BLKBRD Asset Management, LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
BA
BLKBRD Asset Management, LP
Institutional Filer 48.56%$38.3M21

Current Portfolio Holdings

Showing all 21 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AMDAdvanced Micro Devices, Inc.Technology14K$2.8M7.26%
2GMEGameStop Corp.Consumer Cyclical120K$2.8M7.20%
3ORCLOracle CorporationTechnology19K$2.7M7.13%
4BABAAlibaba Group Holding LimitedConsumer Cyclical22K$2.7M7.11%
5UNHUnitedHealth Group IncorporatedHealthcare10K$2.7M7.08%
6INTCIntel CorporationTechnology58K$2.6M6.73%
7TSLATesla, Inc.Consumer Cyclical7K$2.5M6.51%
8MUMicron Technology, Inc.Technology7K$2.2M5.76%
9BMNRBitmine Immersion Technologies, Inc.Financial Services110K$2.2M5.69%
10COINCoinbase Global, Inc.Financial Services12K$2.2M5.63%
11PLTRPalantir Technologies Inc.Technology15K$2.1M5.58%
12NVONovo Nordisk A/SHealthcare58K$2.1M5.54%
13HIMSHims & Hers Health, Inc.Healthcare101K$2.1M5.46%
14OKLOOklo Inc.Utilities37K$1.8M4.75%
15AMZNAmazon.com, Inc.Consumer Cyclical6K$1.3M3.34%
Showing 1 to 15 of 21 holdings
BLKBRD Asset Management, LP 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner