Institutional Fund
Cibra Capital Ltd
London, United KingdomCIK 20607256 filings on record
Portfolio Value
$207.21M
Q1 2026
Holdings
25
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+255.8%
from $58.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amicus Therapeutics Inc11.8%
- Sealed Air Corp New10.4%
- Txnm Energy Inc8.0%
- Masimo Corp7.8%
- Hologic Inc7.6%
- Allied Gold Corp6.3%
- Other48.1%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amicus Therapeutics Inc | 1.69M | $24.40M | 11.8% | +1.48M | Added |
| 2 | Sealed Air Corp New | 514.6K | $21.64M | 10.4% | +514.6K | New |
| 3 | Txnm Energy Inc | 283.5K | $16.57M | 8.0% | +283.5K | New |
| 4 | Masimo Corp | 90.4K | $16.08M | 7.8% | +90.4K | New |
| 5 | Hologic Inc | 209.0K | $15.80M | 7.6% | +146.2K | Added |
| 6 | Allied Gold Corp | 423.7K | $13.13M | 6.3% | +423.7K | New |
| 7 | Onestream Inc | 519.7K | $12.47M | 6.0% | +519.7K | New |
| 8 | Clearwater Analytics Hldgs I | 458.4K | $10.84M | 5.2% | +458.4K | New |
| 9 | Penumbra Inc | 31.6K | $10.38M | 5.0% | +31.6K | New |
| 10 | Arcellx Inc | 88.6K | $10.18M | 4.9% | +88.6K | New |
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