BLKBRD Asset Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTEL CORP(INTC) | 0 | 58,377 | +58,377 | 0 | 2,576,177 | 6.73% | +2,576,177 |
| BITMINE IMMERSION TECNOLOGIE(BMNP) | 0 | 110,057 | +110,057 | 0 | 2,176,927 | 5.69% | +2,176,927 |
| HIMS & HERS HEALTH INC(HIMS) | 0 | 100,536 | +100,536 | 0 | 2,087,127 | 5.46% | +2,087,127 |
| OKLO INC(OKLO) | 0 | 36,650 | +36,650 | 0 | 1,817,474 | 4.75% | +1,817,474 |
| MICRON TECHNOLOGY INC(MU) | 2,132 | 6,520 | +4,388 | 608,494 | 2,202,717 | 5.76% | +1,594,223 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 40,658 | +40,658 | 0 | 925,783 | 2.42% | +925,783 |
| DIREXION SHARES ETF TRUST DLY NFLX BULL 2X | 0 | 18,663 | +18,663 | 0 | 561,196 | 1.47% | +561,196 |
| AST SPACEMOBILE INC(ASTS) | 0 | 6,481 | +6,481 | 0 | 537,080 | 1.40% | +537,080 |
| RIGETTI COMPUTING INC(RGTI) | 0 | 30,536 | +30,536 | 0 | 428,725 | 1.12% | +428,725 |
| ALIBABA GROUP HLDG LTD(BABA) | 19,995 | 21,668 | +1,673 | 2,930,867 | 2,718,467 | 7.11% | -212,400 |
| GAMESTOP CORP(GME) | 151,016 | 119,511 | -31,505 | 3,032,401 | 2,753,533 | 7.20% | -278,868 |
| STRATEGY INC(MSTR) | 7,468 | 5,931 | -1,537 | 1,134,763 | 740,189 | 1.93% | -394,574 |
| ARCHER AVIATION INC(ACHR) | 129,287 | 0 | -129,287 | 972,238 | 0 | — | -972,238 |
| BROADCOM INC(AVGO) | 2,836 | 0 | -2,836 | 981,540 | 0 | — | -981,540 |
| COINBASE GLOBAL INC(COIN) | 14,918 | 12,338 | -2,580 | 3,373,557 | 2,154,339 | 5.63% | -1,219,218 |
| NOVO-NORDISK A S(NVO) | 67,544 | 57,664 | -9,880 | 3,436,639 | 2,119,152 | 5.54% | -1,317,487 |
| UNITEDHEALTH GROUP INC(UNH) | 12,395 | 10,012 | -2,383 | 4,091,713 | 2,709,147 | 7.08% | -1,382,566 |
| TESLA INC(TSLA) | 8,639 | 6,699 | -1,940 | 3,885,131 | 2,490,353 | 6.51% | -1,394,778 |
| ORACLE CORP(ORCL) | 22,674 | 18,541 | -4,133 | 4,419,389 | 2,727,567 | 7.13% | -1,691,822 |
| ADVANCED MICRO DEVICES INC(AMD) | 21,178 | 13,655 | -7,523 | 4,535,480 | 2,777,837 | 7.26% | -1,757,643 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 22,518 | 14,594 | -7,924 | 4,002,575 | 2,134,810 | 5.58% | -1,867,765 |
| AMAZON COM INC(AMZN) | 16,337 | 6,128 | -10,209 | 3,770,906 | 1,276,279 | 3.34% | -2,494,627 |
| META PLATFORMS INC(META) | 5,974 | 597 | -5,377 | 3,943,377 | 341,561 | 0.89% | -3,601,816 |
| ROBINHOOD MKTS INC(HOOD) | 32,488 | 0 | -32,488 | 3,674,393 | 0 | — | -3,674,393 |
| MICROSOFT CORP(MSFT) | 8,338 | 0 | -8,338 | 4,032,424 | 0 | — | -4,032,424 |
| APPLE INC(AAPL) | 14,844 | 0 | -14,844 | 4,035,490 | 0 | — | -4,035,490 |
| NETFLIX INC(NFLX) | 45,242 | 0 | -45,242 | 4,241,890 | 0 | — | -4,241,890 |
| ALPHABET INC(GOOG) | 13,679 | 0 | -13,679 | 4,281,527 | 0 | — | -4,281,527 |
| ELI LILLY & CO(LLY) | 4,031 | 0 | -4,031 | 4,332,035 | 0 | — | -4,332,035 |
| NVIDIA CORPORATION(NVDA) | 24,981 | 0 | -24,981 | 4,658,957 | 0 | — | -4,658,957 |