BLKBRD ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMCI | 431K | $20.64M |
 | GME | 329K | $8.98M |
 | HIMS | 319K | $18.07M |
 | ACHR | 313K | $3.00M |
 | NVO | 279K | $15.48M |
 | AMD | 126K | $20.34M |
 | MSTR | 115K | $37.21M |
 | HOOD | 114K | $16.32M |
 | NVDA | 111K | $20.71M |
 | PLTR | 111K | $20.23M |
 | BABA | 87K | $15.60M |
 | MU | 86K | $14.40M |
 | GOOGL | 70K | $16.98M |
 | AVGO | 57K | $18.79M |
 | UNH | 57K | $19.60M |
 | COIN | 56K | $18.89M |
 | TSLA | 45K | $20.17M |
 | META | 26K | $18.74M |
 | QCOM | 11K | $1.80M |
 | AMZN | 8K | $1.67M |
Super Micro Computer, Inc.
SMCI
Shares Held
431K
Value
$20.64M
GameStop Corp.
GME
Shares Held
329K
Value
$8.98M
Hims & Hers Health, Inc.
HIMS
Shares Held
319K
Value
$18.07M
Archer Aviation Inc.
ACHR
Shares Held
313K
Value
$3.00M
Novo Nordisk A/S
NVO
Shares Held
279K
Value
$15.48M
Advanced Micro Devices, Inc.
AMD
Shares Held
126K
Value
$20.34M
Strategy Inc
MSTR
Shares Held
115K
Value
$37.21M
Robinhood Markets, Inc.
HOOD
Shares Held
114K
Value
$16.32M
NVIDIA Corporation
NVDA
Shares Held
111K
Value
$20.71M
Palantir Technologies Inc.
PLTR
Shares Held
111K
Value
$20.23M
Alibaba Group Holding Limited
BABA
Shares Held
87K
Value
$15.60M
Micron Technology, Inc.
MU
Shares Held
86K
Value
$14.40M
Alphabet Inc.
GOOGL
Shares Held
70K
Value
$16.98M
Broadcom Inc.
AVGO
Shares Held
57K
Value
$18.79M
UnitedHealth Group Incorporated
UNH
Shares Held
57K
Value
$19.60M
Coinbase Global, Inc.
COIN
Shares Held
56K
Value
$18.89M
Tesla, Inc.
TSLA
Shares Held
45K
Value
$20.17M
Meta Platforms, Inc.
META
Shares Held
26K
Value
$18.74M
QUALCOMM Incorporated
QCOM
Shares Held
11K
Value
$1.80M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.67M