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Crcm Lp Top Holdings and 13F Report (2026)

About Crcm Lp

Investment Activity

  • Crcm Lp has $144.20 million in total holdings as of June 30, 2026.
  • Crcm Lp owns shares of 12 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 25.74% of the portfolio was purchased this quarter.
  • About 5.03% of the portfolio was sold this quarter.
  • This quarter, Crcm Lp has purchased 8 new stocks and bought additional shares in 3 stocks.
  • Crcm Lp sold shares of 3 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Gold Trust
$98,338,259
ISHARES BITCOIN TRUST ETF
$10,105,346
ATRIUM THERAPEUTICS INC
$7,844,780
AI FINANCIAL CORP
$7,431,665
BITGO HOLDINGS INC-CL A
$6,797,046

Largest New Holdings this Quarter

46438F101 - ISHARES BITCOIN TRUST ETF
$10,105,346 Holding
04965N104 - ATRIUM THERAPEUTICS INC
$7,844,780 Holding
091947101 - BITGO HOLDINGS INC-CL A
$6,797,046 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$4,755,751 Holding
92859G608 - VIZSLA SILVER CORP
$2,799,113 Holding

Largest Purchases this Quarter

ISHARES BITCOIN TRUST ETF
303,555 shares (about $10.11M)
ATRIUM THERAPEUTICS INC
583,255 shares (about $7.84M)
BITGO HOLDINGS INC-CL A
1,312,171 shares (about $6.80M)
iShares 0-3 Month Treasury Bond ETF
47,241 shares (about $4.76M)
iShares Gold Trust
52,451 shares (about $3.96M)

Largest Sales this Quarter

PLBY Group
3,580,692 shares (about $4.37M)
BURNING ROCK BIOTECH LTD-ADR
70,100 shares (about $586.74K)
PERCEPTIVE CAPITAL SOLUTIONS
18,980 shares (about $206.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrcm Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$98,338,259$3,960,575 â–²4.2%1,302,32168.2%ETF
ISHARES BITCOIN TRUST ETF
$10,105,346$10,105,346 â–²New Holding303,5557.0%SHS BEN INT
ATRIUM THERAPEUTICS INC
$7,844,780$7,844,780 â–²New Holding583,2555.4%COM
AI FINANCIAL CORP
$7,431,665$52,659 â–²0.7%12,701,5305.2%COM
BITGO HOLDINGS INC-CL A
$6,797,046$6,797,046 â–²New Holding1,312,1714.7%COM SHS CL A
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,755,751$4,755,751 â–²New Holding47,2413.3%ETF
VIZSLA SILVER CORP
$2,799,113$2,799,113 â–²New Holding848,2161.9%COM NEW
BURNING ROCK BIOTECH LTD-ADR
$1,774,415$586,737 â–¼-24.8%211,9971.2%SPONSORED ADS
PROCAP ACQUISITION CORP - A
$1,651,544$85,211 â–²5.4%160,6561.1%SHS CL A
PERCEPTIVE CAPITAL SOLUTIONS
$1,058,243$206,502 â–¼-16.3%97,2650.7%CL A ORD SHS
PLBY Group, Inc. stock logo
PLBY
PLBY Group
$933,087$4,368,447 â–¼-82.4%764,8250.6%Consumer Discretionary
FIRST TRACKS BIOTHERAPEUTICS
$711,041$711,041 â–²New Holding35,3400.5%ORD SHS
STAAR Surgical Company stock logo
STAA
STAAR Surgical
$0$1,870,000 â–¼-100.0%00.0%Healthcare
USBC INC
$0$214,411 â–¼-100.0%00.0%COM NEW

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data