Blkbrd Asset Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$38.3M
Q ending 2026-03-31
Prior quarter
$74.4M
Q ending 2025-12-31
Change
-48.6% QoQ · -53.5% YoY
Positions
21
reported holdings
Largest positions
All 21 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Advanced Micro Devices Inc | AMD | Shares | $2.8M | 14K |
| Gamestop Corp | GME | Shares | $2.8M | 120K |
| Oracle Corp | ORCL | Shares | $2.7M | 19K |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.7M | 22K |
| Unitedhealth Group Inc | UNH | Shares | $2.7M | 10K |
| Intel Corp | INTC | Shares | $2.6M | 58K |
| Tesla Inc | TSLA | Shares | $2.5M | 7K |
| Micron Technology Inc | MU | Shares | $2.2M | 7K |
| Bitmine Immersion Tecnologie | BMNR | Shares | $2.2M | 110K |
| Coinbase Global Inc | COIN | Shares | $2.2M | 12K |
| Palantir Technologies Inc | PLTR | Shares | $2.1M | 15K |
| Novo-Nordisk A S | NVO | Shares | $2.1M | 58K |
| Hims & Hers Health Inc | HIMS | Shares | $2.1M | 101K |
| Oklo Inc | OKLO | Shares | $1.8M | 37K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Super Micro Computer Inc | SMCI | Shares | $926K | 41K |
| Strategy Inc | MSTR | Shares | $740K | 6K |
| Direxion Shares Etf Trust | NFXL | Shares | $561K | 19K |
| Ast Spacemobile Inc | ASTS | Shares | $537K | 6K |
| Rigetti Computing Inc | RGTI | Shares | $429K | 31K |
| Meta Platforms Inc | META | Shares | $342K | 597 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.