Blue Jean Financial LLC
Net seller this quarter
$144M
48
-$17.7M
28.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XYZ | $5.66M | 3.94% | Not reported | New | Q2 2026 |
 TSLA | $5.24M | 3.65% | 0.00% | +25.4% | Q4 2025 |
 FSLR | $5.08M | 3.54% | 0.02% | Not reported | Q4 2025 |
 GLXY | $3.81M | 2.65% | 139471.00% | New | Q2 2026 |
 NET | $3.8M | 2.64% | Not reported | Not reported | Q4 2025 |
 UPST | $3.65M | 2.54% | 0.11% | New | Q2 2026 |
 CORZ | $3.48M | 2.42% | 0.04% | New | Q2 2026 |
 CLS | $3.43M | 2.39% | 0.01% | Not reported | Q4 2025 |
 ABNB | $3.39M | 2.36% | Not reported | New | Q2 2026 |
 BWA | $3.35M | 2.33% | 0.02% | New | Q2 2026 |
 SEI | $3.22M | 2.24% | Not reported | New | Q2 2026 |
 RKLB | $3.19M | 2.22% | 0.01% | Not reported | Q4 2025 |
 FTAI | $2.65M | 1.84% | 0.01% | New | Q2 2026 |
 HBM | $2.64M | 1.84% | 0.03% | New | Q2 2026 |
 IREN | $2.49M | 1.74% | 0.02% | New | Q2 2026 |
 TSM | $2.47M | 1.72% | 0.00% | -1.7% | Q4 2025 |
 RKT | $2.46M | 1.71% | Not reported | +20.7% | Q4 2025 |
 BMNR | $2.46M | 1.71% | 0.03% | New | Q2 2026 |
 FLYW | $2.25M | 1.57% | 0.11% | New | Q2 2026 |
 MP | $2.17M | 1.51% | 0.02% | +15.9% | Q1 2026 |
 FCX | $2.12M | 1.48% | 0.00% | New | Q2 2026 |
 TGT | $2.09M | 1.45% | 0.00% | New | Q2 2026 |
 CCJ | $2.04M | 1.42% | 0.00% | +23.0% | Q1 2026 |
 ATRO | $2.03M | 1.42% | 0.06% | New | Q2 2026 |
 SHOO | $2.03M | 1.41% | 0.07% | New | Q2 2026 |
 CENX | $1.99M | 1.39% | 0.04% | New | Q2 2026 |
 LIN | $1.98M | 1.38% | 0.00% | New | Q2 2026 |
 GM | $1.95M | 1.36% | 0.00% | New | Q2 2026 |
 URI | $1.95M | 1.35% | 0.00% | New | Q2 2026 |
 ROK | $1.91M | 1.33% | 0.00% | New | Q2 2026 |
 JPM | $1.9M | 1.32% | 0.00% | -1.8% | Q4 2025 |
 MS | $1.85M | 1.29% | 0.00% | New | Q2 2026 |
 DD | $1.83M | 1.27% | 0.01% | New | Q2 2026 |
 AAPL | $1.77M | 1.23% | 0.00% | -58.0% | Q4 2025 |
 BAC | $1.7M | 1.18% | 0.00% | +2.7% | Q4 2025 |
 AMZN | $1.67M | 1.17% | 0.00% | -61.7% | Q4 2025 |
 CMI | $1.67M | 1.16% | 0.00% | New | Q2 2026 |
 AVGO | $1.63M | 1.13% | 0.00% | -2.5% | Q4 2025 |
 GOOG | $1.62M | 1.13% | Not reported | -62.2% | Q1 2026 |
 FLXR | $1.6M | 1.12% | 0.02% | +12.3% | Q4 2025 |
 NVDA | $1.56M | 1.09% | 0.00% | -61.7% | Q4 2025 |
 JCI | $1.49M | 1.03% | 0.00% | +1.7% | Q4 2025 |
 SBUX | $1.43M | 0.99% | 0.00% | +4.0% | Q1 2026 |
 MSFT | $1.33M | 0.93% | 0.00% | -60.9% | Q4 2025 |
 COST | $1.24M | 0.86% | 0.00% | +2.0% | Q1 2026 |
 META | $1.16M | 0.81% | Not reported | -61.5% | Q1 2026 |
 MMM | $232K | 0.16% | 0.00% | +0.5% | Q1 2026 |
 LPTH | $217K | 0.15% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
 GEV | $4.76M | 3.92% | 0.00% | -2.1% | Q4 2025 |
 VRT | $4.25M | 3.50% | 0.00% | -0.8% | Q4 2025 |
| AMZN | $3.82M | 3.15% | 0.00% | +155.4% | Q4 2025 |
 AAOI | $3.73M | 3.07% | 0.06% | New | Q1 2026 |
| TSLA | $3.7M | 3.05% | 0.00% | -2.3% | Q4 2025 |
| AAPL | $3.68M | 3.04% | 0.00% | +131.5% | Q4 2025 |
 BRK.B | $3.61M | 2.97% | Not reported | +145.1% | Q4 2025 |
| NVDA | $3.55M | 2.92% | 0.00% | +144.4% | Q4 2025 |
| GOOG | $3.48M | 2.87% | Not reported | New | Q1 2026 |
 SNDK | $3.43M | 2.83% | 0.00% | +1.4% | Q4 2025 |
| MSFT | $3.38M | 2.79% | 0.00% | +233.5% | Q4 2025 |
| META | $3.06M | 2.53% | Not reported | New | Q1 2026 |
 TTMI | $2.78M | 2.29% | 0.03% | +1.4% | Q4 2025 |
 ZETA | $2.1M | 1.73% | Not reported | +5.0% | Q4 2025 |
 VIK | $2.03M | 1.67% | Not reported | New | Q1 2026 |
 SITM | $1.99M | 1.64% | 0.02% | +5.6% | Q4 2025 |
 TPC | $1.94M | 1.60% | 0.05% | New | Q1 2026 |
 TKO | $1.93M | 1.59% | Not reported | +7.3% | Q4 2025 |
 MU | $1.86M | 1.53% | 0.00% | -4.3% | Q4 2025 |
 SMTC | $1.85M | 1.53% | 0.03% | New | Q1 2026 |
| RKT | $1.84M | 1.52% | Not reported | +6.4% | Q4 2025 |
| TSM | $1.78M | 1.47% | 0.00% | -3.7% | Q4 2025 |
| CCJ | $1.77M | 1.46% | 0.00% | New | Q1 2026 |
| JPM | $1.74M | 1.44% | 0.00% | -3.4% | Q4 2025 |
 BE | $1.68M | 1.38% | 0.00% | New | Q1 2026 |
 GE | $1.63M | 1.34% | 0.00% | -4.6% | Q4 2025 |
| MP | $1.61M | 1.33% | 0.02% | New | Q1 2026 |
 ULTA | $1.55M | 1.27% | 0.01% | New | Q1 2026 |
 TMDX | $1.52M | 1.25% | 0.04% | New | Q1 2026 |
 NSC | $1.51M | 1.24% | 0.00% | -3.0% | Q4 2025 |
 SPMD | $1.5M | 1.23% | Not reported | +2.7% | Q4 2025 |
| FLXR | $1.43M | 1.18% | 0.02% | +7.0% | Q4 2025 |
| BAC | $1.42M | 1.17% | 0.00% | -2.5% | Q4 2025 |
 DE | $1.38M | 1.14% | 0.00% | New | Q1 2026 |
| AVGO | $1.36M | 1.13% | 0.00% | -5.9% | Q4 2025 |
| JCI | $1.31M | 1.08% | 0.00% | -2.1% | Q4 2025 |
 SCHW | $1.3M | 1.07% | 0.00% | -2.7% | Q4 2025 |
| COST | $1.29M | 1.06% | 0.00% | New | Q1 2026 |
 ABBV | $1.28M | 1.06% | 0.00% | New | Q1 2026 |
 REGN | $1.28M | 1.06% | 0.00% | New | Q1 2026 |
 LLY | $1.25M | 1.03% | 0.00% | New | Q1 2026 |
| SBUX | $1.2M | 0.99% | 0.00% | New | Q1 2026 |
 AXP | $1.18M | 0.97% | 0.00% | -2.6% | Q4 2025 |
| GLD | $230K | 0.19% | 0.00% | Not reported | Q4 2025 |
| MMM | $207K | 0.17% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| TSLA | $4.57M | 3.72% | 0.00% | New | Q4 2025 |
 SHOP | $3.66M | 2.98% | 0.01% | New | Q4 2025 |
| GEV | $3.64M | 2.95% | 0.00% | New | Q4 2025 |
 RDDT | $3.14M | 2.55% | Not reported | New | Q4 2025 |
 APP | $3.13M | 2.54% | 0.00% | New | Q4 2025 |
| RKLB | $3.06M | 2.49% | 0.01% | New | Q4 2025 |
 LMND | $2.82M | 2.29% | 0.05% | New | Q4 2025 |
 CRS | $2.78M | 2.26% | 0.02% | New | Q4 2025 |
| VRT | $2.77M | 2.25% | 0.00% | New | Q4 2025 |
 CRWD | $2.66M | 2.16% | 0.00% | New | Q4 2025 |
| ZETA | $2.55M | 2.07% | Not reported | New | Q4 2025 |
| RKT | $2.35M | 1.91% | Not reported | New | Q4 2025 |
 CRDO | $2.2M | 1.79% | 0.01% | New | Q4 2025 |
| JPM | $1.97M | 1.60% | 0.00% | New | Q4 2025 |
| TTMI | $1.94M | 1.58% | 0.03% | New | Q4 2025 |
 CGNX | $1.93M | 1.57% | 0.03% | New | Q4 2025 |
| SITM | $1.92M | 1.56% | 0.02% | New | Q4 2025 |
 NDAQ | $1.9M | 1.55% | 0.00% | New | Q4 2025 |
| TKO | $1.86M | 1.51% | Not reported | New | Q4 2025 |
| GE | $1.85M | 1.50% | 0.00% | New | Q4 2025 |
 DASH | $1.79M | 1.45% | Not reported | New | Q4 2025 |
 SOFI | $1.74M | 1.42% | 0.01% | New | Q4 2025 |
| NET | $1.74M | 1.41% | Not reported | New | Q4 2025 |
| AAPL | $1.7M | 1.38% | 0.00% | New | Q4 2025 |
 APH | $1.68M | 1.36% | 0.00% | New | Q4 2025 |
 SNOW | $1.67M | 1.35% | 0.00% | New | Q4 2025 |
| TSM | $1.66M | 1.35% | 0.00% | New | Q4 2025 |
 GEHC | $1.66M | 1.35% | 0.00% | New | Q4 2025 |
| AMZN | $1.66M | 1.35% | 0.00% | New | Q4 2025 |
 U | $1.65M | 1.34% | 0.01% | New | Q4 2025 |
| BAC | $1.64M | 1.33% | 0.00% | New | Q4 2025 |
| MU | $1.64M | 1.33% | 0.00% | New | Q4 2025 |
| AVGO | $1.62M | 1.32% | 0.00% | New | Q4 2025 |
 CEG | $1.58M | 1.28% | 0.00% | New | Q4 2025 |
| NSC | $1.56M | 1.27% | 0.00% | New | Q4 2025 |
| NVDA | $1.55M | 1.26% | 0.00% | New | Q4 2025 |
| BRK.B | $1.54M | 1.25% | Not reported | New | Q4 2025 |
| FSLR | $1.54M | 1.25% | 0.01% | New | Q4 2025 |
 WMT | $1.49M | 1.21% | 0.00% | New | Q4 2025 |
| AXP | $1.48M | 1.20% | 0.00% | New | Q4 2025 |
 CRSP | $1.47M | 1.19% | 0.03% | New | Q4 2025 |
| SPMD | $1.43M | 1.16% | Not reported | New | Q4 2025 |
| SCHW | $1.42M | 1.15% | 0.00% | New | Q4 2025 |
| FLXR | $1.35M | 1.09% | 0.02% | New | Q4 2025 |
 ANET | $1.35M | 1.09% | 0.00% | New | Q4 2025 |
| MSFT | $1.33M | 1.08% | 0.00% | New | Q4 2025 |
| SNDK | $1.27M | 1.03% | 0.00% | New | Q4 2025 |
 AME | $1.24M | 1.01% | 0.00% | New | Q4 2025 |
| JCI | $1.22M | 0.99% | 0.00% | New | Q4 2025 |
| GLD | $212K | 0.17% | 0.00% | New | Q4 2025 |