§ 13F · FUND PROFILE
Blue Door Asset Management, LLC.
AUM · $177M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | 356K | $58M | 27.2% | −15% |
| 2 | WAY | WAYSTAR HLDG CORP | 974K | $20M | 9.4% | +42% |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 354K | $18M | 8.5% | NEW |
| 4 | A | AGILENT TECHNOLOGIES INC | 131K | $17M | 8.2% | +22% |
| 5 | NICE | NICE LTD | 153K | $14M | 6.5% | +129% |
| 6 | PRGO | PERRIGO CO PLC | 800K | $8M | 3.9% | +167% |
| 7 | WSC | WILLSCOT HLDGS CORP | 278K | $8M | 3.8% | +68% |
| 8 | NXT | NEXTPOWER INC | 60K | $7M | 3.4% | −60% |
| 9 | SMRT | SMARTRENT INC | 5.93M | $7M | 3.3% | ±0% |
| 10 | AGCO | AGCO CORP | 56K | $7M | 3.1% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Door Asset Management, LLC is a Other fund managing $177 million in assets. The fund runs a focused portfolio of just 23 positions.
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