Managed by
Hedge FundAUM Tracked
$17.8B
AI Exposure
72.2%
AI & Tech holdings for Clear Street Group Inc.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 31,819,354 | $5.5B | 31.1% | No change |
| $AMDAI | Advanced Micro Devices | 5,501,140 | $1.1B | 6.3% | No change |
| $MSFTAI | Microsoft Corporation | 2,874,170 | $1.1B | 6% | No change |
| $AAPLAI | Apple Inc. | 3,768,562 | $960.0M | 5.4% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,743,315 | $779.9M | 4.4% | Increased by 5% |
| $METAAI | Meta Platforms, Inc. | 1,304,555 | $746.6M | 4.2% | Reduced by 9% |
| $GOOGLAI | Alphabet Inc. | 2,010,500 | $578.1M | 3.2% | Increased by 31% |
| $GOOGAI | Alphabet Inc. | 1,620,450 | $465.1M | 2.6% | Reduced by 6% |
| $COINAI | Coinbase Global | 2,554,198 | $446.0M | 2.5% | No change |
| $PLTRAI | Palantir Technologies | 2,180,652 | $319.3M | 1.8% | No change |
| $APPAI | AppLovin Corporation | 277,872 | $110.6M | 0.6% | Increased by 518% |
| $TSLAAI | Tesla, Inc. | 274,752 | $102.4M | 0.6% | Reduced by 30% |
| $BABAAI | Alibaba Group | 669,953 | $84.1M | 0.5% | Reduced by 8% |
| $AVGOAI | Broadcom Inc. | 247,375 | $76.8M | 0.4% | Reduced by 14% |
| $ORCLAI | Oracle Corporation | 456,633 | $67.2M | 0.4% | Reduced by 58% |
| $IONQAI | IonQ Inc. | 1,831,530 | $52.8M | 0.3% | Reduced by 43% |
| $ADBEAI | Adobe Inc. | 185,008 | $45.0M | 0.3% | Increased by 67% |
| $LRCXAI | Lam Research | 171,634 | $36.9M | 0.2% | Increased by 142% |
| $PYPLAI | PayPal Holdings | 775,372 | $35.1M | 0.2% | Increased by 21% |
| $ASMLAI | ASML Holding NV | 26,230 | $34.6M | 0.2% | Increased by 163% |
| $ARMAI | ARM Holdings plc | 200,879 | $30.4M | 0.2% | Increased by 64% |
| $CRMAI | Salesforce Inc. | 137,519 | $25.7M | 0.1% | Reduced by 18% |
| $TSMAI | Taiwan Semiconductor | 61,607 | $20.8M | 0.1% | Increased by 30% |
| $SMCIAI | Super Micro Computer | 896,665 | $20.4M | 0.1% | Reduced by 47% |
| $CEGAI | Constellation Energy | 56,105 | $15.7M | 0.1% | Increased by 97% |
| $SNOWAI | Snowflake Inc. | 100,789 | $15.2M | 0.1% | Reduced by 32% |
| $TERAI | Teradyne Inc. | 24,779 | $7.3M | 0% | Increased by 421% |
| $KLACAI | KLA Corporation | 4,274 | $6.3M | 0% | Increased by 906% |
| $MDBAI | MongoDB Inc. | 25,695 | $6.3M | 0% | Increased by 38% |
| $ISRGAI | Intuitive Surgical | 12,498 | $5.8M | 0% | Increased by 17% |
| $PANWAI | Palo Alto Networks | 33,565 | $5.4M | 0% | Increased by 107% |
| $DDOGAI | Datadog Inc. | 40,838 | $4.8M | 0% | Increased by 62% |
| $SOUNAI | SoundHound AI | 626,278 | $4.3M | 0% | Reduced by 20% |
| $NETAI | Cloudflare Inc. | 19,046 | $3.9M | 0% | Increased by 498% |
| $SNPSAI | Synopsys Inc. | 8,232 | $3.8M | 0% | Reduced by 24% |
| $BIDUAI | Baidu, Inc. | 21,385 | $2.4M | 0% | Increased by 282% |
| $ANETAI | Arista Networks | 17,739 | $2.2M | 0% | Reduced by 49% |
| $VSTAI | Vistra Corp. | 11,382 | $1.7M | 0% | Reduced by 56% |
| $SQAI | Block Inc. | 11,174 | $672.5K | 0% | Reduced by 33% |
| $ABNBAI | Airbnb Inc. | 4,651 | $587.3K | 0% | Increased by 8% |