§ 13F · FUND PROFILE
BLUE JEAN FINANCIAL LLC.
AUM · $144M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$88M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | 74K | $6M | 3.9% | NEW |
| 2 | TSLA | TESLA INC | 12K | $5M | 3.7% | +25% |
| 3 | FSLR | FIRST SOLAR INC | 22K | $5M | 3.5% | NEW |
| 4 | GLXY | GALAXY DIGITAL INC. | 139K | $4M | 2.7% | NEW |
| 5 | NET | CLOUDFLARE INC | 15K | $4M | 2.6% | NEW |
| 6 | UPST | UPSTART HLDGS INC | 103K | $4M | 2.5% | NEW |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | 136K | $3M | 2.4% | NEW |
| 8 | CLS | CELESTICA INC | 9K | $3M | 2.4% | NEW |
| 9 | ABNB | AIRBNB INC | 24K | $3M | 2.4% | NEW |
| 10 | BWA | BORGWARNER INC | 51K | $3M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
BLUE JEAN FINANCIAL LLC is a Other fund managing $144 million in assets. The fund runs a portfolio of 70 positions.
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