CIBRA Capital Ltd
Top Portfolio Positions
25 positions ·
$205,083,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FOLD |
AMICUS THERAPEUTICS, INC.
Healthcare
|
1,687,661 | $24,403,578 | 11.90% | |
| SEE |
SEALED AIR CORP/DE
Consumer Cyclical
|
514,636 | $21,640,443 | 10.55% | |
| TXNM |
Txnm Energy Inc
Utilities
|
283,458 | $16,570,954 | 8.08% | |
| MASI |
Masimo Corp
Healthcare
|
90,376 | $16,075,179 | 7.84% | |
| HOLX |
HOLOGIC INC
Healthcare
|
208,996 | $15,798,007 | 7.70% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
423,652 | $13,150,158 | 6.41% | |
| OS |
OneStream, Inc.
Technology
|
519,691 | $12,472,584 | 6.08% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
458,424 | $10,841,727 | 5.29% | |
| PEN |
Penumbra Inc
Healthcare
|
31,600 | $10,376,492 | 5.06% | |
| ACLX |
Arcellx, Inc.
Healthcare
|
88,623 | $10,175,692 | 4.96% |
Portfolio Trend
4 quarters · across all stocks
Holdings in FOLD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,403,578 | 1,687,661 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,001,792 | 210,800 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||