StockDriftsStockDriftsTop 25 CIBRA Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FOLD | AMICUS THERAPEUTICS INC | 11.78% | 1.69M | $24.4M | +700.60%(+1.48M) | $13.94(+3.95%) | 2026-03-31 | |
| SEE | SEALED AIR CORP NEW | 10.44% | 514.6K | $21.6M | new | $41.74(+0.98%) | 2026-03-31 | |
| TXNM | TXNM ENERGY INC | 8% | 283.5K | $16.6M | new | $58.67(+1.16%) | 2026-03-31 | |
| MASI | MASIMO CORP | 7.76% | 90.4K | $16.1M | new | $153.96(+15.88%) | 2026-03-31 | |
| HOLX | HOLOGIC INC | 7.62% | 209.0K | $15.8M | +232.59%(+146.16K) | $73.82(+2.96%) | 2026-03-31 | |
| AAUC | ALLIED GOLD CORP | 6.34% | 423.7K | $13.1M | new | $26.96(+9.46%) | 2026-03-31 | |
| OS | ONESTREAM INC | 6.02% | 519.7K | $12.5M | new | $21.19(+13.26%) | 2026-03-31 | |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 5.23% | 458.4K | $10.8M | new | $23.89(+1.90%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 5.01% | 31.6K | $10.4M | new | $319.64(+0.92%) | 2026-03-31 | |
| ACLX | ARCELLX INC | 4.91% | 88.6K | $10.2M | new | $90.01(+27.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.82% |
CIBRA Capital Ltd reports $207.21M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are FOLD (11.8%), SEE (10.4%) and TXNM (8.0%). The top 20 holdings account for 97.37% of reported assets. Its disclosed equity book has returned +1.69% cumulatively over 3 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CIBRA Capital Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2060725). View CIBRA Capital Ltd’s 13F filings on SEC