Institutions / BLKBRD Asset Management, LP
BLKBRD Asset Management, LP
CIK 2035232 · Institution · as of Dec 31, 2025
Portfolio value
$74.38M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $4.66M | 6.3% |
| Advanced Micro Devices Inc | $4.54M | 6.1% |
| Oracle Corp | $4.42M | 5.9% |
| ELI LILLY & Co | $4.33M | 5.8% |
| Alphabet Inc. | $4.28M | 5.8% |
| Netflix Inc | $4.24M | 5.7% |
| Unitedhealth Group Inc | $4.09M | 5.5% |
| Apple Inc. | $4.04M | 5.4% |
| Microsoft Corp | $4.03M | 5.4% |
| Palantir Technologies Inc | $4.00M | 5.4% |
| Meta Platforms Inc | $3.94M | 5.3% |
| Tesla Inc | $3.89M | 5.2% |
| Amazon.com Inc | $3.77M | 5.1% |
| Robinhood Markets, Inc. | $3.67M | 4.9% |
| Novo-Nordisk a S | $3.44M | 4.6% |
| Coinbase Global, Inc. | $3.37M | 4.5% |
| GameStop Corp. | $3.03M | 4.1% |
| Alibaba Group Holding LtdBABA | $2.93M | 3.9% |
| Strategy Inc | $1.13M | 1.5% |
| Broadcom Inc. | $981.5K | 1.3% |
| Archer Aviation Inc. | $972.2K | 1.3% |
| Micron Technology Inc | $608.5K | 0.8% |
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.