BLUEFIN CAPITAL MANAGEMENT, LLC Hedge Fund

Location: New York, NY

CIK: 0001144208 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value: $1.185B (93.6% shares, 6.4% debt)

Holdings (194)

EEM ISHARES TR 32.3%
Value $382M Shares 10,070,151 Est. Cost $38.00 Unrealized
MSFT MICROSOFT CORP 25.2%
Value $298M Shares 944,500 Est. Cost $324.59 Unrealized 0.0%
EXEEZ CHESAPEAKE ENERGY CORP 7.7%
Value $90.7M Shares 1,244,180 Est. Cost $71.58 Unrealized
EXEEL CHESAPEAKE ENERGY CORP 7.0%
Value $82.91M Shares 1,206,283 Est. Cost $70.00 Unrealized
PIONEER NAT RES CO 5.6%
Value $66.14M Shares 269,850 Est. Cost $245.08 Unrealized
FXI ISHARES TR 3.3%
Value $38.83M Shares 1,463,690 Est. Cost $27.12 Unrealized
VMWARE INC 2.9%
Value $34.77M Shares 208,848 Est. Cost $159.65 Unrealized
OXY/WS OCCIDENTAL PETE CORP 1.5%
Value $18.34M Shares 424,036 Est. Cost $23.94 Unrealized
SEAGEN INC 1.4%
Value $16.07M Shares 5,472,500 Est. Cost Unrealized
AMZN AMAZON COM INC 1.3%
Value $15.22M Shares 119,700 Est. Cost $134.00 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 1.1%
Value $12.81M Shares 739,486 Est. Cost $17.32 Unrealized
AAPL APPLE INC 0.7%
Value $8.218M Shares 48,000 Est. Cost $180.57 Unrealized +0.4%
USFD US FOODS HLDG CORP 0.6%
Value $6.653M Shares 167,571 Est. Cost $41.45 Unrealized 0.0%
CWB SPDR SER TR 0.5%
Value $5.615M Shares 82,814 Est. Cost $67.80 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.5%
Value $5.614M Shares 740,598 Est. Cost $7.67 Unrealized
MCHI ISHARES TR 0.4%
Value $5.316M Shares 122,803 Est. Cost $43.29 Unrealized
ACTIVISION BLIZZARD INC 0.4%
Value $5.264M Shares 5,907,400 Est. Cost $93.63 Unrealized
STHO STAR HLDGS 0.4%
Value $4.495M Shares 359,003 Est. Cost $17.95 Unrealized -22.5%
EWT ISHARES INC 0.4%
Value $4.242M Shares 95,229 Est. Cost $44.69 Unrealized
INFINERA CORP 0.4%
Value $4.19M Shares 45,000 Est. Cost $93.12 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $3.847M Shares 9,000 Est. Cost $426.05 Unrealized
BYND BEYOND MEAT INC 0.3%
Value $3.827M Shares 491,500 Est. Cost Unrealized
EQUITRANS MIDSTREAM CORP 0.3%
Value $3.429M Shares 366,004 Est. Cost $9.56 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $3.314M Shares 78,800 Est. Cost $29.63 Unrealized +22.9%
ACTIVISION BLIZZARD INC 0.3%
Value $3.227M Shares 21,770,200 Est. Cost $93.63 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value $2.718M Shares 189,776 Est. Cost $14.21 Unrealized
EQRX INC 0.2%
Value $2.647M Shares 1,192,235 Est. Cost $2.22 Unrealized
ALTERYX INC 0.2%
Value $2.423M Shares 27,500 Est. Cost $88.12 Unrealized
CRTO CRITEO S A 0.2%
Value $2.269M Shares 77,709 Est. Cost $29.20 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value $2.043M Shares 145,600 Est. Cost $11.70 Unrealized
SEAGEN INC 0.2%
Value $1.968M Shares 2,544,600 Est. Cost Unrealized
EQT EQT CORP 0.2%
Value $1.952M Shares 48,114 Est. Cost $37.25 Unrealized +7.3%
DROPBOX INC 0.2%
Value $1.894M Shares 20,000 Est. Cost $2.19 Unrealized
F FORD MTR CO DEL 0.1%
Value $1.697M Shares 136,663 Est. Cost $10.22 Unrealized +8.5%
VAL/WS VALARIS LTD 0.1%
Value $1.66M Shares 113,910 Est. Cost $11.83 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value $1.578M Shares 13,015 Est. Cost $113.03 Unrealized 0.0%
GHI GREYSTONE HOUSING IMPACT INV 0.1%
Value $1.543M Shares 99,858 Est. Cost $17.74 Unrealized
TLT ISHARES TR 0.1%
Value $1.251M Shares 14,100 Est. Cost $88.69 Unrealized
VMWARE INC 0.1%
Value $1.227M Shares 65,400 Est. Cost $159.65 Unrealized
CMI CUMMINS INC 0.1%
Value $1.204M Shares 5,271 Est. Cost $228.57 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value $1.177M Shares 33,100 Est. Cost $29.05 Unrealized +17.8%
KWEB KRANESHARES TR 0.1%
Value $1.05M Shares 38,375 Est. Cost $27.87 Unrealized
FDX FEDEX CORP 0.1%
Value $1.033M Shares 3,900 Est. Cost $246.77 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value $983K Shares 10,500 Est. Cost $93.63 Unrealized
AVGO BROADCOM INC 0.1%
Value $962K Shares 1,158 Est. Cost $54.03 Unrealized +55.4%
CHIJET MTR CO INC. 0.1%
Value $952K Shares 570,083 Est. Cost $2.28 Unrealized
META META PLATFORMS INC 0.1%
Value $941K Shares 19,600 Est. Cost $299.21 Unrealized 0.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.1%
Value $923K Shares 224,100 Est. Cost $3.80 Unrealized +5.2%
GLD SPDR GOLD TR 0.1%
Value $857K Shares 5,000 Est. Cost $171.45 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $824K Shares 51,482 Est. Cost $20.73 Unrealized -23.2%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $817K Shares 54,511 Est. Cost $12.81 Unrealized
EXEEW CHESAPEAKE ENERGY CORP 0.1%
Value $767K Shares 9,621 Est. Cost $70.64 Unrealized
BP BP PLC 0.1%
Value $724K Shares 18,700 Est. Cost $33.35 Unrealized
EWY ISHARES INC 0.1%
Value $719K Shares 12,206 Est. Cost $58.94 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $712K Shares 160,000 Est. Cost $324.59 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value $707K Shares 20,000 Est. Cost $35.34 Unrealized
VERITONE INC 0.1%
Value $706K Shares 20,000 Est. Cost $35.31 Unrealized
ARKK ARK ETF TR 0.1%
Value $654K Shares 16,478 Est. Cost $32.94 Unrealized
MPLX MPLX LP 0.1%
Value $644K Shares 18,100 Est. Cost $35.57 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $623K Shares 5,300 Est. Cost $91.13 Unrealized +10.8%
SPLUNK INC 0.1%
Value $608K Shares 385,000 Est. Cost Unrealized
STLA STELLANTIS N.V 0.1%
Value $606K Shares 31,700 Est. Cost $17.54 Unrealized
F FORD MTR CO DEL 0.0%
Value $565K Shares 163,000 Est. Cost $10.22 Unrealized +8.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $558K Shares 20,400 Est. Cost $26.98 Unrealized
EEM ISHARES TR 0.0%
Value $540K Shares 10,100,000 Est. Cost $38.00 Unrealized
VMWARE INC 0.0%
Value $530K Shares 342,300 Est. Cost $159.65 Unrealized
SJM SMUCKER J M CO 0.0%
Value $507K Shares 4,129 Est. Cost $129.82 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.0%
Value $455K Shares 20,000 Est. Cost $20.83 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value $453K Shares 17,789 Est. Cost $25.45 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $452K Shares 5,000 Est. Cost $90.39 Unrealized
SPLUNK INC 0.0%
Value $448K Shares 496,600 Est. Cost Unrealized
PFF ISHARES TR 0.0%
Value $422K Shares 14,000 Est. Cost $30.15 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $395K Shares 11,500 Est. Cost $29.47 Unrealized 0.0%
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value $360K Shares 50,624 Est. Cost $7.10 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value $359K Shares 531,200 Est. Cost $41.45 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $358K Shares 10,800 Est. Cost $30.57 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.0%
Value $347K Shares 3,000 Est. Cost $102.85 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value $340K Shares 32,532 Est. Cost $12.72 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value $328K Shares 26,400 Est. Cost $2.69 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value $323K Shares 247,100 Est. Cost $9.56 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $319K Shares 2,200 Est. Cost $126.76 Unrealized +12.3%
SPY SPDR S&P 500 ETF TR 0.0%
Value $319K Shares 100,000 Est. Cost $426.05 Unrealized
EWZ ISHARES INC 0.0%
Value $318K Shares 10,380 Est. Cost $30.67 Unrealized
C CITIGROUP INC 0.0%
Value $311K Shares 7,573 Est. Cost $43.44 Unrealized -6.9%
META META PLATFORMS INC 0.0%
Value $300K Shares 1,000 Est. Cost $299.21 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $298K Shares 9,200 Est. Cost $38.95 Unrealized -25.6%
VFSWW VINFAST AUTO LTD 0.0%
Value $290K Shares 74,280 Est. Cost $3.91 Unrealized
BROGF BROOGE ENERGY LTD 0.0%
Value $289K Shares 57,816 Est. Cost $8.07 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $281K Shares 8,950 Est. Cost $39.26 Unrealized
SPIRIT AIRLS INC 0.0%
Value $264K Shares 129,600 Est. Cost Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value $261K Shares 14,300 Est. Cost $16.81 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value $253K Shares 3,100 Est. Cost $80.29 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $251K Shares 35,000 Est. Cost $113.03 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $227K Shares 2,100 Est. Cost $103.23 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value $224K Shares 1,500 Est. Cost $133.70 Unrealized +1.2%
KALEYRA INC 0.0%
Value $214K Shares 29,613 Est. Cost $7.24 Unrealized
TSLA TESLA INC 0.0%
Value $210K Shares 50,000 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $188K Shares 150,000 Est. Cost Unrealized
NPWR/WS NET POWER INC 0.0%
Value $173K Shares 39,817 Est. Cost $3.87 Unrealized
NPWR NET POWER INC 0.0%
Value $173K Shares 11,433 Est. Cost $11.11 Unrealized +26.3%
FLAME ACQUISITION CORP 0.0%
Value $172K Shares 215,400 Est. Cost $0.65 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $156K Shares 10,200 Est. Cost $15.32 Unrealized
EQT EQT CORP 0.0%
Value $143K Shares 50,000 Est. Cost $37.25 Unrealized +7.3%
ABCAM PLC 0.0%
Value $119K Shares 570,000 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $118K Shares 175,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $107K Shares 508,900 Est. Cost $426.05 Unrealized
TLT ISHARES TR 0.0%
Value $101K Shares 60,000 Est. Cost $88.69 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value $99,985 Shares 554,100 Est. Cost $9.56 Unrealized
AAPL APPLE INC 0.0%
Value $87,075 Shares 107,500 Est. Cost $180.57 Unrealized +0.4%
SPIRIT AIRLS INC 0.0%
Value $83,272 Shares 39,100 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $76,931 Shares 37,300 Est. Cost $43.44 Unrealized -6.9%
SIRIUS XM HOLDINGS INC 0.0%
Value $73,920 Shares 224,000 Est. Cost Unrealized
TRIP TRIPADVISOR INC 0.0%
Value $73,500 Shares 197,500 Est. Cost Unrealized
TILRAY BRANDS INC 0.0%
Value $69,518 Shares 29,087 Est. Cost $2.69 Unrealized
TSLA TESLA INC 0.0%
Value $63,803 Shares 70,500 Est. Cost Unrealized
CRTO CRITEO S A 0.0%
Value $56,875 Shares 175,000 Est. Cost $29.20 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $55,000 Shares 200,000 Est. Cost Unrealized
F FORD MTR CO DEL 0.0%
Value $54,826 Shares 34,700 Est. Cost $10.22 Unrealized +8.5%
TLT ISHARES TR 0.0%
Value $49,250 Shares 80,000 Est. Cost $88.69 Unrealized
IWM ISHARES TR 0.0%
Value $45,197 Shares 632,300 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $44,700 Shares 20,000 Est. Cost $171.45 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $40,813 Shares 22,500 Est. Cost $324.59 Unrealized 0.0%
USFD US FOODS HLDG CORP 0.0%
Value $39,318 Shares 72,500 Est. Cost $41.45 Unrealized 0.0%
SNDL SNDL INC 0.0%
Value $37,430 Shares 19,700 Est. Cost $2.79 Unrealized -39.8%
SNDL SNDL INC 0.0%
Value $35,934 Shares 135,600 Est. Cost $2.79 Unrealized -39.8%
PRCWF PROCAPS GROUP SA 0.0%
Value $33,885 Shares 316,091 Est. Cost $1.03 Unrealized
C CITIGROUP INC 0.0%
Value $31,668 Shares 26,500 Est. Cost $43.44 Unrealized -6.9%
ABCAM PLC 0.0%
Value $27,750 Shares 555,000 Est. Cost Unrealized
NORTHVIEW ACQUISITION CORP 0.0%
Value $27,200 Shares 160,000 Est. Cost $0.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $26,060 Shares 43,700 Est. Cost $20.73 Unrealized -23.2%
AMZN AMAZON COM INC 0.0%
Value $24,675 Shares 15,000 Est. Cost $134.00 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value $24,183 Shares 75,500 Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value $24,063 Shares 426,300 Est. Cost $38.00 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value $22,693 Shares 31,300 Est. Cost Unrealized
AURORA CANNABIS INC 0.0%
Value $22,330 Shares 446,600 Est. Cost Unrealized
VIVEON HEALTH ACQUISITION CO 0.0%
Value $20,525 Shares 402,443 Est. Cost $0.12 Unrealized
FXI ISHARES TR 0.0%
Value $18,000 Shares 1,200,000 Est. Cost $27.12 Unrealized
BALL BALL CORP 0.0%
Value $17,038 Shares 136,300 Est. Cost Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $16,250 Shares 10,000 Est. Cost Unrealized
BROOGE ENERGY LTD 0.0%
Value $15,387 Shares 1,019,029 Est. Cost $0.50 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value $14,555 Shares 31,300 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.0%
Value $13,905 Shares 51,500 Est. Cost $29.63 Unrealized +22.9%
SE SEA LTD 0.0%
Value $13,828 Shares 55,200 Est. Cost Unrealized
BYND BEYOND MEAT INC 0.0%
Value $10,288 Shares 171,100 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $9,773 Shares 83,100 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $9,194 Shares 45,800 Est. Cost Unrealized
TRIP TRIPADVISOR INC 0.0%
Value $7,793 Shares 78,900 Est. Cost Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $7,560 Shares 28,000 Est. Cost $12.81 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $5,963 Shares 47,500 Est. Cost $290.52 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $5,849 Shares 233,900 Est. Cost Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $5,755 Shares 230,200 Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $5,305 Shares 108,800 Est. Cost $11.70 Unrealized
TGT TARGET CORP 0.0%
Value $5,183 Shares 69,500 Est. Cost Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $4,763 Shares 12,700 Est. Cost Unrealized
ETSY ETSY INC 0.0%
Value $4,350 Shares 15,000 Est. Cost Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value $4,050 Shares 30,000 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $4,000 Shares 25,000 Est. Cost Unrealized
TBCH TURTLE BEACH CORP 0.0%
Value $3,750 Shares 75,000 Est. Cost Unrealized
CYRX CRYOPORT INC 0.0%
Value $3,750 Shares 50,000 Est. Cost $27.66 Unrealized -46.8%
BA BOEING CO 0.0%
Value $3,456 Shares 24,800 Est. Cost Unrealized
JKS JINKOSOLAR HLDG CO LTD 0.0%
Value $3,200 Shares 25,600 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $3,050 Shares 20,000 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $2,867 Shares 72,300 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $2,861 Shares 61,100 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $2,774 Shares 29,100 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value $2,625 Shares 75,000 Est. Cost $180.57 Unrealized +0.4%
DIS DISNEY WALT CO 0.0%
Value $2,566 Shares 97,600 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.0%
Value $2,559 Shares 45,400 Est. Cost Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $2,409 Shares 21,900 Est. Cost $20.01 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value $2,188 Shares 12,500 Est. Cost $65.51 Unrealized
EFA ISHARES TR 0.0%
Value $2,080 Shares 32,000 Est. Cost Unrealized
RMD RESMED INC 0.0%
Value $2,000 Shares 10,000 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $1,919 Shares 10,100 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $1,895 Shares 36,500 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $1,838 Shares 52,500 Est. Cost Unrealized
MPLX MPLX LP 0.0%
Value $1,768 Shares 10,100 Est. Cost $35.57 Unrealized
GLD SPDR GOLD TR 0.0%
Value $1,250 Shares 10,000 Est. Cost $171.45 Unrealized
ARKK ARK ETF TR 0.0%
Value $1,190 Shares 96,300 Est. Cost $32.94 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1,125 Shares 15,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $900 Shares 12,000 Est. Cost $290.52 Unrealized
INTC INTEL CORP 0.0%
Value $820 Shares 32,800 Est. Cost $29.05 Unrealized +17.8%
PYPL PAYPAL HLDGS INC 0.0%
Value $800 Shares 40,000 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $798 Shares 31,900 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $732 Shares 18,300 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $565 Shares 53,000 Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $565 Shares 11,300 Est. Cost Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $320 Shares 12,800 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $307 Shares 30,700 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $250 Shares 10,000 Est. Cost $104.47 Unrealized -4.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value $250 Shares 10,000 Est. Cost Unrealized
DISCOVER FINL SVCS 0.0%
Value $237 Shares 23,700 Est. Cost Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value $135 Shares 13,500 Est. Cost $35.34 Unrealized
SNDL SNDL INC 0.0%
Value $56 Shares 11,100 Est. Cost $2.79 Unrealized -39.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $10 Shares 100,000 Est. Cost Unrealized