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BLUEFIN CAPITAL MANAGEMENT, LLC

Q3 2023 · 13F-HR

BLUEFIN CAPITAL MANAGEMENT, LLCholdings as filed

Filed 2023-11-14 · accession 0001085146-23-004513

$1.18B
Reported value
194
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287234EEMISHARES TR$382.2M32.3%10,070,151CommonSOLE
594918104MSFTMICROSOFT CORP$298.2M25.2%944,500CommonSOLE
165167172EXEEZCHESAPEAKE ENERGY CORP$90.7M7.65%1,244,180CommonSOLE
165167180EXEELCHESAPEAKE ENERGY CORP$82.9M7.00%1,206,283CommonSOLE
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$66.1M5.58%269,850CommonSOLE
464287184FXIISHARES TR$38.8M3.28%1,463,690CommonSOLE
928563402VMWAVMWARE INC$34.8M2.93%208,848CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$18.3M1.55%424,036CommonSOLE
81181C104SEAGEN INC$16.1M1.36%5,472,500PUTSOLE
023135106AMZNAMAZON COM INC$15.2M1.28%119,700CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$12.8M1.08%739,486CommonSOLE
037833100AAPLAPPLE INC$8.2M0.69%48,000CommonSOLE
912008109USFDUS FOODS HLDG CORP$6.7M0.56%167,571CommonSOLE
78464A359CWBSPDR SER TR$5.6M0.47%82,814CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$5.6M0.47%740,598CommonSOLE
46429B671MCHIISHARES TR$5.3M0.45%122,803CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$5.3M0.44%5,907,400CALLSOLE
85512G106STHOSTAR HLDGS$4.5M0.38%359,003CommonSOLE
46434G772EWTISHARES INC$4.2M0.36%95,229CommonSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$4.2M0.35%45,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.8M0.32%9,000CommonSOLE
08862E109BYNDBEYOND MEAT INC$3.8M0.32%491,500PUTSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$3.4M0.29%366,004CommonSOLE
02209S103MOALTRIA GROUP INC$3.3M0.28%78,800CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$3.2M0.27%21,770,200PUTSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$2.7M0.23%189,776CommonSOLE
26886C107EQRX INC$2.6M0.22%1,192,235CommonSOLE
02156BAF0AYX 1 08/01/26ALTERYX INC$2.4M0.20%27,500CommonSOLE
226718104CRTOCRITEO S A$2.3M0.19%77,709CommonSOLE
29273V100ETENERGY TRANSFER L P$2.0M0.17%145,600CommonSOLE
81181C104SEAGEN INC$2.0M0.17%2,544,600CALLSOLE
26884L109EQTEQT CORP$2.0M0.16%48,114CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$1.9M0.16%20,000CommonSOLE
345370860FFORD MTR CO DEL$1.7M0.14%136,663CommonSOLE
G9460G119VAL/WSVALARIS LTD$1.7M0.14%113,910CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1.6M0.13%13,015CommonSOLE
02364V206GHIGREYSTONE HOUSING IMPACT INV$1.5M0.13%99,858CommonSOLE
464287432TLTISHARES TR$1.3M0.11%14,100CommonSOLE
928563402VMWAVMWARE INC$1.2M0.10%65,400CALLSOLE
231021106CMICUMMINS INC$1.2M0.10%5,271CommonSOLE
458140100INTCINTEL CORP$1.2M0.10%33,100CommonSOLE
500767306KWEBKRANESHARES TR$1.1M0.09%38,375CommonSOLE
31428X106FDXFEDEX CORP$1.0M0.09%3,900CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$983,1150.08%10,500CommonSOLE
11135F101AVGOBROADCOM INC$961,8120.08%1,158CommonSOLE
G4465R103CHIJET MTR CO INC.$952,0390.08%570,083CommonSOLE
30303M102METAMETA PLATFORMS INC$940,5000.08%19,600CALLSOLE
G65773106NATNORDIC AMERICAN TANKERS LIMI$923,2920.08%224,100CommonSOLE
78463V107GLDSPDR GOLD TR$857,2500.07%5,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$823,7120.07%51,482CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$817,1200.07%54,511CommonSOLE
165167164EXEEWCHESAPEAKE ENERGY CORP$766,8900.06%9,621CommonSOLE
055622104BPBP PLC$724,0640.06%18,700CommonSOLE
464286772EWYISHARES INC$719,4220.06%12,206CommonSOLE
594918104MSFTMICROSOFT CORP$712,0000.06%160,000PUTSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$706,8000.06%20,000CommonSOLE
92347MAB6VERI 1.75 11/15/26VERITONE INC$706,2000.06%20,000CommonSOLE
00214Q104ARKKARK ETF TR$653,6820.06%16,478CommonSOLE
55336V100MPLXMPLX LP$643,8170.05%18,100CommonSOLE
30231G102XOMEXXON MOBIL CORP$623,1740.05%5,300CommonSOLE
848637104SPLKCHFSPLUNK INC$608,4930.05%385,000PUTSOLE
N82405106STLASTELLANTIS N.V$606,4210.05%31,700CommonSOLE
345370860FFORD MTR CO DEL$565,2750.05%163,000PUTSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$558,3480.05%20,400CommonSOLE
464287234EEMISHARES TR$539,5000.05%10,100,000PUTSOLE
928563402VMWAVMWARE INC$530,3730.04%342,300PUTSOLE
832696405SJMSMUCKER J M CO$507,4950.04%4,129CommonSOLE
013091103ACIALBERTSONS COS INC$455,0000.04%20,000CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$452,7300.04%17,789CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$451,9500.04%5,000CommonSOLE
848637104SPLKCHFSPLUNK INC$447,9830.04%496,600CALLSOLE
464288687PFFISHARES TR$422,1000.04%14,000CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$395,3700.03%11,500CommonSOLE
48661E108KAYNE ANDERSON NEXTGEN ENRGY$360,4430.03%50,624CommonSOLE
912008109USFDUS FOODS HLDG CORP$358,5600.03%531,200PUTSOLE
717081103PFEPFIZER INC$358,2360.03%10,800CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$347,0700.03%3,000CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$339,9590.03%32,532CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$328,0200.03%26,400PUTSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$322,5200.03%247,100CALLSOLE
46625H100JPMJPMORGAN CHASE & CO$319,0440.03%2,200CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$318,7000.03%100,000PUTSOLE
464286400EWZISHARES INC$318,3550.03%10,380CommonSOLE
172967424CCITIGROUP INC$311,4770.03%7,573CommonSOLE
30303M102METAMETA PLATFORMS INC$300,2100.03%1,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$298,1720.03%9,200CommonSOLE
Y9390M111VFSWWVINFAST AUTO LTD$290,4350.02%74,280CommonSOLE
G1611B107BROGFBROOGE ENERGY LTD$289,0800.02%57,816CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$281,1200.02%8,950CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$263,6110.02%129,600CALLSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$260,5460.02%14,300CommonSOLE
617446448MSMORGAN STANLEY$253,1770.02%3,100CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$250,6530.02%35,000CALLSOLE
828806109SPGSIMON PPTY GROUP INC NEW$226,8630.02%2,100CommonSOLE
00287Y109ABBVABBVIE INC$223,5900.02%1,500CommonSOLE
483379202KALEYRA INC$214,3980.02%29,613CommonSOLE
88160R101TSLATESLA INC$210,0000.02%50,000PUTSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$187,5000.02%150,000CALLSOLE
64107A113NPWR/WSNET POWER INC$172,8060.01%39,817CommonSOLE
64107A105NPWRNET POWER INC$172,6380.01%11,433CommonSOLE
33850F116FLAME ACQUISITION CORP$172,3200.01%215,400CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$156,2640.01%10,200CommonSOLE
26884L109EQTEQT CORP$142,5000.01%50,000PUTSOLE
000380204ABCAM PLC$118,6640.01%570,000CALLSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$118,1250.01%175,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$107,0760.01%508,900CALLSOLE
464287432TLTISHARES TR$100,8000.01%60,000PUTSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$99,9850.01%554,100PUTSOLE
037833100AAPLAPPLE INC$87,0750.01%107,500PUTSOLE
848577102SAVEEURSPIRIT AIRLS INC$83,2720.01%39,100PUTSOLE
172967424CCITIGROUP INC$76,9310.01%37,300CALLSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$73,9200.01%224,000PUTSOLE
896945201TRIPTRIPADVISOR INC$73,5000.01%197,500PUTSOLE
88688T100TLRYEURTILRAY BRANDS INC$69,5180.01%29,087CommonSOLE
88160R101TSLATESLA INC$63,8030.01%70,500CALLSOLE
226718104CRTOCRITEO S A$56,8750.00%175,000CALLSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$55,0000.00%200,000PUTSOLE
345370860FFORD MTR CO DEL$54,8260.00%34,700CALLSOLE
464287432TLTISHARES TR$49,2500.00%80,000CALLSOLE
464287655IWMISHARES TR$45,1970.00%632,300CALLSOLE
78463V107GLDSPDR GOLD TR$44,7000.00%20,000PUTSOLE
594918104MSFTMICROSOFT CORP$40,8130.00%22,500CALLSOLE
912008109USFDUS FOODS HLDG CORP$39,3180.00%72,500CALLSOLE
83307B101SNDLSNDL INC$37,4300.00%19,700CommonSOLE
83307B101SNDLSNDL INC$35,9340.00%135,600PUTSOLE
L7756P110PRCWFPROCAPS GROUP SA$33,8850.00%316,091CommonSOLE
172967424CCITIGROUP INC$31,6680.00%26,500PUTSOLE
000380204ABCAM PLC$27,7500.00%555,000PUTSOLE
66718N129NVACRNORTHVIEW ACQUISITION CORP$27,2000.00%160,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$26,0600.00%43,700PUTSOLE
023135106AMZNAMAZON COM INC$24,6750.00%15,000CALLSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$24,1830.00%75,500CALLSOLE
464287234EEMISHARES TR$24,0630.00%426,300CALLSOLE
912909108USX1UNITED STATES STL CORP NEW$22,6930.00%31,300PUTSOLE
05156X884AURORA CANNABIS INC$22,3300.00%446,600CALLSOLE
92853V122VIVEON HEALTH ACQUISITION CO$20,5250.00%402,443CommonSOLE
464287184FXIISHARES TR$18,0000.00%1,200,000PUTSOLE
058498106BALLBALL CORP$17,0380.00%136,300CALLSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$16,2500.00%10,000CALLSOLE
G1611B115BROOGE ENERGY LTD$15,3870.00%1,019,029CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$14,5550.00%31,300CALLSOLE
02209S103MOALTRIA GROUP INC$13,9050.00%51,500PUTSOLE
81141R100SESEA LTD$13,8280.00%55,200CALLSOLE
08862E109BYNDBEYOND MEAT INC$10,2880.00%171,100CALLSOLE
30212P303EXPEEXPEDIA GROUP INC$9,7730.00%83,100CALLSOLE
256746108DLTRDOLLAR TREE INC$9,1940.00%45,800CALLSOLE
896945201TRIPTRIPADVISOR INC$7,7930.00%78,900CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$7,5600.00%28,000PUTSOLE
46090E103QQQINVESCO QQQ TR$5,9630.00%47,500CALLSOLE
320517105FHNFIRST HORIZON CORPORATION$5,8490.00%233,900CALLSOLE
02376R102AALAMERICAN AIRLS GROUP INC$5,7550.00%230,200PUTSOLE
29273V100ETENERGY TRANSFER L P$5,3050.00%108,800PUTSOLE
87612E106TGTTARGET CORP$5,1830.00%69,500CALLSOLE
320517105FHNFIRST HORIZON CORPORATION$4,7630.00%12,700PUTSOLE
29786A106ETSYETSY INC$4,3500.00%15,000CALLSOLE
25400Q105DJTDIGITAL WORLD ACQUISITION CO$4,0500.00%30,000PUTSOLE
580135101MCDMCDONALDS CORP$4,0000.00%25,000CALLSOLE
229050307CYRXCRYOPORT INC$3,7500.00%50,000CALLSOLE
900450206TBCHTURTLE BEACH CORP$3,7500.00%75,000CALLSOLE
097023105BABOEING CO$3,4560.00%24,800CALLSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$3,2000.00%25,600CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,0500.00%20,000CALLSOLE
852234103XYZBLOCK INC$2,8670.00%72,300CALLSOLE
75513E101RTXRTX CORPORATION$2,8610.00%61,100CALLSOLE
256163106DOCUDOCUSIGN INC$2,7740.00%29,100CALLSOLE
037833100AAPLAPPLE INC$2,6250.00%75,000CALLSOLE
254687106DISDISNEY WALT CO$2,5660.00%97,600CALLSOLE
060505104BACBANK AMERICA CORP$2,5590.00%45,400CALLSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2,4090.00%21,900CALLSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$2,1880.00%12,500CALLSOLE
464287465EFAISHARES TR$2,0800.00%32,000CALLSOLE
761152107RMDRESMED INC$2,0000.00%10,000CALLSOLE
674599105OXYOCCIDENTAL PETE CORP$1,9190.00%10,100CALLSOLE
60770K107MRNAMODERNA INC$1,8950.00%36,500CALLSOLE
911312106UPSUNITED PARCEL SERVICE INC$1,8380.00%52,500CALLSOLE
55336V100MPLXMPLX LP$1,7680.00%10,100PUTSOLE
78463V107GLDSPDR GOLD TR$1,2500.00%10,000CALLSOLE
00214Q104ARKKARK ETF TR$1,1900.00%96,300CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1,1250.00%15,000CALLSOLE
46090E103QQQINVESCO QQQ TR$9000.00%12,000PUTSOLE
458140100INTCINTEL CORP$8200.00%32,800PUTSOLE
70450Y103PYPLPAYPAL HLDGS INC$8000.00%40,000CALLSOLE
65339F101NEENEXTERA ENERGY INC$7980.00%31,900CALLSOLE
713448108PEPPEPSICO INC$7320.00%18,300CALLSOLE
191216100KOCOCA COLA CO$5650.00%53,000CALLSOLE
518439104ELLAUDER ESTEE COS INC$5650.00%11,300CALLSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$3200.00%12,800CALLSOLE
855244109SBUXSTARBUCKS CORP$3070.00%30,700CALLSOLE
58933Y105MRKMERCK & CO INC$2500.00%10,000CALLSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2500.00%10,000CALLSOLE
254709108DFSEURDISCOVER FINL SVCS$2370.00%23,700CALLSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$1350.00%13,500CALLSOLE
83307B101SNDLSNDL INC$560.00%11,100CALLSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$100.00%100,000PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.