BLUEFIN CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 11442082026Q2
| Positions | 99 |
|---|
| Reported value | $399.2m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 99 (+10 vs prior quarter) |
|---|
| Reported value | $399.2m (+156.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 200,537 | $74.8m | 18.7% |
| NVDA NVIDIA CORPORATION | 200,000 | $40.0m | 10.0% |
| XOVR ENTREPRENEURSHARES SERIES TR | 1,502,443 | $31.6m | 7.9% |
| AMD ADVANCED MICRO DEVICES INC | 50,750 | $29.5m | 7.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 30,604 | $22.9m | 5.7% |
| CRWV COREWEAVE INC | 189,460 | $18.9m | 4.7% |
| BLD TOPBUILD COR | 36,054 | $12.8m | 3.2% |
| BOXX EA SERIES TRUST | 80,000 | $9.4m | 2.3% |
| QXO QXO INC | 416,650 | $7.2m | 1.8% |
| ET ENERGY TRANSFER L P | 328,947 | $6.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1144208")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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