Blkbrd Asset Management, Lp Top Holdings and 13F Report (2025) About Blkbrd Asset Management, LpInvestment ActivityBlkbrd Asset Management, Lp has $177.38 million in total holdings as of June 30, 2025.Blkbrd Asset Management, Lp owns shares of 19 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 71.23% of the portfolio was purchased this quarter.About 24.39% of the portfolio was sold this quarter.This quarter, Blkbrd Asset Management, Lp has purchased 19 new stocks and bought additional shares in 3 stocks.Blkbrd Asset Management, Lp sold shares of 1 stock and completely divested from 15 stocks this quarter.Largest Holdings Strategy $64,378,074NVIDIA $17,674,657Advanced Micro Devices $12,754,823iShares China Large-Cap ETF $10,234,388Broadcom $9,884,258 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $12,754,823 Holding11135F101 - Broadcom $9,884,258 Holding19260Q107 - Coinbase Global $9,608,683 Holding86800U302 - SUPER MICRO COMPUTER INC $9,485,935 Holding88160R101 - Tesla $8,891,303 Holding Largest Purchases this Quarter Strategy 60,296 shares (about $24.37M)NVIDIA 108,267 shares (about $17.11M)Advanced Micro Devices 89,886 shares (about $12.75M)Broadcom 35,858 shares (about $9.88M)Coinbase Global 27,415 shares (about $9.61M) Largest Sales this Quarter iShares China Large-Cap ETF 140,089 shares (about $5.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlkbrd Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSTRStrategy$64,378,074$24,373,452 ▲60.9%159,26136.3%Computer and TechnologyNVDANVIDIA$17,674,657$17,105,103 ▲3,003.2%111,87210.0%Computer and TechnologyAMDAdvanced Micro Devices$12,754,823$12,754,823 ▲New Holding89,8867.2%Computer and TechnologyFXIiShares China Large-Cap ETF$10,234,388$5,149,671 ▼-33.5%278,4115.8%ETFAVGOBroadcom$9,884,258$9,884,258 ▲New Holding35,8585.6%Computer and TechnologyCOINCoinbase Global$9,608,683$9,608,683 ▲New Holding27,4155.4%FinanceSUPER MICRO COMPUTER INC$9,485,935$9,485,935 ▲New Holding193,5515.3%COM NEWTSLATesla$8,891,303$8,891,303 ▲New Holding27,9905.0%Auto/Tires/TrucksGOOGLAlphabet$8,438,069$8,438,069 ▲New Holding47,8814.8%Computer and TechnologyQQQInvesco QQQ$7,001,967$7,001,967 ▲New Holding12,6933.9%FinanceMETAMeta Platforms$6,208,075$6,208,075 ▲New Holding8,4113.5%Computer and TechnologyAMZNAmazon.com$3,210,114$3,210,114 ▲New Holding14,6321.8%Retail/WholesaleMSFTMicrosoft$2,117,474$2,117,474 ▲New Holding4,2571.2%Computer and TechnologyIWMiShares Russell 2000 ETF$1,934,989$1,934,989 ▲New Holding8,9671.1%FinanceMUMicron Technology$1,790,083$1,790,083 ▲New Holding14,5241.0%Computer and TechnologyBABAAlibaba Group$1,134,100$906,259 ▲397.8%10,0000.6%Retail/WholesaleUBERUber Technologies$1,090,864$1,090,864 ▲New Holding11,6920.6%Computer and TechnologyAAPLApple$1,016,002$1,016,002 ▲New Holding4,9520.6%Computer and TechnologyIEViShares Europe ETF$531,110$531,110 ▲New Holding8,3970.3%ETFEWJiShares MSCI Japan ETF$0$13,777,749 ▼-100.0%00.0%ETFEWTiShares MSCI Taiwan ETF$0$9,496,000 ▼-100.0%00.0%ETFMCHIiShares MSCI China ETF$0$4,947,898 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$2,419,941 ▼-100.0%00.0%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$0$2,067,040 ▼-100.0%00.0%ETFFTECFidelity MSCI Information Technology Index ETF$0$1,745,586 ▼-100.0%00.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$0$759,628 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$473,751 ▼-100.0%00.0%FinanceIJRiShares Core S&P Small-Cap ETF$0$461,990 ▼-100.0%00.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$0$408,921 ▼-100.0%00.0%ManufacturingSCHFSchwab International Equity ETF$0$396,945 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$365,458 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$284,078 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$272,797 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$234,147 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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