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Portfolio (Quarterly) Guide ↗

Blue Owl Capital Holdings LP

· CIK 0001858703
13F Portfolio $372.2B AUM 76 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 12 Added 16 Reduced 25 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NIOCORP DEVS LTD 320,100.0 $525K 0.14% -556K -63.5% $1.64
42 COMPASS THERAPEUTICS INC 400,000.0 $500K 0.13% NEW $1.25
43 BRAND ENGAGEMENT NETWORK INC 1,666,808.0 $417K 0.11% -1.1M -38.9% $0.25
44 CAH CARDINAL HEALTH INC Healthcare 1,718.0 $363K 0.10% $211.31 -7.6%
45 REZOLVE AI PLC 235,121.0 $202K 0.05% -54K -18.7% $0.86
46 PIPR PIPER SANDLER COMPANIES Financial Services 2,428.0 $186K 0.05% NEW $76.55 +5.2%
47 ALPHA MODUS HLDGS INC 394,078.0 $146K 0.04% $0.37
48 ET ENERGY TRANSFER L P Energy 5,326.0 $103K 0.03% NEW $19.30 +5.5%
49 CID HOLDCO INC 557,361.0 $95K 0.03% $0.17
50 CAI CARIS LIFE SCIENCES INC Healthcare 4,711.0 $84K 0.02% NEW $17.88 -18.6%
51 VODAFONE GROUP PLC 5,371.0 $81K 0.02% NEW $15.02
52 ALPHA MODUS HLDGS INC 1,854,665.0 $74K 0.02% $0.04
53 VIKING THERAPEUTICS INC 50,000.0 $68K 0.02% NEW $1.36
54 SHFS SHF HOLDINGS INC Financial Services 75,897.0 $63K 0.02% $0.83 -44.1%
55 GOHEALTH INC 40,770.0 $62K 0.02% NEW $1.51
56 AEON AEON BIOPHARMA INC Healthcare 42,353.0 $42K 0.01% -1K -2.4% $0.98 -26.4%
57 BLUE GOLD LTD 175,000.0 $35K 0.01% $0.20
58 SOUTHLAND HLDGS INC 860,302.0 $34K 0.01% $0.04
59 ROADZEN INC 225,000.0 $32K 0.01% $0.14
60 STRUCTURE THERAPEUTICS INC 100,000.0 $25K 0.01% NEW $0.25
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 82.2%
Financial Services 9.2%
Consumer Cyclical 4.3%
Technology 2.9%
Real Estate 0.9%
Energy 0.4%