Cibra Capital Ltd Portfolio Stock Holdings
According to the SEC 13F filed on April 24, 2026, Cibra Capital Ltd disclosed 23 stock positions valued at approximately $207.21M as of quarter-end March 31, 2026. The largest holdings include AMICUS THERAPEUTICS INC, SEALED AIR CORP NEW, and TXNM ENERGY INC.
- Report Period
- March 31, 2026
- No. of Stocks
- 23
- Portfolio Value
- $207.21M
Holdings by Sector
Cibra Capital Ltd Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMICUS THERAPEUTICS INC | FOLD | Healthcare | 11.78% | 1,687,661 | +1,476,861 | +700.60% | $24,403,578 |
| SEALED AIR CORP NEW | SEE | Consumer Cyclical | 10.44% | 514,636 | +514,636 | +100.00% | $21,640,444 |
| TXNM ENERGY INC | TXNM | Utilities | 8.00% | 283,458 | +283,458 | +100.00% | $16,570,955 |
| MASIMO CORP | MASI | Healthcare | 7.76% | 90,376 | +90,376 | +100.00% | $16,075,179 |
| HOLOGIC INC | HOLX | Healthcare | 7.62% | 208,996 | +146,158 | +232.59% | $15,798,008 |
| ALLIED GOLD CORP | AAUC | Other | 6.34% | 423,652 | +423,652 | +100.00% | $13,127,717 |
| CLEARWATER ANALYTICS HLDGS I | CWAN | Technology | 5.23% | 458,424 | +458,424 | +100.00% | $10,841,728 |
| PENUMBRA INC | PEN | Healthcare | 5.01% | 31,600 | +31,600 | +100.00% | $10,376,492 |
| ARCELLX INC | ACLX | Healthcare | 4.91% | 88,623 | +88,623 | +100.00% | $10,175,693 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 3.92% | 295,501 | +257,659 | +680.88% | $8,114,457 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 3.85% | 151,440 | +151,440 | +100.00% | $7,983,917 |
| DIGITALBRIDGE GROUP INC | DBRG | Real Estate | 3.53% | 474,076 | +343,276 | +262.44% | $7,310,252 |
| UNIFIRST CORP MASS | UNF | Industrials | 3.21% | 26,400 | +26,400 | +100.00% | $6,641,976 |
| DIAMOND HILL INVT GROUP INC | DHIL | Financial Services | 2.71% | 32,677 | +26,247 | +408.20% | $5,623,712 |
| VALARIS LTD | VAL | Energy | 1.84% | 38,791 | +38,791 | +100.00% | $3,803,070 |
| ELECTRONIC ARTS INC | EA | Communication Services | 1.53% | 15,600 | -8,914 | -36.36% | $3,180,372 |
| AES CORP | AES | Utilities | 1.33% | 195,700 | +195,700 | +100.00% | $2,757,413 |
| ELDORADO GOLD CORP NEW | EGO | Basic Materials | 1.21% | 73,312 | +73,312 | +100.00% | $2,516,700 |
| MISTER CAR WASH INC | MCW | Consumer Cyclical | 1.13% | 336,900 | +336,900 | +100.00% | $2,348,193 |
| ENVIRI CORP | NVRI | Industrials | 1.04% | 109,394 | +109,394 | +100.00% | $2,146,310 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 0.97% | 50,000 | +50,000 | +100.00% | $2,011,500 |
| SUN CTRY AIRLS HLDGS INC | SNCY | Industrials | 0.18% | 22,518 | +22,518 | +100.00% | $371,997 |
| MISSION PRODUCE INC | AVO | Consumer Defensive | 0.18% | 26,778 | +26,778 | +100.00% | $368,465 |
Showing 23 of 23 holdings in the latest reporting period.