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Filers›Holding Co.›BALANCE CAPITAL PARTNERS L.P.
DOSSIER · 13F-HR · Q1 2026

BALANCE CAPITAL PARTNERS L.P.

BALANCE L.P.'s holding co. based in Boston, MA — $88M in tracked AUM across 6 positions as of Q1 2026.

BL
BALANCE L.P.·Boston, MA·Holding Co.
CIK 0002109256 · last filed Mar 31, 2026
Total AUM
$88M
▲ 9.0%
vs prior
Holdings
6
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BALANCE CAPITAL PARTNERS L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PRM
PERIMETER SOLUTIONS INC
$67M2.7M76.0%
02
RHLD
RESOLUTE HLDGS MGMT INC
$10M65K11.9%
03
T9224W109
STEVANATO GROUP S P A
$5M331K5.2%
04
GEV
GE VERNOVA INC
$2M3K2.7%
05
BLTE
BELITE BIO INC
$2M15K2.6%
06
M2197Q107
CELLEBRITE DI LTD
$1M105K1.6%

Filing history

Filing history loading…
AI Agent · grounded in BALANCE
haiku-4-5 · 6 positions indexed
Sector mix
  • Tech13%
  • Financials7%
  • Health Care49%
  • Industrials5%
  • Energy12%
  • Other14%
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