Investor
CIBRA Capital Ltd
CIK 0002060725 · filed 2026-04-24 · SEC filing
13F book
$207.2M
Positions
25
19 new · 12 sold
Largest name
11.8%
Amicus Therapeutics Inc
Est. mark
$84K
Price effect on 6 names still held. Flow $148.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amicus Therapeutics Inc | — | 1.69M | $24.4M | 11.8% | $46.4K | Added$21.4M |
| Sealed Air Corp New | — | 514.6K | $21.6M | 10.4% | — | New |
| Txnm Energy Inc | TXNM | 283.5K | $16.6M | 8.0% | — | New |
| Masimo Corp | — | 90.4K | $16.1M | 7.8% | — | New |
| Hologic Inc | — | 209K | $15.8M | 7.6% | $69.1K | Added$11.1M |
| Allied Gold Corp | AAUC | 423.7K | $13.1M | 6.3% | — | New |
| Onestream Inc | — | 519.7K | $12.5M | 6.0% | — | New |
| Clearwater Analytics Hldgs I | — | 458.4K | $10.8M | 5.2% | — | New |
| Penumbra Inc | PEN | 31.6K | $10.4M | 5.0% | — | New |
| Arcellx Inc | — | 88.6K | $10.2M | 4.9% | — | New |
| Warner Bros. Discovery, Inc. | WBD | 295.5K | $8.11M | 3.9% | −$51.5K | Added$7.02M |
| Terns Pharmaceuticals Inc | — | 151.4K | $7.98M | 3.9% | — | New |
| Digitalbridge Group Inc | — | 474.1K | $7.31M | 3.5% | $10.5K | Added$5.3M |
| Unifirst Corp Mass | — | 26.4K | $6.64M | 3.2% | — | New |
| Diamond Hill Invt Group Inc | — | 32.7K | $5.62M | 2.7% | $16.7K | Added$4.53M |
| Valaris Ltd | — | 38.8K | $3.8M | 1.8% | — | New |
| Electronic Arts Inc. | EA | 15.6K | $3.18M | 1.5% | −$7.18K | Cut−$1.83M |
| Aes Corp | AES | 195.7K | $2.76M | 1.3% | — | New |
| Eldorado Gold Corp New | — | 73.3K | $2.52M | 1.2% | — | New |
| Mister Car Wash Inc | — | 336.9K | $2.35M | 1.1% | — | New |
| Enviri Corp | NVRI | 109.4K | $2.15M | 1.0% | — | New |
| Apellis Pharmaceuticals Inc | — | 50K | $2.01M | 1.0% | — | New |
| Liberty Live Holdings Inc | — | 5.96K | $546.4K | 0.3% | — | New |
| Sun Ctry Airls Hldgs Inc | — | 22.5K | $372K | 0.2% | — | New |
| Mission Produce, Inc. | AVO | 26.8K | $368.5K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.