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Showing Q2 2025 data
BLUEFIN CAPITAL MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BLUEFIN CAPITAL MANAGEMENT, LLC
•CIK: 1144208•Filing: Q2 2025
**BLUEFIN CAPITAL MANAGEMENT, LLC** manages $91M across a diverse portfolio of 117 positions. The fund exhibits significant concentration in healthcare and defensive sectors, highlighted by the top holding in UNH at $13.7M. Further notable allocations include PFF ($6.1M) and AZEK ($4.9M), suggesting a tactical focus on stable, sector-specific growth. This positioning reflects a disciplined, bottom-up approach within established market leaders.
Total AUM
$90.1M
+ $791.1K in options
QoQ Performance
-25.3%
Positions
88
+ 17 options
Top 10 Concentration
52.6%
Latest Filing
Q2 2025
Top Holdings Allocation
UNH
PFF
AZEK
UNH15.0%
PFF6.7%
AZEK5.4%
PGX4.9%
EWT4.7%
RIO4.6%
CWB4.1%
CEF/U2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.5%
Healthcare16.6%
Consumer Staples2.7%
Communication1.3%
Financial0.5%
Industrial0.4%
ETF0.1%
Technology0.1%
🚪 Exited Positionssold since Q1 2025
+29 more exited positions
Changes from Q1 2025
NEW66 new positions
↑23 increased
↓23 decreased
Historical Filings
Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023