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BLUEFIN CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BLUEFIN CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001144208
持仓数
121
前50大市值合计
$146.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 129 项
建仓 47
增持 26
减持 23
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
—
CHESAPEAKE ENERGY CORP
-$86.2M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$49.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$43.3M
297,200
-41%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
INSIGHT ENTERPRISES INC
+$31.4M
0
增持
—
UNITED STATES STL CORP NEW
+$31.3M
16,959,900
+16%
建仓
—
CYBERARK SOFTWARE LTD
+$23.5M
0
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$22.3M
961,474
+1670%
减持
—
CHESAPEAKE ENERGY CORP
-$20.8M
895,750
-26%
减持
QQQ
INVESCO QQQ TR
-$17.7M
40,000
-73%
建仓
—
PETIQ INC
+$15.7M
0
清仓
CORZZ
CORE SCIENTIFIC INC NEW
-$11.2M
0
-100%
建仓
—
POWERSCHOOL HOLDINGS INC
+$9.1M
400,000
增持
CVX
CHEVRON CORP NEW
-$8.5M
481,200
+17%
建仓
—
AIR TRANS SVCS GROUP INC
+$8.5M
0
增持
—
CAPRI HOLDINGS LIMITED
+$6.4M
2,547,100
+26%
增持
MSTR
MICROSTRATEGY INC
-$5.7M
26,710
+112%
清仓
—
ARBOR REALTY TRUST INC
-$5.2M
0
-100%
建仓
GOOG
ALPHABET INC
+$5.1M
101,100
清仓
CWB
SPDR SER TR
-$4.5M
0
-100%
建仓
—
BOOKING HOLDINGS INC
+$3.0M
0
清仓
—
LIBERTY MEDIA CORP DEL
-$2.7M
0
-100%
清仓
—
MICROCHIP TECHNOLOGY INC.
-$2.6M
0
-100%
清仓
DJTWW
TRUMP MEDIA & TECHNOLOGY GRO
-$2.6M
0
-100%
建仓
—
BITDEER TECHNOLOGIES GROUP
+$1.8M
0
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$1.7M
263,989
+155%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC
+$1.6M
66,900
增持
—
ENDEAVOR GROUP HLDGS INC
+$1.5M
100,000
+100%
增持
—
HESS CORP
+$1.5M
1,163,200
+13%
增持
EWT
ISHARES INC
+$1.4M
38,825
+194%
建仓
IEF
ISHARES TR
+$1.3M
13,500
增持
ACI
ALBERTSONS COS INC
+$1.2M
207,894
+381%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$1.1M
9,300
增持
MO
ALTRIA GROUP INC
+$1.0M
46,100
+196%
建仓
—
AGRICULTURE & NAT SOL ACQ CO
+$1.0M
100,000
减持
VALE
VALE S A
-$1.0M
80,500
-48%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$878.9K
5,200
清仓
GS
GOLDMAN SACHS GROUP INC
-$814.2K
0
-100%
减持
—
VALARIS LTD
-$808.6K
24,806
-68%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$720.6K
0
-100%
增持
CORZW
CORE SCIENTIFIC INC NEW
+$692.3K
226,555
+23%
清仓
—
SABLE OFFSHORE CORP
-$681.3K
0
-100%
建仓
J
JACOBS SOLUTIONS INC
+$681.1K
5,203
增持
STHO
STAR HLDGS
+$677.6K
355,266
+1%
清仓
—
CHESAPEAKE ENERGY CORP
-$627.0K
0
-100%
清仓
AMZN
AMAZON COM INC
-$612.6K
0
-100%
建仓
—
EQUITY COMWLTH
+$597.0K
30,000
减持
OXY
OCCIDENTAL PETE CORP
-$568.2K
48,894
-0%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$524.7K
6,776
建仓
SOC
SABLE OFFSHORE CORP
+$508.6K
21,522
减持
—
STARWOOD PPTY TR INC
+$496.6K
0
-100%
减持
KEY
KEYCORP
-$491.2K
37,100
-53%
增持
TLT
ISHARES TR
+$490.4K
44,800
+12%
建仓
EQR
EQUITY RESIDENTIAL
+$469.1K
6,300
建仓
—
VALARIS LTD
+$468.6K
8,406
增持
—
INVESTCORP EUROPE ACQUISITIO
+$450.0K
230,700
+15%
建仓
—
LIONS GATE ENTMNT CORP
+$432.5K
62,495
减持
NLOP
NET LEASE OFFICE PROPERTIES
-$426.1K
16,615
-56%
建仓
MGRC
MCGRATH RENTCORP
+$421.1K
4,000
增持
GLD
SPDR GOLD TR
-$413.2K
56,600
+183%
建仓
—
EXXON MOBIL CORP
+$410.3K
3,500
建仓
CCI
CROWN CASTLE INC
+$403.3K
3,400
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$365.5K
9,050
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$341.3K
13,300
清仓
—
CUTERA INC
-$331.6K
0
-100%
建仓
USO
UNITED STS OIL FD LP
+$314.6K
4,500
建仓
TDW
TIDEWATER INC NEW
+$314.1K
4,375
清仓
ILMN
ILLUMINA INC
-$313.1K
0
-100%
增持
ET
ENERGY TRANSFER L P
-$305.7K
768,234
+6%
建仓
PDD
PDD HOLDINGS INC
+$299.7K
30,200
减持
—
TIDEWATER INC NEW
-$263.3K
15,966
-38%
清仓
CMA
COMERICA INC
-$245.0K
0
-100%
建仓
DLTR
DOLLAR TREE INC
+$242.9K
285,800
建仓
XLU
SELECT SECTOR SPDR TR
+$242.3K
3,000
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$234.7K
53,619
+106%
清仓
IP
INTERNATIONAL PAPER CO
-$226.6K
0
-100%
建仓
—
EMCORE CORP
+$221.0K
100,000
清仓
TLSIW
TRISALUS LIFE SCIENCES INC
-$211.1K
0
-100%
增持
—
VISTA OUTDOOR INC
+$207.0K
16,553
+41%
清仓
SMR
NUSCALE PWR CORP
-$204.6K
0
-100%
建仓
—
TELLURIAN INC NEW
+$193.6K
200,000
减持
INBX
INHIBRX BIOSCIENCES INC
-$182.2K
18,475
-44%
清仓
GRAL
GRAIL INC
-$174.8K
0
-100%
减持
F
FORD MTR CO
-$172.7K
11,200
-52%
清仓
—
POLESTAR AUTOMOTIVE HLDG UK
-$146.5K
0
-100%
增持
ENB
ENBRIDGE INC
+$140.5K
13,100
+19%
建仓
—
DIGIASIA CORP
+$136.5K
70,000
增持
VZ
VERIZON COMMUNICATIONS INC
+$134.2K
38,300
+2%
增持
LQDA
LIQUIDIA CORPORATION
+$119.4K
39,658
+72%
建仓
CIFR
CIPHER MINING INC
+$115.7K
29,900
增持
SBSW
SIBANYE STILLWATER LTD
+$114.6K
80,371
+62%
减持
T
AT&T INC
-$109.3K
74,000
-14%
增持
PFE
PFIZER INC
+$108.5K
13,969
+32%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$102.6K
13,600
-21%
建仓
—
DIGIASIA CORP
+$76.0K
400,000
清仓
YPF
YPF SOCIEDAD ANONIMA
-$67.7K
0
-100%
减持
NPWR/WS
NET POWER INC
-$65.3K
44,706
-13%
建仓
—
CATALENT INC
+$62.8K
48,900
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$55.0K
0
-100%
建仓
RILY
B. RILEY FINANCIAL INC
+$52.5K
10,000
减持
CORZ
CORE SCIENTIFIC INC NEW
+$49.2K
21,700
-45%
建仓
—
ENVIVA INC
+$48.6K
120,100
清仓
—
NORDIC AMERICAN TANKERS LIMI
-$47.0K
0
-100%
减持
—
VERITONE INC
-$45.8K
0
-100%
建仓
—
INTUITIVE MACHINES INC
+$40.5K
16,191
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$38.1K
0
-100%
建仓
—
SEAPORT ENTMT GROUP INC
+$35.6K
12,083
减持
—
NUSCALE PWR CORP
-$28.9K
22,907
-37%
增持
MPT
MEDICAL PPTYS TRUST INC
-$26.9K
49,900
+25%
清仓
—
BROOGE ENERGY LTD
-$26.3K
0
-100%
建仓
MGNI
MAGNITE INC
+$21.5K
50,700
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$20.2K
0
-100%
增持
—
IRIS ENERGY LTD
-$14.2K
11,695
+17%
建仓
ECHO
ECHOSTAR CORP
+$13.2K
139,300
建仓
—
INFINERA CORP
+$7.5K
300,000
减持
—
GLATFELTER CORPORATION
+$6.8K
107,384
-20%
减持
—
ABACUS LIFE INC
+$5.9K
54,995
-54%
建仓
—
KELLANOVA
+$5.9K
10,500
清仓
SNOW
SNOWFLAKE INC
-$5.8K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$4.8K
0
-100%
减持
—
PROCAPS GROUP SA
-$4.4K
304,791
-3%
建仓
ABNB
AIRBNB INC
+$4.0K
13,100
建仓
DIS
DISNEY WALT CO
+$2.5K
15,000
清仓
JNJ
JOHNSON & JOHNSON
-$2.5K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$2.3K
0
-100%
减持
RITM
RITHM CAPITAL CORP
-$2.2K
12,400
-5%
清仓
INTC
INTEL CORP
-$1.7K
0
-100%
减持
MSAIW
MULTISENSOR AI HOLDINGS INC
-$992
23,100
-56%
建仓
MRK
MERCK & CO INC
+$848
56,500
