Madryn Asset Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Madryn Asset Management, LP reported 2 stock positions worth $34.1 million. Its top holding was Neuronetics (STIM) at 78.5% of the portfolio, followed by Omada Health (OMDA, 21.5%). Compared with Q4 2025, it sold out of 1. The biggest sale was an exit from Venus Concept (VERO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001787423
- Portfolio Value
- $34.1M (Q1 2026)
- SEC Filing
- 0001787423-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 2 stocks · $34.1M
Portfolio Sells Q4 2025 → Q1 2026
| VERO Venus Concept Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||