Institutions / Blue Door Asset Management, LLC
Blue Door Asset Management, LLC
CIK 1909147 · Institution · as of Dec 31, 2025
Portfolio value
$159.55M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Flex Ltd. | $23.49M | 14.7% |
| EPAM Systems, Inc. | $18.38M | 11.5% |
| NICE Ltd. | $16.15M | 10.1% |
| Waystar Holding Corp. | $13.18M | 8.3% |
| Nextpower Inc. | $13.15M | 8.2% |
| SmartRent, Inc. | $11.38M | 7.1% |
| Champion Homes Inc | $11.05M | 6.9% |
| Agco Corp /De | $9.71M | 6.1% |
| Jabil Inc | $9.60M | 6.0% |
| PayPal Holdings, Inc. | $7.78M | 4.9% |
| Vertiv Holdings Co | $6.74M | 4.2% |
| Select Sector SPDR Tr | $4.27M | 2.7% |
| ON Semiconductor Corp | $3.14M | 2.0% |
| WillScot Holdings Corp | $3.11M | 1.9% |
| Tutor Perini Corp | $2.28M | 1.4% |
| Inseego Corp | $2.21M | 1.4% |
| CNH Industrial N.V. | $2.14M | 1.3% |
| Select Sector SPDR Tr | $1.79M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.