Blue Investment Opportunities, LLC - Project Breeze Series 1
โขCIK: 2032685โขFiling: Q4 2025
**Blue Investment Opportunities, LLC - Project Breeze Series 1** This fund currently manages $168M across a concentrated portfolio of one primary holding. The strategy is heavily weighted toward QXO, representing a dominant allocation of $167.8M, or approximately 99.9% of total assets. This extreme concentration signals a high-conviction, single-name thesis within the current investment mandate. Investors should note the near-total exposure to this single security.
Total AUM
$167.8M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
QXO
QXO100.0%
๐ Biggest Buys
QXO
QXO Inc
NEW
100.0% of portfolio
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%