CS
Clear Street Portfolio holdings
AUM
$20.5B
1-Year Est. Return
35.82%
1 Year Est. Return
+35.82%
AUM
$20.5B
AUM Growth
+$3.59B
(+21%)
Holding
881
Top Buys
| 1 | +$405M | |
| 2 | +$294M | |
| 3 | +$251M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$202M |
| 5 |
NuScale Power
SMR
|
+$156M |
Top Sells
| 1 | +$427M | |
| 2 | +$385M | |
| 3 | +$219M | |
| 4 |
Dell
DELL
|
+$61.3M |
| 5 |
GameStop
GME
|
+$34.3M |
Sector Composition
| 1 | Technology | 63.99% |
| 2 | Communication Services | 9.93% |
| 3 | Financials | 9.66% |
| 4 | Consumer Discretionary | 7.02% |
| 5 | Healthcare | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $96.8M | 0.33% |
192,500
|
|
||
27
AST SpaceMobile
ASTS
$20.2B
| $90.1M | 0.31% |
+1,836,361
|
|
||
28
Hims & Hers Health
HIMS
$9.11B
| $87.4M | 0.3% |
1,540,401
-136,266
|
|
||
29
Invesco QQQ Trust
QQQ
$407B
| $84.4M | 0.29% |
140,591
+88,641
|
|
||
|
CRCL
30
Circle Internet Group
CRCL
$20.6B
| $83.8M | 0.29% |
+631,957
|
|
||
31
PepsiCo
PEP
$201B
| $80.1M | 0.27% |
570,000
|
|
||
32
Broadcom
AVGO
$1.8T
| $79.9M | 0.27% |
242,075
+47,433
|
|
||
33
D-Wave Quantum
QBTS
$10.3B
| $75.3M | 0.26% |
3,049,148
+2,544,675
|
|
||
34
IonQ
IONQ
$19.4B
| $61.5M | 0.21% |
+999,801
|
|
||
35
Applovin
APP
$232B
| $60.8M | 0.21% |
84,579
+15,906
|
|
||
36
Astera Labs
ALAB
$25.8B
| $60.7M | 0.21% |
+310,236
|
|
||
|
TEM
37
Tempus AI
TEM
$13.6B
| $57.8M | 0.2% |
716,406
+374,481
|
|
||
38
Novo Nordisk
NVO
$213B
| $56.4M | 0.19% |
+1,016,000
|
|
||
39
Rigetti Computing
RGTI
$9.92B
| $47.8M | 0.16% |
+1,602,967
|
|
||
|
OKLO
40
Oklo
OKLO
$17.4B
| $44.7M | 0.15% |
+400,000
|
|
||
41
Quantum Computing Inc
QUBT
$3.04B
| $38.5M | 0.13% |
+2,089,104
|
|
||
|
GLXY
42
Galaxy Digital Inc
GLXY
$5.35B
| $38.3M | 0.13% |
+1,133,893
|
|
||
43
Joby Aviation
JOBY
$14.4B
| $36.3M | 0.12% |
+2,246,838
|
|
||
44
Marathon Digital Holdings
MARA
$4.76B
| $34.3M | 0.12% |
+1,880,100
|
|
||
45
Salesforce
CRM
$236B
| $33.9M | 0.12% |
143,115
+69,215
|
|
||
46
Intel
INTC
$193B
| $33.4M | 0.11% |
996,000
|
|
||
47
AdvisorShares Pure US Cannabis ETF
MSOS
$724M
| $32.6M | 0.11% |
6,812,632
+4,032,632
|
|
||
48
Riot Platforms
RIOT
$5.83B
| $31.5M | 0.11% |
+1,655,000
|
|
||
49
Eli Lilly
LLY
$908B
| $30.5M | 0.1% |
39,950
+13,000
|
|
||
|
50
GameStop
GME
$10.3B
| $30M | 0.1% |
1,098,657
-1,256,122
|
|