Blue Jean Financial
Blue Jean Financial reported 74 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are XYZ (3.4%), NET (3.3%) and BMNR (3.3%). Compared with Q2 2026, the fund opened new positions in KEYS, COIN and ASX, added to XYZ, BMNR and ABNB, trimmed NET, RSP and URI and sold out of TSLA, FSLR and UPST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XYZ Block Inc A | $5.6M | 3.4% | 76K | +1,482 (+2%) | 2 of 4 | |
| 2 |  NET Cloudflare Inc | $5.3M | 3.3% | 15K | −117 (−1%) | 3 of 4 | |
| 3 |  BMNR Bitmine Immersion Tecnologie | $5.3M | 3.3% | 200K | +15K (+8%) | 2 of 4 | |
| 4 |  KEYS Keysight Technologies | $5.3M | 3.3% | 15K | New position | 1 of 4 | |
| 5 |  COIN Coinbase Global Inc | $4.2M | 2.6% | 22K | New position | 1 of 4 | |
| 6 |  ASX Ase Technology Hldg Co Ltd | $4.2M | 2.6% | 94K | New position | 1 of 4 | |
| 7 |  ABNB Airbnb Inc | $3.9M | 2.4% | 24K | +759 (+3%) | 2 of 4 | |
| 8 |  TEM Tempus AI Inc | $3.7M | 2.3% | 45K | New position | 1 of 4 | |
| 9 |  MRVL Marvell Technology Inc | $3.6M | 2.2% | 13K | New position | 1 of 4 | |
| 10 |  IREN Iren Ltd F | $3.5M | 2.2% | 87K | +32K (+59%) | 2 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSLA Tesla Inc | $5.2M | 12K |
 FSLR First Solar Inc | $5.1M | 22K |
 UPST Upstart Hldgs Inc | $3.7M | 103K |
 CORZ Core Scientific Inc New | $3.5M | 136K |
 CLS Celestica Inc | $3.4M | 9,404 |
🔒 Free account: see all 30.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Blue Jean Financial 13F FAQ
What does Blue Jean Financial own?
Blue Jean Financial reported 74 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are XYZ (3.4%), NET (3.3%) and BMNR (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Blue Jean Financial buy and sell in Q3 2026?
Compared with Q2 2026: 38 new positions, 24 added to, 12 trimmed and 34 sold out. New positions include KEYS, COIN and ASX. It sold all of TSLA, FSLR and UPST.
When will Blue Jean Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Blue Jean Financial's portfolio worth?
The Q3 2026 filing reports $163M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.