§ 13F · FUND PROFILE
Blue Line Capital, LLC / IL.
AUM · $120M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 7K | $8M | 6.4% | −23% |
| 2 | NVDA | NVIDIA CORPORATION | 29K | $6M | 4.8% | −5% |
| 3 | AAPL | APPLE INC | 20K | $6M | 4.7% | +32% |
| 4 | AMZN | AMAZON COM INC | 23K | $5M | 4.5% | +5% |
| 5 | AVGO | BROADCOM INC | 14K | $5M | 4.3% | +39% |
| 6 | MSFT | MICROSOFT CORP | 12K | $5M | 3.8% | +41% |
| 7 | LLY | ELI LILLY & CO | 3K | $4M | 3.0% | NEW |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | 4K | $3M | 2.6% | +11% |
| 9 | GOOG | ALPHABET INC | 9K | $3M | 2.5% | +6% |
| 10 | TSLA | TESLA INC | 7K | $3M | 2.4% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Line Capital, LLC / IL is a Other fund managing $120 million in assets. The fund runs a portfolio of 92 positions.
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