Crcm LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Crcm LP disclosed 8 US equity positions worth $141.2m in its Q1 2026 13F filing. The largest position was IAU at 78.7% of the reported book, followed by AIFC and PLBY.
What did Crcm LP own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TRUST ETF | 78.7% | $111.1m | 1,249,870 | – | ||
| 2 | AIFC ALT5 SIGMA CORP | 9.9% | $14.0m | 12,611,530 | – | ||
| 3 | PLBY PLAYBOY INC | 4.7% | $6.6m | 4,345,517 | – | ||
| 4 | BNR BURNING ROCK BIOTECH LTD-ADR | 3.3% | $4.6m | 282,097 | – | ||
| 5 | STAA STAAR SURGICAL CO | Healthcare | 1.3% | $1.9m | 100,000 | – | |
| 6 | PROCAP ACQUISITION CORP | 1.1% | $1.6m | 152,367 | – | ||
| 7 | PERCEPTIVE CAPITAL SOLUTIONS | 0.9% | $1.3m | 116,245 | – | ||
| 8 | USBC INC | 0.2% | $214.4k | 555,325 | – |
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.