1y return−15.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $90 against $133 in the S&P 500.2
Bluefin Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $74.8M | 21.6% | +30991.0% |
| NVDANvidia Corporation | $40.0M | 11.5% | New |
| XOVREntrepreneurshares Series Tr | $31.6M | 9.1% | New |
| AMDAdvanced Micro Devices Inc | $29.5M | 8.5% | New |
| SPYState Str Spdr S&p 500 Etf T | $22.9M | 6.6% | +175.7% |
| CRWVCoreweave Inc | $18.9M | 5.4% | −31.2% |
| Topbuild CorCUSIP 89055F103 | $12.8M | 3.7% | New |
| BOXXEa Series Trust | $9.4M | 2.7% | −11.1% |
| QXOQxo Inc | $7.2M | 2.1% | New |
| ETEnergy Transfer L P | $6.3M | 1.8% | +188.3% |
| CCitigroup Inc | $6.2M | 1.8% | +158.1% |
| Electronic Arts IncCUSIP 285512109 | $6.1M | 1.7% | New |
| CORZWCore Scientific Inc New | $5.1M | 1.5% | |
| QQQInvesco Qqq Tr | $5.1M | 1.5% | +72.5% |
| MUMicron Technology Inc | $4.4M | 1.3% | +43.6% |
| FEZSpdr Index Shs Fds | $4.4M | 1.3% | New |
| NASATema Etf Trust | $4.1M | 1.2% | New |
| Select Med Hldgs CorpCUSIP 81619Q105 | $3.3M | 1.0% | New |
| ECHOEchostar Corp | $3.1M | 0.9% | +770.0% |
| DISDisney Walt Co | $3.0M | 0.9% | New |
| ITGRInteger Hldgs Corp | $2.8M | 0.8% | +263.6% |
| MRVLMarvell Technology Inc | $2.7M | 0.8% | New |
| ALKTAlkami Technology Inc | $2.7M | 0.8% | New |
| RIOTRiot Platforms Inc | $2.6M | 0.7% | New |
| METAMeta Platforms Inc | $2.5M | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MBIMbia Inc | March 31, 2025 | +30.9% | $750K |
| CCitigroup Inc | March 31, 2026 | +23.4% | $6.2M |
| QQQInvesco Qqq Tr | September 30, 2025 | +22.7% | $5.1M |
| CWBSpdr Series Trust | March 31, 2026 | +17.8% | $2.4M |
| ETEnergy Transfer L P | December 31, 2025 | +15.9% | $6.3M |
| UTFCohen & Steers Infrastructur | December 31, 2025 | +14.4% | $1.3M |
| SPYState Str Spdr S&p 500 Etf T | September 30, 2025 | +12.1% | $22.9M |
| ITGRInteger Hldgs Corp | March 31, 2026 | +6.2% | $2.8M |
| MSFTMicrosoft Corp | March 31, 2026 | +0.8% | $74.8M |
| BOXXEa Series Trust | March 31, 2026 | +0.7% | $9.4M |
Sold off last quarter
- CCOICogent Comm Holdings Inc was $2.5M
- CRCCalifornia Res Corp was $1.6M
- PFFIshares Tr was $1.5M
- ATKRAtkore Inc was $866K
- JBLUJetblue Airways Corp was $707K
- GOOGLAlphabet Inc was $643K
- TSMTaiwan Semiconductor Manufac was $639K
- Clearwater Analytics Hldgs ICUSIP 185123106 was $473K
- BILLBill Holdings Inc was $437K
- GFIGold Fields Ltd was $409K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.9% | +14.8% |
| March 31, 2026 | +0.7% | −4.6% |
| December 31, 2025 | −28.9% | +2.4% |
| September 30, 2025 | +3.2% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| December 31, 2024 | +13.2% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| March 31, 2024 | +15.2% | +10.0% |
| December 31, 2023 | +3.7% | +11.2% |
| March 31, 2023 | −6.6% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −0.6% | −5.3% |
| December 31, 2021 | +1.8% | +10.7% |
| September 30, 2021 | −3.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bluefin Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1144208&type=13F-HR&dateb=&owner=include&count=40CIK 1144208
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1144208/000114420826000008/Filed August 14, 2026 · accession 0001144208-26-000008