CIBRA Capital Ltd 13F Holdings · Q1 2026
CIBRA Capital Ltd reported 25 securities worth $207.21M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: FOLD (11.78%), SEE (10.44%), TXNM (8.00%). Among its top 25 positions this quarter: 19 new, 5 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FOLD | AMICUS THERAPEUTICS INC | $24.4M | 11.78% | 1.7M | Added |
| 2 | SEE | SEALED AIR CORP NEW | $21.6M | 10.44% | 514,636 | New |
| 3 | TXNM | TXNM ENERGY INC | $16.6M | 8.00% | 283,458 | New |
| 4 | MASI | MASIMO CORP | $16.1M | 7.76% | 90,376 | New |
| 5 | HOLX | HOLOGIC INC | $15.8M | 7.62% | 208,996 | Added |
| 6 | AAUC | ALLIED GOLD CORP | $13.1M | 6.34% | 423,652 | New |
| 7 | OS | ONESTREAM INC | $12.5M | 6.02% | 519,691 | New |
| 8 | CWAN | CLEARWATER ANALYTICS HLDGS I | $10.8M | 5.23% | 458,424 | New |
| 9 | PEN | PENUMBRA INC | $10.4M | 5.01% | 31,600 | New |
| 10 | ACLX | ARCELLX INC | $10.2M | 4.91% | 88,623 | New |
| 11 | WBD | WARNER BROS DISCOVERY INC | $8.1M | 3.92% | 295,501 | Added |
| 12 | TERN | TERNS PHARMACEUTICALS INC | $8.0M | 3.85% | 151,440 | New |
| 13 | DBRG | DIGITALBRIDGE GROUP INC | $7.3M | 3.53% | 474,076 | Added |
| 14 | UNF | UNIFIRST CORP MASS | $6.6M | 3.21% | 26,400 | New |
| 15 | DHIL | DIAMOND HILL INVT GROUP INC | $5.6M | 2.71% | 32,677 | Added |
| 16 | VAL | VALARIS LTD | $3.8M | 1.84% | 38,791 | New |
| 17 | EA | ELECTRONIC ARTS INC | $3.2M | 1.53% | 15,600 | Trimmed |
| 18 | AES | AES CORP | $2.8M | 1.33% | 195,700 | New |
| 19 | EGO | ELDORADO GOLD CORP NEW | $2.5M | 1.21% | 73,312 | New |
| 20 | MCW | MISTER CAR WASH INC | $2.3M | 1.13% | 336,900 | New |
| 21 | NVRI | ENVIRI CORP | $2.1M | 1.04% | 109,394 | New |
| 22 | APLS | APELLIS PHARMACEUTICALS INC | $2.0M | 0.97% | 50,000 | New |
| 23 | LLYVA | LIBERTY LIVE HOLDINGS INC | $546,358 | 0.26% | 5,962 | New |
| 24 | AVO | MISSION PRODUCE INC | $368,465 | 0.18% | 26,778 | New |
| 25 | SNCY | SUN CTRY AIRLS HLDGS INC | $371,997 | 0.18% | 22,518 | New |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR