Bluebird Wealth Management
Bluebird Wealth Management reported 89 stocks worth $115M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (4.4%), AAPL (4.1%) and CRWD (4.1%). Compared with Q1 2026, the fund opened new positions in ASML, INTC and MDB, added to NVDA, DDOG and JPM, trimmed AAPL, CRWD and AMZN and sold out of LYB, BABA and COIN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $5.1M | 4.4% | 26K | +1,068 (+4%) | 3 of 3 | |
| 2 |  AAPL Apple Inc | $4.7M | 4.1% | 16K | −870 (−5%) | 3 of 3 | |
| 3 |  CRWD Crowdstrike Hldgs Inc | $4.7M | 4.1% | 6,199 | −381 (−6%) | 3 of 3 | |
| 4 |  AMZN Amazon Com Inc | $3.2M | 2.8% | 13K | −693 (−5%) | 3 of 3 | |
| 5 |  DDOG Datadog Inc | $3M | 2.6% | 12K | +2,196 (+24%) | 3 of 3 | |
| 6 |  MSFT Microsoft Corp | $2.9M | 2.5% | 7,828 | −382 (−5%) | 3 of 3 | |
| 7 |  TER Teradyne Inc | $2.8M | 2.5% | 5,834 | −991 (−15%) | 3 of 3 | |
| 8 |  META Meta Platforms Inc | $2.8M | 2.4% | 4,957 | −266 (−5%) | 3 of 3 | |
| 9 |  CAT Caterpillar Inc | $2.6M | 2.2% | 2,416 | −46 (−2%) | 2 of 3 | |
| 10 |  GLW Corning Inc | $2.5M | 2.1% | 9,676 | −2,589 (−21%) | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LYB Lyondellbasell Industries N | $2.6M | 32K |
 BABA Alibaba Group Hldg Ltd F | $1.6M | 12K |
 COIN Coinbase Global Inc | $710K | 4,067 |
 EL Lauder Estee Cos Inc | $702K | 9,786 |
 RKT Rocket Companies Cla A | $383K | 27K |
🔒 Free account: see all 8.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bluebird Wealth Management 13F FAQ
What does Bluebird Wealth Management own?
Bluebird Wealth Management reported 89 stocks worth $115M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (4.4%), AAPL (4.1%) and CRWD (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Bluebird Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 17 added to, 48 trimmed and 8 sold out. New positions include ASML, INTC and MDB. It sold all of LYB, BABA and COIN.
When will Bluebird Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bluebird Wealth Management's portfolio worth?
The Q2 2026 filing reports $115M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.