Crcm LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Crcm LP disclosed 14 US equity positions worth $152.2m in its Q2 2026 13F filing. The largest position was IAU at 65.2% of the reported book, followed by IBIT and RNA. Against the Q1 2026 filing, it opened 7 new positions, added to 4 and reduced 2 among the top 14 holdings.
What did Crcm LP own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TRUST ETF | 65.2% | $99.2m | 1,313,821 | 5% | added | |
| 2 | IBIT ISHARES BITCOIN TRUST ETF | 6.6% | $10.1m | 303,555 | – | new | |
| 3 | RNA ATRIUM THERAPEUTICS INC | 5.7% | $8.6m | 641,539 | – | new | |
| 4 | AIFC AI FINANCIAL CORP | 4.9% | $7.4m | 12,701,530 | 1% | added | |
| 5 | PLBY PLAYBOY INC | 4.6% | $7.0m | 5,757,807 | 32% | added | |
| 6 | BTGO BITGO HOLDINGS INC-CL A | 4.5% | $6.8m | 1,312,171 | – | new | |
| 7 | SGOV ISHARES 0-3 MONTH TREASURY B | 3.1% | $4.8m | 47,241 | – | new | |
| 8 | VZLA VIZSLA SILVER CORP | 1.8% | $2.8m | 848,216 | – | new | |
| 9 | BNR BURNING ROCK BIOTECH LTD-ADR | 1.2% | $1.8m | 211,997 | -25% | reduced | |
| 10 | PROCAP ACQUISITION CORP - A | 1.1% | $1.7m | 160,656 | 5% | added | |
| 11 | PERCEPTIVE CAPITAL SOLUTIONS | 0.7% | $1.1m | 97,265 | -16% | reduced | |
| 12 | TRAX FIRST TRACKS BIOTHERAPEUTICS | 0.5% | $711.0k | 35,340 | – | new | |
| 13 | USBC INC. | 0.1% | $173.8k | 555,325 | 0% | held | |
| 14 | PROCAP ACQUISITION CORP | 0.0% | $32.9k | 102,735 | – | new |
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.