Birnam Oak Advisors, LP Portfolio Holdings

Birnam Oak Advisors, LP

  • $435 Billion
  • Q3 2025

Birnam Oak Advisors, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cyber Ark Software Ltd. with a value of $45.5B, Ishares Msci Acwi ETF with a value of $38.3B, Interpublic Group Of Companies, Inc. with a value of $38B, Frontier Communications Parent, Inc. with a value of $37.8B, and Verona Pharma PLC with a value of $29.6B.

Examining the 13F form we can see an increase of $96.9B in the current position value, from $338B to 435B.

Birnam Oak Advisors, LP is based out at New York, NY

Below you can find more details about Birnam Oak Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $435 Billion
ETFs: $92.3 Billion
Industrials: $81.4 Billion
Communication Services: $75.8 Billion
Technology: $63.3 Billion
Financial Services: $32.5 Billion
Healthcare: $29.6 Billion
Utilities: $22 Billion
Consumer Defensive: $19.5 Billion
Other: $6.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.9B
$45.5 Billion 10.45% of portfolio
94,184
Q3 2025 New
$0
$38.3 Billion 8.79% of portfolio
276,800
Q2 2025 Added 0.73%
$9.63B
$38 Billion 8.73% of portfolio
1,362,621
Q3 2025 Added 23.4%
$9.26B
$37.8 Billion 8.68% of portfolio
1,011,768
Q3 2025 Added 37.37%
$6.52B
$29.6 Billion 6.8% of portfolio
277,604
Q3 2025 New
$65.7B
$28.9 Billion 6.63% of portfolio
96,100
Q3 2025 New
$7.46B
$23.7 Billion 5.43% of portfolio
118,223
Q3 2025 New
$3.57B
$22 Billion 5.06% of portfolio
389,851
Q3 2025 Added 44.93%
$28.3B
$19.5 Billion 4.47% of portfolio
237,491
Q3 2025 Reduced 49.74%
$3.85B
$15.1 Billion 3.46% of portfolio
390,800
Q3 2025 New
$2.39B
$14.7 Billion 3.38% of portfolio
192,935
Q3 2025 New
$0
$13 Billion 2.99% of portfolio
27,100
Q4 2024 New
Core Scientific Inc New
-
$11.6 Billion 2.66% of portfolio
-
Q3 2025 New
$1.43B
$10.7 Billion 2.47% of portfolio
624,544
Q3 2025 New
$14.9B
$9.09 Billion 2.09% of portfolio
43,100
Q3 2025 New
$662B
$8.04 Billion 1.85% of portfolio
16,000
Q3 2025 Added 6.67%
$0
$5.01 Billion 1.15% of portfolio
1,045,655
Q3 2025 New
$77.2B
$4.22 Billion 0.97% of portfolio
19,833
Q2 2025 New
$0
$3.75 Billion 0.86% of portfolio
55,000
Q4 2024 New
$0
$3.65 Billion 0.84% of portfolio
55,000
Q4 2024 New
$0
$3.59 Billion 0.82% of portfolio
45,000
Q4 2024 New
$1.43B
$3.14 Billion 0.72% of portfolio
296,942
Q3 2025 New
$3.78T
$3.11 Billion 0.71% of portfolio
6,000
Q2 2025 Added 20.0%
$33.6B
$3.03 Billion 0.69% of portfolio
25,000
Q4 2024 New
$2.39T
$2.74 Billion 0.63% of portfolio
12,500
Q4 2024 New
$0
$2.07 Billion 0.47% of portfolio
10,000
Q4 2024 New
Lionsgate Studios Corp
-
$690 Million 0.16% of portfolio
-
Q3 2025 New
$0
$321 Million 0.07% of portfolio
4,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $435 Billion
  • Prior Value $338 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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