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Livermore
Livermore
ZHEN

Blue Investment Partners LLC

SEC CIK
0001958029
Latest filing
Aug 6, 2025

The latest 13F from Blue Investment Partners LLC covers Q2 2025 (filed Aug 6, 2025): 52 long positions worth $285.1M. The top 10 holdings make up 65.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 13.9%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2025

Share counts compared with Q1 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$10.6M
Added
15
Est. +$16.5M
Reduced
8
Est. −$15.1M
Sold out
6
Est. −$13.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    13.9%$39.7MHistory
  2. AMZNAmazon Com Inc
    8.5%$24.2MHistory
  3. WisdomTree Tr97717Y527
    6.6%$18.8M
  4. SPYSPDR S&P 500 ETF Trust
    6.5%$18.5MHistory
  5. PIMCO ETF Tr72201R585
    5.9%$16.8M

Share of portfolio

Top 5 holdings and the other 47 positions, by share of portfolio value

  1. AAPL13.9%
  2. AMZN8.5%
  3. WisdomTree Tr6.6%
  4. SPY6.5%
  5. PIMCO ETF Tr5.9%
  6. Other 47 positions58.6%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072802
    +$5.55MNew
  2. WisdomTree Tr97717Y527
    +$4.97MAdded
  3. Vanguard Ftse Developed Markets ETF921943858
    +$3.16MAdded
  4. J P Morgan Exchange Traded F46641Q159
    +$2.54MAdded
  5. Invesco QQQ Trust Series I46090E103
    +$2.46MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072802
    +1.95 pp0.0% → 1.9%
  2. WisdomTree Tr97717Y527
    +1.38 pp5.2% → 6.6%
  3. Vanguard Ftse Developed Markets ETF921943858
    +1.20 pp2.0% → 3.2%
  4. METAMeta Platforms, Inc.
    +0.95 pp3.8% → 4.7%History
  5. Invesco QQQ Trust Series I46090E103
    +0.90 pp0.4% → 1.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. American Centy ETF Tr025072877
    −$5.83MSold out
  2. GOOGLAlphabet Inc.
    −$5.83MReducedHistory
  3. iShares Tr46435G326
    −$4.03MReduced
  4. Capital Grp Fixed Incm ETF T14020Y300
    −$4.01MSold out
  5. Vanguard Morningstar Small-Cap Growth ETF922908595
    −$3.11MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −2.27 pp16.2% → 13.9%History
  2. American Centy ETF Tr025072877
    −2.19 pp2.2% → 0.0%
  3. GOOGLAlphabet Inc.
    −1.91 pp2.2% → 0.3%History
  4. Capital Grp Fixed Incm ETF T14020Y300
    −1.51 pp1.5% → 0.0%
  5. iShares Tr46435G326
    −1.23 pp6.5% → 5.3%

Metrics

13F metrics for Q2 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$285.1M
+$19.5M (+7.3%) vs. prior quarter
Positions
52
+3 vs. prior quarter
Top 10 concentration
65.1%
Top 10 as share of value
Turnover
9.9%
Q2 2025, one quarter
Average holding period
8.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $285.1M (Q2 2025)

Q4 2022: $80.5MQ1 2023: $99.2MQ2 2023: $131.1MQ3 2023: $125.7MQ4 2023: $153.3MQ1 2024: $192.2MQ2 2024: $220.6MQ3 2024: $242.6MQ4 2024: $272.5MQ1 2025: $265.6MQ2 2025: $285.1M
Q4 2022Q2 2025
13F filings of Blue Investment Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2025Aug 6, 202552$285.1MAAPLAMZNWisdomTree Trvs. Q1 2025SEC
Q1 2025May 14, 202549$265.6MAAPLAMZNSPYvs. Q4 2024SEC
Q4 2024Feb 13, 202552$272.5MAAPLAMZNSPYvs. Q3 2024SEC
Q3 2024Nov 13, 202449$242.6MAAPLAMZNSPYvs. Q2 2024SEC
Q2 2024Aug 13, 202444$220.6MAAPLAMZNSPYvs. Q1 2024SEC
Q1 2024May 13, 202438$192.2MAAPLAMZNSPYvs. Q4 2023SEC
Q4 2023Feb 13, 202433$153.3MAAPLAMZNSPYvs. Q3 2023SEC
Q3 2023Nov 13, 202328$125.7MAAPLAMZNSPYvs. Q2 2023SEC
Q2 2023Aug 14, 202329$131.1MAAPLAMZNSPYvs. Q1 2023SEC
Q1 2023May 15, 202329$99.2MAAPLSPYAMZNvs. Q4 2022SEC
Q4 2022Feb 6, 2023Amended27$80.5MAAPLAmerican Centy ETF TrInvesco Exchange Traded FD T–SEC