§ 13F · FUND PROFILE
BlackBarn Capital Partners LP.
AUM · $306M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$161M deployed
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 | 50.4% | ±0% |
| 2 | ROIV | ROIVANT SCIENCES LTD | 2.00M | $71M | 6.0% | −12% |
| 3 | OSCR | OSCAR HEALTH INC | 1.75M | $50M | 4.2% | NEW |
| 4 | UNH | UNITEDHEALTH GROUP INC | 100K | $42M | 3.5% | NEW |
| 5 | PRVA | PRIVIA HEALTH GROUP INC | 1.58M | $41M | 3.4% | ±0% |
| 6 | RMD | RESMED INC | 200K | $39M | 3.3% | −50% |
| 7 | DHC | DIVERSIFIED HEALTHCARE TR | 4.08M | $38M | 3.2% | −15% |
| 8 | VG | VENTURE GLOBAL INC | 3.00M | $33M | 2.8% | NEW |
| 9 | NEE | NEXTERA ENERGY INC | 335K | $29M | 2.5% | ±0% |
| 10 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | 2.90M | $27M | 2.3% | +40% |
§ 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 $306 million in assets. The fund runs a focused portfolio of just 15 positions.
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