KRYGER CAPITAL Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
KRYGER CAPITAL Ltd disclosed 16 US equity positions worth $540.5m in its Q2 2025 13F filing. The largest position was HES at 26.5% of the reported book, followed by AZEK and FYBR. Against the Q1 2025 filing, it opened 8 new positions, added to 4 and reduced 4 among the top 16 holdings.
What did KRYGER CAPITAL Ltd own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HES HESS ORD | 26.5% | $143.1m | 1,033,178 | 1% | added | |
| 2 | AZEK AZEK COMPANY CL A ORD | 19.7% | $106.7m | 1,967,510 | 384% | added | |
| 3 | FYBR FRONTIER COMMUNICATIONS PARENT ORD | 12.7% | $68.4m | 1,879,772 | -5% | reduced | |
| 4 | SKAA SKECHERS USA CL A ORD | 9.2% | $49.8m | 789,579 | – | new | |
| 5 | SWTXUSD SPRINGWORKS THERAPEUTICS ORD | 6.7% | $36.0m | 765,522 | 837% | added | |
| 6 | APY1EUR CHAMPIONX ORD | 6.5% | $35.1m | 1,414,874 | -32% | reduced | |
| 7 | 2655787D BLUEPRINT MEDICINES ORD | 5.9% | $31.8m | 248,219 | – | new | |
| 8 | KEL KELLANOVA ORD | 3.0% | $16.3m | 205,163 | -71% | reduced | |
| 9 | OMC OMNICOM GROUP ORD | Communication Services | 2.3% | $12.5m | 173,584 | – | new |
| 10 | MQ8 MAG SILVER ORD | 2.2% | $11.9m | 561,004 | – | new | |
| 11 | G2C EVERI HOLDINGS ORD | 1.9% | $10.2m | 714,387 | -42% | reduced | |
| 12 | AVDX AVIDXCHANGE HOLDINGS ORD | 1.4% | $7.4m | 756,907 | – | new | |
| 13 | SRJ SPARTANNASH ORD | 0.8% | $4.5m | 168,540 | – | new | |
| 14 | S9Q SPIRIT AEROSYSTEMS HLDGS A ORD | 0.8% | $4.2m | 109,704 | 1% | added | |
| 15 | SGRY SURGERY PARTNERS ORD | Healthcare | 0.4% | $2.2m | 100,920 | – | new |
| 16 | CANTOR EQUITY PARTNERS II CL A ORD | 0.1% | $279.6k | 25,350 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.