Institutional Fund
Blue Door Asset Management, LLC
Stamford, CTCIK 19091475 filings on record
Portfolio Value
$152.98M
Q1 2026
Holdings
16
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.1%
from $159.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Flex Ltd18.0%
- Nextracker Inc11.9%
- Waystar Hldg Corp11.2%
- Champion Homes Inc10.8%
- Agilent Technologies Inc8.0%
- Nice Ltd6.9%
- Other33.1%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flex Ltd | 420.4K | $27.52M | 18.0% | +31.5K | Added |
| 2 | Nextracker Inc | 151.0K | $18.20M | 11.9% | 0 | Held |
| 3 | Waystar Hldg Corp | 711.8K | $17.16M | 11.2% | +309.5K | Added |
| 4 | Champion Homes Inc | 222.6K | $16.55M | 10.8% | +91.8K | Added |
| 5 | Agilent Technologies Inc | 107.9K | $12.30M | 8.0% | +107.9K | New |
| 6 | Nice Ltd | 96.0K | $10.58M | 6.9% | −46.9K | Reduced |
| 7 | Agco Corp | 83.1K | $9.63M | 6.3% | −10.0K | Reduced |
| 8 | Smartrent Inc | 5.93M | $8.90M | 5.8% | +296.4K | Added |
| 9 | Resideo Technologies Inc | 206.2K | $6.95M | 4.5% | +206.2K | New |
| 10 | On Semiconductor Corp | 86.7K | $5.37M | 3.5% | +28.7K | Added |
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