StockDriftsStockDriftsTop 21 Blkbrd Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 7.26% | 13.7K | $2.8M | -35.52%(-7.52K) | $130.91(+223.97%) | 2026-03-31 | |
| GME | GAMESTOP CORP | 7.2% | 119.5K | $2.8M | -20.86%(-31.50K) | $25.84(-16.43%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 7.13% | 18.5K | $2.7M | -18.23%(-4.13K) | $238.07(-18.95%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 7.11% | 21.7K | $2.7M | +8.37%(+1.67K) | $142.54(-6.98%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 7.08% | 10.0K | $2.7M | -19.23%(-2.38K) | $328.63(+19.84%) | 2026-03-31 | |
| INTC | INTEL CORP | 6.73% | 58.4K | $2.6M | new | $40.52(+168.47%) | 2026-03-31 | |
| TSLA | TESLA INC | 6.51% | 6.7K | $2.5M | -22.46%(-1.94K) | $276.17(+52.89%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 5.76% | 6.5K | $2.2M | +205.82%(+4.39K) | $255.06(+238.75%) | 2026-03-31 | |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 5.69% | 110.1K | $2.2M | new | $23.47(-15.32%) | 2026-03-31 | |
| COIN | COINBASE GLOBAL INC | 5.63% | 12.3K | $2.2M | -17.29%(-2.58K) | $303.92(-35.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.85% | +5.64% |
| Top 20 Holdings Unweighted | +7.30% | +23.55% |
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