Blue Jean Financial LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing equity holdings as of September 30, 2026. The filing lists a total of 74 positions held by the firm.
The largest position disclosed in the filing is Galaxy Digital Inc. Class A, for which the firm holds 148,911 shares. Other notable holdings include Rocket Companies Inc. Class A with 254,212 shares, Trekor Metals Ltd. with 10,318 shares, and SoFi Technologies Inc. with 185,724 shares.
The portfolio also includes significant positions in technology and semiconductor companies. These include Advanced Micro Devices Inc. with 3,421 shares, Marvell Technology Inc. with 13,452 shares, Micron Technology Inc. with 1,872 shares, and Taiwan Semiconductor Manufacturing Co. Sponsored ADS with 5,246 shares. Additionally, the firm holds shares in major technology giants such as Apple Inc., Microsoft Corp., Amazon.com Inc., and Meta Platforms Inc.
The filing indicates that all positions are held in a sole voting capacity with no shared investment power.
