Clarity Capital Partners LLC 13F Holdings

CIK 0002012239 · Newport Beach, CA

As of Jun 30, 2025, Clarity Capital Partners LLC reported 108 positions worth $280.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALLIANCE ENTERTAINMENT HOLDI——23,476,001$88.5M31.61%
PALANTIR TECHNOLOGIES INCPLTRTechnology132,536 8.1M6.45%
TESLA INCTSLAConsumer Cyclical49,580 5.7M5.63%
NVIDIA CORPNVDATechnology84,766 3.4M4.78%
STRATEGY INCMSTRTechnology28,026 1.3M4.05%
AMAZON.COM INCAMZNEquity39,573$8.7M3.10%
MICROSOFT CORPMSFTTechnology16,763$8.3M2.98%
COINBASE GLOBAL INCCOINFinancial Services19,809$6.9M2.48%
SOFI TECHNOLOGIES INCSOFIFinancial Services374,093$6.8M2.43%
ALPHABET INCGOOGLEquity33,247$5.8M2.09%
SUPER MICRO COMPUTER INCSMCITechnology110,349$5.4M1.93%
APPLE INCAAPLTechnology25,418$5.2M1.86%
ADVANCED MICRO DEVICES INCAMDEquity36,075$5.1M1.83%
TEMPUS AI INCTEMHealthcare80,147$5.1M1.82%
SNOWFLAKE INCSNOWTechnology17,777$4.0M1.42%
SALESFORCE INCCRMTechnology13,917$3.8M1.36%
CROWDSTRIKE HOLDINGS INCCRWDTechnology6,562$3.3M1.19%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—12,818$3.2M1.16%
CLEANSPARK INCCLSKFinancial Services290,121$3.2M1.14%
DELL TECHNOLOGIES INCDELLTechnology25,146$3.1M1.10%
VANGUARD 500 INDEX FUNDVOO—5,342$3.0M1.08%
INTUITIVE SURGICAL INCISRGHealthcare5,361$2.9M1.04%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSDVY—74,700$2.6M0.94%
VANECK GOLD MINERS ETFGDX—49,425$2.6M0.92%
WALT DISNEY CODISCommunication Services17,669$2.2M0.78%