Remedium Capital Partners, LLC

CIK 2104501 · View on SEC EDGAR ↗

Portfolio value
$451.6M
#4,048 of 9,443 by 13F value · top 42.9%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +60.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
4.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.81% Est. buys $7,618,699 · sells $6,636,163

New positions
1
Increased
2
Decreased
0
Closed
1
On this page

Sector breakdown

Healthcare
100.0%

Full portfolio 6 positions

Type Streak 8Q trend
ORKA Oruka Therapeutics, Inc. - Common Stock $149,003,957 32.99% 1,565,661 $72,208,285
SYRE Spyre Therapeutics, Inc. - Common Stock $129,988,924 28.78% 1,464,169 $56,536,632 Up ×1
APGE Apogee Therapeutics, Inc. - Common Stock $77,871,496 17.24% 586,691 $28,750,642 Up ×1
GLTO Galecto, Inc. - Common Stock $53,202,753 11.78% 2,045,473 $225,003
JBIO Jade Biosciences, Inc. - Common Stock $35,057,605 7.76% 1,577,750 $12,890,217
CBIO Crescent Biopharma, Inc. - Common Stock $6,502,500 1.44% 361,250 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
CBIO $6,502,500 361,250 1.44%

Top movers (QoQ)

Security Action Shares Δ Value Δ
ORKA Price move only +0 +$72.2M
SYRE Bought more +8K +$56.5M
APGE Bought more +3K +$28.8M
JBIO Price move only +0 +$12.9M
GLTO Price move only +0 +$225K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CBIOXXXX June 30, 2026 361,250 $6,636,163 No longer tracked