Daria Luddy

Blue Door Asset Management, Llc

Assets Managed

$158.611M

Holdings

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

-35.8%(2Q avg: -2.92%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Door Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Blue Door Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 158.611M in assets, with a quarterly growth rate of -35.8% and a 2-quarter average growth rate of -2.92%. The portfolio is managed by Daria Luddy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FLEX Flex Ltd Recent Activity Increased 8.11%	17.35%	$27.516M 420,350 shares@ $65.46 avg price	Increased 8.11%
WAY Waystar Holding Corp Recent Activity Increased 101.79%	12.34%	$19.572M 811,800 shares@ $24.11 avg price	Increased 101.79%
NXT Nextracker Inc-cl A Recent Activity	11.48%	$18.203M 151,000 shares@ $120.55 avg price
SKY Champion Homes Inc Recent Activity Increased 70.2%	10.44%	$16.553M 222,574 shares@ $74.37 avg price	Increased 70.2%
A Agilent Technologies Inc Recent Activity New Position	7.76%	$12.298M 107,900 shares@ $113.98 avg price	New Position
NICE Nice Ltd - Spon Adr Recent Activity Decreased -32.82%	6.68%	$10.585M 96,000 shares@ $110.26 avg price	Decreased -32.82%
AGCO Agco Corp Recent Activity Decreased -10.74%	6.08%	$9.629M 83,100 shares@ $115.87 avg price	Decreased -10.74%
SMRT Smartrent Inc Recent Activity Increased 5.26%	5.62%	$8.898M 5.932M shares@ $1.51 avg price	Increased 5.26%
REZI Resideo Technologies Inc Recent Activity New Position	4.39%	$6.95M 206,175 shares@ $33.71 avg price	New Position
ON On Semiconductor Recent Activity Increased 49.49%	3.39%	$5.368M 86,700 shares@ $61.92 avg price	Increased 49.49%

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