Blue Jean Financial LLC 13F Holdings · Q2 2026
Blue Jean Financial LLC reported 70 securities worth $143.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XYZ (3.94%), TSLA (3.65%), FSLR (3.54%). Among its top 25 positions this quarter: 19 new, 5 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | $5.7M | 3.94% | 74,436 | New |
| 2 | TSLA | TESLA INC | $5.2M | 3.65% | 12,469 | Added |
| 3 | FSLR | FIRST SOLAR INC | $5.1M | 3.54% | 21,550 | New |
| 4 | GLXY | GALAXY DIGITAL INC. | $3.8M | 2.65% | 139,471 | New |
| 5 | NET | CLOUDFLARE INC | $3.8M | 2.64% | 15,475 | New |
| 6 | UPST | UPSTART HLDGS INC | $3.7M | 2.54% | 103,049 | New |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $3.5M | 2.42% | 135,999 | New |
| 8 | CLS | CELESTICA INC | $3.4M | 2.39% | 9,404 | New |
| 9 | ABNB | AIRBNB INC | $3.4M | 2.36% | 23,688 | New |
| 10 | BWA | BORGWARNER INC | $3.4M | 2.33% | 50,508 | New |
| 11 | SEI | SOLARIS ENERGY INFRAS INC | $3.2M | 2.24% | 39,981 | New |
| 12 | RKLB | ROCKET LAB CORP | $3.2M | 2.22% | 31,357 | New |
| 13 | VNLA | JANUS DETROIT STR TR | $2.9M | 2.01% | 59,184 | Added |
| 14 | STBF | TRUST FOR PROFESSIONAL MANAG | $2.9M | 2.00% | 113,106 | Added |
| 15 | FTAI | FTAI AVIATION LTD | $2.6M | 1.84% | 9,786 | New |
| 16 | HBM | HUDBAY MINERALS INC | $2.6M | 1.84% | 111,723 | New |
| 17 | IREN | IREN LIMITED | $2.5M | 1.74% | 54,520 | New |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 1.72% | 5,182 | Trimmed |
| 19 | BMNR | BITMINE IMMERSION TECHS INC | $2.5M | 1.71% | 184,513 | New |
| 20 | RKT | ROCKET COS INC | $2.5M | 1.71% | 155,999 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.60% | 10,821 | New |
| 22 | FLYW | FLYWIRE CORPORATION | $2.3M | 1.57% | 128,158 | New |
| 23 | MP | MP MATERIALS CORP | $2.2M | 1.51% | 38,695 | Added |
| 24 | FCX | FREEPORT MCMORAN INC | $2.1M | 1.48% | 33,747 | New |
| 25 | TGT | TARGET CORP | $2.1M | 1.45% | 15,995 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR