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CCP
Clarity Capital Partners Portfolio holdings
AUM
$280M
1-Year Est. Return
25.04%
This Fund
S&P 500
This Quarter
Est. Return
+17.96%
1 Year Est. Return
+25.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
91.11%
Top 10 Holdings %
Top 10 Hldgs %
39.8%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$9.99M |
| 2 |
Amazon
AMZN
|
+$6.9M |
| 3 |
Microsoft
MSFT
|
+$6.33M |
| 4 |
Apple
AAPL
|
+$5.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$5.34M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.88% |
| 2 | Consumer Discretionary | 16.75% |
| 3 | Communication Services | 6.7% |
| 4 | Financials | 5.72% |
| 5 | Industrials | 1.93% |
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Clarity Capital Partners's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Clarity Capital Partners, which disclosed 122 positions worth $143M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Tesla: 42,029 shares worth $10.4M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, followed by Consumer Discretionary and Communication Services.
- Clarity Capital Partners's largest Q4 2023 buy was Tesla: 42,029 shares worth $10.4M.
- Clarity Capital Partners's ten largest holdings make up 40% of its $143M portfolio in Q4 2023.
- Clarity Capital Partners disclosed 122 positions in Q4 2023, its first 13F filing on record.
Based on Clarity Capital Partners's 13F filing for Q4 2023, filed 20 Feb 2024.