Investments: BLKBRD Asset Management, LP

Aktie	Ticker	2025/Q4		2025/Q3		2025/Q2		2025/Q1
		Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)
		74.375.786 $	-284.175.460 $	358.778.636 $	+157.967.372 $	177.384.968 $	+122.155.213 $	79.672.053 $	+79.672.053 $
BANK OF AMERICA CORP /DE/	BAC	26.230.143 $	-177.857.642 $	204.087.785 $	+138.082.113 $	66.005.672 $	+39.695.266 $	26.310.406 $	+26.310.406 $
Strategy Inc	MSTR	1.134.763 $	-36.075.014 $	37.209.777 $	-27.168.297 $	64.378.074 $	+35.849.434 $	28.528.640 $	+28.528.640 $
BlackRock, Inc.	BLK			1.237.714 $	-23.204.584 $			24.442.298 $	+24.442.298 $
NVIDIA CORP	NVDA	4.658.957 $	-16.046.572 $	20.705.529 $	+3.030.872 $	17.674.657 $	+17.283.948 $	390.709 $	+390.709 $
ADVANCED MICRO DEVICES INC	AMD	4.535.480 $	-15.806.538 $	20.342.018 $	+7.587.195 $	12.754.823 $	+12.754.823 $
PALATIN TECHNOLOGIES INC	PTNT	4.002.575 $	-16.231.087 $	20.233.662 $	+20.233.662 $
UNITEDHEALTH GROUP INC	UNH	4.091.713 $	-15.508.551 $	19.600.264 $	+19.600.264 $
ALPHA PRO TECH LTD	APT	4.281.527 $	-12.695.848 $	16.977.375 $	+8.539.306 $	8.438.069 $	+8.438.069 $
MICRON TECHNOLOGY INC	MU	608.494 $	-13.795.917 $	14.404.411 $	+12.614.328 $	1.790.083 $	+1.790.083 $
ORACLE CORP	ORCL	4.419.389 $	+4.419.389 $
ELI LILLY & Co	LLY	4.332.035 $	+2.983.814 $	1.348.221 $	+1.348.221 $
NETFLIX INC	NFLX	4.241.890 $	+4.241.890 $
APPFOLIO INC	APPF	4.035.490 $	+3.019.488 $			1.016.002 $	+1.016.002 $
MICROSOFT CORP	MSFT	4.032.424 $	+3.074.734 $	957.690 $	-1.159.784 $	2.117.474 $	+2.117.474 $
AMAZON COM INC	AMZN	3.770.906 $	+2.102.394 $	1.668.512 $	-1.541.602 $	3.210.114 $	+3.210.114 $
JPMORGAN CHASE & CO	JPM			5.678 $	+5.678 $
		74.375.786 $	-284.175.460 $	358.778.636 $	+157.967.372 $	177.384.968 $	+122.155.213 $	79.672.053 $	+79.672.053 $