13FBOX
BLKBRD Asset Management, LP · 13F Holdings
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BLKBRD Asset Management, LP

No.9523 Data as of 2026Q2
Latest AUM (Q2 2026)
$53.3M
QoQ Change Q1 2026
+$15.1M+39.4%
Holdings
21
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
21
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
INTEL CORPINTC
15.33%6.73%$8.2M58,377$2.6M58,37700.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
14.88%7.26%$7.9M13,655$2.8M13,65500.00%Unchanged
MICRON TECHNOLOGY INCMU
14.11%5.76%$7.5M6,520$2.2M6,52000.00%Unchanged
GGAMESTOP CORPGME
5.16%7.2%$2.8M119,511$2.8M119,51100.00%Unchanged
ORACLE CORPORCL
5.12%7.13%$2.7M18,541$2.7M18,54100.00%Unchanged
ALIBABA GROUP HLDG LTDBABA
5.1%7.11%$2.7M21,668$2.7M21,66800.00%Unchanged
UNITEDHEALTH GROUP INCUNH
5.08%7.08%$2.7M10,012$2.7M10,01200.00%Unchanged
TESLA INCTSLA
4.67%6.51%$2.5M6,699$2.5M6,69900.00%Unchanged
COINBASE GLOBALCOIN
4.04%5.63%$2.2M12,338$2.2M12,33800.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
4%5.58%$2.1M14,594$2.1M14,59400.00%Unchanged
NOVO-NORDISK A SNVO
3.97%5.54%$2.1M57,664$2.1M57,66400.00%Unchanged
HHIMS & HERS HEALTH INCHIMS
3.91%5.46%$2.1M100,536$2.1M100,53600.00%Unchanged
OOKLO INCOKLO
3.41%4.75%$1.8M36,650$1.8M36,65000.00%Unchanged
BBITMINE IMMERSION TECHS INCBMNR
2.68%5.69%$1.4M110,057$2.2M110,05700.00%Unchanged
AMAZON COM INCAMZN
2.39%3.34%$1.3M6,128$1.3M6,12800.00%Unchanged
SUPER MICRO COMPUTER INCSMCI
1.74%2.42%$925,78340,658$925,78340,65800.00%Unchanged
SSTRATEGY INCMSTR
1.39%1.93%$740,1895,931$740,1895,93100.00%Unchanged
AAST SPACEMOBILE INC COM CL AASTS
1.01%1.4%$537,0806,481$537,0806,48100.00%Unchanged
RIGETTI COMPUTING INCRGTI
0.8%1.12%$428,72530,536$428,72530,53600.00%Unchanged
META PLATFORMS INCMETA
0.64%0.89%$341,561597$341,56159700.00%Unchanged
DDIREXION SHARES ETF TRUST DLY NFLX BULL 2XNFXL
0.56%1.47%$298,60818,663$561,19618,66300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow