Blkbrd Asset Management, Lp Top Holdings and 13F Report (2026) About Blkbrd Asset Management, LpInvestment ActivityBlkbrd Asset Management, Lp has $38.26 million in total holdings as of March 31, 2026.Blkbrd Asset Management, Lp owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 33.47% of the portfolio was purchased this quarter.About 111.90% of the portfolio was sold this quarter.This quarter, Blkbrd Asset Management, Lp has purchased 22 new stocks and bought additional shares in 2 stocks.Blkbrd Asset Management, Lp sold shares of 11 stocks and completely divested from 9 stocks this quarter.Largest Holdings Advanced Micro Devices $2,777,837GameStop $2,753,533Oracle $2,727,567Alibaba Group $2,718,467UnitedHealth Group $2,709,147 Largest New Holdings this Quarter 458140100 - Intel $2,576,177 Holding09175A206 - BITMINE IMMERSION TECNOLOGIE $2,176,927 Holding433000106 - Hims & Hers Health $2,087,127 Holding02156V109 - AltC Acquisition $1,817,474 Holding86800U302 - SUPER MICRO COMPUTER INC $925,783 Holding Largest Purchases this Quarter Intel 58,377 shares (about $2.58M)BITMINE IMMERSION TECNOLOGIE 110,057 shares (about $2.18M)Hims & Hers Health 100,536 shares (about $2.09M)AltC Acquisition 36,650 shares (about $1.82M)Micron Technology 4,388 shares (about $1.48M) Largest Sales this Quarter Meta Platforms 5,377 shares (about $3.08M)Amazon.com 10,209 shares (about $2.13M)Advanced Micro Devices 7,523 shares (about $1.53M)PALANTIR TECHNOLOGIES INC 7,924 shares (about $1.16M)GameStop 31,505 shares (about $725.88K) 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 PortfolioSectorAMDAdvanced Micro Devices$2,777,837$1,530,404 â–¼-35.5%13,6557.3%Computer and TechnologyGMEGameStop$2,753,533$725,875 â–¼-20.9%119,5117.2%Consumer DiscretionaryORCLOracle$2,727,567$608,006 â–¼-18.2%18,5417.1%Computer and TechnologyBABAAlibaba Group$2,718,467$209,895 â–²8.4%21,6687.1%Retail/WholesaleUNHUnitedHealth Group$2,709,147$644,816 â–¼-19.2%10,0127.1%MedicalINTCIntel$2,576,177$2,576,177 â–²New Holding58,3776.7%Computer and TechnologyTSLATesla$2,490,353$721,195 â–¼-22.5%6,6996.5%Auto/Tires/TrucksMUMicron Technology$2,202,717$1,482,442 â–²205.8%6,5205.8%Computer and TechnologyBITMINE IMMERSION TECNOLOGIE$2,176,927$2,176,927 â–²New Holding110,0575.7%COM NEWCOINCoinbase Global$2,154,339$450,494 â–¼-17.3%12,3385.6%FinancePALANTIR TECHNOLOGIES INC$2,134,810$1,159,123 â–¼-35.2%14,5945.6%CL ANVONovo Nordisk A/S$2,119,152$363,090 â–¼-14.6%57,6645.5%MedicalHIMSHims & Hers Health$2,087,127$2,087,127 â–²New Holding100,5365.5%MedicalALCCAltC Acquisition$1,817,474$1,817,474 â–²New Holding36,6504.8%EnergyAMZNAmazon.com$1,276,279$2,126,229 â–¼-62.5%6,1283.3%Retail/WholesaleSUPER MICRO COMPUTER INC$925,783$925,783 â–²New Holding40,6582.4%COM NEWMSTRStrategy$740,189$191,818 â–¼-20.6%5,9311.9%Computer and TechnologyDIREXION SHARES ETF TRUST$561,196$561,196 â–²New Holding18,6631.5%DLY NFLX BULL 2XASTSAST SpaceMobile$537,080$537,080 â–²New Holding6,4811.4%Computer and TechnologyRGTIRigetti Computing$428,725$428,725 â–²New Holding30,5361.1%Computer and TechnologyMETAMeta Platforms$341,561$3,076,338 â–¼-90.0%5970.9%Computer and TechnologyNVDANVIDIA$0$4,658,957 â–¼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$4,332,035 â–¼-100.0%00.0%MedicalGOOGLAlphabet$0$4,281,527 â–¼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$4,241,890 â–¼-100.0%00.0%Consumer DiscretionaryAAPLApple$0$4,035,490 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$4,032,424 â–¼-100.0%00.0%Computer and TechnologyHOODRobinhood Markets$0$3,674,393 â–¼-100.0%00.0%FinanceAVGOBroadcom$0$981,540 â–¼-100.0%00.0%Computer and TechnologyACHRArcher Aviation$0$972,238 â–¼-100.0%00.0%AerospaceShowing 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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