Blackbarn Capital Partners Lp Top Holdings and 13F Report (2026) About Blackbarn Capital Partners LpInvestment ActivityBlackbarn Capital Partners Lp has $1.24 billion in total holdings as of March 31, 2026.Blackbarn Capital Partners Lp owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 28.52% of the portfolio was purchased this quarter.About 48.39% of the portfolio was sold this quarter.This quarter, Blackbarn Capital Partners Lp has purchased 17 new stocks and bought additional shares in 6 stocks.Blackbarn Capital Partners Lp sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $520,272,000iShares MSCI Brazil ETF $201,547,500ResMed $89,792,000Roivant Sciences $63,297,741American Airlines Group $42,960,000 Largest New Holdings this Quarter 464286400 - iShares MSCI Brazil ETF $201,547,500 Holding02376R102 - American Airlines Group $42,960,000 Holding922417100 - Veeco Instruments $33,860,000 Holding69608A108 - PALANTIR TECHNOLOGIES INC $25,599,000 HoldingN6596X109 - NXP Semiconductors $11,811,600 Holding Largest Purchases this Quarter iShares MSCI Brazil ETF 5,250,000 shares (about $201.55M)American Airlines Group 4,000,000 shares (about $42.96M)Veeco Instruments 1,000,000 shares (about $33.86M)PALANTIR TECHNOLOGIES INC 175,000 shares (about $25.60M)NXP Semiconductors 60,000 shares (about $11.81M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 700,000 shares (about $455.24M)Warby Parker 2,000,000 shares (about $42.14M)Roivant Sciences 799,183 shares (about $22.14M)Diversified Healthcare Trust 1,717,727 shares (about $11.41M)Cogent Communications 150,000 shares (about $2.83M) 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$520,272,000$455,238,000 â–¼-46.7%800,00041.9%FinanceEWZiShares MSCI Brazil ETF$201,547,500$201,547,500 â–²New Holding5,250,00016.2%ETFRMDResMed$89,792,0000.0%400,0007.2%MedicalROIVRoivant Sciences$63,297,741$22,137,369 â–¼-25.9%2,285,1175.1%MedicalAALAmerican Airlines Group$42,960,000$42,960,000 â–²New Holding4,000,0003.5%TransportationVECOVeeco Instruments$33,860,000$33,860,000 â–²New Holding1,000,0002.7%Computer and TechnologyPRVAPrivia Health Group$32,603,450$5,862,450 â–²21.9%1,585,0002.6%MedicalDHCDiversified Healthcare Trust$31,954,422$11,405,707 â–¼-26.3%4,812,4132.6%FinanceNEENextEra Energy$31,114,8000.0%335,0002.5%UtilitiesMCGRAW HILL INC$28,612,340$9,432,340 â–²49.2%2,088,4922.3%COMPALANTIR TECHNOLOGIES INC$25,599,000$25,599,000 â–²New Holding175,0002.1%CL ANIQ GLOBAL INTELLIGENCE PLC$23,590,033$3,124,033 â–²15.3%2,074,7611.9%ORDINARY SHARESWRBYWarby Parker$21,070,000$42,140,000 â–¼-66.7%1,000,0001.7%Consumer StaplesAMRXAmneal Pharmaceuticals$20,509,500$994,400 â–²5.1%1,650,0001.6%MedicalVKTXViking Therapeutics$20,221,983$2,324,983 â–²13.0%621,4501.6%MedicalNXPINXP Semiconductors$11,811,600$11,811,600 â–²New Holding60,0001.0%Computer and TechnologyABUSArbutus Biopharma$11,250,000$2,925,000 â–²35.1%2,500,0000.9%MedicalGBTGGlobal Business Travel Group$11,160,000$11,160,000 â–²New Holding2,000,0000.9%Computer and TechnologyCCOICogent Communications$9,420,000$2,826,000 â–¼-23.1%500,0000.8%Computer and TechnologyCCOICogent Communications$9,420,000$2,826,000 â–¼-23.1%500,0000.8%Computer and TechnologyVIVID SEATS INC$2,955,000$2,955,000 â–²New Holding500,0000.2%COM CL AELANElanco Animal Health$0$38,471,000 â–¼-100.0%00.0%MedicalOSCROscar Health$0$18,681,000 â–¼-100.0%00.0%FinanceACLSAxcelis Technologies$0$7,758,674 â–¼-100.0%00.0%Computer and TechnologyShowing 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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