Crcm LP Portfolio Holdings

Crcm LP

$245 Billion
Q1 2025

Crcm LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Bitcoin Trust Hedgefund with a value of $148B, Grail Inc with a value of $93.1B, Plby Group, Inc. with a value of $1.83B, Microstrategy Inc with a value of $1.32B, and Burning Rock Biotech Ltd Adr with a value of $1.02B.

Examining the 13F form we can see an decrease of $646M in the current position value, from $246B to 245B.

Crcm LP is based out at San Francisco, CA

Below you can find more details about Crcm LP portfolio as well as his latest detailed transactions.

Portfolio value $245 Billion

Consumer Cyclical: $1.83 Billion

ETFs: $352 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
Ishares Bitcoin Trust Hedgefund	-	$148 Billion 60.21% of portfolio	-	Q1 2025 Added 4.74%
Grail Inc	-	$93.1 Billion 37.95% of portfolio	-	Q4 2024 Added 4.26%
PLBY Plby Group, Inc. Consumer Cyclical	$72.6M	$1.83 Billion 0.75% of portfolio	1,662,752	Q1 2025 Reduced 45.92%
Microstrategy Inc	-	$1.32 Billion 0.54% of portfolio	-	Q1 2025 New
Burning Rock Biotech Ltd Adr	-	$1.02 Billion 0.42% of portfolio	-	Q1 2025 Reduced 30.58%
IAU Ishares Gold Trust ETFs	$52.7B	$352 Million 0.14% of portfolio	5,965	Q1 2025 Reduced 29.78%

Summary

Portfolio
No. of Stocks 23
Current Value $245 Billion
Prior Value $246 Billion
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crcm LP, based on Form 13F filings with the SEC.

News

Stay updated on Crcm LP with notifications on news.

Account