BLUE DOOR ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMRT | 5.64M | $11.38M |
 | WAY | 402K | $13.18M |
 | FLEX | 389K | $23.49M |
 | INSG | 215K | $2.21M |
 | WSC | 165K | $3.11M |
 | NXT | 151K | $13.15M |
 | NICE | 143K | $16.15M |
 | PYPL | 133K | $7.78M |
 | SKY | 131K | $11.05M |
 | AGCO | 93K | $9.71M |
 | EPAM | 90K | $18.38M |
 | ON | 58K | $3.14M |
 | JBL | 42K | $9.60M |
 | VRT | 42K | $6.74M |
 | TPC | 34K | $2.28M |
SmartRent, Inc.
SMRT
Shares Held
5.64M
Value
$11.38M
Waystar Holding Corp.
WAY
Shares Held
402K
Value
$13.18M
Flex Ltd.
FLEX
Shares Held
389K
Value
$23.49M
Inseego Corp.
INSG
Shares Held
215K
Value
$2.21M
WillScot Holdings Corporation
WSC
Shares Held
165K
Value
$3.11M
Nextpower Inc.
NXT
Shares Held
151K
Value
$13.15M
NICE Ltd.
NICE
Shares Held
143K
Value
$16.15M
PayPal Holdings, Inc.
PYPL
Shares Held
133K
Value
$7.78M
Champion Homes, Inc.
SKY
Shares Held
131K
Value
$11.05M
AGCO Corporation
AGCO
Shares Held
93K
Value
$9.71M
EPAM Systems, Inc.
EPAM
Shares Held
90K
Value
$18.38M
ON Semiconductor Corporation
ON
Shares Held
58K
Value
$3.14M
Jabil Inc.
JBL
Shares Held
42K
Value
$9.60M
Vertiv Holdings Co
VRT
Shares Held
42K
Value
$6.74M
Tutor Perini Corporation
TPC
Shares Held
34K
Value
$2.28M