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Clear Street LLC

CIK:0001708828
Asset Manager
$12B AUM
680 holdings
New York, NY, USA
Founded:2018
700 employees
Latest filing:Jun 30, 2025

Clear Street LLC is a New York-based financial technology and prime brokerage company founded in 2018, with over 700 employees worldwide. The firm provides a cloud-native, technology-first prime brokerage platform supporting institutional clients such as hedge funds, family offices, traditional and alternative asset managers. Clear Street offers services across U.S. equities, options, fixed income, and futures, as well as solutions in execution, custody, financing, investment banking, securities lending, capital introduction, and equity research. The firm focuses on modernizing legacy brokerage infrastructure and has grown substantially, serving over 1,000 institutional clients and supporting multi-billion dollar customer balances.

Investment Strategy

Clear Street delivers a technology-driven, cloud-native platform designed to modernize and streamline the full lifecycle of prime brokerage services. The firm emphasizes minimizing risk and facilitating institutional client growth through cutting-edge technology, efficient trade execution, clearing, custody, and capital introduction. Their investment banking division targets emerging growth companies, offering creative capital solutions and advisory services. Core asset coverage includes U.S. equities, options, fixed income, and futures, alongside advanced derivative strategies. Clear Street aims to provide tailored, white-glove services, leveraging proprietary systems that replace legacy technology, and facilitating both traditional and alternative asset managers.

Latest 13F Filing Activity

Clear Street LLC filed their most recent 13F report on Jun 30, 2025 disclosing 324 equity positions and 26 options positions with a total 13F market value of $25B. The fund increased holdings in Nvidia Corporation, Microstrategy Inc., Coinbase Global Inc. among other positions. Clear Street LLC reduced exposure to Disney Walt Co., Pepsico Inc., Berkshire Hathaway Inc. Del among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$4.77B
M
MSTRMICROSTRATEGY INC
+$2.41B
C
COINCOINBASE GLOBAL INC
+$865.0M
T
TSLATESLA INC
+$609.9M
A
AMDADVANCED MICRO DEVICES INC
+$501.7M
Top Sells
D
DISDISNEY WALT CO
-$49.4M
P
PEPPEPSICO INC
-$10.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$9.0M
F
FGMCFG MERGER II CORP
-$4.4M
M
MSOSADVISORSHARES TR
-$2.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+21.6%$5.42B
M
MSTRMICROSTRATEGY INC
+9.6%$2.41B
M
MSFTMICROSOFT CORP
+5.6%$1.41B
M
METAMETA PLATFORMS INC
+3.8%$961.6M
A
AMDADVANCED MICRO DEVICES INC
+3.7%$930.2M

Equity Positions (324)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION21.61%$5.42B34,285,255$151.61$157.99+$4.77B
MICROSTRATEGY INC9.63%$2.41B5,971,971$404.23$404.23+$2.41B
MICROSOFT CORP5.63%$1.41B2,834,561$418.41$497.41+$424.0M
META PLATFORMS INC3.84%$961.6M1,302,778$562.90$738.09+$428.4M
ADVANCED MICRO DEVICES INC3.71%$930.2M6,555,022$130.44$141.90+$501.7M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
MICROSOFT CORPSold
Put
$1.41B28,260$497.41$404.41-9,405-$8.2M
NVIDIA CORPORATIONSold
Put
$949.5M60,100$157.99$120.06-8,000+$211.5M
AMAZON COM INCBought
Put
$778.8M35,500$219.39$188.60+2,350+$148.1M
APPLE INCBought
Put
$768.9M37,476$205.17$182.23+4,000+$25.3M
META PLATFORMS INCBought
Put
$752.5M10,195$738.09$514.22+945+$219.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+32.5%
SERVICES-PREPACKAGED SOFTWARE
+25.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.9%
ELECTRONIC COMPUTERS
+7.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.2%