Madryn Asset Management, LP Long-Term Concentrated

Location: New York, NY

CIK: 0001787423 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $34.13M (100.0% shares, 0.0% debt)

Holdings (2)

STIM NEURONETICS INC 78.5%

Value $26.79M Shares 18,475,893 Est. Cost $2.09 Unrealized -17.6%

OMDA OMADA HEALTH INC 21.5%

Value $7.338M Shares 583,800 Est. Cost $20.28 Unrealized -31.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STIM	NEURONETICS INC	18,475,893	$26.79M	78.5%	$2.09	-17.6%	COM	64131A105
OMDA	OMADA HEALTH INC	583,800	$7.338M	21.5%	$20.28	-31.1%	COM	68170A108