Madryn Asset Management, LP

CIK 0001787423 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source ↗

Madryn Asset Management, LP reported 2 positions worth $36.9M as of June 30, 2026 (13F filed August 19, 2026). Largest holding: STIM (65.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$36.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

2 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	STIM	NEURONETICS INC	SH	$24.1M	65.29%	18,540,488	—	—
▸ 2	OMDA	OMADA HEALTH INC	SH	$12.8M	34.71%	583,800	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Madryn Asset Management, LP hold as of Q2 2026?

Madryn Asset Management, LP reported 2 positions worth $36.9M in its Q2 2026 13F filing. Largest positions: STIM (65.3%) and OMDA (34.7%).

What did Madryn Asset Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Madryn Asset Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.