Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLUEFIN CAPITAL MANAGEMENT, LLC (CIK 1144208) reported $155.9M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRWV ($44.7M, 28.65%), LC ($19.6M, 12.57%), BOXX ($10.5M, 6.71%), CWB ($9.6M, 6.15%), SPY ($8.7M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | $44.7M | 28.65% | 3.3M | Trimmed |
| 2 | LC | LENDINGCLUB ISSUANCE TR SER | $19.6M | 12.57% | 390,000 | New |
| 3 | BOXX | EA SERIES TRUST | $10.5M | 6.71% | 90,000 | New |
| 4 | CWB | SPDR SERIES TRUST | $9.6M | 6.15% | 104,719 | New |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $8.7M | 5.56% | 389,900 | Added |
| 6 | GLD | SPDR GOLD TR | $5.8M | 3.71% | 77,000 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $3.0M | 1.92% | 142,300 | Trimmed |
| 8 | CCOI | COGENT COMM HOLDINGS INC | $2.6M | 1.68% | 688,304 | Added |
| 9 | CORZW | CORE SCIENTIFIC INC NEW | $2.4M | 1.53% | 272,439 | Added |
| 10 | UTF | COHEN & STEERS INFRASTRUCTUR | $2.4M | 1.52% | 91,699 | Trimmed |
| 11 | ET | ENERGY TRANSFER L P | $2.2M | 1.42% | 218,699 | Trimmed |
| 12 | UPS | UNITED PARCEL SVCS INC | $2.2M | 1.39% | 22,000 | Trimmed |
| 13 | WBD | WARNER BROS DISCOVERY INC | $2.1M | 1.35% | 3.9M | Added |
| 14 | EA | ELECTRONIC ARTS INC | $2.1M | 1.35% | 675,900 | New |
| 15 | PAA | PLAINS ALL AMERN PIPELINE L | $2.1M | 1.32% | 92,100 | New |
| 16 | C | CITIGROUP INC | $2.0M | 1.25% | 17,200 | New |
| 17 | DIS | DISNEY WALT CO | $1.8M | 1.12% | 33,500 | Added |
| 18 | RIOT | RIOT PLATFORMS INC | $1.6M | 1.06% | 269,948 | New |
| 19 | CRC | CALIFORNIA RES CORP | $1.6M | 1.03% | 23,300 | New |
| 20 | PFF | ISHARES TR | $1.5M | 0.96% | 49,167 | New |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $1.4M | 0.93% | 5,975 | Added |
| 22 | WEN | WENDYS CO | $1.4M | 0.91% | 655,176 | New |
| 23 | UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.81% | 4,675 | New |
| 24 | PFE | PFIZER INC | $1.1M | 0.72% | 54,954 | Trimmed |
| 25 | SO | SOUTHERN CO | $1.0M | 0.65% | 335,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31