Fivespan Partners, LP
Portfolio value QoQ: +12.4% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%6
Effective number of positions5.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.27% Est. buys $76,369,742 · sells $13,104,000
New positions2
Increased1
Decreased1
Closed3
Portfolio value
$424.3M
Positions
6
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QGEN | $105,149,401 | 24.78% | 2,689,243 | $-2,527,889 | |||
| BL | $94,425,880 | 22.25% | 3,363,943 | $-17,090,011 | Up ×2 | ||
| APPN | $80,399,770 | 18.95% | 3,510,907 | $-4,248,198 | |||
| OUT | $77,794,844 | 18.33% | 2,374,690 | $4,265,559 | Down ×2 | ||
| LRN | $47,703,742 | 11.24% | 553,151 | Up ×1 | |||
| SSD | $18,841,500 | 4.44% | 90,000 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.