Crcm LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Crcm LP disclosed 6 US equity positions worth $245.3m in its Q1 2025 13F filing. The largest position was IBIT at 60.2% of the reported book, followed by GRAL and PLBY. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 6 holdings.
What did Crcm LP own in Q1 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IBIT ISHARES BITCOIN TRUST HEDGEFUND | 60.2% | $147.7m | 3,154,810 | 5% | added | |
| 2 | GRAL GRAIL INC | 38.0% | $93.1m | 3,644,855 | 0% | held | |
| 3 | PLBY PLBY GROUP INC | 0.7% | $1.8m | 1,662,752 | -46% | reduced | |
| 4 | MICROSTRATEGY INC | 0.5% | $1.3m | 15,748 | – | new | |
| 5 | BNR BURNING ROCK BIOTECH LTD-ADR | 0.4% | $1.0m | 226,290 | -31% | reduced | |
| 6 | IAU ISHARES GOLD TRUST HEDGEFUND | 0.1% | $351.7k | 5,965 | -30% | 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.