§ 13F · FUND PROFILE
BlackBarn Capital Partners LP.
AUM · $1.2B (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 800K | $597M | — | — |
| 2 | ROIV | ROIVANT SCIENCES LTD | 2.00M | $71M | — | — |
| 3 | OSCR | OSCAR HEALTH INC | 1.75M | $50M | — | — |
| 4 | UNH | UNITEDHEALTH GROUP INC | 100K | $42M | — | — |
| 5 | PRVA | PRIVIA HEALTH GROUP INC | 1.58M | $41M | — | — |
| 6 | RMD | RESMED INC | 200K | $39M | — | — |
| 7 | DHC | DIVERSIFIED HEALTHCARE TR | 4.08M | $38M | — | — |
| 8 | VG | VENTURE GLOBAL INC | 3.00M | $33M | — | — |
| 9 | NEE | NEXTERA ENERGY INC | 335K | $29M | — | — |
| 10 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | 2.90M | $27M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLACKBARN SIGNAL
AC read
BlackBarn Capital Partners LP is a Other fund managing $1.2 billion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →