StockDriftsStockDriftsTop 2 Madryn Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STIM | NEURONETICS INC | 65.29% | 18.54M | $24.1M | +0.35%(+64.59K) | $2.05(+53.24%) | 2026-06-30 | |
| OMDA | OMADA HEALTH INC | 34.71% | 583.8K | $12.8M | +0.00%(+0) | $18.95(+27.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -55.31% |
| Top 20 Holdings Unweighted | — | — | — | — | -48.45% |
Madryn Asset Management LP reports $36.92M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are STIM (65.3%) and OMDA (34.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -55.31% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Madryn Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1787423). View Madryn Asset Management LP’s 13F filings on SEC