Madryn Asset Management, LP

13F filer · CIK 0001787423

Reported Aug 19, 2026

Net buyer this quarter

13F portfolio value$36.9MU.S. long equity reported on 13F

Positions20 new · 0 closed

Net flow last quarter+$84KBuys minus sells

Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 19, 20262 positions
STIMNeuronetics, Inc.	$24.1M	65.29%	24.33%	+0.4%	Q4 2025
OMDAOmada Health, Inc.	$12.8M	34.71%	0.96%	Not reported	Q4 2025
Q1 2026Reported May 15, 20262 positions
STIMNeuronetics, Inc.	$26.8M	78.50%	26.55%	Not reported	Q4 2025
OMDAOmada Health, Inc.	$7.34M	21.50%	0.99%	Not reported	Q4 2025
Q4 2025Reported Feb 10, 20263 positions
STIMNeuronetics, Inc.	$25.5M	73.43%	26.78%	New	Q4 2025
OMDAOmada Health, Inc.	$9.21M	26.53%	1.00%	New	Q4 2025
VEROVenus Concept Inc.	$15.1K	0.04%	0.55%	-90.9%	Q4 2021
Q3 2023Reported Nov 2, 20234 positions
SLGCSomalogic, Inc.	$17.9M	49.48%	3.96%	Not reported	Q4 2021
ESTAEstablishment Labs Holdings Inc.	$15.8M	43.67%	1.24%	Not reported	Q4 2021
GBNHGreenbrook TMS Inc.	$1.65M	4.59%	21.62%	Not reported	Q1 2023
VEROVenus Concept Inc.	$220K	0.61%	2.03%	Not reported	Q4 2021

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