Institutional Fund
Blkbrd Asset Management, LP
Old Greenwich, CTCIK 20352325 filings on record
Portfolio Value
$38.26M
Q1 2026
Holdings
21
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-48.6%
from $74.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Advanced Micro Devices Inc7.3%
- Gamestop Corp New7.2%
- Oracle Corp7.1%
- Alibaba Group Hldg Ltd7.1%
- Unitedhealth Group Inc7.1%
- Intel Corp6.7%
- Other57.5%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc | 13.7K | $2.78M | 7.3% | −7.5K | Reduced |
| 2 | Gamestop Corp New | 119.5K | $2.75M | 7.2% | −31.5K | Reduced |
| 3 | Oracle Corp | 18.5K | $2.73M | 7.1% | −4.1K | Reduced |
| 4 | Alibaba Group Hldg Ltd | 21.7K | $2.72M | 7.1% | +1.7K | Added |
| 5 | Unitedhealth Group Inc | 10.0K | $2.71M | 7.1% | −2.4K | Reduced |
| 6 | Intel Corp | 58.4K | $2.58M | 6.7% | +58.4K | New |
| 7 | Tesla Inc | 6.7K | $2.49M | 6.5% | −1.9K | Reduced |
| 8 | Micron Technology Inc | 6.5K | $2.20M | 5.8% | +4.4K | Added |
| 9 | Bitmine Immersion Tecnologie | 110.1K | $2.18M | 5.7% | +110.1K | New |
| 10 | Coinbase Global Inc | 12.3K | $2.15M | 5.6% | −2.6K | Reduced |
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