The Analysis of Five Narrow Lane LP's Holdings & P&L

Currently, Five Narrow Lane LP holds 4 types of securities in its portfolio with a total value $155.5M. In the most recent quarter, they have increased their positions in BLBX (+5.7M shares, valued at $103.6M), SMTK (+287.2K shares, valued at $247.0K), IVF (+6.9K shares, valued at $13.9K); decreased their positions in BLBX (-2.9M shares, valued at $51.8M); initiated new positions in BLBX (+5.7M shares, valued at $103.6M), SMTK (+287.2K shares, valued at $247.0K), IVF (+6.9K shares, valued at $13.9K).

1M P&L

+24.0K+31.31%

3M P&L

-238.2K-70.32%

HY P&L

-532.1K-84.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application155.3M

99.8%

2Semiconductor Equipment & Materials247.0K

0.2%

3Medical Devices13.9K

0.0%

Top Industries by Stock Count

1Software - Application2 stocks

50.0%

2Semiconductor Equipment & Materials1 stocks

25.0%

3Medical Devices1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BLBX 5.7M sharesnew addition2026-02-242026-02-25

BLBX 2.8M shares-50.05%2026-03-262026-04-15

SMTK 287.2K sharesnew addition2025-12-312026-01-21

IVF 6.9K sharesnew addition2026-01-202026-01-21

BLBX

New

Shares5.7M

Event2026-02-24

Filed2026-02-25

BLBX

-50.05%

Shares2.8M

Event2026-03-26

Filed2026-04-15

SMTK

New

Shares287.2K

Event2025-12-31

Filed2026-01-21

IVF

New

Shares6.9K

Event2026-01-20

Filed2026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available