Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CRCM LP (CIK 1483234) reported $141.2M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($111.1M, 78.68%), JAN ($14.0M, 9.91%), PLBY ($6.6M, 4.68%), BNR ($4.6M, 3.26%), STAA ($1.9M, 1.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST ETF | $111.1M | 78.68% | 1.2M | Added |
| 2 | JAN | ALT5 SIGMA CORP | $14.0M | 9.91% | 12.6M | Added |
| 3 | PLBY | PLAYBOY INC | $6.6M | 4.68% | 4.3M | Added |
| 4 | BNR | BURNING ROCK BIOTECH LTD-ADR | $4.6M | 3.26% | 282,097 | Trimmed |
| 5 | STAA | STAAR SURGICAL CO | $1.9M | 1.32% | 100,000 | New |
| 6 | PCAPU | PROCAP ACQUISITION CORP | $1.6M | 1.10% | 152,367 | Trimmed |
| 7 | PCSC | PERCEPTIVE CAPITAL SOLUTIONS | $1.3M | 0.90% | 116,245 | Trimmed |
| 8 | KNW | USBC INC | $214,411 | 0.15% | 555,325 | Trimmed |
| 9 | WBD | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | Exited |
| 10 | GRAL | GRAIL INC | $0 | 0.00% | 0 | Exited |
| 11 | HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 12 | RNA | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31