Blue Jean Financial Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Blue Jean Financial Llc disclosed 74 stock positions valued at approximately $162.79M as of quarter-end September 30, 2026. The largest holdings include BLOCK INC, CLOUDFLARE INC, and BITMINE IMMERSION TECHS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $162.79M
Holdings by Sector
Blue Jean Financial Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BLOCK INC | SQ | Technology | 3.43% | 75,918 | +1,482 | +1.99% | $5,582,251 |
| CLOUDFLARE INC | NET | Technology | 3.28% | 15,358 | -117 | -0.76% | $5,333,526 |
| BITMINE IMMERSION TECHS INC | BMNR | Financial Services | 3.25% | 199,988 | +15,475 | +8.39% | $5,285,683 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 3.25% | 14,518 | +14,518 | +100.00% | $5,285,133 |
| COINBASE GLOBAL INC | COIN | Financial Services | 2.56% | 22,357 | +22,357 | +100.00% | $4,167,568 |
| ASE TECHNOLOGY HLDG CO LTD | ASX | Technology | 2.56% | 93,737 | +93,737 | +100.00% | $4,167,547 |
| AIRBNB INC | ABNB | Consumer Cyclical | 2.41% | 24,447 | +759 | +3.20% | $3,927,411 |
| TEMPUS AI INC | TEM | Healthcare | 2.26% | 44,968 | +44,968 | +100.00% | $3,682,879 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.18% | 13,452 | +13,452 | +100.00% | $3,554,153 |
| IREN LIMITED | IREN | Financial Services | 2.18% | 86,775 | +32,255 | +59.16% | $3,547,362 |
| SHOPIFY INC | SHOP | Technology | 2.14% | 23,481 | +719 | +3.16% | $3,482,232 |
| GALAXY DIGITAL INC. | GLXY | Financial Services | 2.08% | 148,911 | +9,440 | +6.77% | $3,386,236 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 2.06% | 47,186 | +7,205 | +18.02% | $3,358,699 |
| SANDISK CORP | SNDK | Technology | 2.03% | 1,903 | -3,502 | -64.79% | $3,311,011 |
| SEMTECH CORP | SMTC | Technology | 2.03% | 18,518 | -5,574 | -23.14% | $3,302,685 |
| COGNEX CORP | CGNX | Technology | 1.98% | 53,232 | -507 | -0.94% | $3,228,521 |
| BLOOM ENERGY CORP | BE | Industrials | 1.95% | 11,460 | -936 | -7.55% | $3,174,191 |
| JANUS DETROIT STR TR | VNLA | Other | 1.95% | 65,352 | +6,168 | +10.42% | $3,173,493 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 1.94% | 106,035 | +106,035 | +100.00% | $3,158,783 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.94% | 3,250 | +3,250 | +100.00% | $3,156,595 |
| TRUST FOR PROFESSIONAL MANAG | STBF | Other | 1.92% | 125,674 | +12,568 | +11.11% | $3,125,512 |
| DUOLINGO INC | DUOL | Technology | 1.84% | 20,989 | +20,989 | +100.00% | $2,988,834 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 1.83% | 5,456 | +2,498 | +84.45% | $2,979,904 |
| ROCKET COS INC | RKT | Financial Services | 1.80% | 254,212 | +98,213 | +62.96% | $2,925,980 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 1.79% | 185,724 | +119,107 | +178.79% | $2,919,581 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.47% | 5,246 | +64 | +1.24% | $2,393,173 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.32% | 10,362 | -459 | -4.24% | $2,155,503 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.29% | 3,421 | +3,421 | +100.00% | $2,092,831 |
| APPLE INC | AAPL | Technology | 1.26% | 6,169 | +68 | +1.11% | $2,054,400 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.22% | 1,872 | -3,620 | -65.91% | $1,993,886 |
Showing 30 of 74 holdings in the latest reporting period.