Roan Capital Partners - Portfolio overview

Roan Capital Partners has 76 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. GLDM - WORLD GOLD TR, 6.93%
2. USO - UNITED STS OIL FD LP, 6.02%
3. DON - WISDOMTREE TR, 4.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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