Blackbarn Capital Partners Lp Top Holdings and 13F Report (2025) About Blackbarn Capital Partners LpInvestment ActivityBlackbarn Capital Partners Lp has $1.75 billion in total holdings as of June 30, 2025.Blackbarn Capital Partners Lp owns shares of 23 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 32.52% of the portfolio was purchased this quarter.About 29.63% of the portfolio was sold this quarter.This quarter, Blackbarn Capital Partners Lp has purchased 22 new stocks and bought additional shares in 6 stocks.Blackbarn Capital Partners Lp sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $772,312,500Tesla $603,554,000ARK Innovation ETF $70,290,000Roivant Sciences $52,123,750Amneal Pharmaceuticals $27,882,751 Largest New Holdings this Quarter 00214Q104 - ARK Innovation ETF $70,290,000 Holding65339F101 - NextEra Energy $17,355,000 Holding458140100 - Intel $12,320,000 Holding92686J106 - Viking Therapeutics $9,275,000 Holding74346Y103 - PROS $3,560,880 Holding Largest Purchases this Quarter Tesla 1,400,000 shares (about $444.72M)ARK Innovation ETF 1,000,000 shares (about $70.29M)NextEra Energy 250,000 shares (about $17.36M)Intel 550,000 shares (about $12.32M)Viking Therapeutics 350,000 shares (about $9.28M) Largest Sales this Quarter Axcelis Technologies 120,441 shares (about $8.39M)Blue Ridge Bankshares 1,948,472 shares (about $7.00M)Molina Healthcare 20,500 shares (about $6.11M)Nextracker 50,000 shares (about $2.72M)Roivant Sciences 125,000 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlackbarn Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$772,312,5000.0%1,250,00044.2%FinanceTSLATesla$603,554,000$444,724,000 ▲280.0%1,900,00034.5%Auto/Tires/TrucksARKKARK Innovation ETF$70,290,000$70,290,000 ▲New Holding1,000,0004.0%ETFROIVRoivant Sciences$52,123,750$1,408,750 ▼-2.6%4,625,0003.0%MedicalAMRXAmneal Pharmaceuticals$27,882,751$4,570,170 ▲19.6%3,446,5701.6%MedicalACLSAxcelis Technologies$25,088,400$8,393,533 ▼-25.1%360,0001.4%Computer and TechnologyDHCDiversified Healthcare Trust$22,375,0000.0%6,250,0001.3%FinanceMOHMolina Healthcare$22,342,500$6,106,950 ▼-21.5%75,0001.3%MedicalTEVATeva Pharmaceutical Industries$17,598,0000.0%1,050,0001.0%MedicalNEENextEra Energy$17,355,000$17,355,000 ▲New Holding250,0001.0%UtilitiesPRVAPrivia Health Group$17,250,0000.0%750,0001.0%MedicalNXTNextracker$16,854,700$2,718,500 ▼-13.9%310,0001.0%EnergyINTCIntel$12,320,000$12,320,000 ▲New Holding550,0000.7%Computer and TechnologyCCOICogent Communications$11,570,400$2,410,500 ▲26.3%240,0000.7%Computer and TechnologyEGBNEagle Bancorp$10,366,886$2,964,486 ▲40.0%532,1810.6%FinanceVKTXViking Therapeutics$9,275,000$9,275,000 ▲New Holding350,0000.5%MedicalBRBSBlue Ridge Bankshares$8,501,960$6,995,014 ▼-45.1%2,368,2340.5%FinanceABUSArbutus Biopharma$8,044,880$808,499 ▲11.2%2,603,5210.5%MedicalBV FINL INC$7,310,4000.0%480,0000.4%COM NEWFB BANCORP INC$7,027,875$225,000 ▲3.3%624,7000.4%COMHBNCHorizon Bancorp (IN)$4,614,0000.0%300,0000.3%FinancePROPROS$3,560,880$3,560,880 ▲New Holding227,3870.2%Computer and TechnologyMODVModivCare$313,8000.0%100,5770.0%MedicalHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$433,895,000 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$34,567,500 ▼-100.0%00.0%MedicalWBAWalgreens Boots Alliance$0$16,755,000 ▼-100.0%00.0%Retail/WholesaleRHRH$0$7,032,300 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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