Blue Jean Financial LLC
Blue Jean Financial LLC reported 70 holdings worth US$144M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Blue Jean Financial LLC reported 70 holdings worth US$144M as of Jun 30, 2026. Largest: Block, Inc., Tesla, Inc. and First Solar, Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Block, Inc. | 74,436 | US$5.66M | 3.9% |
| Tesla, Inc. | 12,469 | US$5.24M | 3.7% |
| First Solar, Inc. | 21,550 | US$5.08M | 3.5% |
| Galaxy Digital Inc. | 139K | US$3.81M | 2.7% |
| Cloudflare, Inc. | 15,475 | US$3.8M | 2.6% |
| Upstart Holdings, Inc. | 103K | US$3.65M | 2.5% |
| Core Scientific, Inc. | 136K | US$3.48M | 2.4% |
| Celestica Inc. | 9,404 | US$3.43M | 2.4% |
| Airbnb, Inc. | 23,688 | US$3.39M | 2.4% |
| Borgwarner Inc. | 50,508 | US$3.35M | 2.3% |
| Solaris Energy Infrastructure, Inc. | 39,981 | US$3.22M | 2.2% |
| Rocket Lab Corporation | 31,357 | US$3.19M | 2.2% |
| Ftai Aviation Ltd. | 9,786 | US$2.65M | 1.8% |
| Hudbay Minerals Inc | 112K | US$2.64M | 1.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,182 | US$2.47M | 1.7% |
| Rocket Companies, Inc. | 156K | US$2.46M | 1.7% |
| Bitmine Immersion Technologies, Inc. | 185K | US$2.46M | 1.7% |
| Flywire Corporation - Voting | 128K | US$2.25M | 1.6% |
| Mp Materials Corp. | 38,695 | US$2.17M | 1.5% |
| Freeport-mcmoran, Inc. | 33,747 | US$2.12M | 1.5% |
| Target Corporation | 15,995 | US$2.09M | 1.5% |
| Cameco Corporation | 20,009 | US$2.04M | 1.4% |
| Astronics Corporation | 25,020 | US$2.03M | 1.4% |
| Steven Madden, Ltd. | 48,194 | US$2.03M | 1.4% |
| Century Aluminum Company | 43,289 | US$1.99M | 1.4% |
| General Motors Company | 25,255 | US$1.95M | 1.4% |
| United Rentals, Inc. | 1,717 | US$1.95M | 1.4% |
| Rockwell Automation, Inc. | 3,859 | US$1.91M | 1.3% |
| Jp Morgan Chase & Co. | 5,815 | US$1.9M | 1.3% |
| Morgan Stanley | 8,843 | US$1.85M | 1.3% |
| Apple Inc | 6,101 | US$1.77M | 1.2% |
| Bank Of America Corporation | 29,860 | US$1.7M | 1.2% |
| Amazon.com, Inc. | 7,026 | US$1.67M | 1.2% |
| Cummins Inc. | 2,339 | US$1.67M | 1.2% |
| Broadcom Inc. | 4,302 | US$1.63M | 1.1% |
| Alphabet Inc (google) Class C | 4,540 | US$1.62M | 1.1% |
| Nvidia Corporation | 7,793 | US$1.56M | 1.1% |
| Starbucks Corporation | 13,961 | US$1.43M | 0.99% |
| Microsoft Corp. | 3,571 | US$1.33M | 0.93% |
| Costco Wholesale Corporation | 1,321 | US$1.24M | 0.86% |
| Meta Platforms, Inc. | 2,063 | US$1.16M | 0.81% |
| 3m Company | 1,432 | US$232K | 0.16% |
| Lightpath Technologies, Inc. | 13,285 | US$217K | 0.15% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Bloom Energy Corporation | 0 | US$0 | 0.00% |
| Deere & Company | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Norfolk Southern Corporation | 0 | US$0 | 0.00% |
| Regeneron Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Semtech Corporation | 0 | US$0 | 0.00% |
| Sitime Corporation | 0 | US$0 | 0.00% |
| Tko Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Transmedics Group, Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Tutor Perini Corporation | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
| Viking Holdings Ltd | 0 | US$0 | 0.00% |
| Zeta Global Holdings Corp. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| American Express Company | 0 | US$0 | 0.00% |
Source
View original at SEC
Related