BLUE JEAN FINANCIAL LLC: 13F holdings

CIK 20470892026Q2

Positions70
Reported value$143.7m
Filed2026-07-24

Top 10 holdings

SecuritySharesValueWeight
XYZ BLOCK INC74,436$5.7m3.9%
TSLA TESLA INC12,469$5.2m3.7%
FSLR FIRST SOLAR INC21,550$5.1m3.5%
GALAXY DIGITAL INC.139,471$3.8m2.7%
NET CLOUDFLARE INC15,475$3.8m2.6%
UPST UPSTART HLDGS INC103,049$3.7m2.5%
CORZ CORE SCIENTIFIC INC NEW135,999$3.5m2.4%
CLS CELESTICA INC9,404$3.4m2.4%
ABNB AIRBNB INC23,688$3.4m2.4%
BWA BORGWARNER INC50,508$3.4m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2047089")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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