BLKBRD Asset Management, LP: SMCI position timeline

BLKBRD Asset Management, LP held 0 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -40,658 shares

   13F-HR 0001172661-26-003660 filed by BLKBRD Asset Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 40,658 shares

   Change vs previous 13F +40,658 shares

   2.42% of the 13F portfolio, value $925,783.

   13F-HR 0001172661-26-002049 filed by BLKBRD Asset Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -430,540 shares

   13F-HR 0001172661-26-000821 filed by BLKBRD Asset Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 430,540 shares

   Change vs previous 13F +236,989 shares

   5.75% of the 13F portfolio, value $20,640,088.

   13F-HR 0001172661-25-004790 filed by BLKBRD Asset Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 193,551 shares

   Change vs previous 13F not available

   5.35% of the 13F portfolio, value $9,485,935.

   13F-HR 0001172661-25-003494 filed by BLKBRD Asset Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).