BLUEFIN CAPITAL MANAGEMENT, LLC — 13F holdings

BLUEFIN CAPITAL MANAGEMENT, LLC reported 144 holdings worth $399M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $74.8M (18.7%)
2. CRWV COREWEAVE INC — $55.6M (13.9%)
3. NVDA NVIDIA CORPORATION — $40.0M (10.0%)
4. XOVR ENTREPRENEURSHARES SERIES TR — $31.6M (7.9%)
5. AMD ADVANCED MICRO DEVICES INC — $29.5M (7.4%)
6. SPY SPDR S&P 500 ETF TR — $24.8M (6.2%)
7. TOPBUILD CORP — $12.8M (3.2%)
8. BOXX EA SERIES TRUST — $9.37M (2.3%)
9. EA ELECTRONIC ARTS INC — $7.64M (1.9%)
10. QXO QXO INC — $7.20M (1.8%)