CIBRA Capital Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), CIBRA Capital Ltd reported 18 stock positions worth $58.2 million. Its top holding was Confluent Class A (CFLT) at 9.4% of the portfolio, followed by Norfolk Southern (NSC, 8.7%) and Cyberark Software Ltd./Israel (CYBR, 8.6%).
- Most Recent 13F
- Q1 2026
- Location
- LONDON, X0
- CIK
- 0002060725
- Portfolio Value
- $58.2M (Q4 2025)
- SEC Filing
- 0002060725-26-000002 ↗ filed Jan 14, 2026
Holdings Value
Holdings 18 stocks · $58.2M
| CFLT Confluent Inc. Class A | 9.42% | 181,500 | $5.5M | — |
| NSC Norfolk Southern Corp. | 8.70% | 17,550 | $5.1M | — |
| CYBR Cyberark Software Ltd./Israel | 8.65% | 11,291 | $5.0M | — |
| EA Electronic Arts Inc. | 8.60% | 24,514 | $5.0M | — |
| GTLS Chart Industries Inc. | 8.14% | 22,986 | $4.7M | — |
| HOLX Hologic Inc. | 8.04% | 62,838 | $4.7M | — |
| CDTX Cidara Therapeutics Inc. | 7.10% | 18,713 | $4.1M | — |
| EXAS Exact Sciences Corp. | 6.87% | 39,400 | $4.0M | — |
| RNAM Avidity Biosciences Inc. | 6.59% | 53,209 | $3.8M | — |
| FRGE Forge Global Holdings Inc. | 5.74% | 74,966 | $3.3M | — |
| FOLD Amicus Therapeutics Inc. | 5.15% | 210,800 | $3.0M | — |
| KVUE Kenvue Inc. | 3.67% | 124,000 | $2.1M | — |
| DBRG Digitalbridge Group Inc. | 3.44% | 130,800 | $2.0M | — |
| DENN Denny's Corp. | 2.73% | 256,000 | $1.6M | — |
| WBD Warner Bros Discovery Inc. | 1.87% | 37,842 | $1.1M | — |
| DHIL Diamond Hill Investment Grp | 1.87% | 6,430 | $1.1M | — |
| JHG Janus Henderson Group PLC | 1.72% | 21,000 | $999K | — |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 1.70% | 76,000 | $989K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.