Fund HoldingsBLUEFIN CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$1.18B
Total Bought
$821.41M
Total Sold
$204.96M
Net Transaction
+$616.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR010,070,151+10,070,1510382,16232.25%+382,162
MICROSOFT CORP(MSFT)0944,500+944,5000298,22625.17%+298,226
PIONEER NAT RES CO000066,1365.58%+66,136
VMWARE INC62,552208,848+146,2968,98834,7692.93%+25,781
AMAZON COM INC(AMZN)0119,700+119,700015,2161.28%+15,216
SPROTT PHYSICAL GOLD & SILVE(CEF)0739,486+739,486012,8081.08%+12,808
ISHARES TR985,4061,463,690+478,28426,79338,8323.28%+12,039
APPLE INC(AAPL)3,87248,000+44,1287518,2180.69%+7,467
US FOODS HLDG CORP(USFD)0167,571+167,57106,6530.56%+6,653
SEAGEN INC(Put)2,776,2005,472,500+2,696,3009,77316,069+6,296
SPDR SER TR
ST STR CONV ETF
082,814+82,81405,6150.47%+5,615
ISHARES TR
MSCI CHINA ETF
0122,803+122,80305,3160.45%+5,316
CHESAPEAKE ENERGY CORP(EXE)1,193,9191,206,283+12,36478,07082,9087.00%+4,837
INFINERA CORP00004,1900.35%+4,190
SPROTT PHYSICAL SILVER TR(PSLV)215,565740,598+525,0331,6795,6140.47%+3,934
SPDR S&P 500 ETF TR(SPY)09,000+9,00003,8470.32%+3,847
ISHARES INC
MSCI TAIWAN ETF
095,229+95,22904,2420.36%+4,242
EQRX INC01,192,235+1,192,23502,6470.22%+2,647
ALTERYX INC00002,4230.20%+2,423
CRITEO S A(CRTO)077,709+77,70902,2690.19%+2,269
OCCIDENTAL PETE CORP(OXY)0424,036+424,036018,3401.55%+18,340
SAREPTA THERAPEUTICS INC(SRPT)013,015+13,01501,5780.13%+1,578
ISHARES TR014,100+14,10001,2510.11%+1,251
CUMMINS INC(CMI)05,271+5,27101,2040.10%+1,204
FEDEX CORP(FDX)03,900+3,90001,0330.09%+1,033
ACTIVISION BLIZZARD INC010,500+10,50009830.08%+983
SPDR GOLD TR(GLD)05,000+5,00008570.07%+857
SEAGEN INC(Call)2,177,0002,544,600+367,6001,1261,968+841
KRANESHARES TR038,375+38,37501,0500.09%+1,050
ISHARES INC012,206+12,20607190.06%+719
MICROSOFT CORP(MSFT)(Put)0160,000+160,0000712+712
BROOKFIELD INFRASTRUCTURE CO(BIPC)020,000+20,00007070.06%+707
VERITONE INC00007060.06%+706
ENERGY TRANSFER L P(ET)0145,600+145,60002,0430.17%+2,043
MPLX LP(MPLX)018,100+18,10006440.05%+644
SPLUNK INC(Put)0385,000+385,0000608+608
SMUCKER J M CO(SJM)04,129+4,12905070.04%+507
META PLATFORMS INC(META)(Call)019,600+19,6000941+941
NORDIC AMERICAN TANKERS LIMI
COM
115,100224,100+109,0004229230.08%+501
ALBERTSONS COS INC020,000+20,00004550.04%+455
LIBERTY MEDIA CORP DEL017,789+17,78904530.04%+453
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,000+5,00004520.04%+452
SPLUNK INC(Call)0496,600+496,6000448+448
ISHARES TR014,000+14,00004220.04%+422
SUNCOR ENERGY INC NEW(SU)011,500+11,50003950.03%+395
VALARIS LTD(VAL)0113,910+113,91001,6600.14%+1,660
PFIZER INC(PFE)010,800+10,80003580.03%+358
ENTERPRISE PRODS PARTNERS L(EPD)7,80020,400+12,6002065580.05%+353
ZIM INTEGRATED SHIPPING SERV
SHS
032,532+32,53203400.03%+340
BP PLC(BP)018,700+18,70007240.06%+724
ISHARES INC010,380+10,38003180.03%+318
META PLATFORMS INC(META)01,000+1,00003000.03%+300
VINFAST AUTO LTD(VFS)074,280+74,28002900.02%+290
FORD MTR CO DEL(F)(Put)0163,000+163,0000565+565
ALKAMI TECHNOLOGY INC(ALKT)014,300+14,30002610.02%+261
MORGAN STANLEY(MS)03,100+3,10002530.02%+253
SAREPTA THERAPEUTICS INC(SRPT)(Call)035,000+35,0000251+251
SPDR S&P 500 ETF TR(SPY)(Put)0100,000+100,0000319+319
SIMON PPTY GROUP INC NEW(SPG)02,100+2,10002270.02%+227
KALEYRA INC029,613+29,61302140.02%+214
TESLA INC(TSLA)(Put)050,000+50,0000210+210
LIBERTY MEDIA CORP DEL(Call)0150,000+150,0000188+188
SPIRIT AIRLS INC(Call)0129,600+129,6000264+264
PLAINS ALL AMERN PIPELINE L(PAA)010,200+10,20001560.01%+156
ABCAM PLC(Call)0570,000+570,0000119+119
LIBERTY MEDIA CORP DEL(Put)0175,000+175,0000118+118
NET POWER INC19,05139,817+20,766641730.01%+109
FLAME ACQUISITION CORP0215,400+215,40001720.01%+172
ISHARES TR(Put)010,100,000+10,100,0000540+540
ISHARES TR(Put)060,000+60,0000101+101
APPLE INC(AAPL)(Put)0107,500+107,500087+87
SIRIUS XM HOLDINGS INC(SIRI)(Put)0224,000+224,000074+74
EQUITRANS MIDSTREAM CORP(Put)149,200554,100+404,90027100+73
INTEL CORP(INTC)33,10033,10001,1071,1770.10%+70
CRITEO S A(CRTO)(Call)0175,000+175,000057+57
PURECYCLE TECHNOLOGIES INC(PCT)(Put)0200,000+200,000055+55
ISHARES TR(Call)080,000+80,000049+49
CHESAPEAKE ENERGY CORP9,2149,621+4077187670.06%+49
ISHARES TR(Call)0632,300+632,300045+45
SPDR GOLD TR(GLD)(Put)020,000+20,000045+45
MICROSOFT CORP(MSFT)(Call)022,500+22,500041+41
PALANTIR TECHNOLOGIES INC(PLTR)51,48251,48207898240.07%+34
SPDR S&P 500 ETF TR(SPY)(Call)0508,900+508,9000107+107
ABCAM PLC(Put)0555,000+555,000028+28
AMAZON COM INC(AMZN)(Call)015,000+15,000025+25
SIRIUS XM HOLDINGS INC(SIRI)(Call)075,500+75,500024+24
TILRAY BRANDS INC029,087+29,0870700.01%+70
UNITED STATES STL CORP NEW(Put)031,300+31,300023+23
CHIJET MTR CO INC.346,917570,083+223,1669309520.08%+22
STELLANTIS N.V(STLA)33,40031,700-1,7005866060.05%+21
ISHARES TR(Put)01,200,000+1,200,000018+18
BALL CORP(Call)0136,300+136,300017+17
UNITED STATES STL CORP NEW(Call)031,300+31,300015+15
SPIRIT AIRLS INC(Put)39,10039,10006983+14
SEA LTD(SE)(Call)055,200+55,200014+14
SNDL INC019,700+19,7000370.00%+37
EXPEDIA GROUP INC(EXPE)(Call)083,100+83,100010+10
DOLLAR TREE INC(DLTR)(Call)045,800+45,80009+9
NORTHVIEW ACQUISITION CORP0160,000+160,0000270.00%+27
CITIGROUP INC(C)(Put)026,500+26,500032+32
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