Institutions / Blue Jean Financial LLC
Blue Jean Financial LLC
CIK 2047089 · Institution · as of Dec 31, 2025
Portfolio value
$123.11M
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $4.57M | 3.7% |
| Shopify Inc | $3.66M | 3.0% |
| GE Vernova Inc. | $3.64M | 3.0% |
| Reddit, Inc. | $3.14M | 2.5% |
| AppLovin Corp | $3.13M | 2.5% |
| Rocket Lab CorpRKLB | $3.06M | 2.5% |
| Lemonade, Inc. | $2.82M | 2.3% |
| Carpenter Technology Corp | $2.78M | 2.3% |
| Vertiv Holdings Co | $2.77M | 2.2% |
| CrowdStrike Holdings, Inc. | $2.66M | 2.2% |
| Zeta Global Holdings Corp. | $2.55M | 2.1% |
| Janus Detroit Str Tr | $2.43M | 2.0% |
| Trust for Professional Manag | $2.42M | 2.0% |
| Rocket Companies, Inc. | $2.35M | 1.9% |
| Credo Technology Group Holding Ltd | $2.20M | 1.8% |
| JPMorgan Chase & Co | $1.97M | 1.6% |
| TTM Technologies Inc | $1.94M | 1.6% |
| Cognex Corp | $1.93M | 1.6% |
| SITIME Corp | $1.92M | 1.6% |
| NASDAQ, Inc. | $1.90M | 1.5% |
| TKO Group Holdings, Inc. | $1.86M | 1.5% |
| General Electric Co | $1.85M | 1.5% |
| DoorDash, Inc. | $1.79M | 1.5% |
| SoFi Technologies, Inc. | $1.74M | 1.4% |
| Cloudflare, Inc. | $1.74M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.