BLUE JEAN FINANCIAL LLC

CIK 0002047089 · ALBANY, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

BLUE JEAN FINANCIAL LLC reported 70 positions worth $143.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: XYZ (3.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$143.7M
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.5%
Est. Net Flow (Q)
2026 Q2
10 / 70 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XYZBLOCK INCSH$5.7M3.94%74,436
2TSLATESLA INCSH$5.2M3.65%12,469
3FSLRFIRST SOLAR INCSH$5.1M3.54%21,550
4GLXYGALAXY DIGITAL INC.SH$3.8M2.65%139,471
5NETCLOUDFLARE INCSH$3.8M2.64%15,475
6UPSTUPSTART HLDGS INCSH$3.7M2.54%103,049
7CORZCORE SCIENTIFIC INC NEWSH$3.5M2.42%135,999
8CLSCELESTICA INCSH$3.4M2.39%9,404
9ABNBAIRBNB INCSH$3.4M2.36%23,688
10BWABORGWARNER INCSH$3.4M2.33%50,508

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BLUE JEAN FINANCIAL LLC hold as of Q2 2026?

BLUE JEAN FINANCIAL LLC reported 70 positions worth $143.7M in its Q2 2026 13F filing. Largest positions: XYZ (3.9%), TSLA (3.7%), FSLR (3.5%), GLXY (2.7%) and NET (2.6%).

What did BLUE JEAN FINANCIAL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BLUE JEAN FINANCIAL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.