Blueprint Investment Partners LLC
•CIK: 1794467•Filing: Q4 2025
**Blueprint Investment Partners LLC** manages $935M across a diversified portfolio of 124 positions. The fund exhibits significant concentration in technology and semiconductor names, notably holding SNDR at $161.3M. Further top allocations include SPTM and TFPN, each representing $86.3M. This structure suggests a conviction-driven, high-conviction approach targeting growth leaders.
Total AUM
$935.0M
QoQ Performance
+31.4%
Positions
77
Top 10 Concentration
58.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SNDR
SPTM
TFPN
IEI
SNDR17.2%
SPTM9.2%
TFPN9.2%
IEI5.5%
HEGD4.2%
SPDW3.6%
NVDA2.9%
AAPL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
Technology8.5%
ETF2.9%
Consumer1.9%
Financial1.8%
Energy0.4%
Healthcare0.3%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
↑67 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023