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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLACKSKY TECHNOLOGY INC 350,000.0 $14K 0.00% $0.04
62 OLEMA PHARMACEUTICALS INC 200,000.0 $10K 0.00% NEW $0.05
63 BAIRD MED INVT HLDGS LTD 100,000.0 $9K 0.00% $0.09
64 CID HOLDCO INC 444,515.0 $9K 0.00% +145K +48.2% $0.02
65 DAVE INC 28,750.0 $8K 0.00% $0.27
66 TEVOGEN BIO HLDGS INC 200,000.0 $6K 0.00% $0.03
67 KATAPULT HOLDINGS INC 5,421.0 $6K 0.00% NEW $1.06
68 STARDUST PWR INC 16,666.0 $3K 0.00% -15K -47.4% $0.16
69 LIMN LIMINATUS PHARMA INC. Healthcare 50,000.0 $2K 0.00% $0.04 +350.0%
70 PAGAYA TECHNOLOGIES LTD 48,661.0 $2K 0.00% $0.04
71 XBP GLOBAL HOLDINGS INC 24,778.0 $1K $0.06
72 WALDENCAST PLC 33,333.0 $1K $0.04
73 ASPIRE BIOPHARMA HLDGS INC 50,000.0 $1K $0.02
74 BITCOIN DEPOT INC 50,000.0 $1K $0.02
75 KATAPULT HOLDINGS INC 400,000.0
Page 4 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%