Clear Street Group Inc.

CIK: 0001881567SEC EDGAR →

Portfolio Value

$26.9B

Holdings

915

As of

Q4 2025

New Positions

518

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDAPut NVIDIA CORPORATION	39,223,573	$7.3B	27.16%
2	MSFTPut MICROSOFT CORP	5,673,155	$2.7B	10.18%
3	AMDPut ADVANCED MICRO DEVICES INC	9,891,025	$2.1B	7.86%
4	AAPLPut APPLE INC	7,532,304	$2.0B	7.60%
5	AMZNPut AMAZON COM INC	7,099,408	$1.6B	6.08%
6	METAPut META PLATFORMS INC	2,447,078	$1.6B	5.99%
7	GOOGPut ALPHABET INC	3,320,442	$1.0B	3.87%
8	GOOGLPut ALPHABET INC	3,073,927	$961.0M	3.57%
9	COINPut COINBASE GLOBAL INC	2,842,542	$642.0M	2.38%
10	BMNRPut BITMINE IMMERSION TECNOLOGIE	18,051,931	$490.0M	1.82%

Quarterly Changes

Top Buys

BMNR↑ Increased

$329.9M

MIGANEW

$299.0M

ASTSNEW

$254.0M

GOOG↑ Increased

$239.8M

GOOGL↑ Increased

$214.4M

Top Sells

MIGACLOSED

$1.9B

IBITCLOSED

$923.1M

TSLA↓ Decreased

$510.2M

COIN↓ Decreased

$342.1M

JPM↓ Decreased

$204.0M

New Positions (225)

MIGA

$299.0M · 2.0M shares

ASTS

$254.0M · 3.5M shares

SMR

$156.0M · 11.0M shares

IREN

$137.0M · 3.6M shares

UPST

$112.0M · 2.6M shares

ETHA

$41.0M · 1.9M shares

$34.0M · 395K shares

$21.0M · 429K shares

$14.0M · 1.0M shares

$12.0M · 41K shares

$11.0M · 1.1M shares

$10.0M · 285K shares

$10.0M · 990K shares

SRPT

$9.0M · 433K shares

ENPH

$7.0M · 238K shares

ISRG

$6.0M · 11K shares

APEX TREAS CORP

$6.0M · 661K shares

KBONU

$5.0M · 500K shares

SNPS

$5.0M · 11K shares

$5.0M · 100K shares

$5.0M · 1.7M shares

$5.0M · 588K shares

$4.0M · 55K shares

$4.0M · 28K shares

$3.0M · 14K shares

$3.0M · 347K shares

$3.0M · 313K shares

STONEBRIDGE ACQUISITION II C

$3.0M · 323K shares

OSCR

$3.0M · 260K shares

ALIS

$3.0M · 401K shares

BEBE

$3.0M · 336K shares

$3.0M · 115K shares

$3.0M · 614K shares

$3.0M · 399K shares

$2.0M · 1.0M shares

$2.0M · 250K shares

$2.0M · 262K shares

$2.0M · 233K shares

GENERAL PURP ACQUISITION COR

$2.0M · 250K shares

$2.0M · 250K shares

$2.0M · 227K shares

$2.0M · 260K shares

$2.0M · 270K shares

$2.0M · 250K shares

$2.0M · 255K shares

$2.0M · 229K shares

$2.0M · 250K shares

$2.0M · 234K shares

$2.0M · 216K shares

$2.0M · 245K shares

$2.0M · 203K shares

$2.0M · 201K shares

$2.0M · 214K shares

$2.0M · 200K shares

CROWN RESV ACQUISITION CORP

$2.0M · 235K shares

$2.0M · 200K shares

$2.0M · 266K shares

$2.0M · 8K shares

$2.0M · 252K shares

$2.0M · 250K shares

$2.0M · 200K shares

$2.0M · 260K shares

$2.0M · 273K shares

$2.0M · 235K shares

$2.0M · 216K shares

$2.0M · 300K shares

$2.0M · 34K shares

$2.0M · 250K shares

$2.0M · 276K shares

$2.0M · 251K shares

$2.0M · 250K shares

TALON CAP CORP

$2.0M · 223K shares

IWM

$2.0M · 10K shares

BAIN CAP GSS INVT CORP

$2.0M · 250K shares

$1.0M · 60K shares

$1.0M · 135K shares

$1.0M · 192K shares

$1.0M · 195K shares

$1.0M · 107K shares

$1.0M · 164K shares

SOCIAL COMM PARTNERS CORP

$1.0M · 119K shares

FCRS

$1.0M · 104K shares

NEM

$1.0M · 16K shares

MCKINLEY ACQUISITION CORP

$1.0M · 427K shares

VOYG

$1.0M · 40K shares

RANGE CAP ACQUISITION CORP I

$1.0M · 197K shares

$1.0M · 101K shares

$1.0M · 179K shares

$1.0M · 112K shares

$1.0M · 7K shares

$1.0M · 110K shares

$1.0M · 182K shares

$1.0M · 119K shares

$1.0M · 200K shares

$1.0M · 100K shares

LAFAYETTE ACQUISITION CORP

$1.0M · 129K shares

$1.0M · 140K shares

$0 · 8K shares

$0 · 3K shares

$0 · 27K shares

$0 · 2K shares

$0 · 6K shares

$0 · 142 shares

$0 · 26K shares

$0 · 76K shares

$0 · 2K shares

$0 · 101K shares

$0 · 308K shares

$0 · 2K shares

$0 · 10K shares

$0 · 89K shares

$0 · 100 shares

$0 · 100K shares

$0 · 425 shares

$0 · 2K shares

$0 · 100 shares

$0 · 67K shares

$0 · 86K shares

$0 · 229K shares

$0 · 22K shares

CROWN RESV ACQUISITION CORP

$0 · 37K shares

$0 · 53K shares

$0 · 186 shares

$0 · 436 shares

$0 · 100 shares

$0 · 5K shares

CROWN RESV ACQUISITION CORP

$0 · 178K shares

$0 · 91K shares

$0 · 10K shares

$0 · 300 shares

$0 · 34K shares

$0 · 200 shares

$0 · 32 shares

$0 · 82K shares

$0 · 26K shares

$0 · 194K shares

$0 · 52K shares

$0 · 25K shares

$0 · 26K shares

$0 · 89K shares

$0 · 378K shares

$0 · 18K shares

$0 · 41K shares

$0 · 2K shares

$0 · 4K shares

$0 · 235K shares

$0 · 6K shares

$0 · 176K shares

APEX TREAS CORP

$0 · 301K shares

TER

$0 · 5K shares

ALDEL FINL II INC

$0 · 4K shares

$0 · 16K shares

$0 · 489K shares

$0 · 17K shares

$0 · 348K shares

$0 · 100 shares

$0 · 91K shares

$0 · 53K shares

SPRING VY ACQUISITION CORP I

$0 · 525K shares

$0 · 201K shares

$0 · 78K shares

$0 · 231K shares

$0 · 121K shares

$0 · 28K shares

CROWN RESV ACQUISITION CORP

$0 · 94K shares

$0 · 100 shares

$0 · 13K shares

$0 · 7K shares

$0 · 3 shares

$0 · 300 shares

$0 · 48K shares

$0 · 240K shares

$0 · 94 shares

$0 · 50K shares

$0 · 93K shares

$0 · 93K shares

$0 · 120 shares

$0 · 18K shares

BTC DEV CORP

$0 · 88K shares

TALON CAP CORP

$0 · 95K shares

$0 · 32K shares

$0 · 225K shares

$0 · 52K shares

$0 · 184K shares

$0 · 62K shares

$0 · 26K shares

$0 · 99K shares

$0 · 2K shares

$0 · 5K shares

EGHA

$0 · 265K shares

SPRING VY ACQUISITION CORP I

$0 · 7K shares

BIXI

$0 · 110K shares

BAIN CAP GSS INVT CORP

$0 · 80K shares

$0 · 100 shares

$0 · 58K shares

$0 · 705 shares

$0 · 94K shares

$0 · 900 shares

$0 · 294K shares

$0 · 47K shares

$0 · 16K shares

$0 · 200 shares

$0 · 36K shares

$0 · 98K shares

$0 · 295K shares

$0 · 3K shares

$0 · 199K shares

$0 · 250K shares

$0 · 40K shares

$0 · 6K shares

$0 · 58 shares

$0 · 875K shares

$0 · 11K shares

RANGE CAP ACQUISITION CORP I

$0 · 64K shares

$0 · 185K shares

$0 · 100 shares

$0 · 270K shares

$0 · 24K shares

$0 · 100 shares

$0 · 5K shares

$0 · 3K shares

RANGE CAP ACQUISITION CORP I

$0 · 102K shares

CMG

$0 · 26K shares

LUMN

$0 · 12 shares

SPOT

$0 · 2K shares

Closed Positions (129)

MIGA

$1.9B · 6.0M shares

IBIT

$923.1M · 14.2M shares

SMR

$155.6M · 4.3M shares

ETHA

$141.7M · 4.5M shares

$90.1M · 1.8M shares

$84.5M · 4.6M shares

$32.6M · 2.2M shares

$29.0M · 571K shares

$24.1M · 1.1M shares

$16.4M · 2.3M shares

$7.8M · 221K shares

$5.0M · 167K shares

$4.1M · 280K shares

$4.1M · 217K shares

$3.1M · 482K shares

$2.2M · 222K shares

ALPHAVEST ACQUISITION CORP

$1.8M · 144K shares

GSR III ACQUISITION CORP

$1.8M · 175K shares

$1.8M · 175K shares

$1.5M · 90K shares

$1.0M · 200K shares

$993K · 79K shares

$976K · 135K shares

$856K · 20K shares

$787K · 192K shares

$770K · 5K shares

$761K · 73K shares

$694K · 56K shares

$592K · 52K shares

NABORS ENERGY TRANSITION COR

$561K · 50K shares

$477K · 50K shares

$469K · 45K shares

$468K · 44K shares

$466K · 100K shares

$460K · 50K shares

$451K · 35K shares

$450K · 30K shares

$373K · 75K shares

GSR III ACQUISITION CORP

$282K · 33K shares

$239K · 56K shares

SVAC

$207K · 398K shares

IRON HORSE ACQUISITIONS CORP

$183K · 250K shares

HCM II ACQUISITION CORP

$180K · 30K shares

YDES

$146K · 8K shares

DTSQ

$138K · 12K shares

ASPCR

$117K · 11K shares

ALPHAVEST ACQUISITION CORP

$106K · 174K shares

$104K · 18K shares

$102K · 85K shares

$73K · 20K shares

$63K · 30K shares

$63K · 393K shares

$62K · 338K shares

$59K · 5K shares

$57K · 318K shares

$56K · 4K shares

$53K · 10K shares

$53K · 30K shares

$53K · 5K shares

$51K · 4K shares

$45K · 4K shares

$38K · 50K shares

$36K · 3K shares

$34K · 3K shares

$33K · 15K shares

$32K · 3K shares

$29K · 23K shares

NABORS ENERGY TRANSITION COR

$26K · 95K shares

NABORS ENERGY TRANSITION COR

$26K · 2K shares

$26K · 2K shares

$25K · 4K shares

$22K · 2K shares

$21K · 304K shares

$16K · 15K shares

$15K · 1K shares

$12K · 3K shares

$10K · 993K shares

$9K · 6K shares

$7K · 2K shares

AMBIPAR EMERGENCY RESPONSE

$7K · 173K shares

$7K · 1K shares

$6K · 833 shares

$6K · 462K shares

$4K · 1K shares

$3K · 22K shares

ABPRO HLDGS INC

$3K · 13K shares

$3K · 1K shares

$2K · 199K shares

$2K · 59K shares

$2K · 100 shares

$2K · 191 shares

$1K · 411 shares

$1K · 2K shares

NLS PHARMACEUTICS LTD

$1K · 58K shares

RBOTW

$876 · 44K shares

$848 · 100 shares

$679 · 111 shares

$503 · 100 shares

$501 · 100 shares

$440 · 70 shares

$385 · 138 shares

$341 · 30 shares

$296 · 51 shares

$192 · 126 shares

$187 · 16 shares

$169 · 300 shares

$140 · 100 shares

$140 · 200 shares

$129 · 100 shares

DELIXY HLDGS LTD

$113 · 100 shares

$111 · 10K shares

$94 · 100 shares

$53 · 100 shares

$48 · 100 shares

$43 · 100 shares

$41 · 100 shares

$23 · 100 shares

$14 · 94 shares

LAVORO LTD

$7 · 198 shares

$7 · 1 shares

$5 · 100 shares

$5 · 300 shares

$3 · 100 shares

$2 · 186 shares

$2 · 100 shares

$1 · 100 shares

$1 · 450 shares

$1 · 300 shares

$0 · 296K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	195	$16.5B	61.8%
Communication Services	17	$4.0B	14.9%
Financial Services	456	$2.3B	8.6%
Consumer Cyclical	28	$2.3B	8.6%
Unknown	109	$692.0M	2.6%
Healthcare	38	$374.0M	1.4%
Utilities	6	$275.0M	1.0%
Consumer Defensive	9	$176.0M	0.7%
Industrials	31	$124.0M	0.5%
Energy	9	$7.0M	0.0%
Basic Materials	10	$6.0M	0.0%
Real Estate	7	$0	0.0%