BLKBRD Asset Management as of Dec. 31, 2025
Portfolio Holdings for BLKBRD Asset Management
BLKBRD Asset Management holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.3 | $4.7M | 25k | 186.50 | |
| Advanced Micro Devices (AMD) | 6.1 | $4.5M | 21k | 214.16 | |
| Oracle Corporation (ORCL) | 5.9 | $4.4M | 23k | 194.91 | |
| Eli Lilly & Co. (LLY) | 5.8 | $4.3M | 4.0k | 1074.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $4.3M | 14k | 313.00 | |
| Netflix (NFLX) | 5.7 | $4.2M | 45k | 93.76 | |
| UnitedHealth (UNH) | 5.5 | $4.1M | 12k | 330.11 | |
| Apple (AAPL) | 5.4 | $4.0M | 15k | 271.86 | |
| Microsoft Corporation (MSFT) | 5.4 | $4.0M | 8.3k | 483.62 | |
| Palantir Technologies Cl A (PLTR) | 5.4 | $4.0M | 23k | 177.75 | |
| Meta Platforms Cl A (META) | 5.3 | $3.9M | 6.0k | 660.09 | |
| Tesla Motors (TSLA) | 5.2 | $3.9M | 8.6k | 449.72 | |
| Amazon (AMZN) | 5.1 | $3.8M | 16k | 230.82 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.9 | $3.7M | 33k | 113.10 | |
| Novo-nordisk A S Adr (NVO) | 4.6 | $3.4M | 68k | 50.88 | |
| Coinbase Global Com Cl A (COIN) | 4.5 | $3.4M | 15k | 226.14 | |
| Gamestop Corp Cl A (GME) | 4.1 | $3.0M | 151k | 20.08 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $2.9M | 20k | 146.58 | |
| Strategy Cl A New (MSTR) | 1.5 | $1.1M | 7.5k | 151.95 | |
| Broadcom (AVGO) | 1.3 | $982k | 2.8k | 346.10 | |
| Archer Aviation Com Cl A (ACHR) | 1.3 | $972k | 129k | 7.52 | |
| Micron Technology (MU) | 0.8 | $609k | 2.1k | 285.41 |
