Institutions / Crcm LP

Crcm LP

CIK 1483234 · Institution · as of Dec 31, 2025
Portfolio value
$295.99M
Positions
11
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
GRAIL, Inc.$91.78M1,072,37431.0%
iShares Gold Tr$58.42M719,72219.7%
Howard Hughes Holdings Inc.$48.89M612,83916.5%
Warner Bros. Discovery, Inc.$43.23M1,500,00014.6%
Avidity Biosciences, Inc.$14.60M202,3704.9%
ALT5 Sigma Corp$12.04M10,941,2804.1%
Burning Rock Biotech LtdBNRADR$9.90M491,4263.3%
Playboy, Inc.PLBYCommon Stock$6.94M3,689,4522.3%
Perceptive Capital Solutions Corp$5.46M419,0841.8%
Procap Acquisition Corp$3.11M306,5191.0%
USBC, Inc.USBCCommon Stock$1.63M2,571,3120.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.