2026 Q2 Portfolio Activity
In 2026 Q2, Remedium Capital Partners, LLC maintained a portfolio of 7 distinct positions. The fund also reduced its exposure to Spyre Therapeutics Inc by 23.2%.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
ORKA (33.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Remedium Capital Partners, LLC 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ORKA
Oruka Therapeut...
|
Healthcare | 32.99% | 28.98% |
#1
1
Prev: #2
|
6.5 |
—
|
-323,454 | -17.1% |
P
S
|
1,565,661 | $149,003,957 |
$33.65
+176.8%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
SYRE
Spyre Therapeut...
|
Healthcare | 28.78% | 30.09% |
#2
1
Prev: #1
|
5.5 |
—
|
-443,158 | -23.2% |
P
S
|
1,464,169 | $129,988,924 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
APGE
Apogee Therapeu...
|
Healthcare | 17.24% | 15.36% |
#3
1
Prev: #4
|
5.5 |
—
|
3,100 | 0.5% |
P
S
|
586,691 | $77,871,496 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GLTO
Damora Therapeu...
|
Healthcare | 11.78% | 16.57% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
2,045,473 | $53,202,753 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JBIO
Jade Bioscience...
|
Healthcare | 7.76% | 6.93% |
#5
Prev: #5
|
4.6 |
—
|
no change | no change |
P
S
|
1,577,750 | $35,057,605 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
Crescent Biopha...
|
|
Unknown | 1.44% | — |
#6
Prev: #—
|
4.1 |
—
|
361,250 | — |
NEW
|
361,250 | $6,502,500 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
N/A
Crescent Biopha...
|
|
Unknown | 0.00% | 2.08% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-361,250 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-7 of 7 holdings