Madryn Asset Management, LP Long-Term Concentrated

Location: New York, NY

CIK: 0001787423 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $34.72M (100.0% shares, 0.0% debt)

Holdings (3)

STIM NEURONETICS INC 73.4%

Value $25.5M Shares 18,475,893 Est. Cost $2.09 Unrealized 0.0%

OMDA OMADA HEALTH INC 26.5%

Value $9.212M Shares 583,800 Est. Cost $20.28 Unrealized 0.0%

VERO VENUS CONCEPT INC 0.0%

Value $15,075 Shares 10,186 Est. Cost $2.03 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STIM	NEURONETICS INC	18,475,893	$25.5M	73.4%	$2.09	0.0%	COM	64131A105
OMDA	OMADA HEALTH INC	583,800	$9.212M	26.5%	$20.28	0.0%	COM	68170A108
VERO	VENUS CONCEPT INC	10,186	$15,075	0.0%	$2.03	0.0%	COM	92332W303