CRCM LP 13F Holdings

CIK 0001483234 · SAN FRANCISCO, CA

As of Sep 30, 2025, CRCM LP reported 10 positions worth $691.3M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES BITCOIN TRUST ETFIBIT—4,428,148$287.8M41.63%
GRAIL INCGRALHealthcare3,685,302$217.9M31.52%
HOWARD HUGHES HOLDINGS INCHHHReal Estate1,121,426$92.1M13.33%
ISHARES GOLD TRUSTIAU—785,360$57.2M8.27%
ALT5 SIGMA CORPALTSIndustrials4,624,354 2.4M1.80%
PROCAP ACQUISITION CORPPCAPIndustrials613,038$6.3M0.91%
KNOW LABS INC——3,944,942$5.3M0.76%
PLAYBOY INCPLBYConsumer Cyclical2,902,312$4.3M0.62%
STRATEGY INCSTRKTechnology348,346$4.2M0.60%
BURNING ROCK BIOTECH LTD-ADRBNR—443,150$3.8M0.55%