BLUEFIN CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago144 disclosed positions worth $399.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MSFT MICROSOFT CORP | $74.8M | 200.5K | 18.74% | Trimmed(-17.5%) |
| 2 | N NVDA NVIDIA CORPORATION | $40M | 200.0K | 10.02% | — |
| 3 | C CRWV COREWEAVE INC | $35.4M | 1.55M | 8.88% | Added(+1262.2%) |
| 4 | E EUBG ENTREPRENEURSHARES SERIES TR | $31.6M | 1.50M | 7.92% | — |
| 5 | A AMD ADVANCED MICRO DEVICES INC | $29.5M | 50.8K | 7.39% | — |
| 6 | S SPY STATE STR SPDR S&P 500 ETF T | $22.9M | 30.6K | 5.73% | Trimmed(-73.0%) |
| 7 | C CRWV COREWEAVE INC | $18.9M | 189.5K | 4.72% | Added(+66.3%) |
| 8 | H H TOPBUILD COR | $12.8M | 36.1K | 3.20% | — |
| 9 | ? N/A EA SERIES TRUST | $9.4M | 80.0K | 2.35% | Trimmed(-11.1%) |
| 10 | ? N/A QXO INC | $7.2M | 416.6K | 1.80% | — |
| 11 | E ET-PI ENERGY TRANSFER L P | $6.3M | 328.9K | 1.58% | Added(+214.5%) |
| 12 | C C-PR CITIGROUP INC | $6.2M | 44.4K | 1.56% | Added(+158.1%) |
| 13 | E EA ELECTRONIC ARTS INC | $6.1M | 29.5K | 1.52% | Trimmed(-90.4%) |
| 14 | C CORZR CORE SCIENTIFIC INC NEW | $5.1M | 272.4K | 1.28% | Unchanged |
| 15 | Q QQQ INVESCO QQQ TR | $5.1M | 6.9K | 1.27% | Trimmed(-84.7%) |
| 16 | S SOMN SOUTHERN CO | $4.5M | 545.0K | 1.12% | Added(+990.0%) |
| 17 | M MU MICRON TECHNOLOGY INC | $4.4M | 3.8K | 1.11% | Added(+43.6%) |
| 18 | S STT-PG SPDR INDEX SHS FDS | $4.4M | 63.4K | 1.09% | — |
| 19 | ? N/A TEMA ETF TRUST | $4.1M | 133.8K | 1.02% | — |
| 20 | W WMT WARNER BROS DISCOVERY INC | $3.7M | 4.36M | 0.92% | Added(+2549.7%) |
| 21 | ? N/A SELECT MED HLDGS CORP | $3.3M | 200.0K | 0.83% | — |
| 22 | E ECHO ECHOSTAR CORP | $3.1M | 30.4K | 0.77% | Added(+770.0%) |
| 23 | D DIS DISNEY WALT CO | $3M | 30.8K | 0.74% | Added(+100.0%) |
| 24 | I ITGR INTEGER HLDGS CORP | $2.8M | 30.3K | 0.71% | Added(+263.6%) |
| 25 | M MRVL MARVELL TECHNOLOGY INC | $2.7M | 9.0K | 0.67% | — |
| 26 | A ALKT ALKAMI TECHNOLOGY INC | $2.7M | 147.7K | 0.67% | — |
| 27 | R RIOT RIOT PLATFORMS INC | $2.6M | 93.9K | 0.64% | Trimmed(-32.9%) |
| 28 | M META META PLATFORMS INC | $2.5M | 4.4K | 0.62% | — |
| 29 | C CW SPDR SERIES TRUST | $2.4M | 21.8K | 0.59% | Trimmed(-79.1%) |
| 30 | V VOYA-PB VOYA FINANCIAL INC | $2.2M | 24.4K | 0.55% | — |
| 31 | P PBR-A PETROLEO BRASILEIRO S A | $2.1M | 129.6K | 0.52% | — |
| 32 | G GLD SPDR GOLD TR | $2M | 5.5K | 0.51% | Trimmed(-78.0%) |
| 33 | P PAAPU PLAINS ALL AMERN PIPELINE L | $1.9M | 85.8K | 0.48% | Trimmed(-6.8%) |
| 34 | U UNH UNITEDHEALTH GROUP INC | $1.5M | 3.7K | 0.39% | Trimmed(-20.9%) |
| 35 | U UTF COHEN & STEERS INFRASTRUCTUR | $1.3M | 48.7K | 0.34% | Trimmed(-46.9%) |
| 36 | T TSLA TESLA INC | $1.3M | 3.0K | 0.32% | — |
| 37 | W WMT WARNER BROS DISCOVERY INC | $1.1M | 2.14M | 0.28% | Added(+1198.2%) |
| 38 | L LITE LUMENTUM HLDGS INC | $934K | 1.1K | 0.23% | — |
| 39 | U UPS UNITED PARCEL SVCS INC | $925K | 8.6K | 0.23% | Trimmed(-60.9%) |
| 40 | R RYAM RAYONIER ADVANCED MATLS INC | $910K | 115.7K | 0.23% | — |
| 41 | S SPY STATE STR SPDR S&P 500 ETF T | $909K | 223.2K | 0.23% | Added(+97.2%) |
| 42 | C COO COOPER COS INC | $896K | 12.5K | 0.22% | — |
| 43 | E EA ELECTRONIC ARTS INC | $890K | 249.8K | 0.22% | Trimmed(-18.9%) |
| 44 | C CRWV COREWEAVE INC | $829K | 197.5K | 0.21% | Added(+73.4%) |
| 45 | S SPY STATE STR SPDR S&P 500 ETF T | $777K | 130.0K | 0.19% | Added(+14.8%) |
| 46 | M MBI MBIA INC | $750K | 115.0K | 0.19% | Added(+18.6%) |
| 47 | ? N/A ROUNDHILL ETF TRUST | $738K | 10.0K | 0.18% | — |
| 48 | V VZ VERIZON COMMUNICATIONS INC | $707K | 16.7K | 0.18% | — |
| 49 | M MX MAGNACHIP SEMICONDUCTOR CORP | $699K | 147.7K | 0.17% | — |
| 50 | C CMG CHIPOTLE MEXICAN GRILL INC | $657K | 19.3K | 0.16% | Trimmed(-29.3%) |