2026 Q1 Portfolio Activity
In 2026 Q1, Madryn Asset Management, LP maintained a portfolio of 3 distinct positions.
Position History
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Total Positions
3
Quarter
2026 Q1
Top Holding
STIM (78.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Madryn Asset Management, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
STIM
NEURONETICS INC
|
Healthcare | 78.50% | 73.43% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
18,475,893 | $26,790,045 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OMDA
OMADA HEALTH IN...
|
Healthcare | 21.50% | 26.53% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
583,800 | $7,338,366 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERO
VENUS CONCEPT I...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-10,186 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-3 of 3 holdings