Blue Door Asset Management, LLC
Annual return '25
+19.0%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$158.6M
Holdings
17
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FLEX
FLEXTRONICS INTL LTD
Held since at least Q1 2024
17.3%
02
$WAY
WAYSTAR HLDG CORP
Held since at least Q1 2024
12.3%
03
$NXT
NEXTPOWER INC
Held since at least Q1 2024
11.5%
04
$SKY
CHAMPION HOMES INC
Held since at least Q1 2024
10.4%
05
$A
AGILENT TECHNOLOGIES INC
Held since at least Q1 2024
7.8%
06
$NICE
NICE LTD
Held since at least Q1 2024
6.7%
07
$AGCO
AGCO CORP
Held since at least Q1 2024
6.1%
08
$SMRT
SMARTRENT INC
Held since at least Q1 2024
5.6%
09
$REZI
RESIDEO TECHNOLOGIES INC
Held since at least Q1 2024
4.4%
10
$ON
ON SEMICONDUCTOR CORP
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.