Investor
CRCM LP
CIK 0001483234 · filed 2026-05-13 · SEC filing
13F book
$141.2M
Positions
8
1 new · 4 sold
Largest name
78.7%
Ishares Gold Tr
Est. mark
$2.9M
Price effect on 7 names still held. Flow −$157.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Gold Tr | — | 1.25M | $111.1M | 78.7% | $5.57M | Added$52.7M |
| Alt5 Sigma Corp | — | 12.6M | $14M | 9.9% | $109.4K | Added$1.96M |
| Playboy, Inc. | PLBY | 4.35M | $6.61M | 4.7% | −$1.33M | Added−$331K |
| Burning Rock Biotech Ltd | BNR | 282.1K | $4.6M | 3.3% | −$1.08M | Cut−$5.3M |
| Staar Surgical Co | STAA | 100K | $1.87M | 1.3% | — | New |
| Procap Acquisition Corp | — | 152.4K | $1.55M | 1.1% | $9.14K | Cut−$1.55M |
| Perceptive Cap Solutions Cor | — | 116.2K | $1.28M | 0.9% | −$239.5K | Cut−$4.19M |
| USBC, Inc. | USBC | 555.3K | $214.4K | 0.2% | −$138.1K | Cut−$1.42M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.