Instuitional Investor - Blkbrd Asset Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Strategy Inc	MSTR	159,261	$64,378,074	36.29%
2.	Nvidia Corp	NVDA	111,872	$17,674,657	9.96%
3.	Advanced Micro Devices Inc	AMD	89,886	$12,754,823	7.19%
4.	Ishares Trust	IEF	278,411	$10,234,388	5.77%
5.	Broadcom Inc.	AVGO	35,858	$9,884,258	5.57%