Clarity Capital Partners LLC — 13F holdings

Clarity Capital Partners LLC reported 113 holdings worth $280M in its 13F filing for Q2 2025, filed July 21, 2025.

Largest positions

1. AENT ALLIANCE ENTERTAINMENT HOLDI — $88.5M (31.6%)
2. PLTR PALANTIR TECHNOLOGIES INC — $18.1M (6.5%)
3. TSLA TESLA INC — $15.7M (5.6%)
4. NVDA NVIDIA CORPORATION — $13.4M (4.8%)
5. MSTR STRATEGY INC — $11.3M (4.0%)
6. AMZN AMAZON COM INC — $8.68M (3.1%)
7. MSFT MICROSOFT CORP — $8.34M (3.0%)
8. COIN COINBASE GLOBAL INC — $6.94M (2.5%)
9. SOFI SOFI TECHNOLOGIES INC — $6.81M (2.4%)
10. GOOGL ALPHABET INC — $5.85M (2.1%)