Blue Door Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BD Blue Door Asset Management, LLC | Institutional Filer | ▼ 2.61% | $155.4M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FLEX | Flex Ltd. | Technology | 420K | $27.5M | 17.71% |
| 2 | WAY | Waystar Holding Corp. | Technology | 812K | $19.6M | 12.60% |
| 3 | NXT | Nextpower Inc. | Technology | 151K | $18.2M | 11.71% |
| 4 | SKY | Champion Homes, Inc. | Consumer Cyclical | 223K | $16.6M | 10.65% |
| 5 | A | Agilent Technologies, Inc. | Healthcare | 108K | $12.3M | 7.91% |
| 6 | NICE | NICE Ltd. | Technology | 96K | $10.6M | 6.81% |
| 7 | AGCO | AGCO Corporation | Industrials | 83K | $9.6M | 6.20% |
| 8 | SMRT | SmartRent, Inc. | Technology | 5.9M | $8.9M | 5.73% |
| 9 | REZI | Resideo Technologies, Inc. | Industrials | 206K | $7.0M | 4.47% |
| 10 | ON | ON Semiconductor Corporation | Technology | 87K | $5.4M | 3.45% |
| 11 | XLU | Utilities Select Sector SPDR Fund | — | 100K | $4.6M | 2.95% |
| 12 | PLUS | ePlus inc. | Technology | 49K | $3.7M | 2.36% |
| 13 | INSG | Inseego Corp. | Technology | 317K | $3.5M | 2.27% |
| 14 | TPC | Tutor Perini Corporation | Industrials | 41K | $3.1M | 2.01% |
| 15 | WSC | WillScot Holdings Corporation | Industrials | 165K | $2.9M | 1.84% |
Showing 1 to 15 of 16 holdings