DOSSIER · 13F-HR · Q1 2026

Blue Fin Capital, Inc.

$610M in tracked AUM across 150 positions as of Q1 2026.

BF
CIK 0001576102 · last filed Mar 31, 2026
Total AUM
$610M
as of Q1 2026
Holdings
150
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Blue Fin Capital, Inc. SEC 13F Filing
Portfolio Overview

Blue Fin Capital, Inc. has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 94.0%, growing from $332.37 million to $644.86 million. This near-doubling of assets under management (AUM) suggests substantial capital inflows or strong performance from underlying assets during a period of market appreciation. The portfolio c...

Key Holdings

The portfolio exhibits a high-conviction approach, heavily weighted toward large-cap technology leaders. The top ten holdings account for approximately 57% of the total portfolio value, with a distinct concentration in the "Magnificent Seven."

  • NVIDIA (NVDA) remains the dominant position, valued at $107.43 million (16.66% of the portfolio). Despite a reduction of 7.2% during the quarter ($8.37M sold), it remains the single largest bet, reflecting a continued strong conviction in the AI infrastructure theme.
  • Major Tech Initiations: The most notable development is the establishment of massive new positions in Apple (AAPL) ($53.07M), Microsoft (MSFT) ($45.60M), and Amazon (AMZN) ($28.14M). These three positions alone account for roughly 20% of the entire portfolio, acquired entirely within this quarter.
  • Communication Services: Alphabet (GOOGL/GOOG) and Meta (META) maintain significant presence, comprising roughly 6.4% combined, though the manager trimmed these positions by approximately 2.5% and 5.7%, respectively.
  • Defensive Assets: The manager holds a notable position in SPDR Gold Trust (GLD) at 2.5% of the portfolio, alongside several fixed-income ETFs, providing a hedge against equity volatility.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$99M569K16.3%
02
AAPL
APPLE INC
$49M192K8.0%
03
MSFT
MICROSOFT CORP
$35M94K5.7%
04
GOOGL
ALPHABET INC
$29M102K4.8%
05
AMZN
AMAZON COM INC
$25M120K4.1%
06
IGSB
ISHARES TR
$23M440K3.8%
07
META
META PLATFORMS INC
$23M39K3.7%
08
GLD
SPDR GOLD TR
$17M40K2.9%
09
IGIB
ISHARES TR
$14M256K2.2%
10
COST
COSTCO WHOLESALE CORPORATION
$12M12K2.0%

Filing history

2026Q1Mar 31
$610M 5.5%
150 positionsView →
2025Q4Dec 31
$645M 1.4%
153 positionsView →
2025Q3Sep 30
$636M 8.3%
147 positionsView →
2025Q2Jun 30
$587M 13.9%
144 positionsLocked
2025Q1Mar 31
$516M 5.0%
138 positionsLocked
2024Q4Dec 31
$543M 3.1%
137 positionsLocked
2024Q3Sep 30
$526M 5.1%
139 positionsLocked
2024Q2Jun 30
$501M 11.7%
143 positionsLocked
2024Q1Mar 31
$449M 15.1%
139 positionsLocked
2023Q4Dec 31
$390M 13.8%
139 positionsLocked
2023Q3Sep 30
$342M 2.2%
128 positionsLocked
2023Q2Jun 30
$350M 13.1%
131 positionsLocked
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