Remedium Capital Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Remedium Capital Partners, LLC reported 6 stock positions worth $451.6 million. Its top holding was Oruka Therapeutics (ORKA) at 33.0% of the portfolio, followed by Spyre Therapeutics (SYRE, 28.8%) and Apogee Therapeutics (APGE, 17.2%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was Spyre Therapeutics (SYRE, shares +1%) and the biggest sale an exit from Crescent Biopharma (CBIO).

Most Recent 13F
Q2 2026
Location
WEST PALM BEACH, FL
CIK
0002104501
Portfolio Value
$451.6M (Q2 2026)
SEC Filing
0002104501-26-000015 ↗ filed Aug 7, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $170.2M Q4 2025 Q1 2026: $281.2M Q1 2026 Q2 2026: $451.6M $451.6M Q2 2026

Holdings 6 stocks · $451.6M
ORKA Oruka Therapeutics Inc. 32.99% 1,565,661 $149.0M No change
SYRE Spyre Therapeutics Inc. 28.78% 1,464,169 $130.0M Add +0.6%
APGE Apogee Therapeutics Inc. 17.24% 586,691 $77.9M Add +0.5%
DMRA Damora Therapeutics Inc. 11.78% 2,045,473 $53.2M No change
JBIO Jade Biosciences Inc. 7.76% 1,577,750 $35.1M No change
CBIO Crescent Biopharma Inc. 1.44% 361,250 $6.5M New

Portfolio Sells Q1 2026 → Q2 2026
CBIO Crescent Biopharma Inc. Sold out 0.00% −2.36

Portfolio Buys Q1 2026 → Q2 2026
SYRE Spyre Therapeutics Inc. Add +0.6% 28.78% +2.66
CBIO Crescent Biopharma Inc. New 1.44% +1.44
APGE Apogee Therapeutics Inc. Add +0.5% 17.24% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$451.6MORKA, SYRE, APGE, DMRA, JBIO
Q1 2026Amended 6$281.2MORKA, SYRE, DMRA, APGE, JBIO
Q4 2025 6$170.2MSYRE, ORKA, APGE, JBIO, CBIO