Blue Sparrow, LLC holds a focused book of 176 stocks worth $5.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Royal Bank Of Canada and trimmed Microsoft Corp. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book. Cloning the disclosed picks since 2026 would be +15% (+36.7%/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/2104539/holdings"
Use Arkolith to show Blue Sparrow, LLC /DE's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.0 points over this window.
Growth of $10,000 cloning Blue Sparrow, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% 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
Other tracked managers holding the same core names as Blue Sparrow, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 80 | $3.5T |
| BlackRock, Inc. | 80 / 80 | $2.8T |
| FMR LLC | 80 / 80 | $882.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $610.4B |
| MORGAN STANLEY | 80 / 80 | $605.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $367.5B |
| NORTHERN TRUST CORP | 80 / 80 | $359.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $280.6B |
Ranked by how many of Blue Sparrow, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF CORE S&P500 ETF | $875.3M | 1.34M | 15.0% | —Held | |
| 2 | Royal Bank Of Canada Ord COM | $527.4M | 3.26M | 9.0% | ▲New New position | |
| 3 | Nvidia Ord COM | $526.3M | 3.02M | 9.0% | ▲+44% Added · +929K sh | |
| 4 | Meta Platforms CL A Ord CL A | $327.1M | 571.8K | 5.6% | ▲+274% Added · +419K sh | |
| 5 | Broadcom Ord COM | $270.4M | 873.6K | 4.6% | ▲+0.6% Added · +5K sh | |
| 6 | Microsoft Ord COM | $241.4M | 652.0K | 4.1% | ▼−23% Reduced · −200K sh | |
| 7 | CDN Natural Resource Ord COM | $225.1M | 4.62M | 3.8% | ▲New New position | |
| 8 | Palantir Technologies CL A Ord CL A | $214.1M | 1.46M | 3.7% | ▲+184% Added · +947K sh | |
| 9 | Tesla Ord COM | $202.2M | 544.0K | 3.5% | ▲+152% Added · +328K sh | |
| 10 | Alphabet CL A Ord CAP STK CL A | $190.1M | 661.0K | 3.2% | ▲+45% Added · +206K sh | |
| 11 | Apple Ord COM | $156.1M | 615.0K | 2.7% | ▼−44% Reduced · −481K sh | |
| 12 | Advanced Micro Devices Ord COM | $141.2M | 694.3K | 2.4% | ▲+8.5% Added · +54K sh | |
| 13 | Morgan Stanley Ord COM NEW | $141.1M | 857.1K | 2.4% | ▼−20% Reduced · −210K sh | |
| 14 | Goldman Sachs Group Ord COM | $129.3M | 152.9K | 2.2% | ▼−41% Reduced · −107K sh | |
| 15 | Mastercard CL A Ord CL A | $109.6M | 219.3K | 1.9% | ▲+46% Added · +69K sh | |
| 16 | Alphabet CL C Ord CAP STK CL C | $87.3M | 304.4K | 1.5% | ▼−1.8% Reduced · −6K sh | |
| 17 | Abbvie Ord COM | $76.0M | 349.5K | 1.3% | ▲+180% Added · +225K sh | |
| 18 | Amazon Com Ord COM | $74.9M | 359.4K | 1.3% | ▼−13% Reduced · −54K sh | |
| 19 | Micron Technology Ord COM | $60.6M | 179.4K | 1.0% | ▼−54% Reduced · −208K sh | |
| 20 | Oracle Ord COM | $57.3M | 389.5K | 1.0% | ▲11× Added · +353K sh | |
| 21 | JPMorgan Chase Ord COM | $53.7M | 182.4K | 0.9% | ▼−33% Reduced · −92K sh | |
| 22 | Honeywell International Ord COM | $52.3M | 231.2K | 0.9% | ▲+66% Added · +92K sh | |
| 23 | Eli Lilly Ord COM | $44.4M | 48.3K | 0.8% | ▲+3.2% Added · +2K sh | |
| 24 | Costco Wholesale Ord COM | $41.4M | 41.6K | 0.7% | ▼−23% Reduced · −13K sh | |
| 25 | Walmart Ord COM | $38.3M | 307.9K | 0.7% | ▼−42% Reduced · −222K sh | |
| 26 | Canadian Imperial Bank Commerce Ord COM | $37.0M | 390.0K | 0.6% | ▲New New position | |
| 27 | Charles Schwab Ord COM | $32.5M | 346.1K | 0.6% | ▼−74% Reduced · −999K sh | |
| 28 | Crowdstrike Holdings CL A Ord CL A | $32.2M | 82.4K | 0.5% | ▲+3.7% Added · +3K sh | |
| 29 | Centene Ord COM | $30.7M | 937.4K | 0.5% | ▲New New position | |
| 30 | Bank Of America Ord COM | $28.3M | 579.9K | 0.5% | ▼−54% Reduced · −670K sh | |
| 31 | Intel Ord COM | $28.2M | 638.7K | 0.5% | ▲New New position | |
| 32 | Cencora Ord COM | $23.7M | 75.5K | 0.4% | ▲New New position | |
| 33 | Robinhood Markets CL A Ord COM CL A | $22.5M | 325.0K | 0.4% | ▲New New position | |
| 34 | Johnson & Johnson Ord COM | $22.3M | 91.2K | 0.4% | ▼−49% Reduced · −88K sh | |
| 35 | Microchip Technology Ord COM | $21.6M | 334.5K | 0.4% | ▲New New position | |
| 36 | Procter & Gamble Ord COM | $21.4M | 148.0K | 0.4% | ▲+36% Added · +39K sh | |
| 37 | Pepsico Ord COM | $20.0M | 128.6K | 0.3% | ▲+7.2% Added · +9K sh | |
| 38 | Home Depot Ord COM | $17.3M | 52.7K | 0.3% | ▼−2.8% Reduced · −2K sh | |
| 39 | Lam Research Ord COM NEW | $16.7M | 78.2K | 0.3% | ▲+11% Added · +8K sh | |
| 40 | Merck & Co Ord COM | $16.5M | 136.9K | 0.3% | ▼−0.6% Reduced · −800 sh | |
| 41 | General Dynamics Ord COM | $15.5M | 45.2K | 0.3% | ▲New New position | |
| 42 | McDonald's Ord COM | $15.3M | 49.1K | 0.3% | ▼−51% Reduced · −50K sh | |
| 43 | ConocoPhillips Ord COM | $15.1M | 114.4K | 0.3% | ▼−42% Reduced · −83K sh | |
| 44 | Berkshire Hathaway CL B Ord CL B NEW | $15.0M | 31.3K | 0.3% | ▼−78% Reduced · −114K sh | |
| 45 | Coinbase Global CL A Ord COM CL A | $14.1M | 80.7K | 0.2% | ▲New New position | |
| 46 | CSX Ord COM | $14.0M | 340.8K | 0.2% | ▲New New position | |
| 47 | Applied Material Ord COM | $13.7M | 40.2K | 0.2% | ▼−66% Reduced · −79K sh | |
| 48 | PTC Therapeutics Ord COM | $13.0M | 190.6K | 0.2% | ▲New New position | |
| 49 | Ge Aerospace Ord COM NEW | $12.0M | 42.4K | 0.2% | ▼−64% Reduced · −75K sh | |
| 50 | Chevron Ord COM | $12.0M | 58.2K | 0.2% | ▼−68% Reduced · −126K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.