Madryn Asset Management, LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 19, 2026), Madryn Asset Management, LP reported 2 stock positions worth $36.9 million. Its top holding was Neuronetics (STIM) at 65.3% of the portfolio, followed by Omada Health (OMDA, 34.7%). Compared with Q1 2026, it added to 1. The biggest buy was Neuronetics (STIM, shares +0%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001787423
Portfolio Value
$36.9M (Q2 2026)
SEC Filing
0001787423-26-000003 ↗ filed Aug 19, 2026

Holdings Value

0$10.0M$20.0M$30.0M$40.0M Q4 2025: $34.7M Q4 2025 Q1 2026: $34.1M Q1 2026 Q2 2026: $36.9M $36.9M Q2 2026

Holdings 2 stocks · $36.9M
STIM Neuronetics Inc. 65.29% 18,540,488 $24.1M Add +0.3%
OMDA Omada Health Inc. 34.71% 583,800 $12.8M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
STIM Neuronetics Inc. Add +0.3% 65.29% −13.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$36.9MSTIM, OMDA
Q1 2026 2$34.1MSTIM, OMDA
Q4 2025 3$34.7MSTIM, OMDA, VERO