Filed: 1/14/2026ACC: 0002060725-26-000002
📋 What this filing means
CIBRA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $58.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$58.24M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
COM$35.06M60.2%
CLASS A COM$5.49M9.4%
COM NEW$5.22M9.0%
SHS$5.04M8.6%
COM SHS$3.34M5.7%
CL A NEW$2.01M3.4%
COM SER A$1.09M1.9%
Portfolio Concentration
Top 3$15.59M26.8%
4–10$29.74M51.1%
11–25$12.91M22.2%
Top 3 weight
26.8%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings18
Rows:
CONFLUENT INC
SOLEShares181.50K
TypeSH
Market value$5.49M
9.42%
Sole
0.00
Shared
0.00
None
181.50K
NORFOLK SOUTHN CORP
SOLEShares17.55K
TypeSH
Market value$5.07M
8.70%
Sole
0.00
Shared
0.00
None
17.55K
CYBERARK SOFTWARE LTD
SOLEShares11.29K
TypeSH
Market value$5.04M
8.65%
Sole
0.00
Shared
0.00
None
11.29K
ELECTRONIC ARTS INC
SOLEShares24.51K
TypeSH
Market value$5.01M
8.60%
Sole
0.00
Shared
0.00
None
24.51K
CHART INDS INC
SOLEShares22.99K
TypeSH
Market value$4.74M
8.14%
Sole
0.00
Shared
0.00
None
22.99K
HOLOGIC INC
SOLEShares62.84K
TypeSH
Market value$4.68M
8.04%
Sole
0.00
Shared
0.00
None
62.84K
CIDARA THERAPEUTICS INC
SOLEShares18.71K
TypeSH
Market value$4.13M
7.10%
Sole
0.00
Shared
0.00
None
18.71K
EXACT SCIENCES CORP
SOLEShares39.40K
TypeSH
Market value$4.00M
6.87%
Sole
0.00
Shared
0.00
None
39.40K
AVIDITY BIOSCIENCES INC
SOLEShares53.21K
TypeSH
Market value$3.84M
6.59%
Sole
0.00
Shared
0.00
None
53.21K
FORGE GLOBAL HOLDINGS INC
SOLEShares74.97K
TypeSH
Market value$3.34M
5.74%
Sole
0.00
Shared
0.00
None
74.97K
AMICUS THERAPEUTICS INC
SOLEShares210.80K
TypeSH
Market value$3.00M
5.15%
Sole
0.00
Shared
0.00
None
210.80K
KENVUE INC
SOLEShares124K
TypeSH
Market value$2.14M
3.67%
Sole
0.00
Shared
0.00
None
124K
DIGITALBRIDGE GROUP INC
SOLEShares130.80K
TypeSH
Market value$2.01M
3.44%
Sole
0.00
Shared
0.00
None
130.80K
DENNYS CORP
SOLEShares256K
TypeSH
Market value$1.59M
2.73%
Sole
0.00
Shared
0.00
None
256K
WARNER BROS DISCOVERY INC
SOLEShares37.84K
TypeSH
Market value$1.09M
1.87%
Sole
0.00
Shared
0.00
None
37.84K
DIAMOND HILL INVT GROUP INC
SOLEShares6.43K
TypeSH
Market value$1.09M
1.87%
Sole
0.00
Shared
0.00
None
6.43K
JANUS HENDERSON GROUP PLC
SOLEShares21K
TypeSH
Market value$999.0K
1.72%
Sole
0.00
Shared
0.00
None
21K
JAMF HLDG CORP
SOLEShares76K
TypeSH
Market value$988.8K
1.70%
Sole
0.00
Shared
0.00
None
76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONFLUENT INCSOLE | CLASS A COM | 181.50K | SH | $5.49M 9.42% | 0.00 | 0.00 | 181.50K |
NORFOLK SOUTHN CORPSOLE | COM | 17.55K | SH | $5.07M 8.70% | 0.00 | 0.00 | 17.55K |
CYBERARK SOFTWARE LTDSOLE | SHS | 11.29K | SH | $5.04M 8.65% | 0.00 | 0.00 | 11.29K |
ELECTRONIC ARTS INCSOLE | COM | 24.51K | SH | $5.01M 8.60% | 0.00 | 0.00 | 24.51K |
CHART INDS INCSOLE | COM | 22.99K | SH | $4.74M 8.14% | 0.00 | 0.00 | 22.99K |
HOLOGIC INCSOLE | COM | 62.84K | SH | $4.68M 8.04% | 0.00 | 0.00 | 62.84K |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 18.71K | SH | $4.13M 7.10% | 0.00 | 0.00 | 18.71K |
EXACT SCIENCES CORPSOLE | COM | 39.40K | SH | $4.00M 6.87% | 0.00 | 0.00 | 39.40K |
AVIDITY BIOSCIENCES INCSOLE | COM | 53.21K | SH | $3.84M 6.59% | 0.00 | 0.00 | 53.21K |
FORGE GLOBAL HOLDINGS INCSOLE | COM SHS | 74.97K | SH | $3.34M 5.74% | 0.00 | 0.00 | 74.97K |
AMICUS THERAPEUTICS INCSOLE | COM | 210.80K | SH | $3.00M 5.15% | 0.00 | 0.00 | 210.80K |
KENVUE INCSOLE | COM | 124K | SH | $2.14M 3.67% | 0.00 | 0.00 | 124K |
DIGITALBRIDGE GROUP INCSOLE | CL A NEW | 130.80K | SH | $2.01M 3.44% | 0.00 | 0.00 | 130.80K |
DENNYS CORPSOLE | COM | 256K | SH | $1.59M 2.73% | 0.00 | 0.00 | 256K |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 37.84K | SH | $1.09M 1.87% | 0.00 | 0.00 | 37.84K |
DIAMOND HILL INVT GROUP INCSOLE | COM NEW | 6.43K | SH | $1.09M 1.87% | 0.00 | 0.00 | 6.43K |
JANUS HENDERSON GROUP PLCSOLE | ORD SHS | 21K | SH | $999.0K 1.72% | 0.00 | 0.00 | 21K |
JAMF HLDG CORPSOLE | COM | 76K | SH | $988.8K 1.70% | 0.00 | 0.00 | 76K |