Fund Name: | Blue Door Asset Management |
Manager | Michael Luddy And Daniel Krausz |
Portfolio Value | $184,764,994 |
Change This QTR | +1.31% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | SPY | 80,500 | $38,262,455 | +75% | 20.7% | ||
2. | FLEX | 1,069,761.05 | $24,555,329 | +6% | 13.29% | ||
3. | HOLX | 181,633 | $12,977,678 | +52% | 7.02% | ||
4. | PYPL | 207,835 | $12,763,147 | -9% | 6.9% | ||
5. | Nextracker Inc | 243,204 | $11,394,107 | +50% | 6.16% |