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Remedium Capital Partners 13F Portfolio

Portfolio Manager
Remedium Capital Partners, LLC
Performance
+60.24% (2026 Q2)
AUM (13F)
$451.63M
# of Holdings
6
Performance Rank
N/A
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

Remedium Capital Partners, LLC Holdings Map

Top 6 Remedium Capital Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ORKA
Oruka Therapeutics Inc
32.99%1.57M$149.0M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.55M shares2026-Q1: 1.57M shares2026-Q2: 1.57M shares
$24.90(+351.84%)
2026-06-30
SYRE
Spyre Therapeutics Inc
28.78%1.46M$130.0M
+0.55%(+7.94K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.46M shares2026-Q1: 1.46M shares2026-Q2: 1.46M shares
$24.99(+314.69%)
2026-06-30
APGE
Apogee Therapeutics Inc
17.24%586.7K$77.9M
+0.53%(+3.10K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 583.6K shares2026-Q1: 583.6K shares2026-Q2: 586.7K shares
$57.86(+132.55%)
2026-06-30
DMRA
Damora Therapeutics Inc
11.78%2.05M$53.2M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 120.5K shares2026-Q1: 2.05M shares2026-Q2: 2.05M shares
$23.80(+29.11%)
2026-06-30
JBIO
Jade Biosciences Inc
7.76%1.58M$35.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.58M shares2026-Q1: 1.58M shares2026-Q2: 1.58M shares
$12.03(+105.40%)
2026-06-30
CBIO
Crescent Biopharma Inc
1.44%361.3K$6.5Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 361.3K shares
$11.88(+47.75%)
2026-06-30

About Remedium Capital Partners, LLC’s portfolio

Remedium Capital Partners, LLC reports $451.63M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are ORKA (33.0%), SYRE (28.8%) and APGE (17.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +117.13% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
ORKA — 33.0% ($149.00M)SYRE — 28.8% ($129.99M)APGE — 17.2% ($77.87M)DMRA — 11.8% ($53.20M)JBIO — 7.8% ($35.06M)CBIO — 1.4% ($6.50M)
100%in top 6
  • ORKA33.0%
  • SYRE28.8%
  • APGE17.2%
  • DMRA11.8%
  • JBIO7.8%
  • CBIO1.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
CBIOCrescent Biopharma Inc1.4%
Added to
2
SYRESpyre Therapeutics Inc+0.5%
APGEApogee Therapeutics Inc+0.5%

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Source filings

Holdings on this page are parsed from Remedium Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104501). View Remedium Capital Partners, LLC’s 13F filings on SEC

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