§ 13F · FUND PROFILE
Clarity Capital Partners LLC.
AUM · $280M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 21, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 21, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AENT | ALLIANCE ENTERTAINMENT HOLDI | 23.48M | $89M | 31.6% | ±0% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 133K | $18M | 6.5% | −24% |
| 3 | TSLA | TESLA INC | 50K | $16M | 5.6% | −3% |
| 4 | NVDA | NVIDIA CORPORATION | 84K | $13M | 4.7% | +2% |
| 5 | MSTR | MICROSTRATEGY INC | 28K | $11M | 4.0% | −1% |
| 6 | AMZN | AMAZON COM INC | 39K | $8M | 3.0% | −5% |
| 7 | MSFT | MICROSOFT CORP | 17K | $8M | 3.0% | −5% |
| 8 | COIN | COINBASE GLOBAL INC | 20K | $7M | 2.5% | +11% |
| 9 | SOFI | SOFI TECHNOLOGIES INC | 374K | $7M | 2.4% | −7% |
| 10 | GOOGL | ALPHABET INC | 33K | $6M | 2.1% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARITY SIGNAL
AC read
Clarity Capital Partners LLC is a Other fund managing $280 million in assets. The fund runs a portfolio of 113 positions.
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