BLUEFIN CAPITAL MANAGEMENT, LLC
Position in MX — MAGNACHIP SEMICONDUCTOR Corp
CIK 1144208
NEW YORK, NY
Position in MX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$698,611
-$87,087 QoQ
Shares Held
147,698
+76.5% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#23
of 76 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MX Over Time
Shares Held
Position Value (USD)
Derivatives in MX
reported options exposure · as of Jun 30, 2026CallValue
$15,075
CallShares
60,600
PutValue
$55,814
PutShares
11,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026BLUEFIN CAPITAL MANAGEMENT, LLC holds $77,856,541 across 6 Semiconductors names. MX ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,000 | $40,018,000 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
50,750 | $29,481,182 | |
| 3 | MU |
Micron Technology Inc
|
3,849 | $4,442,862 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
9,009 | $2,683,691 | |
| 5 | MX |
MAGNACHIP SEMICONDUCTOR Corp
This page
|
147,698 | $698,611 | |
| 6 | QCOM |
Qualcomm Inc/De
|
2,880 | $532,195 |
All Filings in MX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,611 | 147,698 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $15,075 | 60,600 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $55,814 | 11,800 | Put | Sole | 2026-08-14 | |
| 2022-12-31 | $18,285 | 243,800 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $785,698 | 83,674 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,000 | 20,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $6,000 | 20,000 | Call | Sole | 2022-08-15 | |
| 2021-12-31 | $620,921 | 29,610 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $11,000 | 50,000 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $52,000 | 161,100 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $706,634 | 39,788 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $29,000 | 50,000 | Put | Sole | 2021-11-15 | |
| 2021-03-31 | $639,656 | 25,689 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $26,000 | 49,700 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $20,000 | 41,300 | Call | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||