Madryn Asset Management, LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Madryn Asset Management, LP reported 3 stock positions worth $34.7 million. Its top holding was Neuronetics (STIM) at 73.4% of the portfolio, followed by Omada Health (OMDA, 26.5%) and Venus Concept (VERO, 0.0%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001787423
Portfolio Value
$34.7M (Q4 2025)
SEC Filing
0001787423-26-000001 ↗ filed Feb 10, 2026

Holdings Value

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

Holdings 3 stocks · $34.7M
STIM Neuronetics Inc. 73.43% 18,475,893 $25.5M —
OMDA Omada Health Inc. 26.53% 583,800 $9.2M —
VERO Venus Concept Inc. 0.04% 10,186 $15K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

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