Q1 2026 13F · SEC CIK 2060725
CIBRA Capital Ltd
Hedge fundFiled 2026-04-24 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $207.2M
- Reported positions
- 25
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1 qtrs
CIBRA Capital Ltd is a hedge fund that reported 25 positions worth $207.2M in its Q1 2026 13F, filed 2026-04-24. Its largest holdings were Amicus Therapeutic (FOLD, 11.8%), Sealed Air Corp New (SEE, 10.4%), Txnm Energy Inc (TXNM, 8.0%).
CIBRA Capital Ltd holdings all 25 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FOLDAmicus Therapeutic | 11.8% | +700.6% | $24.4M |
| SEESealed Air Corp New | 10.4% | — | $21.6M |
| TXNMTxnm Energy Inc | 8.0% | — | $16.6M |
| MASIMasimo Corp | 7.8% | — | $16.1M |
| HOLXHologic Inc | 7.6% | +232.6% | $15.8M |
| AAUCAllied Gold Corp | 6.3% | — | $13.1M |
| OSOnestream Inc | 6.0% | — | $12.5M |
| CWANClearwater Analytics Hldgs I | 5.2% | — | $10.8M |
| PENPenumbra, Inc. | 5.0% | — | $10.4M |
| ACLXArcellx Inc | 4.9% | — | $10.2M |
| WBDWarner Bros Discovery Inc | 3.9% | +680.9% | $8.1M |
| TERNTerns Pharmaceuticals Inc | 3.9% | — | $8.0M |
| DBRGDigitalbridge Group Inc | 3.5% | +262.4% | $7.3M |
| UNFUnifirst Corp Mass | 3.2% | — | $6.6M |
| DHILDiamond Hill Invt Group Inc | 2.7% | +408.2% | $5.6M |
| VALValaris Ltd | 1.8% | — | $3.8M |
| EAElectronic Arts Inc | 1.5% | -36.4% | $3.2M |
| AESAES Corp | 1.3% | — | $2.8M |
| EGOEldorado Gold Corp | 1.2% | — | $2.5M |
| MCWMister Car Wash Inc | 1.1% | — | $2.3M |
| HSCEnviri Corp | 1.0% | — | $2.1M |
| APLSApellis Pharmaceuticals Inc | 1.0% | — | $2.0M |
| LLYVALiberty Live Group Series A | 0.3% | — | $546K |
| SNCYSun Country Airlines Holding | 0.2% | — | $372K |
| AVOMission Produce Inc | 0.2% | — | $368K |
What CIBRA Capital Ltd bought and sold in Q1 2026, against Q4 2025.
New positions
- SEE Sealed Air Corp New10.4% of 13F
- TXNM Txnm Energy Inc8.0% of 13F
- MASI Masimo Corp7.8% of 13F
- AAUC Allied Gold Corp6.3% of 13F
- OS Onestream Inc6.0% of 13F
- CWAN Clearwater Analytics Hldgs I5.2% of 13F
- PEN Penumbra, Inc.5.0% of 13F
- ACLX Arcellx Inc4.9% of 13F
Added to
- FOLD Amicus Therapeutic+700.6% shares
- WBD Warner Bros Discovery Inc+680.9% shares
- DHIL Diamond Hill Invt Group Inc+408.2% shares
- DBRG Digitalbridge Group Inc+262.4% shares
- HOLX Hologic Inc+232.6% shares
Reduced
- EA Electronic Arts Inc-36.4% shares
Sold out
- CFLT Confluent Incwas 9.4%
- NSC Norfolk Southn Corporationwas 8.7%
- CYBR Epam Sys Incwas 8.6%
- GTLS Chart Inds Incwas 8.1%
- CDTX Cidara Therapeutics Incwas 7.1%
- EXAS Exact Sciences Corpwas 6.9%
- Avidity Biosciences Incwas 6.6%
- FRGE Forge Global Holdings Incwas 5.7%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.8% /yr
- S&P 500 +12.5%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $207.2M | 25 |
| Q4 2025 | $58.2M | 18 |
| Q1 2025 | $287.1M | 24 |
| Q4 2024 | $132.4M | 20 |
Questions about CIBRA Capital Ltd's portfolio
What stocks does CIBRA Capital Ltd own?
CIBRA Capital Ltd's latest 13F, for Q1 2026 and filed Apr 24, 2026, lists 25 positions worth $207.2M. The largest are Amicus Therapeutic (FOLD) at 11.8%, Sealed Air Corp New (SEE) at 10.4%, Txnm Energy Inc (TXNM) at 8.0%, Masimo Corp (MASI) at 7.8% and Hologic Inc (HOLX) at 7.6%.
What did CIBRA Capital Ltd buy last quarter?
In Q1 2026, CIBRA Capital Ltd added a new position in Sealed Air Corp New (SEE), a new position in Txnm Energy Inc (TXNM), a new position in Masimo Corp (MASI), a new position in Allied Gold Corp (AAUC), a new position in Onestream Inc (OS), Amicus Therapeutic (FOLD) (+700.6% shares), Warner Bros Discovery Inc (WBD) (+680.9% shares) and Diamond Hill Invt Group Inc (DHIL) (+408.2% shares), compared with its Q4 2025 filing.
What did CIBRA Capital Ltd sell last quarter?
In Q1 2026, CIBRA Capital Ltd sold all of Confluent Inc (CFLT), sold all of Norfolk Southn Corporation (NSC), sold all of Epam Sys Inc (CYBR), sold all of Chart Inds Inc (GTLS), sold all of Cidara Therapeutics Inc (CDTX) and Electronic Arts Inc (EA) (-36.4% shares), compared with its Q4 2025 filing.
When is CIBRA Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. CIBRA Capital Ltd's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.