Blue Jean Financial
Latest statistics and disclosures from Blue Jean Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XYZ, NET, BMNR, KEYS, COIN, and represent 15.76% of Blue Jean Financial's stock portfolio.
- Added to shares of these 10 stocks: KEYS (+$5.3M), COIN, ASX, TEM, MRVL, SHOP, SNDK, SMTC, CGNX, BE.
- Started 38 new stock positions in HIMS, MU, MUSE, SHOP, IEF, SMTC, SPOT, DELL, GLD, ULTA.
- Reduced shares in these 10 stocks: , FSLR (-$5.1M), UPST, CORZ, CLS, BWA, RKLB, FTAI, HBM, FLYW.
- Sold out of its positions in ATRO, BWA, AVGO, BFIX, CCJ, CLS, CENX, CORZ, CMI, DD.
- Blue Jean Financial was a net buyer of stock by $17M.
- Blue Jean Financial has $163M in assets under management (AUM), dropping by 13.32%.
- Central Index Key (CIK): 0002047089
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Portfolio Holdings for Blue Jean Financial
Blue Jean Financial holds 74 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Block Cl A (XYZ) | 3.4 | $5.6M | 76k | 73.53 |
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| Cloudflare Cl A Com (NET) | 3.3 | $5.3M | 15k | 347.28 |
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| Bitmine Immersion Techs Com New (BMNR) | 3.2 | $5.3M | +8% | 200k | 26.43 |
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| Keysight Technologies (KEYS) | 3.2 | $5.3M | NEW | 15k | 364.04 |
|
| Coinbase Global Com Cl A (COIN) | 2.6 | $4.2M | NEW | 22k | 186.41 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 2.6 | $4.2M | NEW | 94k | 44.46 |
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| Airbnb Com Cl A (ABNB) | 2.4 | $3.9M | +3% | 24k | 160.65 |
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| Tempus Ai Cl A (TEM) | 2.3 | $3.7M | NEW | 45k | 81.90 |
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| Marvell Technology (MRVL) | 2.2 | $3.6M | NEW | 14k | 264.21 |
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| Iren Ordinary Shares (IREN) | 2.2 | $3.5M | +59% | 87k | 40.88 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 2.1 | $3.5M | NEW | 24k | 148.30 |
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| Galaxy Digital Cl A (GLXY) | 2.1 | $3.4M | +6% | 149k | 22.74 |
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| Solaris Energy Infras Com Cl A (SEI) | 2.1 | $3.4M | +18% | 47k | 71.18 |
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| Sandisk Corp (SNDK) | 2.0 | $3.3M | NEW | 1.9k | 1739.89 |
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| Semtech Corporation (SMTC) | 2.0 | $3.3M | NEW | 19k | 178.35 |
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| Cognex Corporation (CGNX) | 2.0 | $3.2M | NEW | 53k | 60.65 |
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| Bloom Energy Corp Com Cl A (BE) | 1.9 | $3.2M | NEW | 12k | 276.98 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.9 | $3.2M | +10% | 65k | 48.56 |
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| Hims & Hers Health Com Cl A (HIMS) | 1.9 | $3.2M | NEW | 106k | 29.79 |
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| Lumentum Hldgs (LITE) | 1.9 | $3.2M | NEW | 3.3k | 971.26 |
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| Trust For Professional Man Perfo Tr Bd Etf (STBF) | 1.9 | $3.1M | +11% | 126k | 24.87 |
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| Duolingo Cl A Com (DUOL) | 1.8 | $3.0M | NEW | 21k | 142.40 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $3.0M | NEW | 5.5k | 546.17 |
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| Rocket Cos Com Cl A (RKT) | 1.8 | $2.9M | +62% | 254k | 11.51 |
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| Sofi Technologies (SOFI) | 1.8 | $2.9M | NEW | 186k | 15.72 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.4M | 5.2k | 456.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $2.2M | -4% | 10k | 208.02 |
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| Advanced Micro Devices (AMD) | 1.3 | $2.1M | NEW | 3.4k | 611.76 |
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| Apple (AAPL) | 1.3 | $2.1M | 6.2k | 333.02 |
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| Micron Technology (MU) | 1.2 | $2.0M | NEW | 1.9k | 1065.11 |
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| Circle Internet Group Com Cl A (CRCL) | 1.2 | $2.0M | NEW | 24k | 82.17 |
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| Meta Platforms Cl A (META) | 1.2 | $2.0M | +32% | 2.7k | 725.18 |
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| General Motors Company (GM) | 1.2 | $2.0M | 26k | 77.00 |
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| Hewlett Packard Enterprise (HPE) | 1.2 | $2.0M | NEW | 31k | 63.89 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.9M | 5.9k | 330.81 |
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| Microsoft Corporation (MSFT) | 1.2 | $1.9M | +2% | 3.7k | 512.90 |
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| Arista Networks Com Shs (ANET) | 1.1 | $1.8M | NEW | 8.9k | 203.59 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.1 | $1.8M | +10% | 75k | 23.71 |
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| Amazon (AMZN) | 1.1 | $1.8M | 7.1k | 249.15 |
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| Tcw Etf Trust Aaa Clo Etf (ACLO) | 1.1 | $1.8M | NEW | 35k | 50.55 |
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| Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) | 1.1 | $1.8M | NEW | 76k | 23.18 |
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| Tcw Etf Trust Multisector Crdt (MUSE) | 1.1 | $1.7M | NEW | 36k | 48.41 |
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| Tcw Etf Trust Flexible Income (FLXR) | 1.1 | $1.7M | +11% | 46k | 37.93 |
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| Morgan Stanley Com New (MS) | 1.0 | $1.7M | +2% | 9.1k | 188.08 |
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| Deere & Company (DE) | 1.0 | $1.7M | NEW | 2.5k | 671.55 |
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| Dell Technologies CL C (DELL) | 1.0 | $1.7M | NEW | 3.1k | 537.95 |
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| Bank of America Corporation (BAC) | 1.0 | $1.7M | +2% | 31k | 54.43 |
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| Uber Technologies (UBER) | 1.0 | $1.7M | NEW | 24k | 68.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.6M | +4% | 4.8k | 340.74 |
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| United Rentals (URI) | 1.0 | $1.6M | -5% | 1.6k | 1000.78 |
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| Servicenow (NOW) | 1.0 | $1.6M | NEW | 12k | 134.01 |
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| Johnson Controls Internation SHS (JCI) | 1.0 | $1.6M | +5% | 11k | 148.65 |
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| Chipotle Mexican Grill (CMG) | 1.0 | $1.6M | NEW | 50k | 31.95 |
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| Spotify Technology S A SHS (SPOT) | 0.9 | $1.5M | NEW | 3.1k | 487.38 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.9 | $1.5M | -3% | 19k | 81.58 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.5M | +25% | 1.7k | 910.34 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.9 | $1.5M | -3% | 17k | 89.30 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.9 | $1.4M | -4% | 16k | 89.76 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $1.3M | NEW | 15k | 89.31 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.8 | $1.3M | -3% | 9.0k | 146.75 |
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| Doordash Cl A (DASH) | 0.6 | $1.0M | NEW | 5.7k | 183.55 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.6 | $911k | -3% | 11k | 81.70 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.5 | $861k | -4% | 32k | 27.18 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.5 | $860k | -4% | 15k | 55.74 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $854k | -4% | 9.6k | 88.58 |
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| Spdr Series Trust St Str Sp Semi (XSD) | 0.5 | $755k | NEW | 1.4k | 529.62 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.5 | $745k | -2% | 7.9k | 94.71 |
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| Roundhill Etf Trust Memory Etf | 0.4 | $724k | NEW | 12k | 60.36 |
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| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.4 | $714k | NEW | 16k | 45.53 |
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| Coinshares Etf Tr Bitcoin Ming Dig (WGMI) | 0.4 | $666k | NEW | 15k | 44.93 |
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| Morgan Stanley Etf Trust Para Hedg Eq Etf (PHEQ) | 0.4 | $581k | NEW | 16k | 35.40 |
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| 3M Company (MMM) | 0.2 | $246k | +4% | 1.5k | 164.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $203k | NEW | 534.00 | 380.84 |
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| Trekor Metals | 0.1 | $92k | NEW | 10k | 8.91 |
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Past Filings by Blue Jean Financial
SEC 13F filings are viewable for Blue Jean Financial going back to 2026
- Blue Jean Financial 2026 Q3 filed Oct. 20, 2026
- Blue Jean Financial 2026 Q2 filed July 24, 2026
- Blue Jean Financial 2026 Q1 filed April 21, 2026