Blueshift Asset Management, LLC — 13F Holdings & Portfolio

CIK 1727827 · latest 13F-HR filed 2026-05-14

Blueshift Asset Management, LLC manages $329.5M in 13F-reported U.S. long-equity assets across 484 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWM (8.81%), SPY (2.44%), ETSY (1.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 240 new positions, exited 202, added to 100, and trimmed 130.

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.

Loading holdings…
AUM

$329.5M

Long-equity book

Holdings

484

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+240 / −202 / ↑100 / ↓130

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AVIS BUDGET GROUP INC$2.9M +391.9%
  • OREILLY AUTOMOTIVE INC$2.6M +576.6%
  • NIKE INC$2.1M +427.8%
  • DISNEY WALT CO$2.0M +337.5%
  • TARGET CORP$2.0M +459.8%
Show all 100

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$14.2M -63.8%
  • DECKERS OUTDOOR CORP-$2.7M -81.6%
  • AMER SPORTS INC-$2.2M -73.2%
  • DICKS SPORTING GOODS INC-$2.0M -66.2%
  • CARTERS INC-$1.7M -70.0%
Show all 130

New Positions

  • ETSY INC$4.5M
  • MURPHY USA INC$2.7M
  • CARMAX INC$2.6M
  • DROPBOX INC$2.3M
  • T1 ENERGY INC$1.9M
Show all 240

Exited Positions

  • BOOT BARN HLDGS INC$2.1M
  • CDW CORP$2.1M
  • JETBLUE AWYS CORP$1.9M
  • MICROSOFT CORP$1.7M
  • REVOLVE GROUP INC$1.6M
Show all 202
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 $29.0M 8.81% 117,019 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.1M 2.44% 12,388 SH
3 ETSY INC ETSY 29786A106 $4.5M 1.37% 90,484 SH
4 AVIS BUDGET GROUP INC CAR 053774105 $3.6M 1.10% 24,780 SH
5 MATCH GROUP INC NEW MTCH 57667L107 $3.5M 1.06% 113,227 SH
6 OREILLY AUTOMOTIVE INC ORLY 67103H107 $3.0M 0.92% 32,703 SH
7 FIVE BELOW INC FIVE 33829M101 $2.9M 0.87% 12,552 SH
8 MURPHY USA INC MUSA 626755102 $2.7M 0.83% 5,505 SH
9 EQUIFAX INC EFX 294429105 $2.7M 0.83% 15,101 SH
10 CARMAX INC KMX 143130102 $2.6M 0.79% 62,348 SH
11 NIKE INC NKE 654106103 $2.6M 0.78% 48,487 SH
12 DISNEY WALT CO DIS 254687106 $2.5M 0.77% 26,350 SH
13 AFFIRM HLDGS INC AFRM 00827B106 $2.5M 0.75% 53,826 SH
14 TARGET CORP TGT 87612E106 $2.4M 0.72% 19,643 SH
15 ROYAL CARIBBEAN GROUP RCL V7780T103 $2.3M 0.70% 8,441 SH
16 PVH CORPORATION PVH 693656100 $2.3M 0.70% 33,269 SH
17 DROPBOX INC DBX 26210C104 $2.3M 0.70% 101,805 SH
18 WW GRAINGER INC GWW 384802104 $2.2M 0.68% 2,047 SH
19 CLOUDFLARE INC NET 18915M107 $2.1M 0.65% 10,349 SH
20 ROBLOX CORP RBLX 771049103 $2.1M 0.63% 36,890 SH
21 LABCORP HOLDINGS INC LH 504922105 $2.0M 0.60% 7,433 SH
22 HERTZ GLOBAL HLDGS INC HTZ 42806J700 $2.0M 0.59% 424,347 SH
23 BATH & BODY WORKS INC BBWI 070830104 $1.9M 0.59% 104,283 SH
24 T1 ENERGY INC TE 35834F104 $1.9M 0.58% 437,174 SH
25 DUKE ENERGY CORP NEW DUK 26441C204 $1.9M 0.57% 14,467 SH
26 OLLIES BARGAIN OUTLET HLDGS OLLI 681116109 $1.9M 0.56% 20,177 SH
27 CLEAR SECURE INC YOU 18467V109 $1.8M 0.54% 36,450 SH
28 RESTAURANT BRANDS INTL INC QSR 76131D103 $1.8M 0.54% 23,864 SH
29 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $1.7M 0.51% 3,482 SH
30 ACADEMY SPORTS & OUTDOORS IN ASO 00402L107 $1.7M 0.51% 29,597 SH
31 METLIFE INC MET 59156R108 $1.7M 0.50% 23,396 SH
32 CARVANA CO CVNA 146869102 $1.6M 0.47% 4,972 SH
33 ASSURANT INC AIZ 04621X108 $1.5M 0.46% 6,993 SH
34 ATLASSIAN CORPORATION TEAM 049468101 $1.5M 0.46% 22,004 SH
35 AMERICAN EAGLE OUTFITTERS IN AEO 02553E106 $1.5M 0.45% 89,309 SH
36 LEMONADE INC LMND 52567D107 $1.5M 0.44% 23,345 SH
37 UNITEDHEALTH GROUP INC UNH 91324P102 $1.5M 0.44% 5,401 SH
38 DRIVEN BRANDS HLDGS INC DRVN 26210V102 $1.4M 0.43% 113,368 SH
39 CASEYS GEN STORES INC CASY 147528103 $1.4M 0.43% 1,950 SH
40 SITIME CORP SITM 82982T106 $1.4M 0.43% 4,103 SH
41 DOLLAR GEN CORP DG 256677105 $1.4M 0.42% 11,714 SH
42 IMAX CORP IMAX 45245E109 $1.4M 0.41% 35,868 SH
43 ROKU INC ROKU 77543R102 $1.3M 0.41% 14,245 SH
44 CINEMARK HLDGS INC CNK 17243V102 $1.3M 0.41% 46,881 SH
45 OSCAR HEALTH INC OSCR 687793109 $1.3M 0.40% 115,803 SH
46 LOWES COS INC LOW 548661107 $1.3M 0.39% 5,481 SH
47 BIRKENSTOCK HOLDING PLC BIRK M2029K104 $1.3M 0.39% 35,861 SH
48 PROGRESS SOFTWARE CORP PRGS 743312100 $1.3M 0.39% 49,815 SH
49 GENERAL MTRS CO GM 37045V100 $1.2M 0.38% 16,731 SH
50 TRUPANION INC TRUP 898202106 $1.2M 0.37% 47,563 SH
Filing History
Period Filed AUM Holdings Accession
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