Institutions / BLUE JEAN FINANCIAL LLC / Holdings

Blue Jean Financial LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Tesla Inc	—	$4.57M	10,172	3.7%
SHOPIFY INC	—	$3.66M	22,762	3.0%
GE Vernova Inc.	—	$3.64M	5,566	3.0%
Reddit, Inc.	—	$3.14M	13,647	2.5%
AppLovin Corp	—	$3.13M	4,646	2.5%
Rocket Lab CorpRKLB	Common Stock	$3.06M	43,930	2.5%
Lemonade, Inc.	—	$2.82M	39,549	2.3%
CARPENTER TECHNOLOGY CORP	—	$2.78M	8,819	2.3%
Vertiv Holdings Co	—	$2.77M	17,091	2.2%
CrowdStrike Holdings, Inc.	—	$2.66M	5,666	2.2%
Zeta Global Holdings Corp.	—	$2.55M	125,518	2.1%
JANUS DETROIT STR TR	—	$2.43M	49,423	2.0%
TRUST FOR PROFESSIONAL MANAG	—	$2.42M	95,423	2.0%
Rocket Companies, Inc.	—	$2.35M	121,402	1.9%
Credo Technology Group Holding Ltd	—	$2.20M	15,288	1.8%
JPMORGAN CHASE & CO	—	$1.97M	6,128	1.6%
TTM Technologies Inc	—	$1.94M	28,159	1.6%
COGNEX CORP	—	$1.93M	53,739	1.6%
SITIME Corp	—	$1.92M	5,449	1.6%
NASDAQ, Inc.	—	$1.90M	19,609	1.5%
TKO Group Holdings, Inc.	—	$1.86M	8,908	1.5%
GENERAL ELECTRIC CO	—	$1.85M	6,006	1.5%
DoorDash, Inc.	—	$1.79M	7,899	1.5%
SoFi Technologies, Inc.	—	$1.74M	66,617	1.4%
Cloudflare, Inc.	—	$1.74M	8,809	1.4%
Apple Inc.	—	$1.70M	6,268	1.4%
AMPHENOL CORP /DE	—	$1.68M	12,413	1.4%
Snowflake Inc.	—	$1.67M	7,594	1.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.66M	5,473	1.4%
GE HealthCare Technologies Inc.	—	$1.66M	20,244	1.3%
Amazon.com Inc	—	$1.66M	7,184	1.3%
Unity Software Inc.	—	$1.65M	37,461	1.3%
BANK OF AMERICA CORP /DE	—	$1.64M	29,823	1.3%
MICRON TECHNOLOGY INC	—	$1.64M	5,736	1.3%
Broadcom Inc.	—	$1.62M	4,685	1.3%
Constellation Energy Corp	—	$1.58M	4,463	1.3%
NORFOLK SOUTHERN CORP	—	$1.56M	5,414	1.3%
NVIDIA Corp	—	$1.55M	8,326	1.3%
Warren E. Buffett	—	$1.54M	3,072	1.3%
First Solar Inc	—	$1.54M	5,893	1.3%
Walmart Inc.	—	$1.49M	13,407	1.2%
AMERICAN EXPRESS CO	—	$1.48M	4,006	1.2%
CRISPR THERAPEUTICS AG	—	$1.47M	28,037	1.2%
JANUS DETROIT STR TR	—	$1.44M	17,621	1.2%
SPDR SERIES TRUST	—	$1.43M	24,621	1.2%
INVESCO EXCH TRADED FD TR II	—	$1.42M	5,607	1.2%
SCHWAB CHARLES CORP	—	$1.42M	14,166	1.1%
INVESCO EXCHANGE TRADED FD T	—	$1.41M	19,650	1.1%
INVESCO EXCH TRADED FD TR II	—	$1.40M	57,560	1.1%
SPDR SERIES TRUST	—	$1.36M	16,979	1.1%