Blue Line Capital, LLC / IL: 13F holdings
CIK 21114062026Q2
| Positions | 77 |
|---|
| Reported value | $119.9m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 77 (+12 vs prior quarter) |
|---|
| Reported value | $119.9m (+35.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 6,606 | $7.6m | 6.4% |
| NVDA NVIDIA CORPORATION | 29,035 | $5.8m | 4.8% |
| AAPL APPLE INC | 19,667 | $5.7m | 4.7% |
| AMZN AMAZON COM INC | 22,529 | $5.4m | 4.5% |
| AVGO BROADCOM INC | 13,568 | $5.1m | 4.3% |
| MSFT MICROSOFT CORP | 12,304 | $4.6m | 3.8% |
| LLY ELI LILLY & CO | 2,956 | $3.5m | 3.0% |
| CRWD CROWDSTRIKE HLDGS INC | 4,028 | $3.1m | 2.6% |
| GOOG ALPHABET INC | 8,580 | $3.0m | 2.5% |
| TSLA TESLA INC | 6,811 | $2.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111406")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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