account_balance
Investment manager · 13F filer · SEC CIK 2010204
BlackBarn Capital Partners LP
Reported value$402Mas of Jun 30, 2026
Positions17 5 new, 2 sold out
Top 10 weight81.4%ROIV alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ROIVRoivant Sciences Ltd
17.6%Trimmed −12%
PRVAPrivia Health Group Inc
10.1%
DHCDiversified Healthcare Tr
9.4%Trimmed −15%
NEENextera Energy Inc
7.3%
NIQNiq Global Intelligence PLC
6.8%Added +40%
UNHUnitedhealth Group Inc
6.7%New
NXPINXP Semiconductors N V
6.3%Added +50%
VKTXViking Therapeutics Inc
5.8%Trimmed −3%
MHMcgraw Hill Inc
5.8%Added +17%
AMRXAmneal Pharmaceuticals Inc
5.6%Trimmed −21%
VGVenture Global Inc
4.8%New
AZUL3.8%ROIVRoivant Sciences Ltd
17.6%Trimmed −12%
PRVA10.1%DHCDiversified Healthcare Tr
9.4%Trimmed −15%
NEENextera Energy Inc
7.3%
NIQNiq Global Intelligence PLC
6.8%Added +40%
UNH6.7%NXPI6.3%VKTX5.8%MH5.8%AMRX5.6%VG4.8%AZUL3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROIV Roivant Sciences Ltd 17.6% Trimmed −12%PRVA Privia Health Group Inc 10.1% HeldDHC Diversified Healthcare Tr 9.4% Trimmed −15%NEE Nextera Energy Inc 7.3% HeldNIQ Niq Global Intelligence PLC 6.8% Added +40%UNH Unitedhealth Group Inc 6.7% NewNXPI NXP Semiconductors N V 6.3% Added +50%VKTX Viking Therapeutics Inc 5.8% Trimmed −3%MH Mcgraw Hill Inc 5.8% Added +17%AMRX Amneal Pharmaceuticals Inc 5.6% Trimmed −21%VG Venture Global Inc 4.8% NewAZUL Azul S A 3.8% New
What changed