Holdings
Bluefin Capital Management, LLC
As of Jun 30, 2026, Bluefin Capital Management, LLC reported 68 positions worth US$256M. Largest: Microsoft Corp., Nvidia Corporation and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 201K | US$74.8M | +200K | Jun 30, 2026 |
| Nvidia Corporation | 200K | US$40M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 50,750 | US$29.5M | new | Jun 30, 2026 |
| Coreweave, Inc. | 189K | US$18.9M | −85,810 | Jun 30, 2026 |
| Topbuild Corp. | 36,054 | US$12.8M | new | Jun 30, 2026 |
| Qxo, Inc. | 417K | US$7.2M | new | Jun 30, 2026 |
| Energy Transfer Lp | 329K | US$6.29M | +215K | Jun 30, 2026 |
| Citigroup, Inc. | 44,400 | US$6.21M | +27,200 | Jun 30, 2026 |
| Electronic Arts Inc. | 29,549 | US$6.06M | new | Jun 30, 2026 |
| Micron Technology, Inc. | 3,849 | US$4.44M | +1,168 | Jun 30, 2026 |