Filed: 5/15/2026ACC: 0001172661-26-002049
📋 What this filing means
BLKBRD ASSET MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $38.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$38.26M
Total AUM (reported)
695.82K
Total Shares
Allocation by class
COM$16.76M43.8%
COM CL A$6.60M17.2%
CL A$5.23M13.7%
COM NEW$3.10M8.1%
SPONSORED ADS$2.72M7.1%
ADR$2.12M5.5%
CL A NEW$740.2K1.9%
Portfolio Concentration
Top 3$8.26M21.6%
4–10$17.03M44.5%
11–25$12.97M33.9%
Top 3 weight
21.6%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 695.82K
Sole
Full voting authority
695.82K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares13.65K
TypeSH
Market value$2.78M
7.26%
Sole
13.65K
Shared
0.00
None
0.00
GAMESTOP CORP
SOLEShares119.51K
TypeSH
Market value$2.75M
7.20%
Sole
119.51K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares18.54K
TypeSH
Market value$2.73M
7.13%
Sole
18.54K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares21.67K
TypeSH
Market value$2.72M
7.11%
Sole
21.67K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares10.01K
TypeSH
Market value$2.71M
7.08%
Sole
10.01K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares58.38K
TypeSH
Market value$2.58M
6.73%
Sole
58.38K
Shared
0.00
None
0.00
TESLA INC
SOLEShares6.70K
TypeSH
Market value$2.49M
6.51%
Sole
6.70K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares6.52K
TypeSH
Market value$2.20M
5.76%
Sole
6.52K
Shared
0.00
None
0.00
BITMINE IMMERSION TECNOLOGIE
SOLEShares110.06K
TypeSH
Market value$2.18M
5.69%
Sole
110.06K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares12.34K
TypeSH
Market value$2.15M
5.63%
Sole
12.34K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares14.59K
TypeSH
Market value$2.13M
5.58%
Sole
14.59K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares57.66K
TypeSH
Market value$2.12M
5.54%
Sole
57.66K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares100.54K
TypeSH
Market value$2.09M
5.46%
Sole
100.54K
Shared
0.00
None
0.00
OKLO INC
SOLEShares36.65K
TypeSH
Market value$1.82M
4.75%
Sole
36.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.13K
TypeSH
Market value$1.28M
3.34%
Sole
6.13K
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares40.66K
TypeSH
Market value$925.8K
2.42%
Sole
40.66K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares5.93K
TypeSH
Market value$740.2K
1.93%
Sole
5.93K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares18.66K
TypeSH
Market value$561.2K
1.47%
Sole
18.66K
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares6.48K
TypeSH
Market value$537.1K
1.40%
Sole
6.48K
Shared
0.00
None
0.00
RIGETTI COMPUTING INC
SOLEShares30.54K
TypeSH
Market value$428.7K
1.12%
Sole
30.54K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares597.00
TypeSH
Market value$341.6K
0.89%
Sole
597.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | COM | 13.65K | SH | $2.78M 7.26% | 13.65K | 0.00 | 0.00 |
GAMESTOP CORPSOLE | CL A | 119.51K | SH | $2.75M 7.20% | 119.51K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 18.54K | SH | $2.73M 7.13% | 18.54K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 21.67K | SH | $2.72M 7.11% | 21.67K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 10.01K | SH | $2.71M 7.08% | 10.01K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 58.38K | SH | $2.58M 6.73% | 58.38K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.70K | SH | $2.49M 6.51% | 6.70K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 6.52K | SH | $2.20M 5.76% | 6.52K | 0.00 | 0.00 |
BITMINE IMMERSION TECNOLOGIESOLE | COM NEW | 110.06K | SH | $2.18M 5.69% | 110.06K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 12.34K | SH | $2.15M 5.63% | 12.34K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.59K | SH | $2.13M 5.58% | 14.59K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 57.66K | SH | $2.12M 5.54% | 57.66K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 100.54K | SH | $2.09M 5.46% | 100.54K | 0.00 | 0.00 |
OKLO INCSOLE | COM CL A | 36.65K | SH | $1.82M 4.75% | 36.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.13K | SH | $1.28M 3.34% | 6.13K | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 40.66K | SH | $925.8K 2.42% | 40.66K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 5.93K | SH | $740.2K 1.93% | 5.93K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DLY NFLX BULL 2X | 18.66K | SH | $561.2K 1.47% | 18.66K | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 6.48K | SH | $537.1K 1.40% | 6.48K | 0.00 | 0.00 |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 30.54K | SH | $428.7K 1.12% | 30.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 597.00 | SH | $341.6K 0.89% | 597.00 | 0.00 | 0.00 |