Fund Universe

Blue Owl Capital Holdings LP

CIK 0001858703 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.121
AUM ($M)
658
Positions
71
Turnover
0.49
Top-10 wt
79%
Herfindahl
0.167
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 93 positions · portfolio value $658M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 36.3% +36.3% 239.0 1,398,815 +1,398,815 1
AKTS funds › AKTIS ONCOLOGY INC TRIM 15.0% -0.2% 99.0 3,070,219 -91,129 1
CGEM funds › CULLINAN THERAPEUTICS INC TRIM 4.3% -3.0% 28.0 1,539,764 -370,000 1
LRMR funds › LARIMAR THERAPEUTICS INC ADD 4.2% -4.4% 27.9 9,163,157 +2,043,150 1
NCDL funds › NUVEEN CHURCHILL DIRECT LEND HOLD 4.0% -3.3% 26.6 2,143,626 +0 1
MPLT funds › MAPLIGHT THERAPEUTICS INC TRIM 4.0% -1.5% 26.2 729,929 -276,000 1
COF funds › CAPITAL ONE FINL CORP NEW 3.7% +3.7% 24.0 119,757 +119,757 1
OBDC funds › BLUE OWL CAPITAL CORPORATION HOLD 3.4% -2.7% 22.2 2,045,070 +0 1
FISN funds › DEEP FISSION INC NEW 2.2% +2.2% 14.7 1,333,333 +1,333,333 1
DELL funds › DELL TECHNOLOGIES INC ADD 2.2% +1.5% 14.2 32,961 +19,062 1
HLLY funds › HOLLEY INC ADD 1.7% -1.8% 11.2 4,376,888 +140,000 1
EYPT funds › EYEPOINT INC TRIM 1.7% -1.5% 10.9 762,594 -150,000 1
SGMT funds › SAGIMET BIOSCIENCES INC ADD 1.5% +1.0% 9.7 1,260,544 +926,667 1
CRVS funds › CORVUS PHARMACEUTICALS INC ADD 1.4% -0.8% 9.1 608,600 +63,600 1
ARTV funds › ARTIVA BIOTHERAPEUTICS INC NEW 1.3% +1.3% 8.5 874,542 +874,542 1
CMPX funds › COMPASS THERAPEUTICS INC ADD 1.2% -3.0% 7.9 3,624,076 +682,551 1
CNDT funds › CONDUENT INC HOLD 1.1% -0.6% 7.4 5,036,595 +0 1
RYTM funds › RHYTHM PHARMACEUTICALS INC HOLD 1.0% -0.4% 6.8 61,455 +0 1
CMPS funds › COMPASS PATHWAYS PLC NEW 1.0% +1.0% 6.4 450,000 +450,000 1
RARE funds › ULTRAGENYX PHARMACEUTICAL IN TRIM 0.9% -0.8% 6.1 182,638 -120,000 1
PVLA funds › PALVELLA THERAPEUTICS INC NE ADD 0.8% -0.2% 5.5 36,259 +5,000 1
IMA funds › IMAGENEBIO INC TRIM 0.8% -0.5% 5.4 917,692 -41,645 1
VRDN funds › VIRIDIAN THERAPEUTICS INC NEW 0.7% +0.7% 4.8 260,000 +260,000 1
IMMX funds › IMMIX BIOPHARMA INC TRIM 0.7% -0.7% 4.5 437,552 -110,000 1
ORIC funds › ORIC PHARMACEUTICALS INC ADD 0.7% +0.1% 4.3 400,000 +250,000 1
LENZ funds › LENZ THERAPEUTICS INC ADD 0.7% -0.6% 4.3 756,722 +250,000 1
AQST funds › AQUESTIVE THERAPEUTICS INC TRIM 0.6% -0.9% 3.9 942,932 -405,000 1
STWD funds › STARWOOD PPTY TR INC ADD 0.5% -0.2% 3.2 196,355 +37,810 1
EVMN funds › EVOMMUNE INC ADD 0.4% -0.3% 2.4 180,000 +80,000 1
ELDN funds › ELEDON PHARMACEUTICALS INC TRIM 0.3% -0.8% 2.2 566,509 -853,403 1
CABA funds › CABALETTA BIO INC NEW 0.3% +0.3% 2.2 714,710 +714,710 1
CHYM funds › CHIME FINL INC NEW 0.3% +0.3% 1.8 89,878 +89,878 1
CNTX funds › CONTEXT THERAPEUTICS INC TRIM 0.2% -3.3% 1.6 2,934,015 -2,155,000 1
WW funds › WW INTL INC TRIM 0.2% -0.1% 1.3 84,399 -11,235 1
MRKR funds › MARKER THERAPEUTICS INC HOLD 0.1% -0.1% 0.8 554,250 +0 1
ADCT funds › ADC THERAPEUTICS SA HOLD 0.1% -0.6% 0.8 733,568 +0 1
HELP funds › CYBIN INC NEW 0.1% +0.1% 0.4 59,911 +59,911 1
FLD funds › FOLD HLDGS INC HOLD 0.1% -0.2% 0.4 856,632 +0 1
CUSIP:654484153 funds › NIOCORP DEVS LTD TRIM 0.1% -0.1% 0.4 268,280 -51,820 1
CUSIP:G75398118 funds › REZOLVE AI PLC HOLD 0.0% -0.0% 0.2 235,121 +0 1
BNAIW funds › BRAND ENGAGEMENT NETWORK INC TRIM 0.0% -0.1% 0.2 1,453,808 -213,000 1
PIPR funds › PIPER SANDLER COMPANIES HOLD 0.0% -0.0% 0.2 2,428 +0 1
ENGNW funds › ENGENE THERAPEUTICS INC NEW 0.0% +0.0% 0.1 511,177 +511,177 1
CELC funds › CELCUITY INC NEW 0.0% +0.0% 0.1 1,249 +1,249 1
USDEW funds › STABLECOINX INC NEW 0.0% +0.0% 0.1 250,000 +250,000 1
ET funds › ENERGY TRANSFER L P HOLD 0.0% -0.0% 0.1 5,326 +0 1
CAI funds › CARIS LIFE SCIENCES INC HOLD 0.0% -0.0% 0.1 4,711 +0 1
VOD funds › VODAFONE GROUP PLC NEW 0.0% +0.0% 0.1 5,371 +5,371 1
DAVEW funds › DAVE INC HOLD 0.0% +0.0% 0.1 28,750 +0 1
MRNO funds › MURANO GLOBAL INVT PLC NEW 0.0% +0.0% 0.1 261,875 +261,875 1
AMODW funds › ALPHA MODUS HLDGS INC HOLD 0.0% -0.0% 0.1 1,854,665 +0 1
RDZNW funds › ROADZEN INC HOLD 0.0% -0.0% 0.0 225,000 +0 1
AMOD funds › ALPHA MODUS HLDGS INC NEW 0.0% +0.0% 0.0 9,853 +9,853 1
AEON funds › AEON BIOPHARMA INC HOLD 0.0% -0.0% 0.0 42,353 +0 1
SLNDWS funds › SOUTHLAND HLDGS INC HOLD 0.0% -0.0% 0.0 860,302 +0 1
BGLWW funds › BLUE GOLD LTD HOLD 0.0% -0.0% 0.0 175,000 +0 1
SHFS funds › SHF HOLDINGS INC HOLD 0.0% -0.0% 0.0 75,897 +0 1
CUSIP:09263B116 funds › BLACKSKY TECHNOLOGY INC HOLD 0.0% -0.0% 0.0 350,000 +0 1
TVGNW funds › TEVOGEN BIO HLDGS INC HOLD 0.0% +0.0% 0.0 200,000 +0 1
ZEOWW funds › ZEO ENERGY CORP NEW 0.0% +0.0% 0.0 250,000 +250,000 1
CUSIP:53838J113 funds › LIVEWIRE GROUP INC NEW 0.0% +0.0% 0.0 400,000 +400,000 1
NVNIW funds › NVNI GROUP LIMITED NEW 0.0% +0.0% 0.0 200,000 +200,000 1
KPLT funds › KATAPULT HOLDINGS INC HOLD 0.0% -0.0% 0.0 5,421 +0 1
DAICW funds › CID HOLDCO INC HOLD 0.0% -0.0% 0.0 444,515 +0 1
CUSIP:G0705H111 funds › BAIRD MED INVT HLDGS LTD HOLD 0.0% -0.0% 0.0 100,000 +0 1
PGYWW funds › PAGAYA TECHNOLOGIES LTD HOLD 0.0% -0.0% 0.0 48,661 +0 1
CUSIP:854936119 funds › STARDUST PWR INC HOLD 0.0% -0.0% 0.0 16,666 +0 1
CUSIP:53271X116 funds › LIMINATUS PHARMA INC. HOLD 0.0% -0.0% 0.0 50,000 +0 1
CUSIP:G9503X111 funds › WALDENCAST PLC HOLD 0.0% -0.0% 0.0 33,333 +0 1
CUSIP:98400V119 funds › XBP GLOBAL HOLDINGS INC HOLD 0.0% -0.0% 0.0 24,778 +0 1
CUSIP:738920115 funds › ASPIRE BIOPHARMA HLDGS INC HOLD 0.0% -0.0% 0.0 50,000 +0 1
CUSIP:485859110 funds › KATAPULT HOLDINGS INC EXIT 0.0% +0.0% 0.0 0 -400,000 0
CUSIP:09174P113 funds › BITCOIN DEPOT INC EXIT 0.0% -0.0% 0.0 0 -50,000 0
OPTXW funds › SYNTEC OPTICS HLDGS INC EXIT 0.0% -0.2% 0.0 0 -803,132 0
CUSIP:483497103 funds › KALVISTA PHARMACEUTICALS INC EXIT 0.0% -1.2% 0.0 0 -215,000 0
PLRX funds › PLIANT THERAPEUTICS INC EXIT 0.0% -1.0% 0.0 0 -2,969,199 0
CUSIP:603170901 funds › MINERALYS THERAPEUTICS INC EXIT 0.0% -0.2% 0.0 0 -200,000 0
OVID funds › OVID THERAPEUTICS INC EXIT 0.0% -1.1% 0.0 0 -1,904,666 0
CUSIP:68062P906 funds › OLEMA PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -200,000 0
CUSIP:20451W901 funds › COMPASS PATHWAYS PLC EXIT 0.0% -1.4% 0.0 0 -1,804,504 0
CAH funds › CARDINAL HEALTH INC EXIT 0.0% -0.1% 0.0 0 -1,718 0
CUSIP:29286M105 funds › ENGENE HOLDINGS INC EXIT 0.0% -8.1% 0.0 0 -4,416,353 0
CVEO funds › CIVEO CORP CDA EXIT 0.0% -1.3% 0.0 0 -180,475 0
GOCOQ funds › GOHEALTH INC EXIT 0.0% -0.0% 0.0 0 -40,770 0
EPD funds › ENTERPRISE PRODS PARTNERS L EXIT 0.0% -0.3% 0.0 0 -31,290 0
CUSIP:171756109 funds › CID HOLDCO INC EXIT 0.0% -0.0% 0.0 0 -557,361 0
CUSIP:92686J906 funds › VIKING THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -50,000 0
CUSIP:020952107 funds › ALPHA MODUS HLDGS INC EXIT 0.0% -0.0% 0.0 0 -394,078 0
CUSIP:29286M113 funds › ENGENE HOLDINGS INC EXIT 0.0% -0.3% 0.0 0 -511,177 0
CUSIP:00857W308 funds › VODAFONE GROUP PLC EXIT 0.0% -0.0% 0.0 0 -5,371 0
CUSIP:20454B904 funds › COMPASS THERAPEUTICS INC EXIT 0.0% -0.1% 0.0 0 -400,000 0
CUSIP:517125900 funds › LARIMAR THERAPEUTICS INC EXIT 0.0% -0.5% 0.0 0 -975,700 0
CUSIP:86366E906 funds › STRUCTURE THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -100,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 658 71 0.49 79% 0.167 0.122 entered
2026Q1 372 75 0.79 69% 0.063 0.000 out
2025Q4 1,337 81 0.78 90% 0.577 0.000 left
2025Q3 322 72 0.25 62% 0.052 0.212 in
2025Q2 310 72 0.15 66% 0.075 0.486 entered
2025Q1 310 73 0.00 69% 0.081 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status