AI Portfolio Summary
In 2025 Q4, Remedium Capital Partners, LLC maintained a portfolio of 6 distinct positions. The most significant new addition to the portfolio was Spyre Therapeutics I, which now represents 28.03% of the total fund value.
Total Positions
6
Quarter
2025 Q4
Top Holding
SYRE (28.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-6 of 6
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SYRE
Spyre Therapeut...
|
Healthcare | 28.03% | — |
#1
Prev: #—
|
10.0 | 1,456,231 | no change |
NEW
|
1,456,231 | $47,706,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORKA
Oruka Therapeut...
|
Healthcare | 27.64% | — |
#2
Prev: #—
|
10.0 | 1,552,414 | no change |
NEW
|
1,552,414 | $47,054,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APGE
Apogee Therapeu...
|
Healthcare | 25.88% | — |
#3
Prev: #—
|
10.0 | 583,591 | no change |
NEW
|
583,591 | $44,050,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JBIO
Jade Bioscience...
|
Healthcare | 14.30% | — |
#4
Prev: #—
|
7.7 | 1,577,750 | no change |
NEW
|
1,577,750 | $24,345,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
Crescent Biopha...
|
—
|
Unknown | 2.52% | — |
#5
Prev: #—
|
3.0 | 361,250 | no change |
NEW
|
361,250 | $4,284,000 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
GLTO
Galecto Inc
|
Healthcare | 1.63% | — |
#6
Prev: #—
|
2.7 | 120,473 | no change |
NEW
|
120,473 | $2,772,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-6 of 6 holdings