BLKBRD Asset Management, LP
Old Greenwich CT · SEC CIK 0002035232
$3,825.64万2026Q1 申报市值
21持仓数
66.1%前十大占比 · 第一大 7.3%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTC 新建仓+$257.62万
BMNR 新建仓+$217.69万
OKLO 新建仓+$181.75万
MU 加仓+$148.24万
DIREXION SHARES 新建仓+$56.12万
2026Q1 卖出最多 按季末市值估算
SMCI 重新持有-$887.76万
NVDA 清仓-$465.90万
HIMS 重新持有-$452.84万
LLY 清仓-$433.20万
GOOGL 清仓-$428.15万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -24,981 | -100.0% | -$465.90万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -4,031 | -100.0% | -$433.20万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -13,679 | -100.0% | -$428.15万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -45,242 | -100.0% | -$424.19万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -14,844 | -100.0% | -$403.55万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -8,338 | -100.0% | -$403.24万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -32,488 | -100.0% | -$367.44万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,836 | -100.0% | -$98.15万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -129,287 | -100.0% | -$97.22万 | 清仓 |
| META | META PLATFORMS INC | $34.16万 | 0.89% | 597 | -5,377 | -90.0% | -$307.63万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $42.87万 | 1.12% | 30,536 | 30,536 | — | $42.87万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $53.71万 | 1.40% | 6,481 | 6,481 | — | $53.71万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $56.12万 | 1.47% | 18,663 | 18,663 | — | $56.12万 | 新建仓 |
| MSTR | STRATEGY INC | $74.02万 | 1.93% | 5,931 | -1,537 | -20.6% | -$19.18万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $92.58万 | 2.42% | 40,658 | -389,882 | -90.6% | -$887.76万 | 重新持有 |
| AMZN | AMAZON COM INC | $127.63万 | 3.34% | 6,128 | -10,209 | -62.5% | -$212.62万 | 减仓 |
| OKLO | OKLO INC | $181.75万 | 4.75% | 36,650 | 36,650 | — | $181.75万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $208.71万 | 5.46% | 100,536 | -218,130 | -68.5% | -$452.84万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $211.92万 | 5.54% | 57,664 | -9,880 | -14.6% | -$36.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $213.48万 | 5.58% | 14,594 | -7,924 | -35.2% | -$115.91万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $215.43万 | 5.63% | 12,338 | -2,580 | -17.3% | -$45.05万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $217.69万 | 5.69% | 110,057 | 110,057 | — | $217.69万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $220.27万 | 5.76% | 6,520 | 4,388 | 205.8% | $148.24万 | 加仓 |
| TSLA | TESLA INC | $249.04万 | 6.51% | 6,699 | -1,940 | -22.5% | -$72.12万 | 减仓 |
| INTC | INTEL CORP | $257.62万 | 6.73% | 58,377 | 58,377 | — | $257.62万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $270.91万 | 7.08% | 10,012 | -2,383 | -19.2% | -$64.48万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $271.85万 | 7.11% | 21,668 | 1,673 | 8.4% | $20.99万 | 加仓 |
| ORCL | ORACLE CORP | $272.76万 | 7.13% | 18,541 | -4,133 | -18.2% | -$60.80万 | 减仓 |
| GME | GAMESTOP CORP | $275.35万 | 7.20% | 119,511 | -31,505 | -20.9% | -$72.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $277.78万 | 7.26% | 13,655 | -7,523 | -35.5% | -$153.04万 | 减仓 |