In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), KRYGER CAPITAL Ltd reported 14 stock positions worth $871.9 million . Its top holding was Hess (HES) at 19.6% of the portfolio, followed by Hashicorp Class A (HCP, 14.8% ) and Westrock (WRK, 13.1% ). Compared with Q1 2024, it opened 8 new positions, sold out of 6, added to 5 and reduced 1. The biggest buy was a new position in Hashicorp Class A (HCP) and the biggest sale an exit from Pioneer Natural Resources (PXD).
Location LONDON, X0
CIK 0001911807
Portfolio Value $871.9M (Q2 2024) Holdings 14 stocks · $871.9M Holdings quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 HES Hess Corp. 1,157,493 $170.8M Add +4.9% HCP Hashicorp Inc. Class A 3,832,489 $129.1M New WRK Westrock Co. 2,264,973 $113.8M Add +62.0% AXONICS INC 1,220,547 $82.1M Add +29.1% NVEI Nuvei Corp.-Subordinate VTG 2,195,909 $71.1M New SWN Southwestern Energy Co. 9,912,581 $66.7M Reduce -1.8% ETRN Equitrans Midstream Corp. 4,816,068 $62.5M New EDR Endeavor Group Hold Class A 1,820,828 $49.2M Add +244.7% OLK Olink Holding AB - ADR 1,716,532 $43.7M Add +253.5% AY Atlantica Sustainable Infras 1,683,962 $37.0M New PRFT Perficient Inc. 431,118 $32.2M New SQSP Squarespace Inc. Class A 176,168 $7.7M New SILK Silk Road Medical Inc. filed as SILK RD MED INC 212,456 $5.7M New OVERSEAS SHIPHOLDING GROUP-A 25,980 $220K New
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ PXD Pioneer Natural Resources Co. Sold out 0.00% −11.05 TCN Tricon Residential Inc. Sold out 0.00% −6.65 SWN Southwestern Energy Co. Reduce -1.8% 7.65% −6.63 CPRI Capri Holdings Ltd. Sold out 0.00% −3.62 CYTK Cytokinetics Inc. Sold out 0.00% −1.92 IP International Paper Co. Sold out 0.00% −0.94 FUSN Fusion Pharmaceuticals Inc. Sold out 0.00% −0.40
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ HCP Hashicorp Inc. Class A New 14.81% +14.81 NVEI Nuvei Corp.-Subordinate VTG New 8.15% +8.15 ETRN Equitrans Midstream Corp. New 7.17% +7.17 AY Atlantica Sustainable Infras New 4.24% +4.24 PRFT Perficient Inc. New 3.70% +3.70 EDR Endeavor Group Hold Class A Add +244.7% 5.64% +3.11 OLK Olink Holding AB - ADR Add +253.5% 5.02% +2.89 SQSP Squarespace Inc. Class A New 0.88% +0.88 SILK Silk Road Medical Inc. New 0.66% +0.66 WRK Westrock Co. Add +62.0% 13.06% +0.16 OVERSEAS SHIPHOLDING GROUP-A New 0.03% +0.03 AXONICS INC Add +29.1% 9.41% −2.75 HES Hess Corp. Add +4.9% 19.58% −11.83
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ CPRI Capri Holdings Ltd. call Sold out 2,248 $213Kbefore exit MACYS INC call Sold out 322 $34Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q4 2025 50 $1.3B NSC, CFLT, EXAS, CYBR, FYBR Q3 2025 32 $865.5M VRNA, MRUS, NSC, CYBR, COOP Q2 2025 16 $540.5M HES, AZEK, FYBR, SKX, SWTX Q1 2025 20 $852.5M HES, BERY, ITCI, FYBR, CHX Q4 2024 12 $385.6M HES, SUM, K, ALTM, BERY Q3 2024 16 $803.5M HES, HCP, AXONICS INC, SWN, NVEI Q2 2024 14 $871.9M HES, HCP, WRK, AXONICS INC, NVEI Q1 2024 12 $536.0M HES, SWN, WRK, AXONICS INC, PXD