Blueshift Asset Management, LLC — 13F Holdings & Portfolio

CIK 1727827 · latest 13F-HR filed 2026-08-14

Blueshift Asset Management, LLC manages $431.7M in 13F-reported U.S. long-equity assets across 556 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWM (16.33%), SPY (10.95%), ETSY (1.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 307 new positions, exited 235, added to 122, and trimmed 109.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
151 BODMAN PLACE, SUITE 301
RED BANK, NJ 07701
Phone
(732) 450-8401
Filing Manager
Blueshift Asset Management, LLC
RED BANK, NJ
Signatory
Dmitry Sarkisov
Chief Compliance Officer / Chief Operating Officer
Loading holdings…
AUM

$431.7M

Long-equity book

Holdings

556

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+307 / −235 / ↑122 / ↓109

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$41.5M +142.9%
  • STATE STR SPDR S&P 500 ETF T$39.2M +486.8%
  • FRONTIER GROUP HLDGS INC$2.5M +1213.3%
  • QUEST DIAGNOSTICS INC$2.3M +736.5%
  • E L F BEAUTY INC$2.2M +210.3%
Show all 122 →

Top Trims

  • NIKE INC-$2.4M -92.2%
  • DISNEY WALT CO-$2.3M -88.7%
  • EQUIFAX INC-$1.9M -70.5%
  • ROYAL CARIBBEAN GROUP-$1.8M -75.4%
  • BATH & BODY WORKS INC-$1.7M -88.0%
Show all 109 →

New Positions

  • BRIGHT HORIZONS FAM SOL IN D$2.5M
  • AXIS CAP HLDGS LTD$2.4M
  • BEST BUY INC$2.3M
  • THE REALREAL INC$2.3M
  • COMCAST CORP NEW$2.0M
Show all 307 →

Exited Positions

  • AVIS BUDGET GROUP INC$3.6M
  • OREILLY AUTOMOTIVE INC$3.0M
  • CARMAX INC$2.6M
  • DROPBOX INC$2.3M
  • WW GRAINGER INC$2.2M
Show all 235 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWM 464287655 $70.5M 16.33% 234,592 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $47.3M 10.95% 63,311 SH
3 ETSY INC ETSY 29786A106 $5.5M 1.27% 72,526 SH
4 MATCH GROUP INC NEW MTCH 57667L107 $4.1M 0.96% 108,418 SH
5 E L F BEAUTY INC ELF 26856L103 $3.3M 0.76% 44,582 SH
6 FRONTIER GROUP HLDGS INC ULCC 35909R108 $2.8M 0.64% 348,080 SH
7 GODADDY INC GDDY 380237107 $2.7M 0.62% 31,470 SH
8 QUEST DIAGNOSTICS INC DGX 74834L100 $2.6M 0.60% 12,228 SH
9 BRIGHT HORIZONS FAM SOL IN D BFAM 109194100 $2.5M 0.58% 35,539 SH
10 DRAFTKINGS INC NEW DKNG 26142V105 $2.5M 0.58% 98,967 SH
11 ROBLOX CORP RBLX 771049103 $2.5M 0.57% 45,294 SH
12 AXIS CAP HLDGS LTD AXS G0692U109 $2.4M 0.57% 22,741 SH
13 MURPHY USA INC MUSA 626755102 $2.4M 0.56% 4,459 SH
14 CINEMARK HLDGS INC CNK 17243V102 $2.3M 0.54% 74,056 SH
15 BEST BUY INC BBY 086516101 $2.3M 0.53% 30,369 SH
16 THE REALREAL INC REAL 88339P101 $2.3M 0.53% 195,427 SH
17 EXTRA SPACE STORAGE INC EXR 30225T102 $2.2M 0.50% 14,840 SH
18 ULTA BEAUTY INC ULTA 90384S303 $2.1M 0.49% 4,728 SH
19 COMCAST CORP NEW CMCSA 20030N101 $2.0M 0.47% 83,208 SH
20 LIFE TIME GROUP HOLDINGS INC LTH 53190C102 $2.0M 0.47% 49,639 SH
21 LENNAR CORP LEN 526057104 $2.0M 0.46% 21,951 SH
22 SHARKNINJA INC SN G8068L108 $2.0M 0.45% 12,887 SH
23 MCCORMICK & CO INC MKC 579780206 $2.0M 0.45% 38,830 SH
24 SPDR GOLD TR GLD 78463V107 $1.9M 0.44% 5,104 SH
25 PARAMOUNT SKYDANCE CORP PSKY 69932A204 $1.8M 0.42% 184,422 SH
26 PRIMERICA INC PRI 74164M108 $1.8M 0.41% 6,303 SH
27 SUNRUN INC RUN 86771W105 $1.8M 0.41% 132,165 SH
28 V F CORP VFC 918204108 $1.7M 0.40% 104,417 SH
29 AMAZON COM INC AMZN 023135106 $1.7M 0.39% 7,040 SH
30 CLOUDFLARE INC NET 18915M107 $1.6M 0.38% 6,724 SH
31 SONY GROUP CORP SONY 835699307 $1.6M 0.38% 81,030 SH
32 CARVANA CO CVNA 146869102 $1.6M 0.37% 24,161 SH
33 STARBUCKS CORP SBUX 855244109 $1.6M 0.36% 15,379 SH
34 DELL TECHNOLOGIES INC DELL 24703L202 $1.6M 0.36% 3,639 SH
35 MCKESSON CORP MCK 58155Q103 $1.5M 0.35% 2,027 SH
36 FIVE BELOW INC FIVE 33829M101 $1.5M 0.35% 8,516 SH
37 ADVANCED ENERGY INDS AEIS 007973100 $1.5M 0.35% 4,049 SH
38 BJS RESTAURANTS INC BJRI 09180C106 $1.5M 0.35% 24,780 SH
39 ASSURANT INC AIZ 04621X108 $1.4M 0.34% 5,396 SH
40 MICRON TECHNOLOGY INC MU 595112103 $1.4M 0.33% 1,234 SH
41 SITIME CORP SITM 82982T106 $1.4M 0.32% 1,875 SH
42 METLIFE INC MET 59156R108 $1.4M 0.32% 16,367 SH
43 AUTONATION INC AN 05329W102 $1.4M 0.32% 7,347 SH
44 AFFIRM HLDGS INC AFRM 00827B106 $1.3M 0.31% 16,344 SH
45 RESTAURANT BRANDS INTL INC QSR 76131D103 $1.3M 0.30% 18,160 SH
46 CORNING INC GLW 219350105 $1.3M 0.30% 5,130 SH
47 ABERCROMBIE & FITCH CO ANF 002896207 $1.3M 0.30% 14,543 SH
48 KEURIG DR PEPPER INC KDP 49271V100 $1.3M 0.30% 39,833 SH
49 MADDEN STEVEN LTD SHOO 556269108 $1.3M 0.30% 30,773 SH
50 HUMANA INC HUM 444859102 $1.3M 0.30% 3,213 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $431.7M 556 0001727827-26-000005
2026-03-31 2026-05-14 $329.5M 484 0001727827-26-000004
2025-12-31 2026-02-13 $346.6M 446 0001727827-26-000002
2025-09-30 2025-11-13 $324.6M 426 0001727827-25-000011