Now live: Pro — the full 13F research suite for serious investorsSee pricing →
BLUEFIN CAPITAL MANAGEMENT, LLC

Q4 2023 · 13F-HR

BLUEFIN CAPITAL MANAGEMENT, LLCholdings as filed

Filed 2024-02-16 · accession 0001085146-24-001525

$1.15B
Reported value
251
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$262.7M22.8%700,000CommonSOLE
02079K107GOOGALPHABET INC$98.9M8.58%699,900CommonSOLE
165167172EXEEZCHESAPEAKE ENERGY CORP$79.5M6.90%1,244,676CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$74.4M6.45%500,000CommonSOLE
172967424CCITIGROUP INC$72.3M6.27%1,402,800CommonSOLE
165167180EXEELCHESAPEAKE ENERGY CORP$72.2M6.26%1,207,516CommonSOLE
037833100AAPLAPPLE INC$66.9M5.80%345,700CommonSOLE
67066G104NVDANVIDIA CORPORATION$61.9M5.37%125,000CommonSOLE
580135101MCDMCDONALDS CORP$59.3M5.14%200,400CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$55.5M4.82%2,884,611CommonSOLE
023135106AMZNAMAZON COM INC$45.4M3.94%296,200CommonSOLE
464287655IWMISHARES TR$28.6M2.48%140,300CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$18.1M1.57%110,250CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$17.3M1.50%2,127,364CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$16.2M1.40%423,836CommonSOLE
11135F101AVGOBROADCOM INC$11.8M1.02%10,500CommonSOLE
166764100CVXCHEVRON CORP NEW$7.1M0.62%47,641CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.6M0.49%349,812CommonSOLE
85512G106STHOSTAR HLDGS$5.1M0.45%345,938CommonSOLE
22822V101CCICROWN CASTLE INC$4.9M0.42%41,900CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M0.38%700,000PUTSOLE
912008109USFDUS FOODS HLDG CORP$4.2M0.37%93,127CommonSOLE
08862E109BYNDBEYOND MEAT INC$3.9M0.34%491,600PUTSOLE
452327109ILMNILLUMINA INC$3.5M0.30%24,734CommonSOLE
12572Q105CMECME GROUP INC$2.9M0.25%13,700CommonSOLE
29273V100ETENERGY TRANSFER L P$2.8M0.24%202,993CommonSOLE
91912E105VALEVALE S A$2.4M0.21%150,400CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$2.1M0.18%87,028CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.0M0.17%13,875CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$1.9M0.16%463,100CALLSOLE
02364V206GHIGREYSTONE HOUSING IMPACT INV$1.7M0.15%102,773CommonSOLE
848637104SPLKCHFSPLUNK INC$1.7M0.14%332,500CALLSOLE
458140100INTCINTEL CORP$1.6M0.14%31,300CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$1.5M0.13%356,800CALLSOLE
G9460G119VAL/WSVALARIS LTD$1.4M0.12%115,120CommonSOLE
902973304USBUS BANCORP DEL$1.4M0.12%32,600CommonSOLE
037833100AAPLAPPLE INC$1.4M0.12%400,000PUTSOLE
244199105DEDEERE & CO$1.4M0.12%3,400CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.3M0.12%15,600CommonSOLE
00214Q104ARKKARK ETF TR$1.2M0.11%22,831CommonSOLE
055622104BPBP PLC$1.2M0.10%33,800CommonSOLE
46434G772EWTISHARES INC$1.2M0.10%25,900CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.10%2,500CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$1.2M0.10%750,000PUTSOLE
232109AD0CUTERA INC$1.2M0.10%4,590,000CommonSOLE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$1.2M0.10%50,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.0M0.09%12,700CommonSOLE
464287465EFAISHARES TR$1.0M0.09%13,400CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$1.0M0.09%16,500CommonSOLE
232109AB4CUTERA INC$994,3370.09%2,550,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$910,7910.08%71,100CommonSOLE
78464A698KRESPDR SER TR$906,6980.08%17,024CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$867,9170.08%30,241CommonSOLE
231021106CMICUMMINS INC$866,0880.08%3,600CommonSOLE
30303M102METAMETA PLATFORMS INC$854,1600.07%9,600CALLSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$837,8500.07%6,500CommonSOLE
92189F791GDXJVANECK ETF TRUST$806,0200.07%21,100CommonSOLE
N82405106STLASTELLANTIS N.V$743,3650.06%31,700CommonSOLE
92189F106GDXVANECK ETF TRUST$735,6120.06%23,600CommonSOLE
452327109ILMNILLUMINA INC$726,0000.06%66,000CALLSOLE
912909108USX1UNITED STATES STL CORP NEW$707,0260.06%1,324,800PUTSOLE
00123Q104AGNCAGNC INVT CORP$688,1040.06%68,400CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$664,1830.06%23,102CommonSOLE
848637104SPLKCHFSPLUNK INC$631,7150.05%1,198,700PUTSOLE
723787107PXDEURPIONEER NAT RES CO$629,5800.05%2,800CommonSOLE
92840M102VSTVISTRA CORP$625,0020.05%16,100CommonSOLE
609207105MDLZMONDELEZ INTL INC$599,7580.05%8,300CommonSOLE
02079K107GOOGALPHABET INC$594,7900.05%700,000PUTSOLE
165167164EXEEWCHESAPEAKE ENERGY CORP$590,0430.05%8,722CommonSOLE
969457100WMBWILLIAMS COS INC$562,3730.05%16,100CommonSOLE
42809H107HESHESS CORP$541,5590.05%199,000CALLSOLE
67077M108NTRNUTRIEN LTD$537,1300.05%9,500CommonSOLE
64828T201RITMRITHM CAPITAL CORP$503,5950.04%46,500CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$484,1580.04%6,200CommonSOLE
89151E109TTENTOTALENERGIES SE$481,8240.04%7,200CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$461,2960.04%17,600CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$455,9100.04%200,400CALLSOLE
92347MAB6VERI 1.75 11/15/26VERITONE INC$444,9310.04%2,000,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$435,5840.04%3,200CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$412,6040.04%1,900CommonSOLE
14817C107FLNACASSAVA SCIENCES INC$409,5160.04%17,977CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$408,6410.04%10,900CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$375,2780.03%23,411CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$364,1510.03%24,100CommonSOLE
Y1968P121DACDANAOS CORPORATION$360,2480.03%4,900CommonSOLE
464287655IWMISHARES TR$355,5840.03%63,200CALLSOLE
013091103ACIALBERTSONS COS INC$344,8500.03%15,000CommonSOLE
92189H607OIHVANECK ETF TRUST$342,9910.03%1,100CommonSOLE
928377100VSTOEURVISTA OUTDOOR INC$335,7390.03%11,240CommonSOLE
5168062058LP1VITAL ENERGY INC$325,4300.03%7,000CommonSOLE
37954Y657PFFDGLOBAL X FDS$320,8080.03%16,418CommonSOLE
493267108KEYKEYCORP$316,9720.03%21,800CommonSOLE
896945201TRIPTRIPADVISOR INC$314,6330.03%305,500CALLSOLE
498894104KNFKNIFE RIVER CORP$306,2600.03%4,569CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$301,7500.03%25,000CommonSOLE
92189F676SMHVANECK ETF TRUST$298,8940.03%1,700CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$289,5100.03%1,700CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$273,6570.02%5,700CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$269,9050.02%139,700CALLSOLE
55336V100MPLXMPLX LP$265,7930.02%7,300CommonSOLE
G4566710546HHOLLYSYS AUTOMATION TCHNGY L$265,0000.02%10,000CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$258,3090.02%8,100CommonSOLE
617446448MSMORGAN STANLEY$256,2750.02%101,100CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$252,0900.02%3,000CommonSOLE
166764100CVXCHEVRON CORP NEW$247,0350.02%229,800PUTSOLE
110448107BTIBRITISH AMERN TOB PLC$239,6860.02%8,200CommonSOLE
97717W851DXJWISDOMTREE TR$228,7220.02%2,600CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$228,2760.02%3,600CommonSOLE
200340107CMACOMERICA INC$226,2800.02%4,000CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$218,3450.02%269,100PUTSOLE
530307305LBRDKLIBERTY BROADBAND CORP$210,7820.02%2,600CommonSOLE
68268W103OMFONEMAIN HLDGS INC$204,3850.02%4,100CommonSOLE
78463V107GLDSPDR GOLD TR$191,4700.02%1,000CommonSOLE
345370860FFORD MTR CO DEL$187,9510.02%15,231CommonSOLE
00206R102TAT&T INC$184,1400.02%11,000CommonSOLE
G1611B107BROGFBROOGE ENERGY LTD$180,4870.02%61,182CommonSOLE
682189105ONON SEMICONDUCTOR CORP$170,7720.01%84,900CALLSOLE
82509L107SHOPSHOPIFY INC$169,2780.01%34,300CALLSOLE
548661107LOWLOWES COS INC$167,4130.01%40,000CALLSOLE
42809H107HESHESS CORP$161,1280.01%167,100PUTSOLE
62403K108MOUNTAIN CREST ACQUSITN CRP$134,6880.01%16,815CommonSOLE
852234103XYZBLOCK INC$133,0450.01%41,800CALLSOLE
580135101MCDMCDONALDS CORP$130,9400.01%200,000PUTSOLE
172967424CCITIGROUP INC$125,1600.01%1,400,000PUTSOLE
98954M200ZZILLOW GROUP INC$118,0640.01%62,800CALLSOLE
90384S303ULTAULTA BEAUTY INC$116,0250.01%22,100CALLSOLE
023135106AMZNAMAZON COM INC$111,2700.01%310,000PUTSOLE
64107A113NPWR/WSNET POWER INC$105,3350.01%43,437CommonSOLE
464287432TLTISHARES TR$94,6000.01%40,000CALLSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$88,5000.01%10,000CALLSOLE
722304102PDDPDD HOLDINGS INC$87,1750.01%11,000CALLSOLE
254709108DFSEURDISCOVER FINL SVCS$79,1800.01%14,800CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$78,1600.01%500,000PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$77,8400.01%100,000PUTSOLE
464286400EWZISHARES INC$76,6450.01%2,183CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$74,6180.01%118,800CALLSOLE
Y9390M111VFSWWVINFAST AUTO LTD$73,0690.01%41,050CommonSOLE
00258Y112ABLLWABACUS LIFE INC$70,0000.01%100,000CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$65,6250.01%175,000PUTSOLE
46090E103QQQINVESCO QQQ TR$59,1000.01%30,000PUTSOLE
912008109USFDUS FOODS HLDG CORP$57,1000.00%42,400CALLSOLE
G65773106NATNORDIC AMERICAN TANKERS LIMI$54,9900.00%13,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$54,1450.00%701CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$47,1000.00%78,500PUTSOLE
98850P109YUMCYUM CHINA HLDGS INC$46,1700.00%1,092CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$45,5000.00%140,000CALLSOLE
67066G104NVDANVIDIA CORPORATION$41,2500.00%125,000PUTSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$38,9610.00%199,800PUTSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$38,8350.00%258,900PUTSOLE
090043100BILLBILL HOLDINGS INC$37,8700.00%27,600CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$37,8500.00%20,000PUTSOLE
78463V107GLDSPDR GOLD TR$37,5000.00%10,000CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$37,1500.00%10,000CALLSOLE
47215P106JDJD.COM INC$36,6920.00%1,287CommonSOLE
256746108DLTRDOLLAR TREE INC$33,1400.00%52,900CALLSOLE
464287655IWMISHARES TR$31,7030.00%190,400PUTSOLE
L7756P110PRCWFPROCAPS GROUP SA$31,6720.00%316,091CommonSOLE
50107A104KRON1USDKRONOS BIO INC$31,1240.00%25,100CommonSOLE
92189F791GDXJVANECK ETF TRUST$28,9500.00%30,000PUTSOLE
744320102PRUPRUDENTIAL FINL INC$26,8400.00%17,600CALLSOLE
882508104TXNTEXAS INSTRS INC$25,3200.00%12,000CALLSOLE
92853V122VIVEON HEALTH ACQUISITION CO$24,1470.00%402,443CommonSOLE
229050307CYRXCRYOPORT INC$23,5400.00%1,474CommonSOLE
48576A100KARUNA THERAPEUTICS INC$22,5000.00%36,000CALLSOLE
452327109ILMNILLUMINA INC$22,0120.00%22,500PUTSOLE
26441C204DUKDUKE ENERGY CORP NEW$21,2800.00%60,800CALLSOLE
08862E109BYNDBEYOND MEAT INC$20,1060.00%221,100CALLSOLE
29355A107ENPHENPHASE ENERGY INC$18,1440.00%50,400CALLSOLE
29273V100ETENERGY TRANSFER L P$18,0310.00%129,500PUTSOLE
682189105ONON SEMICONDUCTOR CORP$16,5710.00%195CommonSOLE
464287234EEMISHARES TR$15,0000.00%300,000CALLSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$14,9680.00%400CommonSOLE
464287432TLTISHARES TR$14,6000.00%40,000PUTSOLE
91912E105VALEVALE S A$14,0630.00%99,600PUTSOLE
896945201TRIPTRIPADVISOR INC$13,9750.00%226,500PUTSOLE
66718N129NVACRNORTHVIEW ACQUISITION CORP$13,9520.00%160,000CommonSOLE
98954M200ZZILLOW GROUP INC$11,8290.00%201CommonSOLE
29786A106ETSYETSY INC$11,7850.00%48,100CALLSOLE
912909108USX1UNITED STATES STL CORP NEW$11,3860.00%234CommonSOLE
500767306KWEBKRANESHARES TR$10,4480.00%19,900CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$9,9520.00%144,000CALLSOLE
233051879ASHRDBX ETF TR$9,7000.00%20,000CALLSOLE
58933Y105MRKMERCK & CO INC$9,3400.00%46,700CALLSOLE
G4465R103CHIJET MTR CO INC.$9,2090.00%10,584CommonSOLE
983134107WYNNWYNN RESORTS LTD$8,8590.00%61,600CALLSOLE
009066101ABNBAIRBNB INC$8,5890.00%19,300CALLSOLE
617446448MSMORGAN STANLEY$8,2800.00%80,000PUTSOLE
65339F101NEENEXTERA ENERGY INC$7,9940.00%131CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7,9000.00%95,000CALLSOLE
713448108PEPPEPSICO INC$6,0840.00%52,900CALLSOLE
718172109PMPHILIP MORRIS INTL INC$5,9550.00%79,400CALLSOLE
023135106AMZNAMAZON COM INC$5,9380.00%12,500CALLSOLE
G1611B115BROOGE ENERGY LTD$5,8080.00%1,019,029CommonSOLE
60770K107MRNAMODERNA INC$5,5870.00%30,200CALLSOLE
717081103PFEPFIZER INC$5,1510.00%270,100CALLSOLE
912008109USFDUS FOODS HLDG CORP$5,1280.00%116,500PUTSOLE
464288513HYGISHARES TR$5,0340.00%30,000PUTSOLE
456948116MSAIWINFRARED CAMERAS HLDGS INC$4,5000.00%100,000CommonSOLE
62403K116MOUNTAIN CREST ACQUSITN CRP$4,4930.00%29,950CommonSOLE
931142103WMTWALMART INC$3,9040.00%12,200CALLSOLE
81141R100SESEA LTD$3,5740.00%120,100CALLSOLE
98850P109YUMCYUM CHINA HLDGS INC$3,4450.00%33,700CALLSOLE
654106103NKENIKE INC$3,3660.00%66,300CALLSOLE
256163106DOCUDOCUSIGN INC$3,3650.00%29,100CALLSOLE
88160R101TSLATESLA INC$3,2670.00%68,800CALLSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$3,0860.00%558CommonSOLE
65339F101NEENEXTERA ENERGY INC$3,0830.00%41,100CALLSOLE
78468R622JNKSPDR SER TR$3,0200.00%30,200CALLSOLE
464287234EEMISHARES TR$3,0180.00%100,600PUTSOLE
674599105OXYOCCIDENTAL PETE CORP$2,9650.00%53,900CALLSOLE
02209S103MOALTRIA GROUP INC$2,7600.00%184,000CALLSOLE
46434G772EWTISHARES INC$2,5500.00%17,000PUTSOLE
30231G102XOMEXXON MOBIL CORP$2,0630.00%37,500CALLSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2,0050.00%30,600CALLSOLE
254687106DISDISNEY WALT CO$2,0010.00%107,600CALLSOLE
25179M103DVNDEVON ENERGY CORP NEW$2,0000.00%25,000CALLSOLE
92189F106GDXVANECK ETF TRUST$1,9860.00%20,900PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$1,9250.00%38,500CALLSOLE
902973304USBUS BANCORP DEL$1,8000.00%14,400PUTSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1,7550.00%35,100PUTSOLE
88579Y101MMM3M CO$1,6740.00%12,400CALLSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1,5960.00%22,800CALLSOLE
464288513HYGISHARES TR$1,5770.00%105,100CALLSOLE
126650100CVSCVS HEALTH CORP$1,5030.00%50,100CALLSOLE
00123Q104AGNCAGNC INVT CORP$1,4850.00%59,400PUTSOLE
464286400EWZISHARES INC$1,4000.00%40,000CALLSOLE
229050307CYRXCRYOPORT INC$1,2500.00%50,000CALLSOLE
00214Q104ARKKARK ETF TR$1,2180.00%96,300CALLSOLE
25746U109DDOMINION ENERGY INC$8780.00%24,300CALLSOLE
191216100KOCOCA COLA CO$8580.00%66,600CALLSOLE
22822V101CCICROWN CASTLE INC$8330.00%11,100PUTSOLE
260557103DOWDOW INC$8330.00%11,100CALLSOLE
910047109UALUNITED AIRLS HLDGS INC$8190.00%12,600CALLSOLE
969457100WMBWILLIAMS COS INC$8050.00%16,100PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$7880.00%19,700CALLSOLE
013872106AAALCOA CORP$7880.00%19,700CALLSOLE
02209S103MOALTRIA GROUP INC$7730.00%51,500PUTSOLE
086516101BBYBEST BUY INC$7140.00%10,200CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$6600.00%33,000PUTSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$6400.00%25,600CALLSOLE
75513E101RTXRTX CORPORATION$6030.00%13,400CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5000.00%12,500PUTSOLE
00214Q104ARKKARK ETF TR$3750.00%15,000PUTSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$3200.00%12,800CALLSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2630.00%52,600CALLSOLE
037833100AAPLAPPLE INC$2500.00%50,000CALLSOLE
055622104BPBP PLC$2280.00%22,800PUTSOLE
478160104JNJJOHNSON & JOHNSON$2000.00%10,000CALLSOLE
458140100INTCINTEL CORP$1640.00%32,800PUTSOLE
464288281EMBISHARES TR$760.00%15,100CALLSOLE
47215P106JDJD.COM INC$540.00%10,700CALLSOLE

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.