Investor
BLKBRD Asset Management, LP
CIK 0002035232 · filed 2026-05-15 · SEC filing
13F book
$38.3M
Positions
21
8 new · 9 sold
Largest name
7.3%
Advanced Micro Devices Inc · AMD
Est. mark
−$4.37M
Price effect on 13 names still held. Flow −$31.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc | AMD | 13.7K | $2.78M | 7.3% | −$146.5K | Cut−$1.76M |
| Gamestop Corp New | — | 119.5K | $2.75M | 7.2% | $353.8K | Cut−$278.9K |
| Oracle Corp | — | 18.5K | $2.73M | 7.1% | −$886.3K | Cut−$1.69M |
| Alibaba Group Hldg Ltd | — | 21.7K | $2.72M | 7.1% | −$422.3K | Added−$212.4K |
| Unitedhealth Group Inc | UNH | 10K | $2.71M | 7.1% | −$595.9K | Cut−$1.38M |
| Intel Corp | INTC | 58.4K | $2.58M | 6.7% | — | New |
| Tesla, Inc. | TSLA | 6.7K | $2.49M | 6.5% | −$522.3K | Cut−$1.39M |
| Micron Technology Inc | MU | 6.52K | $2.2M | 5.8% | $111.8K | Added$1.59M |
| Bitmine Immersion Tecnologie | — | 110.1K | $2.18M | 5.7% | — | New |
| Coinbase Global, Inc. | COIN | 12.3K | $2.15M | 5.6% | −$635.8K | Cut−$1.22M |
| Palantir Technologies Inc. | PLTR | 14.6K | $2.13M | 5.6% | −$459.3K | Cut−$1.87M |
| Novo-Nordisk A S | — | 57.7K | $2.12M | 5.5% | −$814.8K | Cut−$1.32M |
| Hims & Hers Health, Inc. | HIMS | 100.5K | $2.09M | 5.5% | — | New |
| Oklo Inc. | OKLO | 36.6K | $1.82M | 4.8% | — | New |
| Amazon Com Inc | AMZN | 6.13K | $1.28M | 3.3% | −$138.2K | Cut−$2.49M |
| Super Micro Computer Inc | — | 40.7K | $925.8K | 2.4% | — | New |
| Strategy Inc | — | 5.93K | $740.2K | 1.9% | −$161K | Cut−$394.6K |
| Direxion Shs Etf Tr | — | 18.7K | $561.2K | 1.5% | — | New |
| AST SpaceMobile, Inc. | ASTS | 6.48K | $537.1K | 1.4% | — | New |
| Rigetti Computing Inc | — | 30.5K | $428.7K | 1.1% | — | New |
| Meta Platforms, Inc. | META | 597 | $341.6K | 0.9% | −$52.5K | Cut−$3.6M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.