Blue Owl Capital Holdings LP

CIK: 0001858703Latest portfolio: $1.3B · Q4 2025

Holdings

81

Total Value

$1.3B

New Positions

18

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
BLKBLACKROCK INC COM
945,949$1.0B75.76%NEW
2
ENGNENGENE HOLDINGS INC
3,360,937$30.3M2.27%+83K
3
NCDLNUVEEN CHURCHILL DIRECT LEND
2,143,626$28.6M2.14%-947,927
4
OBDCBLUE OWL CAPITAL CORPORATION
2,045,070$26.1M1.95%
5
LRMRLARIMAR THERAPEUTICS INC
6,823,690$26.0M1.95%+971K
6
CGEMCULLINAN THERAPEUTICS INC
2,350,972$24.3M1.82%-160,000
7
CMPXCOMPASS THERAPEUTICS INC
3,466,525$18.6M1.39%+875K
8
HLLYHOLLEY INC
4,146,636$17.1M1.28%-715,725
9
CNTXCONTEXT THERAPEUTICS INC
7,432,906$10.9M0.82%+25K
10
CNDTCONDUENT INC
4,822,422$9.3M0.69%+366K
11
RPTXREPARE THERAPEUTICS INC
3,443,659$9.0M0.67%
12
CVEOCIVEO CORP
370,530$8.5M0.63%+53K
13
SGMTSAGIMET BIOSCIENCES INC
1,243,877$7.4M0.55%-84,474
14
EYPTEYEPOINT INC
392,594$7.2M0.54%+25K
15
PCORPROCORE TECHNOLOGIES INC
94,264$6.9M0.51%NEW
16
DELLDELL TECHNOLOGIES INC
53,848$6.8M0.51%+2K
17
KALVKALVISTA PHARMACEUTICALS INC
360,000$5.8M0.44%+235K
18
MPLTMAPLIGHT THERAPEUTICS INC
327,058$5.7M0.43%NEW
19
ROIVROIVANT SCIENCES LTD
263,249$5.7M0.43%-725,000
20
IMAIMAGENEBIO INC
823,785$5.7M0.43%+283K
21
IMMXIMMIX BIOPHARMA INC
986,240$5.2M0.39%NEW
22
RAREULTRAGENYX PHARMACEUTICAL IN
212,638$4.9M0.37%-209,800
23
IMRXIMMUNEERING CORP
665,000$4.4M0.33%+115K
24
PVLAPALVELLA THERAPEUTICS INC NE
40,259$4.2M0.32%-55,000
25
ORICORIC PHARMACEUTICALS INC
515,000$4.2M0.32%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
BNAIW2.7M+1.1M
LRMR6.8M+971K
CMPX3.5M+875K
CNDT4.8M+366K
NIOBW876K+330K
IMA824K+283K
KALV360K+235K
IMRX665K+115K
LVWR/WS500K+100K
ENGN3.4M+83K

Decreased Positions

NameSharesChange
NCDL2.1M-947927
ROIV263K-725000
HLLY4.1M-715725
RARE213K-209800
CGEM2.4M-160000
CMPS470K-135000
SGMT1.2M-84474
PVLA40K-55000
CNTA139K-30000
RZLV289K-3621

Sector Breakdown

Healthcare0.0% ($3.034925998243322e+115T)
Technology0.0% ($9.259685667783979e+44T)
Financial Services0.0% ($1.0124862859526116e+28T)
Unknown0.0% ($895.4T)
Energy0.0% ($100.3M)
Consumer Cyclical0.0% ($17.1M)
Industrials0.0% ($8.5M)
Basic Materials0.0% ($77K)
Communication Services0.0% ($46K)
Consumer Defensive0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$1.3B83
Q3 2025Nov 12, 2025$322.1B75
Q2 2025Aug 11, 2025$309.9B73
Q1 2025May 15, 2025$310.1B74
Q4 2024Feb 14, 2025$434.0B80

Fund Information

CIK0001858703
Most Recent FilingFeb 9, 2026
Number of Filings5

Blue Owl Capital Holdings LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 81 holdings. The largest position is BLACKROCK INC COM (BLK), representing 75.8% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.