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CIK: 0001787423
Total reported value
$36.9M
$36.9M
2 檔
92.4%
As reported in its official Q1 2026 Form 13F filing, Madryn Asset Management, LP's tracked investment portfolio stood at $36.9M with 2 total positions.
In Q1 2026, Madryn Asset Management, LP adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STIM | Neuronetics Inc | Stock-Other | 78.50% | -13.21% | — | |
| 2 | OMDA | Omada Health Inc | Stock-Other | 21.50% | +13.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIM | Neuronetics Inc | +5.1% | — | Unchanged |
| 2 | OMDA | Omada Health Inc | -5% | — | Unchanged |
| 3 | VERO | Venus Concept Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Madryn Asset Management, LP reported a total U.S. public equity portfolio value of $36.9M across 2 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including STIM, OMDA) accounted for 92.4% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VERO
前期市值: $15.1K
During Q1 2026, Madryn Asset Management, LP's top holdings by market value included STIM (78.5%)、OMDA (21.5%). The largest single position, STIM, represented 78.5% of total portfolio value.
In Q1 2026, Madryn Asset Management, LP made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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