BlackBarn Capital Partners LP

CIK 0002010204 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

BlackBarn Capital Partners LP reported 24 positions worth $1.19B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (50.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.19B
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.6%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSPDR S&P 500 ETF TRPUT$597.4M50.40%800,000
2ROIVROIVANT SCIENCES LTDSH$70.8M5.97%2,000,000
3OSCROSCAR HEALTH INCPUT$49.9M4.21%1,750,000
4UNHUNITEDHEALTH GROUP INCCALL$41.6M3.51%100,000
5PRVAPRIVIA HEALTH GROUP INCSH$40.8M3.44%1,585,000
6RMDRESMED INCPUT$39.0M3.29%200,000
7DHCDIVERSIFIED HEALTHCARE TRSH$37.9M3.20%4,075,000
8VGVENTURE GLOBAL INCCALL$33.4M2.82%3,000,000
9NEENEXTERA ENERGY INCSH$29.4M2.48%335,000
10NIQNIQ GLOBAL INTELLIGENCE PLCSH$27.2M2.29%2,903,862

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BlackBarn Capital Partners LP hold as of Q2 2026?

BlackBarn Capital Partners LP reported 24 positions worth $1.19B in its Q2 2026 13F filing. Largest positions: SPY (50.4%), ROIV (6.0%), OSCR (4.2%), UNH (3.5%) and PRVA (3.4%).

What did BlackBarn Capital Partners LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BlackBarn Capital Partners LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.