Madryn Asset Management, LP
NEW YORK, NY
$37m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.2% of the portfolio this quarter.
Value
$37m
Stocks
2
Top 10 share
100.0%
Turnover
13.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NeuroneticsSTIM | 65.3% | $24m | 18,540,488 | Held |
| Omada HealthOMDA | 34.7% | $13m | 583,800 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 6.3% since 31 December 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.