Institutional Manager · CIK 0002012239
Clarity Capital Partners LLC
Newport Beach, CA · File #028-23983
Latest AUM
$280.0M
Positions
113
Top-10 Concentration
70.1%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALLIANCE ENTERTAINMENT HOLDI | AENTW | 23,476,001 | $88.5M | 33.85% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 132,536 | $18.1M | 6.91% |
| 3 | TESLA INC | TSLA | 49,580 | $15.7M | 6.02% |
| 4 | NVIDIA CORPORATION | NVDA | 83,766 | $13.2M | 5.06% |
| 5 | MICROSTRATEGY INC | STRK | 28,026 | $11.3M | 4.33% |
| 6 | AMAZON COM INC | AMZN | 38,673 | $8.5M | 3.25% |
| 7 | MICROSOFT CORP | MSFT | 16,763 | $8.3M | 3.19% |
| 8 | COINBASE GLOBAL INC | COIN | 19,809 | $6.9M | 2.66% |
| 9 | SOFI TECHNOLOGIES INC | SOFI | 374,093 | $6.8M | 2.61% |
| 10 | ALPHABET INC | GOOG | 32,847 | $5.8M | 2.21% |
| 11 | SUPER MICRO COMPUTER INC | SMCI | 110,349 | $5.4M | 2.07% |
| 12 | APPLE INC | AAPL | 25,418 | $5.2M | 1.99% |
| 13 | TEMPUS AI INC | TEM | 80,147 | $5.1M | 1.95% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 35,075 | $5.0M | 1.90% |
| 15 | SNOWFLAKE INC | SNOW | 17,777 | $4.0M | 1.52% |
| 16 | SALESFORCE INC | CRM | 13,917 | $3.8M | 1.45% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 6,562 | $3.3M | 1.28% |
| 18 | SELECT SECTOR SPDR TR | 81369Y803 | 12,818 | $3.2M | 1.24% |
| 19 | CLEANSPARK INC | CLSKW | 290,121 | $3.2M | 1.22% |
| 20 | DELL TECHNOLOGIES INC | DELL | 25,146 | $3.1M | 1.18% |