Blue Sparrow, LLC /DE
Top Portfolio Positions
172 positions ·
$4,871,425,006 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
3,260,000 | $527,402,800 | 10.83% | |
| NVDA |
Nvidia Corp
Technology
|
3,017,500 | $526,252,000 | 10.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
571,800 | $327,143,934 | 6.72% | |
| AVGO |
Broadcom Inc.
Technology
|
873,646 | $270,402,173 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
652,000 | $241,350,840 | 4.95% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
4,620,000 | $225,132,600 | 4.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,463,400 | $214,066,152 | 4.39% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
544,000 | $202,232,000 | 4.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
660,960 | $190,065,657 | 3.90% | |
| AAPL |
Apple Inc.
Technology
|
615,020 | $156,085,925 | 3.20% |
Portfolio Trend
Holdings in LCII
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,394,960 | 52,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||