KRYGER CAPITAL Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), KRYGER CAPITAL Ltd reported 16 stock positions worth $540.5 million. Its top holding was Hess (HES) at 26.5% of the portfolio, followed by Azek (AZEK, 19.7%) and Frontier Communications Pare (FYBR, 12.7%). Compared with Q1 2025, it opened 8 new positions, sold out of 12, added to 4 and reduced 4. The biggest buy was Azek (AZEK, shares +384%) and the biggest sale an exit from Berry Global (BERY).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0001911807
- Portfolio Value
- $540.5M (Q2 2025)
- SEC Filing
- 0001614542-25-000003 ↗ filed Aug 6, 2025
Holdings Value
Holdings 16 stocks · $540.5M
| HES Hess Corp. | 26.48% | 1,033,178 | $143.1M | Add +1.0% |
| AZEK The Azek Co. Inc. | 19.75% | 1,967,510 | $106.7M | Add +384.3% |
| FYBR Frontier Communications Pare | 12.66% | 1,879,772 | $68.4M | Reduce -5.5% |
| SKX Skechers USA Inc. Class A | 9.22% | 789,579 | $49.8M | New |
| SWTX Springworks Therapeutics Inc. | 6.66% | 765,522 | $36.0M | Add +837.4% |
| CHX Championx Corp. | 6.50% | 1,414,874 | $35.1M | Reduce -31.6% |
| BPMC Blueprint Medicines Corp. | 5.89% | 248,219 | $31.8M | New |
| K Kellanova | 3.02% | 205,163 | $16.3M | Reduce -71.2% |
| OMC Omnicom Group | 2.31% | 173,584 | $12.5M | New |
| MAG Mag Silver Corp. | 2.19% | 561,004 | $11.9M | New |
| EVRI Everi Holdings Inc. | 1.88% | 714,387 | $10.2M | Reduce -41.6% |
| AVDX Avidxchange Holdings Inc. | 1.37% | 756,907 | $7.4M | New |
| SPTN Spartannash Co. | 0.83% | 168,540 | $4.5M | New |
| SPR Spirit Aerosystems Hold Class A | 0.77% | 109,704 | $4.2M | Add +1.1% |
| SGRY Surgery Partners Inc. | 0.42% | 100,920 | $2.2M | New |
| CEPT Cantor Equity Partners Class A | 0.05% | 25,350 | $280K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BERY Berry Global Group Inc. | Sold out | 0.00% | −15.02 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −11.61 |
| DFS Discover Financial Services | Sold out | 0.00% | −6.24 |
| DESP Despegar.com Corp. | Sold out | 0.00% | −5.27 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −4.35 |
| TGI Triumph Group Inc. | Sold out | 0.00% | −4.24 |
| K Kellanova | Reduce -71.2% | 3.02% | −3.87 |
| CMRX Chimerix Inc. | Sold out | 0.00% | −3.50 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −1.81 |
| CHX Championx Corp. | Reduce -31.6% | 6.50% | −0.73 |
| CLW Clearwater Paper Corp. | Sold out | 0.00% | −0.65 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.18 |
| TRIP Tripadvisor Inc. | Sold out | 0.00% | −0.16 |
| RDFN Redfin Corp. | Sold out | 0.00% | −0.16 |
| EVRI Everi Holdings Inc. | Reduce -41.6% | 1.88% | −0.08 |
| FYBR Frontier Communications Pare | Reduce -5.5% | 12.66% | +4.30 |
Portfolio Buys Q1 2025 → Q2 2025
| AZEK The Azek Co. Inc. | Add +384.3% | 19.75% | +17.42 |
| SKX Skechers USA Inc. Class A | New | 9.22% | +9.22 |
| HES Hess Corp. | Add +1.0% | 26.48% | +7.32 |
| SWTX Springworks Therapeutics Inc. | Add +837.4% | 6.66% | +6.23 |
| BPMC Blueprint Medicines Corp. | New | 5.89% | +5.89 |
| OMC Omnicom Group | New | 2.31% | +2.31 |
| MAG Mag Silver Corp. | New | 2.19% | +2.19 |
| AVDX Avidxchange Holdings Inc. | New | 1.37% | +1.37 |
| SPTN Spartannash Co. | New | 0.83% | +0.83 |
| SGRY Surgery Partners Inc. | New | 0.42% | +0.42 |
| SPR Spirit Aerosystems Hold Class A | Add +1.1% | 0.77% | +0.34 |
| CEPT Cantor Equity Partners Class A | New | 0.05% | +0.05 |
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 |