Crcm Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 18, 2026, Crcm Lp disclosed 7 stock positions valued at approximately $152.15M as of quarter-end June 30, 2026. The largest holdings include ISHARES GOLD TRUST ETF, ISHARES BITCOIN TRUST ETF, and AI FINANCIAL CORP.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$152.15M
Holdings by Sector
Crcm Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES GOLD TRUST ETFIAUOther65.20%1,313,821+63,951+5.12%$99,206,624
ISHARES BITCOIN TRUST ETFIBITOther6.64%303,555+303,555+100.00%$10,105,346
AI FINANCIAL CORPAIFCOther4.88%12,701,530+90,000+0.71%$7,431,665
PLAYBOY INCPLBYConsumer Cyclical4.62%5,757,807+1,412,290+32.50%$7,024,525
ISHARES 0-3 MONTH TREASURY BSGOVOther3.13%47,241+47,241+100.00%$4,755,751
VIZSLA SILVER CORPVZLABasic Materials1.84%848,216+848,216+100.00%$2,799,113
BURNING ROCK BIOTECH LTD-ADRBNRHealthcare1.17%211,997-70,100-24.85%$1,774,415
Showing 7 of 7 holdings in the latest reporting period.