BLKBRD Asset Management, LP
21 holdingsFiling period: 2026-03-31Current AUM: $48.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 13.7K | $2.8M | $6.5M | 13.47% | -7,523 | 2026-03-31 |
| 2 | GME | GAMESTOP CORP | 119.5K | $2.8M | $2.6M | 5.38% | -31,505 | 2026-03-31 |
| 3 | ORCL | ORACLE CORP | 18.5K | $2.7M | $2.4M | 4.99% | -4,133 | 2026-03-31 |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 21.7K | $2.7M | $2.6M | 5.49% | +1.7K | 2026-03-31 |
| 5 | UNH | UNITEDHEALTH GROUP INC | 10.0K | $2.7M | $4.1M | 8.59% | -2,383 | 2026-03-31 |
| 6 | INTC | INTEL CORP | 58.4K | $2.6M | $5.3M | 10.91% | -- | 2026-03-31 |
| 7 | TSLA | TESLA INC | 6.7K | $2.5M | $2.1M | 4.32% | -1,940 | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 6.5K | $2.2M | $5.4M | 11.11% | +4.4K | 2026-03-31 |
| 9 | BMNR | BITMINE IMMERSION TECNOLOGIE | 110.1K | $2.2M | $1.9M | 3.94% | -- | 2026-03-31 |
| 10 | COIN | COINBASE GLOBAL INC | 12.3K | $2.2M | $1.8M | 3.74% | -2,580 | 2026-03-31 |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | 14.6K | $2.1M | $1.8M | 3.72% | -7,924 | 2026-03-31 |
| 12 | NVO | NOVO-NORDISK A S | 57.7K | $2.1M | $2.7M | 5.62% | -9,880 | 2026-03-31 |
| 13 | HIMS | HIMS & HERS HEALTH INC | 100.5K | $2.1M | $2.8M | 5.78% | -- | 2026-03-31 |
| 14 | OKLO | OKLO INC | 36.6K | $1.8M | $1.4M | 2.95% | -- | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 6.1K | $1.3M | $1.7M | 3.45% | -10,209 | 2026-03-31 |
| 16 | SMCI | SUPER MICRO COMPUTER INC | 40.7K | $925K | $1.2M | 2.39% | -- | 2026-03-31 |
| 17 | MSTR | STRATEGY INC | 5.9K | $740K | $553K | 1.15% | -1,537 | 2026-03-31 |
| 18 | NFXL | DIREXION SHARES ETF TRUST | 18.7K | $561K | $286K | 0.59% | -- | 2026-03-31 |
| 19 | ASTS | AST SPACEMOBILE INC | 6.5K | $537K | $382K | 0.79% | -- | 2026-03-31 |
| 20 | RGTI | RIGETTI COMPUTING INC | 30.5K | $428K | $456K | 0.94% | -- | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 597 | $341K | $332K | 0.69% | -5,377 | 2026-03-31 |
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