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CRCM LP
hedge fundUpdated 23 days agoManaged by Crcm Lp • Latest filing Q2 2026
Portfolio value
$144.2M
Q2 2026
Filings
10
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
110.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 10 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2024 | $132.9M |
| Q2 2024 | $138.3M |
| Q3 2024 | $154.5M |
| Q4 2024 | $245.9M |
| Q1 2025 | $245.3M |
| Q2 2025 | $336.6M |
| Q3 2025 | $345.7M |
| Q4 2025 | $296M |
| Q1 2026 | $141.2M |
| Q2 2026 | $144.2M |
Top holdings
12 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU ISHARES GOLD TRUST ETF | $99.2M | 1.31M | 65.20% | — |
| 2 | I IBIT ISHARES BITCOIN TRUST ETF | $10.1M | 303.6K | 6.64% | — |
| 3 | R RNA ATRIUM THERAPEUTICS INC | $8.6M | 641.5K | 5.67% | — |
| 4 | A AIFC AI FINANCIAL CORP | $7.4M | 12.70M | 4.88% | — |
| 5 | ? N/A PLAYBOY INC | $7M | 5.76M | 4.62% | — |
| 6 | ? N/A BITGO HOLDINGS INC-CL A | $6.8M | 1.31M | 4.47% | — |
| 7 | E ETHA ISHARES 0-3 MONTH TREASURY B | $4.8M | 47.2K | 3.13% | — |
| 8 | V VZLA VIZSLA SILVER CORP | $2.8M | 848.2K | 1.84% | — |
| 9 | B BNR BURNING ROCK BIOTECH LTD-ADR | $1.8M | 212.0K | 1.17% | — |
| 10 | P PCAPU PROCAP ACQUISITION CORP - A | $1.7M | 160.7K | 1.09% | — |
| 11 | ? N/A PERCEPTIVE CAPITAL SOLUTIONS | $1.1M | 97.3K | 0.70% | — |
| 12 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $711K | 35.3K | 0.47% | — |
| 13 | ? N/A USBC INC. | $174K | 555.3K | 0.11% | — |
| 14 | P PCAPU PROCAP ACQUISITION CORP | $33K | 102.7K | 0.02% | — |