Clarity Capital Partners LLC
13F AUM
ⓘ$280.0M
Holdings
113
Latest Filing
2025-06-30
Filing Quarter
Q2 2025
Quarterly Activity — Q2 2025
Click any card to unlockTop Holdings
- 48.5#1,545
Quality
$88.5M23,476,001 sh - 86.0#9
Quality
$18.1M132,536 sh - 50.3#1,459
Quality
$15.7M49,580 sh - 90.3
Quality
$13.2M83,766 sh - 25.4
Quality
$11.3M28,026 sh - 74.8
Quality
$8.5M38,673 sh - 83.9
Quality
$8.3M16,763 sh - 68.2
Quality
$6.9M19,809 sh - 53.9
Quality
$6.8M374,093 sh - 80.2
Quality
$5.8M32,847 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ALLIANCE ENTERTAINMENT HOLDING CORP$AENT | 48.5#1,545 | $88.5M | 23,476,001 |
 Palantir Technologies Inc.$PLTR | 86.0#9 | $18.1M | 132,536 |
 Tesla, Inc.$TSLA | 50.3#1,459 | $15.7M | 49,580 |
 NVIDIA CORP$NVDA | 90.3 | $13.2M | 83,766 |
 Strategy Inc$MSTR | 25.4 | $11.3M | 28,026 |
 AMAZON COM INC$AMZN | 74.8 | $8.5M | 38,673 |
 MICROSOFT CORP$MSFT | 83.9 | $8.3M | 16,763 |
 Coinbase Global, Inc.$COIN | 68.2 | $6.9M | 19,809 |
 SoFi Technologies, Inc.$SOFI | 53.9 | $6.8M | 374,093 |
 Alphabet Inc.$GOOG | 80.2 | $5.8M | 32,847 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clarity Capital Partners LLC's 113 positions.
Showing top 10 of 113 holdings.
Sector Allocation
Consumer Discretionary
$98.4M
Technology
$83.9M
Other
$41.3M
Financials
$30.5M
Industrials
$17.6M
Healthcare
$3.6M
Communication Services
$2.7M
Energy
$806,991
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AI-Powered Hedge Fund Analysis: Clarity Capital Partners LLC
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Every holding in Clarity Capital Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 6,000+ ranked companies.