The Analysis of BLKBRD Asset Management, LP's Holdings
Currently, BLKBRD Asset Management, LP holds 22 types of securities in its portfolio with a total value $74.4M. In the most recent quarter, they have increased their positions in ORCL (+22.7K shares, valued at $4.4M), NFLX (+45.2K shares, valued at $4.2M), AAPL (+14.8K shares, valued at $4.0M); decreased their positions in MU (-84.0K shares, valued at $24.0M), AMD (-104.6K shares, valued at $22.4M), N/A (-54.1K shares, valued at $18.7M); initiated new positions in ORCL (+22.7K shares, valued at $4.4M), NFLX (+45.2K shares, valued at $4.2M), AAPL (+14.8K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION25.0K shares-77.49%2025-12-312026-02-17
AMD ADVANCED MICRO DEVICES INC21.2K shares-83.16%2025-12-312026-02-17 ORCL ORACLE CORP22.7K sharesnew addition2025-12-312026-02-17 LLY ELI LILLY & CO4.0K shares128.13%2025-12-312026-02-17 ALPHABET INC ALPHABET INC13.7K shares-80.41%2025-12-312026-02-17 NFLX NETFLIX INC45.2K sharesnew addition2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC12.4K shares-78.16%2025-12-312026-02-17 AAPL APPLE INC14.8K sharesnew addition2025-12-312026-02-17 MSFT MICROSOFT CORP8.3K shares350.95%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC22.5K shares-79.70%2025-12-312026-02-17 META META PLATFORMS INC6.0K shares-76.59%2025-12-312026-02-17 TSLA TESLA INC8.6K shares-80.95%2025-12-312026-02-17 AMZN AMAZON COM INC16.3K shares114.99%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC32.5K shares-71.50%2025-12-312026-02-17 NVO NOVO-NORDISK A S67.5K shares-75.79%2025-12-312026-02-17 COIN COINBASE GLOBAL INC14.9K shares-73.34%2025-12-312026-02-17 GME GAMESTOP CORP NEW151.0K shares-54.12%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD20.0K shares-77.09%2025-12-312026-02-17 MSTR STRATEGY INC7.5K shares-93.53%2025-12-312026-02-17 BROADCOM INC BROADCOM INC2.8K shares-95.02%2025-12-312026-02-17 ACHR ARCHER AVIATION INC129.3K shares-58.73%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC2.1K shares-97.52%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available