MondegarAI
Blue Owl Capital Holdings LP

Q2 2025 · 13F-HR

Blue Owl Capital Holdings LPholdings as filed

Filed 2025-08-11 · accession 0000950123-25-007440

$309.9M
Reported value
72
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67090S108NCDLNUVEEN CHURCHILL DIRECT LEND$65.4M21.1%4,039,553CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$29.3M9.46%2,045,070CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$18.0M5.80%2,385,972CommonSOLE
29977X105EVCMEVERCOMMERCE INC$17.2M5.56%1,641,929CommonSOLE
89157D105TRMLTOURMALINE BIO INC$15.9M5.15%997,107CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$14.2M4.60%4,928,040CommonSOLE
29286M105ENGENE HOLDINGS INC$13.6M4.38%3,728,106CommonSOLE
206787103CNDTCONDUENT INC$11.8M3.80%4,456,848CommonSOLE
786700104SGMTSAGIMET BIOSCIENCES INC$10.1M3.27%1,328,351CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$9.3M3.00%255,238CommonSOLE
43538H103HLLYHOLLEY INC$8.2M2.65%4,112,361CommonSOLE
17878Y207CVEOCIVEO CORP CDA$7.3M2.37%317,411CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$6.7M2.17%2,591,525CommonSOLE
254604101IRONDISC MEDICINE INC$6.5M2.09%122,260CommonSOLE
45175G108IKENA ONCOLOGY INC$5.5M1.77%4,091,118CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$5.3M1.71%562,594CommonSOLE
88023B103TEMTEMPUS AI INC$5.1M1.64%80,167CommonSOLE
21077P108CNTXCONTEXT THERAPEUTICS INC$4.9M1.57%7,407,906CommonSOLE
760273102RPTXREPARE THERAPEUTICS INC$4.8M1.54%3,443,659CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$4.5M1.47%335,944CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$4.3M1.40%330,600CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$4.2M1.35%814,416CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$3.6M1.16%1,329,912CommonSOLE
729139105PLRXPLIANT THERAPEUTICS INC$3.4M1.11%2,969,199CommonSOLE
03843E104AQSTAQUESTIVE THERAPEUTICS INC$3.0M0.98%920,000CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$2.8M0.91%125,259CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$2.6M0.85%131,461CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.6M0.82%20,848CommonSOLE
09077A106BMEABIOMEA FUSION INC$2.3M0.76%1,300,000CommonSOLE
H0036K147ADCTADC THERAPEUTICS SA$2.0M0.63%733,568CommonSOLE
29103K100FLDFOLD HLDGS INC$1.9M0.62%856,632CommonSOLE
925050106VRNAVERONA PHARMA PLC$1.7M0.56%18,347CommonSOLE
12674W109CABACABALETTA BIO INC$1.7M0.55%1,125,000CommonSOLE
500946108KRROKORRO BIO INC$1.6M0.50%125,000CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$1.5M0.49%35,000CommonSOLE
81764X103TTANSERVICETITAN INC$1.2M0.39%11,350CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$970,3030.31%31,290CommonSOLE
57055L206MRKRMARKER THERAPEUTICS INC$848,0030.27%554,250CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$643,7590.21%229,914CommonSOLE
G75398100RZLVREZOLVE AI PLC$558,6260.18%181,667CommonSOLE
020952107AMODALPHA MODUS HLDGS INC$418,1330.13%394,078CommonSOLE
G75398118RZLVWREZOLVE AI PLC$381,3000.12%476,685CommonSOLE
84445C118SLND/WSSOUTHLAND HLDGS INC$294,0510.09%860,302CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$288,6240.09%1,718CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$277,2650.09%546,442CommonSOLE
020952115AMODWALPHA MODUS HLDGS INC$201,5110.07%1,854,665CommonSOLE
824430300SHFSSHF HOLDINGS INC$164,6960.05%75,897CommonSOLE
09263B116BKSY/WSBLACKSKY TECHNOLOGY INC$103,4950.03%350,000CommonSOLE
87169M113OPTXWSYNTEC OPTICS HLDGS INC$69,7920.02%803,132CommonSOLE
23834J110DAVEWDAVE INC$52,0380.02%28,750CommonSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$50,1710.02%1,666,808CommonSOLE
G1331C112BGLWWBLUE GOLD LTD$33,2500.01%175,000CommonSOLE
00791X209AEONAEON BIOPHARMA INC$32,1880.01%42,353CommonSOLE
29286M113ENGENE HOLDINGS INC$29,6020.01%36,100CommonSOLE
53838J113LVWR/WSLIVEWIRE GROUP INC$20,4000.01%400,000CommonSOLE
171756117DAICWCID HOLDCO INC$20,1450.01%300,000CommonSOLE
09174P113BTMWWBITCOIN DEPOT INC$19,8950.01%50,000CommonSOLE
98944F117ZEOWWZEO ENERGY CORP$15,6500.01%250,000CommonSOLE
88165K119TVGNWTEVOGEN BIO HLDGS INC$13,9800.00%200,000CommonSOLE
53271X116LIMNWLIMINATUS PHARMA INC.$11,9950.00%50,000CommonSOLE
G7606H116RDZNWROADZEN INC$11,4980.00%225,000CommonSOLE
G50716110NVNIWNVNI GROUP LIMITED$10,3000.00%200,000CommonSOLE
M7S64L107PGYWWPAGAYA TECHNOLOGIES LTD$8,1510.00%48,661CommonSOLE
G0705H111BDMDWBAIRD MED INVT HLDGS LTD$8,0100.00%100,000CommonSOLE
485859201KPLTKATAPULT HOLDINGS INC$6,5090.00%5,421CommonSOLE
71902K113CEROWCERO THERAPEUTICS HLDGS INC$5,3530.00%224,930CommonSOLE
09769B115BSLKWBOLT PROJS HLDGS INC$4,3170.00%166,666CommonSOLE
G9503X111WALDWWALDENCAST PLC$3,2330.00%33,333CommonSOLE
485859110KPLTWKATAPULT HOLDINGS INC$3,2000.00%400,000CommonSOLE
738920115ASBPWASPIRE BIOPHARMA HLDGS INC$2,2350.00%50,000CommonSOLE
98400V119XBPEWXBP EUROPE HOLDINGS INC$1,3530.00%24,778CommonSOLE
854936119SDSTWSTARDUST PWR INC$4470.00%16,666CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.