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Portfolio (Quarterly) Guide ↗

Blue Sparrow, LLC /DE

· CIK 0002104539
13F Portfolio $10.3B AUM 126 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 49 Added 23 Reduced 90 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TXN TEXAS INSTRUMENTS ORD Technology 3,700 $718K 0.01% SOLD
82 UDR UDR REIT ORD Real Estate 20,120 $680K 0.01% SOLD
83 DAL DELTA AIR LINES ORD Industrials 10,220 $679K 0.01% SOLD
84 LYB LYONDELLBASELL INDUSTRIES CL A ORD Basic Materials 6,950 $560K 0.01% SOLD
85 BKR BAKER HUGHES CL A ORD Energy 7,500 $458K 0.01% SOLD
86 LW LAMB WESTON HOLDINGS ORD Consumer Defensive 8,780 $371K 0.01% SOLD
87 ARE ALEXANDRIA REAL ESTATE EQ REIT ORD Real Estate 7,020 $326K 0.01% SOLD
88 TAP MOLSON COORS BEVERAGE COMPA CL B ORD Consumer Defensive 6,460 $278K 0.01% SOLD
89 NWS NEWS CL B ORD 5,500 $157K 0.00% SOLD
90 IFF INTERNATIONAL FLAVORS & FRAGRANS ORD Basic Materials 1,000 $73K 0.00% SOLD
Page 5 of 5  ·  90 positions
Sector Allocation
Technology 46.1%
Consumer Cyclical 17.0%
Financial Services 15.3%
Healthcare 6.9%
Energy 6.1%
Communication Services 2.4%
Industrials 2.4%
Consumer Defensive 2.0%
Basic Materials 1.3%
Real Estate 0.5%