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 |
|---|---|---|---|---|
| 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
Holdings in SMRT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,898,121 | 5,932,081 | Shares | Sole | 2026-05-15 | |
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