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Institutional

BALANCE CAPITAL PARTNERS L.P.

CIK 0002109256
$87.9M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · BALANCE CAPITAL PARTNERS L.P. · Q1 2026

AI · grounded in 13F

BALANCE CAPITAL PARTNERS L.P. established a new position in STVN valued at $4.54M. The fund also added new holdings in GEV for $2.36M and BLTE for $2.31M. Conversely, the fund trimmed its position in RHLD by 74.47%.

Portfolio · Q1 2026

PRM$66.8MRHLD$10.5MSTVN$4.5MGEVBLTEBL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1PRMPERIMETER SOLUTIONS INC$37.237.38%130.59%159.65%$66.8M75.96%HELD
2RHLDRESOLUTE HLDGS MGMT INC$126.72-0.17%219.64%305.01%$10.5M11.91%HELD
3STVNSTEVANATO GROUP S P A$20.20-1.03%-19.30%-17.19%$4.5M5.17%HELD
4GEVGE VERNOVA INC$981.989.07%37.44%488.18%$2.4M2.68%HELD
5BLTEBELITE BIO INC$159.924.91%135.39%923.15%$2.3M2.63%HELD
6CLBTCELLEBRITE DI LTD$14.57-3.32%10.00%47.02%$1.5M1.65%HELD

Source: SEC EDGAR · accession 0001892688-26-000083. 13F discloses long positions only — shorts, foreign equities, and options are excluded.