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CIBRA Capital Ltd

Q4 2025 · 13F-HR

CIBRA Capital Ltdholdings as filed

Filed 2026-01-14 · accession 0002060725-26-000002

$58.2M
Reported value
18
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
20717M1038QRCONFLUENT INC$5.5M9.42%181,500CommonNONE
655844108NSCNORFOLK SOUTHN CORP$5.1M8.70%17,550CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$5.0M8.65%11,291CommonNONE
285512109EAELECTRONIC ARTS INC$5.0M8.60%24,514CommonNONE
16115Q308GTLSCHART INDS INC$4.7M8.14%22,986CommonNONE
436440101HO1HOLOGIC INC$4.7M8.04%62,838CommonNONE
171757206CDTXCIDARA THERAPEUTICS INC$4.1M7.10%18,713CommonNONE
30063P105EXKEXACT SCIENCES CORP$4.0M6.87%39,400CommonNONE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$3.8M6.59%53,209CommonNONE
34629L202FRGEFORGE GLOBAL HOLDINGS INC$3.3M5.74%74,966CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$3.0M5.15%210,800CommonNONE
49177J102KVUEKENVUE INC$2.1M3.67%124,000CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$2.0M3.44%130,800CommonNONE
24869P104DENNDENNYS CORP$1.6M2.73%256,000CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$1.1M1.87%37,842CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$1.1M1.87%6,430CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$998,9701.72%21,000CommonNONE
47074L105JAMFJAMF HLDG CORP$988,7601.70%76,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.