Blue Investment Opportunities, LLC - Project Breeze Series 1 holds a concentrated book of 1 stock worth $156.8M as of Q1 2026 (disclosed Aug 6, 2026, a ~128-day 13F lag). This quarter they trimmed Qxo Inc. Their largest long position is Qxo Inc at 100% of the equity book. Cloning the disclosed picks since 2025 would be -11% (-9.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2032685/holdings"
Use Arkolith to show Blue Investment Opportunities, LLC - Project Breeze Series 1's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +9.6%, a 20.6-point gap that is the cost of the ~128-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Blue Investment Opportunities, LLC - Project Breeze Series 1's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~128 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | QXO Inc Class A Common | $156.8M | 8.07M | 100.0% | ▼−7.2% Reduced · −625K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.