CS
Clear Street Portfolio holdings
AUM
$19.1B
1-Year Est. Return
36.06%
This Fund
S&P 500
1 Year Est. Return
+36.06%
AUM
$20.5B
AUM Growth
+$3.59B
(+21%)
Holding
881
Top Buys
| 1 | +$350M | |
| 2 | +$257M | |
| 3 | +$251M | |
| 4 |
NuScale Power
SMR
|
+$172M |
| 5 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$146M |
Top Sells
| 1 | +$443M | |
| 2 | +$333M | |
| 3 | +$205M | |
| 4 |
Dell
DELL
|
+$61.3M |
| 5 |
GameStop
GME
|
+$29.8M |
Sector Composition
| 1 | Technology | 63.98% |
| 2 | Communication Services | 9.93% |
| 3 | Financials | 9.67% |
| 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
$1.07T
| $96.8M | 0.47% |
192,500
|
|
||
27
AST SpaceMobile
ASTS
$26.1B
| $90.1M | 0.44% |
+1,836,361
|
|
||
28
Hims & Hers Health
HIMS
$5.05B
| $87.4M | 0.43% |
1,540,401
-136,266
|
|
||
29
Invesco QQQ Trust
QQQ
$398B
| $84.4M | 0.41% |
140,591
+88,641
|
|
||
|
CRCL
30
Circle Internet Group
CRCL
$26.5B
| $83.8M | 0.41% |
+631,957
|
|
||
31
PepsiCo
PEP
$221B
| $80.1M | 0.39% |
570,000
|
|
||
32
Broadcom
AVGO
$1.64T
| $79.9M | 0.39% |
242,075
+47,433
|
|
||
33
D-Wave Quantum
QBTS
$7.04B
| $75.3M | 0.37% |
3,049,148
+2,544,675
|
|
||
34
IonQ
IONQ
$13.2B
| $61.5M | 0.3% |
+999,801
|
|
||
35
Applovin
APP
$174B
| $60.8M | 0.3% |
84,579
+15,906
|
|
||
36
Astera Labs
ALAB
$20.8B
| $60.7M | 0.3% |
+310,236
|
|
||
|
TEM
37
Tempus AI
TEM
$9.35B
| $57.8M | 0.28% |
716,406
+374,481
|
|
||
38
Novo Nordisk
NVO
$177B
| $56.4M | 0.27% |
+1,016,000
|
|
||
39
Rigetti Computing
RGTI
$5.81B
| $47.8M | 0.23% |
+1,602,967
|
|
||
|
OKLO
40
Oklo
OKLO
$9.65B
| $44.7M | 0.22% |
+400,000
|
|
||
41
Quantum Computing Inc
QUBT
$1.71B
| $38.5M | 0.19% |
+2,089,104
|
|
||
|
GLXY
42
Galaxy Digital Inc
GLXY
$4.1B
| $38.3M | 0.19% |
+1,133,893
|
|
||
43
Joby Aviation
JOBY
$9.69B
| $36.3M | 0.18% |
+2,246,838
|
|
||
44
Marathon Digital Holdings
MARA
$3.29B
| $34.3M | 0.17% |
+1,880,100
|
|
||
45
Salesforce
CRM
$183B
| $33.9M | 0.17% |
143,115
+69,215
|
|
||
46
Intel
INTC
$228B
| $33.4M | 0.16% |
996,000
|
|
||
47
AdvisorShares Pure US Cannabis ETF
MSOS
$766M
| $32.6M | 0.16% |
6,812,632
+4,032,632
|
|
||
48
Riot Platforms
RIOT
$5.47B
| $31.5M | 0.15% |
+1,655,000
|
|
||
49
Eli Lilly
LLY
$900B
| $30.5M | 0.15% |
39,950
+13,000
|
|
||
|
50
GameStop
GME
$11.1B
| $30M | 0.15% |
1,098,657
-1,256,122
|
|