Madryn Asset Management, LP — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Madryn Asset Management, LPholdings as filed

Filed 2026-02-10 · accession 0001787423-26-000001

$34.7M

Reported value

Positions

2025-12-31

Period end

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The Brief · Madryn Asset Management, LP · Q4 2025

AI · grounded in 13F

Madryn Asset Management, LP established a new position in STIM valued at $25.5M. The fund also added new holdings in OMDA for $9.2M and VERO for $15,075. These three additions brought the fund's total assets under management to $34.7M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
64131A105	STIM	NEURONETICS INC	$25.5M	73.4%	18,475,893	Common	SOLE
68170A108	OMDA	OMADA HEALTH INC	$9.2M	26.5%	583,800	Common	SOLE
92332W303	VERO	VENUS CONCEPT INC	$15,075	0.04%	10,186	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.