Institutional Manager · CIK 0002047089
BLUE JEAN FINANCIAL LLC
ALBANY, NY · File #028-26344
Latest AUM
$123.1M
Positions
74
Top-10 Concentration
31.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 10,172 | $4.6M | 4.51% |
| 2 | SHOPIFY INC | SHOP | 22,762 | $3.7M | 3.61% |
| 3 | GE VERNOVA INC | GEV | 5,566 | $3.6M | 3.58% |
| 4 | REDDIT INC | RDDT | 13,647 | $3.1M | 3.09% |
| 5 | APPLOVIN CORP | APP | 4,646 | $3.1M | 3.08% |
| 6 | ROCKET LAB CORP | RKLB | 43,930 | $3.1M | 3.02% |
| 7 | LEMONADE INC | LMND | 39,549 | $2.8M | 2.77% |
| 8 | CARPENTER TECHNOLOGY CORP | CRS | 8,819 | $2.8M | 2.74% |
| 9 | VERTIV HOLDINGS CO | VRT | 17,091 | $2.8M | 2.73% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 5,666 | $2.7M | 2.62% |
| 11 | ZETA GLOBAL HOLDINGS CORP | ZETA | 125,518 | $2.6M | 2.52% |
| 12 | JANUS DETROIT STR TR | 47103U886 | 49,423 | $2.4M | 2.39% |
| 13 | TRUST FOR PROFESSIONAL MANAG | 89834G570 | 95,423 | $2.4M | 2.38% |
| 14 | ROCKET COS INC | 77311W101 | 121,402 | $2.4M | 2.32% |
| 15 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 15,288 | $2.2M | 2.17% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 6,128 | $2.0M | 1.94% |
| 17 | TTM TECHNOLOGIES INC | TTMI | 28,159 | $1.9M | 1.91% |
| 18 | COGNEX CORP | CGNX | 53,739 | $1.9M | 1.90% |
| 19 | SITIME CORP | SITM | 5,449 | $1.9M | 1.90% |
| 20 | NASDAQ INC | NDAQ | 19,609 | $1.9M | 1.88% |