The Analysis of BLKBRD Asset Management, LP's Holdings
Currently, BLKBRD Asset Management, LP holds 27 types of securities in its portfolio with a total value $358.8M. In the most recent quarter, they have increased their positions in PLTR (+110.9K shares, valued at $20.2M), UNH (+56.8K shares, valued at $19.6M), HIMS (+318.7K shares, valued at $18.1M); decreased their positions in MSTR (-43.8K shares, valued at $14.1M), AMZN (-7.0K shares, valued at $1.5M), MSFT (-2.4K shares, valued at $1.2M); initiated new positions in PLTR (+110.9K shares, valued at $20.2M), UNH (+56.8K shares, valued at $19.6M), HIMS (+318.7K shares, valued at $18.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSTR STRATEGY INC115.5K shares-27.49%2025-09-302025-11-14
FXI ISHARES TR655.9K shares135.60%2025-09-302025-11-14 NVDA NVIDIA CORPORATION111.0K shares-0.80%2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC430.5K shares122.44%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC125.7K shares39.88%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC110.9K sharesnew addition2025-09-302025-11-14 TSLA TESLA INC45.4K shares62.04%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC56.8K sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC56.0K shares104.11%2025-09-302025-11-14 AVGO BROADCOM INC56.9K shares58.79%2025-09-302025-11-14 META META PLATFORMS INC25.5K shares203.40%2025-09-302025-11-14 HIMS HIMS & HERS HEALTH INC318.7K sharesnew addition2025-09-302025-11-14 GOOGL ALPHABET INC69.8K shares45.86%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC114.0K sharesnew addition2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD87.3K shares772.72%2025-09-302025-11-14 NVO NOVO-NORDISK A S279.0K sharesnew addition2025-09-302025-11-14 MU MICRON TECHNOLOGY INC86.1K shares492.74%2025-09-302025-11-14 GME GAMESTOP CORP NEW329.2K sharesnew addition2025-09-302025-11-14 ACHR ARCHER AVIATION INC313.3K sharesnew addition2025-09-302025-11-14 QCOM QUALCOMM INC10.8K sharesnew addition2025-09-302025-11-14 AMZN AMAZON COM INC7.6K shares-48.07%2025-09-302025-11-14 LLY ELI LILLY & CO1.8K sharesnew addition2025-09-302025-11-14 IEMG ISHARES INC18.8K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP1.8K shares-56.57%2025-09-302025-11-14 IYR ISHARES TR6.4K sharesnew addition2025-09-302025-11-14 VNQ VANGUARD INDEX FDS667 sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.18 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available