Madryn Asset Management, LP
•CIK: 1787423•Filing: Q4 2025
Madryn Asset Management, LP is a focused investment manager overseeing $35M in assets. The firm maintains a concentrated portfolio of three key positions, with a significant allocation to STIM at $25.5M. Further notable holdings include OMDA at $9.2M and VERO. This structure suggests a tactical, high-conviction approach to capital deployment within its current mandate.
Total AUM
$34.7M
QoQ Performance
N/A
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
STIM
OMDA
STIM73.4%
OMDA26.5%
VERO0.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%