Fund HoldingsBLUEFIN CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$420.04M
Total Bought
$174.25M
Total Sold
$366.29M
Net Transaction
-$192.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0400,000+400,000049,41611.76%+49,416
SPDR S&P 500 ETF TR(SPY)43,20076,900+33,70022,59741,8519.96%+19,254
UNITED STATES STL CORP NEW(Put)6,985,50011,796,900+4,811,40011,27929,424+18,145
INVESCO QQQ TR035,900+35,900017,2004.09%+17,200
CORE SCIENTIFIC INC NEW(CORZ)01,293,707+1,293,707011,2162.67%+11,216
ARBOR REALTY TRUST INC00005,1631.23%+5,163
CHEVRON CORP NEW(CVX)054,989+54,98908,6012.05%+8,601
ENERGY TRANSFER L P(ET)215,231487,562+272,3313,3867,9081.88%+4,523
SPDR SER TR
ST STR CONV ETF
062,260+62,26004,4861.07%+4,486
MICROCHIP TECHNOLOGY INC.(MCHP)00002,6380.63%+2,638
TRUMP MEDIA & TECHNOLOGY GRO(DJT)0122,016+122,01602,5990.62%+2,599
HESS CORP(Put)0915,600+915,60002,598+2,598
INVESTCORP EUROPE ACQUISITIO0200,000+200,00002,2700.54%+2,270
SPDR GOLD TR(GLD)1,00010,000+9,0002062,1500.51%+1,944
MICROSTRATEGY INC(MSTR)1,9013,600+1,6993,2404,9591.18%+1,719
CAPRI HOLDINGS LIMITED(Call)
SHS
850,5001,318,500+468,0002,2353,631+1,396
CAPRI HOLDINGS LIMITED(Put)
SHS
1,352,300702,300-650,0001,1552,382+1,227
SPDR S&P 500 ETF TR(SPY)(Call)120,000235,000+115,0007941,991+1,197
CHEVRON CORP NEW(CVX)(Put)0280,000+280,0000917+917
GOLDMAN SACHS GROUP INC(GS)01,800+1,80008140.19%+814
CORE SCIENTIFIC INC NEW(CORZ)30,200184,567+154,367398320.20%+793
ALIBABA GROUP HLDG LTD(BABA)010,008+10,00807210.17%+721
ISHARES INC
MSCI TAIWAN ETF
013,200+13,20007150.17%+715
KEYCORP(KEY)26,00078,300+52,3004111,1130.26%+702
AMAZON COM INC(AMZN)03,000+3,00005800.14%+580
ENTERPRISE PRODS PARTNERS L(EPD)017,200+17,20004980.12%+498
INHIBRX BIOSCIENCES INC(INBX)033,275+33,27504720.11%+472
INVESCO QQQ TR(Put)060,000+60,0000414+414
VERIZON COMMUNICATIONS INC(VZ)16,04825,900+9,8526731,0680.25%+395
ENBRIDGE INC(ENB)011,000+11,00003910.09%+391
SABLE OFFSHORE CORP127,482159,562+32,0803296810.16%+352
ILLUMINA INC(ILMN)03,000+3,00003130.07%+313
FORD MTR CO DEL(F)023,200+23,20002910.07%+291
LIQUIDIA CORPORATION(LQDA)023,100+23,10002770.07%+277
TIDEWATER INC NEW025,692+25,69202700.06%+270
COMERICA INC04,800+4,80002450.06%+245
INTERNATIONAL PAPER CO(IP)05,252+5,25202270.05%+227
PETROLEO BRASILEIRO SA PETRO(PBR)026,019+26,01903770.09%+377
TRISALUS LIFE SCIENCES INC0115,989+115,98902110.05%+211
NUSCALE PWR CORP(SMR)017,500+17,50002050.05%+205
GRAIL INC(GRAL)011,376+11,37601750.04%+175
PURECYCLE TECHNOLOGIES INC(PCT)(Put)675,000650,000-25,0001,1841,348+164
RITHM CAPITAL CORP(RITM)013,100+13,10001430.03%+143
INVESCO QQQ TR(Call)20,00055,000+35,00069188+118
IRIS ENERGY LTD
ORDINARY SHARES
010,000+10,00001130.03%+113
NUSCALE PWR CORP036,460+36,46001020.02%+102
LIBERTY MEDIA CORP DEL(Put)012,000+12,000095+95
POLESTAR AUTOMOTIVE HLDG UK(PSNY)095,700+95,7000750.02%+75
SIBANYE STILLWATER LTD(SBSW)30,00049,600+19,6001412160.05%+74
POLESTAR AUTOMOTIVE HLDG UK(PSNY)(Put)057,000+57,000071+71
CHEVRON CORP NEW(CVX)(Call)075,900+75,900071+71
YPF SOCIEDAD ANONIMA(YPF)(Call)022,000+22,000068+68
MONSTER BEVERAGE CORP NEW(MNST)(Put)0100,000+100,000055+55
CORE SCIENTIFIC INC NEW(CORZ)(Call)039,600+39,600050+50
NORDIC AMERICAN TANKERS LIMI
COM
011,800+11,8000470.01%+47
NET LEASE OFFICE PROPERTIES37,43437,971+5378919350.22%+44
ADVANCED DRAIN SYS INC DEL(WMS)(Call)010,000+10,000038+38
MEDICAL PPTYS TRUST INC(MPT)(Put)039,900+39,900029+29
PFIZER INC(PFE)9,70010,569+8692692960.07%+27
AMAZON COM INC(AMZN)(Call)090,500+90,500020+20
VANECK ETF TRUST(Call)
GOLD MINERS ETF
020,000+20,000018+18
ALBERTSONS COS INC(Call)014,200+14,200018+18
OCCIDENTAL PETE CORP(OXY)47,26648,996+1,7303,0723,0880.74%+16
VANECK ETF TRUST(Call)
JUNIOR GOLD MINE
016,200+16,200016+16
ENERGY TRANSFER L P(ET)(Put)0237,900+237,900021+21
AMAZON COM INC(AMZN)(Put)0100,000+100,000013+13
ABACUS LIFE INC121,231120,231-1,00079850.02%+7
ISHARES TR(Call)020,000+20,000019+19
SNOWFLAKE INC(SNOW)(Call)018,700+18,70006+6
LAUDER ESTEE COS INC(EL)(Call)020,000+20,00005+5
VERIZON COMMUNICATIONS INC(VZ)(Put)011,500+11,50002+2
SELECT SECTOR SPDR TR(Call)
ST STR ENERG ETF
037,900+37,90002+2
AT&T INC(T)(Put)030,300+30,30003+3
VALE S A(Put)55,20065,500+10,3003032+2
INTEL CORP(INTC)(Call)084,900+84,90002+2
JOHNSON & JOHNSON(JNJ)(Call)20,40027,300+6,90022+1
ISHARES TR(Put)020,000+20,00006+6
SIRIUS XM HOLDINGS INC(SIRI)(Call)000000
NIKE INC(NKE)(Call)000000
WILLIAMS COS INC(WMB)(Put)000000
BROOGE ENERGY LTD01,008,189+1,008,189050.00%+5
KRONOS BIO INC025,100+25,1000310.01%+31
ALIBABA GROUP HLDG LTD(BABA)(Call)000000
ENDEAVOR GROUP HLDGS INC(Call)000000
ADOBE INC(ADBE)(Call)10,1000-10,10020-2
NORTHVIEW ACQUISITION CORP060,000+60,000060.00%+6
MULTISENSOR AI HOLDINGS INC053,100+53,100020.00%+2
CUMMINS INC(CMI)(Put)20,0000-20,00050-4
PDD HOLDINGS INC(PDD)(Call)000000
LULULEMON ATHLETICA INC(LULU)(Call)10,4000-10,40050-5
APPLE INC(AAPL)(Call)75,0000-75,00080-8
EXXON MOBIL CORP(Call)12,4000-12,40080-8
UNITED PARCEL SERVICE INC(UPS)(Call)35,8000-35,80080-8
PROCAPS GROUP SA0314,791+314,7910120.00%+12
CHIJET MTR CO INC.000000
TOYOTA MOTOR CORP(TM)(Put)32,2000-32,200120-12
SIRIUS XM HOLDINGS INC(SIRI)(Put)000000
DIH HLDG US INC13,6110-13,611150-15
VERITONE INC15,0000-15,0005475240.12%-23
NET POWER INC51,08451,469+3851481180.03%-30
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