2026 Q2 Portfolio Activity
In 2026 Q2, Madryn Asset Management, LP maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
STIM (65.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Madryn Asset Management, LP Full Holdings List — 2026 Q2
| 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 | 65.29% | 78.50% |
#1
Prev: #1
|
6.5 |
—
|
64,595 | 0.3% |
P
S
|
18,540,488 | $24,102,634 |
$1.38
+119.6%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-19 | ||
|
OMDA
OMADA HEALTH IN...
|
Healthcare | 34.71% | 21.50% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
583,800 | $12,814,410 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-19 |
Showing 1-2 of 2 holdings