BlackBarn Capital Partners LP — 13F holdings

BlackBarn Capital Partners LP reported 24 holdings worth $1.19B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $597M (50.4%)
2. ROIV Roivant Sciences Ltd — $70.8M (6.0%)
3. UNH UNITEDHEALTH GROUP INC — $68.6M (5.8%)
4. VG VENTURE GLOBAL INC — $52.9M (4.5%)
5. OSCR OSCAR HEALTH INC — $49.9M (4.2%)
6. PRVA PRIVIA HEALTH GROUP INC — $40.8M (3.4%)
7. RMD Resmed Inc — $39.0M (3.3%)
8. DHC DIVERSIFIED HEALTHCARE TR — $37.9M (3.2%)
9. VKTX VIKING THERAPEUTICS INC — $33.2M (2.8%)
10. NEE NEXTERA ENERGY INC — $29.4M (2.5%)