CRCM LP
CRCM LP, managed by Chun Ding, reported 14 positions worth $152.16M in its 2026 Q2 13F filing: 7 new and 1 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +28.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +57.4% | +11.4% |
| 2025 Q3 | +14.5% | +7.6% |
| 2025 Q4 | +4.2% | +3.1% |
| 2026 Q1 | -16.0% | -5.8% |
| 2026 Q2 | -18.4% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST ETF | $99.21M | 65.20% | +5.1% |
| IBIT | ISHARES BITCOIN TRUST ETF | $10.11M | 6.60% | NEW |
| RNA | ATRIUM THERAPEUTICS INC | $8.63M | 5.70% | NEW |
| AIFC | AI FINANCIAL CORP | $7.43M | 4.90% | +0.7% |
| PLBY | PLAYBOY INC | $7.02M | 4.60% | +32.5% |
| BTGO | BITGO HOLDINGS INC-CL A | $6.80M | 4.50% | NEW |
| SGOV | ISHARES 0-3 MONTH TREASURY B | $4.76M | 3.10% | NEW |
| VZLA | VIZSLA SILVER CORP | $2.80M | 1.80% | NEW |
| BNR | BURNING ROCK BIOTECH LTD-ADR | $1.77M | 1.20% | -24.8% |
| PCAP | PROCAP ACQUISITION CORP - A | $1.65M | 1.10% | +5.4% |
| PCSC | PERCEPTIVE CAPITAL SOLUTIONS | $1.06M | 0.70% | -16.3% |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $711.04K | 0.47% | NEW |
| USBC | USBC INC. | $173.82K | 0.11% | NO CHANGE |
| PCAPW | PROCAP ACQUISITION CORP | $32.88K | 0.02% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.