BLKBRD Asset Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, BLKBRD Asset Management, LP held in its portfolio 22 assets valued at $74,375,786 (i.e. $74.38M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($4.66M), ADVANCED MICRO DEVICES INC ($4.54M), and ORACLE CORP ($4.42M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in BLKBRD Asset Management, LP Portfolio

NVIDIA CORPORATION

ADVANCED MICRO DEVICES INC

ORACLE CORP

ELI LILLY & CO

ALPHABET INC

NETFLIX INC

UNITEDHEALTH GROUP INC

APPLE INC

MICROSOFT CORP

PALANTIR TECHNOLOGIES INC

BLKBRD Asset Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NVIDIA CORPORATION	24981	4658957	COM
ADVANCED MICRO DEVICES INC	21178	4535480	COM
ORACLE CORP	22674	4419389	COM
ELI LILLY & CO	4031	4332035	COM
ALPHABET INC	13679	4281527	CAP STK CL A
NETFLIX INC	45242	4241890	COM
UNITEDHEALTH GROUP INC	12395	4091713	COM
APPLE INC	14844	4035490	COM
MICROSOFT CORP	8338	4032424	COM
PALANTIR TECHNOLOGIES INC	22518	4002575	CL A
META PLATFORMS INC	5974	3943377	CL A
TESLA INC	8639	3885131	COM
AMAZON COM INC	16337	3770906	COM
ROBINHOOD MKTS INC	32488	3674393	COM CL A
NOVO-NORDISK A S	67544	3436639	ADR
COINBASE GLOBAL INC	14918	3373557	COM CL A
GAMESTOP CORP NEW	151016	3032401	CL A
ALIBABA GROUP HLDG LTD	19995	2930867	SPONSORED ADS
STRATEGY INC	7468	1134763	CL A NEW
BROADCOM INC	2836	981540	COM
ARCHER AVIATION INC	129287	972238	COM CL A
MICRON TECHNOLOGY INC	2132	608494	COM