account_balance
Investment manager · 13F filer · SEC CIK 2111406
Blue Line Capital, LLC
Reported value$128Mas of Sep 30, 2026
Positions66 5 new, 14 sold out
Top 10 weight43.1%NVDA alone is 8%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.7%Added +49%
MUMicron Technology Inc
6.1%Added +11%
MSFTMicrosoft Corp
5.3%Added +7%
AMZNAmazon.com Inc
4.9%Added +13%
AAPLApple Inc.
4.7%Trimmed −9%
AVGOBroadcom Inc.
3.7%
LLYELI Lilly & Co
2.8%Added +5%
PLTRPalantir Technologies Inc.
2.8%Added +7%
CRWDCrowdStrike Holdings, Inc.
2.7%Trimmed −20%
GOOGAlphabet Inc.
2.5%Added +12%
GDXVaneck ETF Trust
2.4%Added +64%
METAMeta Platforms, Inc.
2.3%Trimmed −13%
NVDANVIDIA Corp
7.7%Added +49%
MUMicron Technology Inc
6.1%Added +11%
MSFTMicrosoft Corp
5.3%Added +7%
AMZNAmazon.com Inc
4.9%Added +13%
AAPLApple Inc.
4.7%Trimmed −9%
AVGOBroadcom Inc.
3.7%
LLY2.8%PLTRPalantir Technologies Inc.
2.8%
CRWDCrowdStrike Holdings, Inc.
2.7%
GOOGGDX2.4%
METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.7% Added +49%MU Micron Technology Inc 6.1% Added +11%MSFT Microsoft Corp 5.3% Added +7%AMZN Amazon.com Inc 4.9% Added +13%AAPL Apple Inc. 4.7% Trimmed −9%AVGO Broadcom Inc. 3.7% HeldLLY ELI Lilly & Co 2.8% Added +5%PLTR Palantir Technologies Inc. 2.8% Added +7%CRWD CrowdStrike Holdings, Inc. 2.7% Trimmed −20%GOOG Alphabet Inc. 2.5% Added +12%
GDX Vaneck ETF Trust 2.4% Added +64%
META Meta Platforms, Inc. 2.3% Trimmed −13%What changed
Biggest moves since Jun 30, 2026
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