What does BLKBRD Asset Management, LP hold?

BLKBRD Asset Management, LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NOV. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2035232.

Where does 13F Pro source BLKBRD Asset Management, LP's holdings?

All BLKBRD Asset Management, LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2035232. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BLKBRD Asset Management, LP's 13F data updated on 13F Pro?

BLKBRD Asset Management, LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BLKBRD Asset Management, LP

Filer reported no holdings this quarter

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2035232

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13F Reported Value

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Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

BLKBRD Asset Management, LP disclosed 1 positions worth $0 in its Form 13F-HR for Q2 2026, led by $NOV (NOV Inc.). During the quarter the fund opened 1 new position and exited 21 — including a new stake in $NOV and a full exit from $AMD. The portfolio is most concentrated in Energy (0.0% of disclosed assets). All figures are sourced directly from BLKBRD Asset Management, LP’s Form 13F-HR filing with the SEC under CIK 2035232.

AUM History

13fpro.ai/research/fund/blkbrd-asset-management-lp-2035232

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

NOV Inc.
$NOV
47.5#1,735
Quality
$00 sh

Company	Quality	Value	Shares
NOV Inc.$NOV	47.5#1,735	$0	0

Unlock AI quality scores for every holding

32-signal composite ranking on each of BLKBRD Asset Management, LP's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Energy

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Full Holdings — BLKBRD Asset Management, LP (Q2 2026)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NOV	NOV Inc.	$0	—	NEW	47.5

New Positions (1)

$NOV NOV Inc.$0

Exited Positions (21)

$AMD ADVANCED MICRO DEVICES INC

$GME GameStop Corp.

$ORCL ORACLE CORP

$BABA Alibaba Group Holding Ltd

$UNH UNITEDHEALTH GROUP INC

$INTC INTEL CORP

$TSLA Tesla, Inc.

$MU MICRON TECHNOLOGY INC

BITMINE IMMERSION TECNOLOGIE

$COIN Coinbase Global, Inc.

$PLTR Palantir Technologies Inc.

$NVO NOVO NORDISK A S

$HIMS Hims & Hers Health, Inc.

$OKLO Oklo Inc.

$AMZN AMAZON COM INC

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Available Analysis

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AI-Powered Hedge Fund Analysis: BLKBRD Asset Management, LP

13F Pro is an AI hedge fund tracker and stock research platform. For BLKBRD Asset Management, LP (SEC CIK: 2035232), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in BLKBRD Asset Management, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.