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Blue Investment Opportunities Portfolio holdings

AUM $168M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
-14.84%
1 Year Est. Return
+21.32%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
100.46%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
QXO
QXO Inc
QXO
+$119M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QXO
1
QXO Inc
QXO
$14.5B
$118M 100%
+8,725,390
New +$119M

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Blue Investment Opportunities's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for Blue Investment Opportunities, which disclosed 1 position worth $118M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is QXO Inc: 8,725,390 shares worth $118M.

By sector, the portfolio is most concentrated in Industrials at 100% of assets.

  • Blue Investment Opportunities's largest Q1 2025 buy was QXO Inc: 8,725,390 shares worth $118M.
  • Blue Investment Opportunities's ten largest holdings make up 100% of its $118M portfolio in Q1 2025.
  • Blue Investment Opportunities disclosed 1 position in Q1 2025, its first 13F filing on record.

Based on Blue Investment Opportunities's 13F filing for Q1 2025, filed 16 May 2025.