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Filers›Holding Co.›Clarity Capital Partners LLC
DOSSIER · 13F-HR · Q2 2025

Clarity Capital Partners LLC

Clarity's holding co. based in New York, NY — $280M in tracked AUM across 113 positions as of Q2 2025.

C
Clarity·New York, NY·Holding Co.
CIK 0002012239 · last filed Jun 30, 2025
Total AUM
$280M
▲ 18.4%
vs prior
Holdings
113
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Clarity Capital Partners LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
AENT
ALLIANCE ENTERTAINMENT HOLDI
$89M23.5M31.6%
02
PLTR
PALANTIR TECHNOLOGIES INC
$18M133K6.5%
03
TSLA
TESLA INC
$16M50K5.6%
04
NVDA
NVIDIA CORPORATION
$13M85K4.8%
05
MSTR
MICROSTRATEGY INC
$11M28K4.0%
06
AMZN
AMAZON COM INC
$9M40K3.1%
07
MSFT
MICROSOFT CORP
$8M17K3.0%
08
COIN
COINBASE GLOBAL INC
$7M20K2.5%
09
SOFI
SOFI TECHNOLOGIES INC
$7M374K2.4%
10
GOOGL
ALPHABET INC
$6M33K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Clarity
haiku-4-5 · 113 positions indexed
Sector mix
  • Financials18%
  • Health Care37%
  • Cons. Disc.10%
  • Industrials4%
  • Energy23%
  • Other8%
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