CIBRA Capital Ltd

CIK 0002060725 · LONDON, null · Quarter end: 2026-03-31 · Filed on: 2026-04-24 · Open the SEC source

CIBRA Capital Ltd reported 25 positions worth $207.2M as of March 31, 2026 (13F filed April 24, 2026). Largest holding: AM6 (11.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$207.2M
2026 Q1
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.1%
Est. Net Flow (Q)
2026 Q1
10 / 25 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AM6AMICUS THERAPEUTICS INCSH$24.4M11.78%1,687,661
281211K100SEALED AIR CORP NEWSH$21.6M10.44%514,636
3TXNMTXNM ENERGY INCSH$16.6M8.00%283,458
4MASI*MASIMO CORPSH$16.1M7.76%90,376
5HO1HOLOGIC INCSH$15.8M7.62%208,996
6AAUCALLIED GOLD CORPSH$13.1M6.34%423,652
7K4FONESTREAM INCSH$12.5M6.02%519,691
8CWANCLEARWATER ANALYTICS HLDGS ISH$10.8M5.23%458,424
9PENPENUMBRA INCSH$10.4M5.01%31,600
10ACLXGBXARCELLX INCSH$10.2M4.91%88,623

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CIBRA Capital Ltd hold as of Q1 2026?

CIBRA Capital Ltd reported 25 positions worth $207.2M in its Q1 2026 13F filing. Largest positions: AM6 (11.8%), SEALED AIR CORP NEW (10.4%), TXNM (8.0%), MASI* (7.8%) and HO1 (7.6%).

What did CIBRA Capital Ltd buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CIBRA Capital Ltd sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.