13F Filings History of BLKBRD Asset Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$74,375,786
Signature - Title
John Ballay - CCO
Location
Old Greenwich, CT
Summary
This page shows a list of all the recent 13F filings made by BLKBRD Asset Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BLKBRD Asset Management, LP reported 22 stock holdings with total value $74,375,786 as of Q4 2025. Top holdings included NVDA, AMD, ORCL, LLY, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 22 $74,375,786 +$20,284,960 -$288,388,187 -$268,103,227 NVDA, AMD, ORCL, LLY, GOOGL 13F-HR 17 Feb 2026, 06:34
Q3 2025 27 $358,839,613 +$207,458,674 -$28,639,649 +$178,819,025 MSTR, FXI, NVDA, SMCI, AMD 13F-HR 14 Nov 2025, 06:02
Q2 2025 19 $177,384,968 +$126,348,563 -$43,261,600 +$83,086,963 MSTR, NVDA, AMD, FXI, AVGO 13F-HR 14 Aug 2025, 16:22
Q1 2025 19 $82,295,968 +$79,980,323 -$19,462,476 +$60,517,847 MSTR, FXI, EWJ, EWT, MCHI 13F-HR 15 May 2025, 12:35
Q4 2024 9 $21,457,165 $0 $0 $0 SPDW, EFA, IWR, ACWX, XLY 13F-HR 14 Feb 2025, 11:00