Blue Door Asset Management, LLC
Top Portfolio Positions
16 positions ·
$154,022,148 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FLEX |
Flex Ltd.
Technology
|
420,350 | $27,516,111 | 17.87% | |
| WAY |
Waystar Holding Corp.
Healthcare
|
811,800 | $19,572,498 | 12.71% | |
| NXT |
Nextpower Inc.
Technology
|
151,000 | $18,203,050 | 11.82% | |
| SKY |
Champion Homes, Inc.
Consumer Cyclical
|
222,574 | $16,552,828 | 10.75% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
107,900 | $12,298,442 | 7.98% | |
| NICE |
NICE Ltd.
Technology
|
96,000 | $10,584,960 | 6.87% | |
| AGCO |
Agco Corp /De
Industrials
|
83,100 | $9,628,797 | 6.25% | |
| SMRT |
SmartRent, Inc.
Technology
|
5,932,081 | $8,898,121 | 5.78% | |
| REZI |
Resideo Technologies, Inc.
Industrials
|
206,175 | $6,950,159 | 4.51% | |
| ON |
On Semiconductor Corp
Technology
|
86,700 | $5,368,464 | 3.49% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NICE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,584,960 | 96,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,153,416 | 142,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,933,944 | 54,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,337,556 | 31,600 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||