Crcm LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Crcm LP disclosed 6 US equity positions worth $245.9m in its Q4 2024 13F filing. The largest position was IBIT at 65.0% of the reported book, followed by GRAL and ETHA. Against the Q3 2024 filing, it opened 3 new positions, added to 1 and reduced 2 among the top 6 holdings.
What did Crcm LP own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IBIT ISHARES BITCOIN TRUST HEDGEFUND | 65.0% | $159.8m | 3,012,125 | -14% | reduced | |
| 2 | GRAL GRAIL INC | 26.5% | $65.1m | 3,644,855 | 4% | added | |
| 3 | ETHA ISHARES ETHEREUM TRUST ETF | 5.7% | $14.0m | 552,440 | – | new | |
| 4 | PLBY PLBY GROUP INC | 1.8% | $4.5m | 3,074,400 | – | new | |
| 5 | BNR BURNING ROCK BIOTECH LTD-ADR | 0.9% | $2.2m | 325,969 | – | new | |
| 6 | IAU ISHARES GOLD TRUST HEDGEFUND | 0.2% | $420.6k | 8,495 | -19% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.