Cibra Capital Ltd Top Holdings and 13F Report (2026) About Cibra Capital LtdInvestment ActivityCibra Capital Ltd has $207.21 million in total holdings as of March 31, 2026.Cibra Capital Ltd owns shares of 25 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 92.69% of the portfolio was purchased this quarter.About 20.84% of the portfolio was sold this quarter.This quarter, Cibra Capital Ltd has purchased 18 new stocks and bought additional shares in 5 stocks.Cibra Capital Ltd sold shares of 1 stock and completely divested from 12 stocks this quarter.Largest Holdings Amicus Therapeutics $24,403,578Sealed Air $21,640,444TXNM ENERGY INC $16,570,955Masimo $16,075,179Hologic $15,798,008 Largest New Holdings this Quarter 81211K100 - Sealed Air $21,640,444 Holding69349H107 - TXNM ENERGY INC $16,570,955 Holding574795100 - Masimo $16,075,179 Holding01921D204 - ALLIED GOLD CORP $13,127,717 Holding68278B107 - ONESTREAM INC $12,472,584 Holding Largest Purchases this Quarter Sealed Air 514,636 shares (about $21.64M)Amicus Therapeutics 1,476,861 shares (about $21.36M)TXNM ENERGY INC 283,458 shares (about $16.57M)Masimo 90,376 shares (about $16.08M)ALLIED GOLD CORP 423,652 shares (about $13.13M) Largest Sales this Quarter Electronic Arts 8,914 shares (about $1.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCibra Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFOLDAmicus Therapeutics$24,403,578$21,355,410 ▲700.6%1,687,66111.8%MedicalSEESealed Air$21,640,444$21,640,444 ▲New Holding514,63610.4%IndustrialsTXNM ENERGY INC$16,570,955$16,570,955 ▲New Holding283,4588.0%COMMASIMasimo$16,075,179$16,075,179 ▲New Holding90,3767.8%MedicalHOLXHologic$15,798,008$11,048,083 ▲232.6%208,9967.6%MedicalALLIED GOLD CORP$13,127,717$13,127,717 ▲New Holding423,6526.3%COM NEWONESTREAM INC$12,472,584$12,472,584 ▲New Holding519,6916.0%CL ACWANClearwater Analytics$10,841,728$10,841,728 ▲New Holding458,4245.2%Computer and TechnologyPENPenumbra$10,376,492$10,376,492 ▲New Holding31,6005.0%MedicalACLXArcellx$10,175,693$10,175,693 ▲New Holding88,6234.9%MedicalWBDWarner Bros. Discovery$8,114,457$7,075,316 ▲680.9%295,5013.9%Consumer DiscretionaryTERNTerns Pharmaceuticals$7,983,917$7,983,917 ▲New Holding151,4403.9%MedicalDBRGDigitalBridge Group$7,310,252$5,293,316 ▲262.4%474,0763.5%FinanceUNFUniFirst$6,641,976$6,641,976 ▲New Holding26,4003.2%IndustrialsDHILDiamond Hill Investment Group$5,623,712$4,517,109 ▲408.2%32,6772.7%FinanceVALValaris$3,803,070$3,803,070 ▲New Holding38,7911.8%EnergyEAElectronic Arts$3,180,372$1,817,297 ▼-36.4%15,6001.5%Consumer DiscretionaryAESAES$2,757,413$2,757,413 ▲New Holding195,7001.3%UtilitiesEGOEldorado Gold$2,516,700$2,516,700 ▲New Holding73,3121.2%Basic MaterialsMCWMister Car Wash$2,348,193$2,348,193 ▲New Holding336,9001.1%Auto/Tires/TrucksNVRIEnviri$2,146,310$2,146,310 ▲New Holding109,3941.0%Business ServicesAPLSApellis Pharmaceuticals$2,011,500$2,011,500 ▲New Holding50,0001.0%MedicalLIBERTY LIVE HOLDINGS INC$546,358$546,358 ▲New Holding5,9620.3%COM SER ASNCYSun Country Airlines$371,997$371,997 ▲New Holding22,5180.2%TransportationAVOMission Produce$368,465$368,465 ▲New Holding26,7780.2%Consumer StaplesCFLTConfluent$0$5,488,560 ▼-100.0%00.0%Computer and TechnologyNSCNorfolk Southern$0$5,067,036 ▼-100.0%00.0%TransportationCYBRCyberArk Software$0$5,036,463 ▼-100.0%00.0%Computer and TechnologyGTLSChart Industries$0$4,740,403 ▼-100.0%00.0%IndustrialsCIDARA THERAPEUTICS INC$0$4,133,515 ▼-100.0%00.0%COM NEWEXASExact Sciences$0$4,001,464 ▼-100.0%00.0%MedicalRNAAvidity Biosciences$0$3,837,965 ▼-100.0%00.0%MedicalFORGE GLOBAL HOLDINGS INC$0$3,340,485 ▼-100.0%00.0%COM SHSKVUEKenvue$0$2,139,000 ▼-100.0%00.0%Consumer StaplesDENNDenny's$0$1,592,320 ▼-100.0%00.0%Retail/WholesaleJHGJanus Henderson Group$0$998,970 ▼-100.0%00.0%FinanceJAMFJamf$0$988,760 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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