BLUE DOOR ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMRT | 5.34M | $7.52M |
 | PRGO | 577K | $12.84M |
 | FLEX | 404K | $23.41M |
 | PYPL | 331K | $22.20M |
 | NXT | 277K | $20.48M |
 | HOLX | 167K | $11.29M |
 | EPAM | 93K | $14.07M |
 | VRT | 93K | $14.06M |
 | WAY | 80K | $3.02M |
 | SKY | 80K | $6.07M |
 | AVTR | 77K | $962.21K |
 | AGCO | 75K | $8.04M |
 | NICE | 55K | $7.93M |
 | JBL | 54K | $11.66M |
 | AMT | 37K | $7.17M |
 | AMZN | 1K | $307.40K |
 | FDX | 1K | $299.48K |
 | LOW | 1K | $296.55K |
 | ADSK | 930 | $295.43K |
 | MLM | 480 | $302.53K |
SmartRent, Inc.
SMRT
Shares Held
5.34M
Value
$7.52M
Perrigo Company plc
PRGO
Shares Held
577K
Value
$12.84M
Flex Ltd.
FLEX
Shares Held
404K
Value
$23.41M
PayPal Holdings, Inc.
PYPL
Shares Held
331K
Value
$22.20M
Nextpower Inc.
NXT
Shares Held
277K
Value
$20.48M
Hologic, Inc.
HOLX
Shares Held
167K
Value
$11.29M
EPAM Systems, Inc.
EPAM
Shares Held
93K
Value
$14.07M
Vertiv Holdings Co
VRT
Shares Held
93K
Value
$14.06M
Waystar Holding Corp.
WAY
Shares Held
80K
Value
$3.02M
Champion Homes, Inc.
SKY
Shares Held
80K
Value
$6.07M
Avantor, Inc.
AVTR
Shares Held
77K
Value
$962.21K
AGCO Corporation
AGCO
Shares Held
75K
Value
$8.04M
NICE Ltd.
NICE
Shares Held
55K
Value
$7.93M
Jabil Inc.
JBL
Shares Held
54K
Value
$11.66M
American Tower Corporation
AMT
Shares Held
37K
Value
$7.17M
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$307.40K
FedEx Corporation
FDX
Shares Held
1K
Value
$299.48K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$296.55K
Autodesk, Inc.
ADSK
Shares Held
930
Value
$295.43K
Martin Marietta Materials, Inc.
MLM
Shares Held
480
Value
$302.53K