.7%
48	ROCKET LAB CORP COM RKLB	RKLB	720,160	$73.2m0.23%	0.23%	Added +388.1k	+388,113 116.9%
49	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	73,123	$70.6m0.22%	0.22%	New
50	OKLO INC COM CL A OKLO	OKLO	1,329,523	$69.6m0.22%	0.22%	Added +830.1k	+830,081 166.2%
51	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	34,180	$68.0m0.22%	0.22%	Added +8.0k	+7,950 30.3%
52	APPLIED MATLS INC COM AMAT	AMAT	91,490	$66.4m0.21%	0.21%	New
53	IONQ INC COM IONQ	IONQ	1,245,695	$66.3m0.21%	0.21%	Reduced -585.8k	-585,835 -32.0%
54	UPSTART HLDGS INC COM UPST	UPST	1,829,063	$64.8m0.21%	0.21%	Added +273.9k	+273,857 17.6%
55	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	669,953	$64.3m0.20%	0.20%	Unchanged
56	ECHOSTAR CORP CL A ECHO	ECHO	570,390	$57.9m0.18%	0.18%	Added +460.9k	+460,897 420.9%
57	ADOBE INC COM ADBE	ADBE	276,650	$56.7m0.18%	0.18%	Added +91.6k	+91,642 49.5%
58	ETF OPPORTUNITIES TRUST TAPPALPHA INNVTN TDAQ	TDAQ	1,989,331	$56.5m0.18%	0.18%	Added +1.2m	+1,174,570 144.2%
59	SALESFORCE INC COM CRM	CRM	351,308	$55.0m0.17%	0.17%	Added +213.8k	+213,789 155.5%
60	ORACLE CORP COM ORCL	ORCL	343,708	$50.4m0.16%	0.16%	Reduced -112.9k	-112,925 -24.7%
61	SNOWFLAKE INC CL A SNOW	SNOW	196,579	$50.0m0.16%	0.16%	Added +95.8k	+95,790 95.0%
62	MICRON TECHNOLOGY INC COM MU	MU	42,466	$49.0m0.16%	0.16%	New
63	ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR	XOVR	2,313,060	$48.7m0.15%	0.15%	New
64	NETFLIX INC COM NFLX	NFLX	672,896	$48.0m0.15%	0.15%	Added +298.4k	+298,449 79.7%
65	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	99,065	$47.7m0.15%	0.15%	Added +37.5k	+37,458 60.8%
66	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	5,198,381	$46.4m0.15%	0.15%	Added +814.9k	+814,872 18.6%
67	GALAXY DIGITAL INC. CL A GLXY	GLXY	1,467,382	$40.1m0.13%	0.13%	Added +618.5k	+618,500 72.9%
68	CONSTELLATION ENERGY CORP COM CEG	CEG	154,714	$38.4m0.12%	0.12%	Added +98.6k	+98,609 175.8%
69	MARA HOLDINGS INC COM MARA	MARA	2,653,400	$36.9m0.12%	0.12%	Added +304.1k	+304,100 12.9%
70	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	1,898,533	$36.7m0.12%	0.12%	Added +297.6k	+297,593 18.6%
71	NOKIA CORP SPONSORED ADR NOK	NOK	2,617,423	$34.8m0.11%	0.11%	Added +2.5m	+2,543,622 3446.6%
72	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	989,913	$34.3m0.11%	0.11%	Reduced -320.2k	-320,186 -24.4%
73	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	336,869	$31.6m0.10%	0.10%	Added +249.8k	+249,799 286.9%
74	CIENA CORP COM NEW CIEN	CIEN	60,716	$29.8m0.09%	0.09%	New
75	CELESTICA INC COM CLS	CLS	76,703	$28.0m0.09%	0.09%	Added +15.6k	+15,582 25.5%
76	CORGI ETF TR I FOUNDER LED ETF FDRS	FDRS	1,144,317	$26.6m0.08%	0.08%	Added +516.0k	+516,024 82.1%
77	SOFI TECHNOLOGIES INC COM SOFI	SOFI	1,448,780	$26.0m0.08%	0.08%	Added +338.0k	+337,988 30.4%
78	NUSCALE PWR CORP CL A COM SMR	SMR	2,564,927	$25.7m0.08%	0.08%	Added +787.6k	+787,590 44.3%
79	GAMESTOP CORP NEW CL A GME	GME	1,130,881	$25.0m0.08%	0.08%	Added +447.7k	+447,721 65.5%
80	THE TRADE DESK INC COM CL A TTD	TTD	1,370,030	$24.8m0.08%	0.08%	Added +669.7k	+669,746 95.6%
81	ONDAS INC COM NEW ONDS	ONDS	3,003,419	$24.7m0.08%	0.08%	Reduced -385.0k	-385,042 -11.4%
82	ELI LILLY & CO COM LLY	LLY	18,606	$22.3m0.07%	0.07%	Reduced -95	-95 -0.5%
83	PAYPAL HLDGS INC COM PYPL	PYPL	461,029	$19.9m0.06%	0.06%	Reduced -314.3k	-314,343 -40.5%
84	TERADYNE INC COM TER	TER	39,598	$19.2m0.06%	0.06%	Added +14.8k	+14,819 59.8%
85	FIGMA INC CLASS A COM STK FIG	FIG	1,007,718	$18.2m0.06%	0.06%	Added +407.0k	+407,002 67.8%
86	ETF OPPORTUNITIES TRUST TAPPALPHA SPY GR TSPY	TSPY	689,516	$17.5m0.06%	0.06%	Added +135.5k	+135,467 24.4%
87	NOVO-NORDISK A S ADR NVO	NVO	342,213	$16.4m0.05%	0.05%	Added +45.2k	+45,152 15.2%
88	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	35,928	$14.3m0.05%	0.05%	Added +23.4k	+23,430 187.5%
89	ISHARES ETHEREUM TR SHS ETHA	ETHA	1,199,995	$14.3m0.05%	0.05%	Reduced -467.0k	-466,957 -28.0%
90	QUANTUM COMPUTING INC COM QUBT	QUBT	1,427,999	$13.9m0.04%	0.04%	Added +585.8k	+585,780 69.5%
91	CLOUDFLARE INC CL A COM NET	NET	55,080	$13.5m0.04%	0.04%	Added +36.0k	+36,034 189.2%
92	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	431,883	$13.3m0.04%	0.04%	Added +274.4k	+274,366 174.2%
93	TRUMP MEDIA & TECHNOLOGY GRO COM DJT	DJT	1,620,709	$12.5m0.04%	0.04%	Added +531.4k	+531,408 48.8%
94	INTUITIVE MACHINES INC CLASS A COM LUNR	LUNR	570,749	$12.2m0.04%	0.04%	Added +213.6k	+213,558 59.8%
95	FABRINET SHS FN	FN	21,522	$12.1m0.04%	0.04%	New
96	IPG PHOTONICS CORP COM IPGP	IPGP	102,540	$12.0m0.04%	0.04%	New
97	PALO ALTO NETWORKS INC COM PANW	PANW	34,721	$11.8m0.04%	0.04%	Added +1.2k	+1,156 3.4%
98	ARCHER AVIATION INC COM CL A ACHR	ACHR	2,399,817	$11.4m0.04%	0.04%	Reduced -453.3k	-453,261 -15.9%
99	PLANET LABS PBC COM CL A PL	PL	330,773	$11.0m0.03%	0.03%	Added +178.4k	+178,450 117.2%
100	GLASS HOUSE BRANDS INC SUB REG LTD VTG GLAS	GLAS	825,000	$10.2m0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	192,500	$92.2m192.5k shares
PEPSICO INC PEP	PEP	300,000	$46.6m300.0k shares
CISCO SYS INC CSCO	CSCO	196,295	$15.5m196.3k shares
SAREPTA THERAPEUTICS INC SRPT	SRPT	361,391	$7.9m361.4k shares
MONGODB INC MDB	MDB	25,695	$6.3m25.7k shares
DATADOG INC DDOG	DDOG	40,838	$4.8m40.8k shares
ENPHASE ENERGY INC ENPH	ENPH	111,955	$4.2m112.0k shares
SYNOPSYS INC SNPS	SNPS	8,232	$3.8m8.2k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	60,000	$2.2m60.0k shares
CANTON STRATEGIC HOLDINGS IN CNTN	CNTN	652,243	$2.1m652.2k shares
HORIZON SPACE ACQUISITION II		181,878	$1.9m181.9k shares
GIGCAPITAL7 CORP HDRN	HDRN	122,400	$1.3m122.4k shares
ALCHEMY INVTS ACQUISITN CORP ALCYF	ALCYF	99,219	$1.2m99.2k shares
SELECT SECTOR SPDR TR XLF	XLF	22,400	$1.1m22.4k shares
CARVANA CO CVNA	CVNA	15,705	$987.5k15.7k shares
A PARADISE ACQUISITION CORP		90,918	$957.4k90.9k shares
REAL ASSET ACQUISITION CORP		89,415	$938.9k89.4k shares
CARTESIAN GROWTH CORP III FAC	FAC	91,495	$938.3k91.5k shares
ETF OPPORTUNITIES TRUST SSK	SSK	79,042	$889.2k79.0k shares
JOHNSON & JOHNSON JNJ	JNJ	3,631	$887.6k3.6k shares
LEGATO MERGER CORP III		79,691	$875.8k79.7k shares
REAL ASSET ACQUISITION CORP		72,921	$809.4k72.9k shares
BARRICK MNG CORP B	B	17,067	$696.2k17.1k shares
CARTESIAN GROWTH CORP III		65,002	$688.4k65.0k shares
ETF OPPORTUNITIES TRUST XRPR	XRPR	57,736	$636.8k57.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	2,695,000	$1.6bn2.7m shares	Reduced
APPLE INC AAPL · Put	AAPL	Put	3,752,600	$1.1bn3.8m shares	Added
MICROSOFT CORP MSFT · Put	MSFT	Put	2,826,000	$1.1bn2.8m shares	Unchanged
AMAZON COM INC AMZN · Put	AMZN	Put	4,150,000	$989.1m4.2m shares	Added
NVIDIA CORPORATION NVDA · Put	NVDA	Put	4,490,000	$898.4m4.5m shares	Reduced
ALPHABET INC GOOGL · Put	GOOGL	Put	2,010,500	$718.5m2.0m shares	Unchanged
META PLATFORMS INC META · Put	META	Put	1,052,000	$592.6m1.1m shares	Added
ALPHABET INC GOOG · Put	GOOG	Put	1,469,800	$519.3m1.5m shares	Unchanged
SPACE EXPLORATION TECHN CORP SPCX · Put	SPCX	Put	625,000	$106.8m625.0k shares	New
TESLA INC TSLA · Put	TSLA	Put	210,000	$88.3m210.0k shares	Reduced
NEBIUS GROUP N.V. NBIS · Put	NBIS	Put	301,400	$83.2m301.4k shares	New
MICRON TECHNOLOGY INC MU · Put	MU	Put	54,000	$62.3m54.0k shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	35,000	$25.8m35.0k shares	Reduced
TESLA INC TSLA · Call	TSLA	Call	47,500	$20.0m47.5k shares	New
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	22,500	$16.8m22.5k shares	Reduced
ISHARES TR TLT · Call	TLT	Call	128,800	$11.1m128.8k shares	Added
INVESCO QQQ TR QQQ · Call	QQQ	Call	11,000	$8.1m11.0k shares	Reduced
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	10,000	$7.5m10.0k shares	Reduced
AST SPACEMOBILE INC ASTS · Call	ASTS	Call	62,500	$5.6m62.5k shares	Added
MICRON TECHNOLOGY INC MU · Call	MU	Call	4,000	$4.6m4.0k shares	Reduced
ISHARES TR IWM · Put	IWM	Put	15,000	$4.5m15.0k shares	Unchanged
UPSTART HLDGS INC UPST · Put	UPST	Put	119,500	$4.2m119.5k shares	Added
SOFI TECHNOLOGIES INC SOFI · Put	SOFI	Put	225,700	$4.0m225.7k shares	Unchanged
ISHARES TR IWM · Call	IWM	Call	12,500	$3.8m12.5k shares	Reduced
IREN LIMITED IREN · Put	IREN	Put	75,000	$3.4m75.0k shares	New