Crcm LP
Crcm LP reported 14 US-listed holdings worth $304.1 million in its 13F for the quarter ended 30 June 2026, filed 18 August 2026. Its largest: iShares Gold Trust (65.2%), iShares Bitcoin Trust ETF (6.6%) and Atrium Therapeutics Inc. (5.7%). Against the quarter before, it opened 7 positions, added to 6, trimmed 0 and sold out of 1.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +82.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- iShares Bitcoin Trust ETF IBIT$20.2 million
- Atrium Therapeutics Inc. RNA$17.3 million
- Bitgo Holdings Inc. BTGO$13.6 million
- iShares Trust SGOV$9.5 million
- Vizsla Silver Corp. VZLA$5.6 million
- First Tracks Biotherapeutics TRAX$1.4 million
- Procap Acquisition Corp. PCAPW$32,885
Added to 6
- iShares Gold Trust IAU+1.4 million shares · +110%
- Plby Group Inc. PLBY+7.2 million shares · +165%
- ALT5 Sigma Corp. AIFC+12.8 million shares · +101%
- Procap Acquisition Corp. PCAP+168,945 shares · +111%
- Burning Rock Biotech Ltd-Adr BNR+141,897 shares · +50%
- Perceptive Cap Solutions Cor PCSC+78,285 shares · +67%
Sold out of 1
- Staar Surgical Co. STAA$1.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| iShares Gold Trust IAU | 2.6M | $198.4 million | 65.25% | +1.4M |
| iShares Bitcoin Trust ETF IBIT | 607.1K | $20.2 million | 6.65% | new |
| Atrium Therapeutics Inc. RNA | 1.3M | $17.3 million | 5.68% | new |
| ALT5 Sigma Corp. AIFC | 25.4M | $14.9 million | 4.89% | +12.8M |
| Plby Group Inc. PLBY | 11.5M | $14.0 million | 4.62% | +7.2M |
| Bitgo Holdings Inc. BTGO | 2.6M | $13.6 million | 4.47% | new |
| iShares Trust SGOV | 94.5K | $9.5 million | 3.13% | new |
| Vizsla Silver Corp. VZLA | 1.7M | $5.6 million | 1.84% | new |
| Burning Rock Biotech Ltd-Adr BNR | 424.0K | $3.5 million | 1.17% | +141.9K |
| Procap Acquisition Corp. PCAP | 321.3K | $3.3 million | 1.09% | +168.9K |
| Perceptive Cap Solutions Cor PCSC | 194.5K | $2.1 million | 0.70% | +78.3K |
| First Tracks Biotherapeutics TRAX | 70.7K | $1.4 million | 0.47% | new |
| Know Labs Inc. USBC | 555.3K | $173,817 | 0.06% | no change |
| Procap Acquisition Corp. PCAPW | 102.7K | $32,885 | 0.01% | new |