StockDriftsStockDriftsTop 50 Blue Jean Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | 3.94% | 74.4K | $5.7M | new | $66.51(+19.41%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.65% | 12.5K | $5.2M | +25.40%(+2.53K) | $435.21(-23.75%) | 2026-06-30 | |
| FSLR | FIRST SOLAR INC | 3.54% | 21.6K | $5.1M | new | $218.68(+12.11%) | 2026-06-30 | |
| GLXY | GALAXY DIGITAL INC. | 2.65% | 139.5K | $3.8M | new | $22.24(-7.06%) | 2026-06-30 | |
| NET | CLOUDFLARE INC | 2.64% | 15.5K | $3.8M | new | $211.94(+45.61%) | 2026-06-30 | |
| UPST | UPSTART HLDGS INC | 2.54% | 103.0K | $3.7M | new | $29.82(-0.44%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 2.42% | 136.0K | $3.5M | new | $19.75(+2.23%) | 2026-06-30 | |
| CLS | CELESTICA INC | 2.39% | 9.4K | $3.4M | new | $308.01(+2.25%) | 2026-06-30 | |
| ABNB | AIRBNB INC | 2.36% | 23.7K | $3.4M | new | $133.10(+35.59%) | 2026-06-30 | |
| BWA | BORGWARNER INC | 2.33% | 50.5K | $3.4M | new | $59.48(+18.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.50% |
Blue Jean Financial LLC reports $143.66M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are XYZ (3.9%), TSLA (3.6%) and FSLR (3.5%). The top 20 holdings account for 47.49% of reported assets. Its disclosed equity book has returned +33.26% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Jean Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047089). View Blue Jean Financial LLC’s 13F filings on SEC