BLUEFIN CAPITAL MANAGEMENT, LLC

PrivateCIK: 1144208
Location

NEW YORK, NY

99
Positions
$155.92M
Total AUM (reported)
14.55M
Total Shares

Allocation by class

TOTAL AUM$155.92M99 positions
COM CL A$46.09M29.6%
COM$26.00M16.7%
COM NEW$24.25M15.6%
ALPHA ARCH 1-3$10.47M6.7%
STATE STREET SPD$9.58M6.1%
TR UNIT$8.68M5.6%
GOLD SHS$5.79M3.7%

Portfolio Concentration

Top 347.9%4–1021.1%11–2516.4%Rest14.7%TOP 1069.0%0%100%
Top 3$74.64M47.9%
4–10$32.88M21.1%
11–25$25.55M16.4%
Rest$22.86M14.7%

Top 3 weight

47.9%

Top 10 weight

69.0%

Voting Authority Distribution

Total shares with voting rights: 14.55M

Sole

Full voting authority

14.55M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:

COREWEAVE INC

SOLE
COM CL A
Shares3.14M
TypeSH
Market value$44.57M
28.58%
Sole
3.14M
Shared
0.00
None
0.00

LENDINGCLUB ISSUANCE TR SER

SOLE
COM NEW
Shares390K
TypeSH
Market value$19.60M
12.57%
Sole
390K
Shared
0.00
None
0.00

EA SERIES TRUST

SOLE
ALPHA ARCH 1-3
Shares90K
TypeSH
Market value$10.47M
6.71%
Sole
90K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares104.72K
TypeSH
Market value$9.58M
6.15%
Sole
104.72K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares389.90K
TypeSH
Market value$8.68M
5.56%
Sole
389.90K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares9.90K
TypePRN
Market value$4.26M
2.73%
Sole
9.90K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares142.30K
TypeSH
Market value$2.99M
1.92%
Sole
142.30K
Shared
0.00
None
0.00

COGENT COMM HOLDINGS INC

SOLE
COM NEW
Shares688.30K
TypeSH
Market value$2.61M
1.68%
Sole
688.30K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
*W EXP 01/23/202
Shares272.44K
TypeSH
Market value$2.38M
1.53%
Sole
272.44K
Shared
0.00
None
0.00

COHEN & STEERS INFRASTRUCTUR

SOLE
COM
Shares91.70K
TypeSH
Market value$2.37M
1.52%
Sole
91.70K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares218.70K
TypeSH
Market value$2.22M
1.42%
Sole
218.70K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares22K
TypePRN
Market value$2.16M
1.39%
Sole
22K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares625.50K
TypeSH
Market value$2.09M
1.34%
Sole
625.50K
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares92.10K
TypeSH
Market value$2.06M
1.32%
Sole
92.10K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares17.20K
TypeSH
Market value$1.95M
1.25%
Sole
17.20K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares3.75M
TypeSH
Market value$1.90M
1.22%
Sole
3.75M
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares33.50K
TypePRN
Market value$1.75M
1.12%
Sole
33.50K
Shared
0.00
None
0.00

CALIFORNIA RES CORP

SOLE
COM STOCK
Shares23.30K
TypeSH
Market value$1.61M
1.03%
Sole
23.30K
Shared
0.00
None
0.00

RIOT PLATFORMS INC

SOLE
COM
Shares129.95K
TypePRN
Market value$1.61M
1.03%
Sole
129.95K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares67.10K
TypeSH
Market value$1.53M
0.98%
Sole
67.10K
Shared
0.00
None
0.00

ISHARES TR

SOLE
PFD AND INCM SEC
Shares49.17K
TypeSH
Market value$1.49M
0.96%
Sole
49.17K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares5.97K
TypeSH
Market value$1.45M
0.93%
Sole
5.97K
Shared
0.00
None
0.00

WENDYS CO

SOLE
COM
Shares193.68K
TypePRN
Market value$1.35M
0.86%
Sole
193.68K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares4.67K
TypePRN
Market value$1.27M
0.81%
Sole
4.67K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares54.95K
TypeSH
Market value$1.12M
0.72%
Sole
54.95K
Shared
0.00
None
0.00
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