CIBRA Capital Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), CIBRA Capital Ltd reported 25 stock positions worth $207.2 million. Its top holding was Amicus Therapeutics (FOLD) at 11.8% of the portfolio, followed by Sealed Air (SEE, 10.4%) and TXNM Energy (TXNM, 8.0%). Compared with Q4 2025, it opened 19 new positions, sold out of 12, added to 5 and reduced 1. The biggest buy was a new position in Sealed Air (SEE) and the biggest sale an exit from Confluent Class A (CFLT).
- Most Recent 13F
- Q1 2026
- Location
- LONDON, X0
- CIK
- 0002060725
- Portfolio Value
- $207.2M (Q1 2026)
- SEC Filing
- 0002060725-26-000004 ↗ filed Apr 24, 2026
Holdings Value
Holdings 25 stocks · $207.2M
| FOLD Amicus Therapeutics Inc. | 11.78% | 1,687,661 | $24.4M | Add +700.6% |
| SEE Sealed Air Corp. | 10.44% | 514,636 | $21.6M | New |
| TXNM TXNM Energy Inc. | 8.00% | 283,458 | $16.6M | New |
| MASI Masimo Corp. | 7.76% | 90,376 | $16.1M | New |
| HOLX Hologic Inc. | 7.62% | 208,996 | $15.8M | Add +232.6% |
| AAUC Allied Gold Corp. | 6.34% | 423,652 | $13.1M | New |
| OS Onestream Inc. | 6.02% | 519,691 | $12.5M | New |
| CWAN Clearwater Analytics HDS-A | 5.23% | 458,424 | $10.8M | New |
| PEN Penumbra Inc. | 5.01% | 31,600 | $10.4M | New |
| ACLX Arcellx Inc. | 4.91% | 88,623 | $10.2M | New |
| WBD Warner Bros Discovery Inc. | 3.92% | 295,501 | $8.1M | Add +680.9% |
| TERN Terns Pharmaceuticals Inc. | 3.85% | 151,440 | $8.0M | New |
| DBRG Digitalbridge Group Inc. | 3.53% | 474,076 | $7.3M | Add +262.4% |
| UNF Unifirst Corp. | 3.21% | 26,400 | $6.6M | New |
| DHIL Diamond Hill Investment Grp | 2.71% | 32,677 | $5.6M | Add +408.2% |
| VAL Valaris Ltd. | 1.84% | 38,791 | $3.8M | New |
| EA Electronic Arts Inc. | 1.53% | 15,600 | $3.2M | Reduce -36.4% |
| AES AES Corp. | 1.33% | 195,700 | $2.8M | New |
| EGO Eldorado Gold Corp. | 1.21% | 73,312 | $2.5M | New |
| MCW Mister Car Wash Inc. | 1.13% | 336,900 | $2.3M | New |
| NVRI Enviri Corp. | 1.04% | 109,394 | $2.1M | New |
| APLS Apellis Pharmaceuticals Inc. | 0.97% | 50,000 | $2.0M | New |
| LLYVA Liberty Live Holdings Class A | 0.26% | 5,962 | $546K | New |
| SNCY Sun Country Airlines Holding filed as SUN CTRY AIRLS HLDGS INC | 0.18% | 22,518 | $372K | New |
| AVO Mission Produce Inc. | 0.18% | 26,778 | $368K | New |
Portfolio Sells Q4 2025 → Q1 2026
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −9.42 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −8.70 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −8.65 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −8.14 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −7.10 |
| EA Electronic Arts Inc. | Reduce -36.4% | 1.53% | −7.07 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −6.87 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −6.59 |
| FRGE Forge Global Holdings Inc. | Sold out | 0.00% | −5.74 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −3.67 |
| DENN Denny's Corp. | Sold out | 0.00% | −2.73 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −1.72 |
| JAMF Jamf Holding Corp. | Sold out | 0.00% | −1.70 |
Portfolio Buys Q4 2025 → Q1 2026
| SEE Sealed Air Corp. | New | 10.44% | +10.44 |
| TXNM TXNM Energy Inc. | New | 8.00% | +8.00 |
| MASI Masimo Corp. | New | 7.76% | +7.76 |
| FOLD Amicus Therapeutics Inc. | Add +700.6% | 11.78% | +6.62 |
| AAUC Allied Gold Corp. | New | 6.34% | +6.34 |
| OS Onestream Inc. | New | 6.02% | +6.02 |
| CWAN Clearwater Analytics HDS-A | New | 5.23% | +5.23 |
| PEN Penumbra Inc. | New | 5.01% | +5.01 |
| ACLX Arcellx Inc. | New | 4.91% | +4.91 |
| TERN Terns Pharmaceuticals Inc. | New | 3.85% | +3.85 |
| UNF Unifirst Corp. | New | 3.21% | +3.21 |
| WBD Warner Bros Discovery Inc. | Add +680.9% | 3.92% | +2.04 |
| VAL Valaris Ltd. | New | 1.84% | +1.84 |
| AES AES Corp. | New | 1.33% | +1.33 |
| EGO Eldorado Gold Corp. | New | 1.21% | +1.21 |
| MCW Mister Car Wash Inc. | New | 1.13% | +1.13 |
| NVRI Enviri Corp. | New | 1.04% | +1.04 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.97% | +0.97 |
| DHIL Diamond Hill Investment Grp | Add +408.2% | 2.71% | +0.84 |
| LLYVA Liberty Live Holdings Class A | New | 0.26% | +0.26 |
| SNCY Sun Country Airlines Holding | New | 0.18% | +0.18 |
| AVO Mission Produce Inc. | New | 0.18% | +0.18 |
| DBRG Digitalbridge Group Inc. | Add +262.4% | 3.53% | +0.08 |
| HOLX Hologic Inc. | Add +232.6% | 7.62% | −0.41 |