CIBRA Capital Ltd — 13F holdings

CIBRA Capital Ltd reported 25 holdings worth $207M in its 13F filing for Q1 2026, filed April 24, 2026.

Largest positions

  1. FOLD AMICUS THERAPEUTICS INC — $24.4M (11.8%)
  2. SEALED AIR CORP NEW — $21.6M (10.4%)
  3. TXNM TXNM ENERGY INC — $16.6M (8.0%)
  4. MASI MASIMO CORP — $16.1M (7.8%)
  5. HOLX HOLOGIC INC — $15.8M (7.6%)
  6. AAUC Allied Gold Corp — $13.1M (6.3%)
  7. OS ONESTREAM INC — $12.5M (6.0%)
  8. CLEARWATER ANALYTICS HLDGS I — $10.8M (5.2%)
  9. PEN PENUMBRA INC — $10.4M (5.0%)
  10. ACLX ARCELLX INC — $10.2M (4.9%)