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KRYGER CAPITAL Ltd 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

KRYGER CAPITAL Ltd disclosed 32 US equity positions worth $865.5m in its Q3 2025 13F filing. The largest position was VRNA at 11.9% of the reported book, followed by MERUS ORD and NSC. Against the Q2 2025 filing, it opened 26 new positions, added to 2 and reduced 2 among the top 32 holdings.

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What did KRYGER CAPITAL Ltd own in Q3 2025? Top 32 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 VRNA VERONA PHARMA ADR 11.9%$102.7m962,341 – new
2 MERUS ORD 11.5%$99.2m1,053,500 – new
3 NSC NORFOLK SOUTHERN ORD Industrials 11.4%$98.8m328,963 – new
4 CYBER ARK SOFTWARE ORD 11.3%$97.5m201,850 – new
5 07WA MR COOPER GROUP ORD 9.9%$85.8m406,873 – new
6 FYBR FRONTIER COMMUNICATIONS PARENT ORD 9.3%$80.5m2,154,967 15% added
7 CHART INDUSTRIES ORD 5.6%$48.2m241,026 – new
8 MAC COPPER ORD 5.2%$44.7m3,660,486 – new
9 INFA1EUR INFORMATICA CL A ORD 4.7%$40.4m1,627,159 – new
10 ETNBGBP 89BIO ORD 4.0%$34.5m2,350,000 – new
11 IAS INTEGRAL AD SCIENCE HOLDING ORD 3.5%$30.5m3,000,000 – new
12 SKAA SKECHERS USA CL A ORD 2.0%$17.2m272,806 -65% reduced
13 STAA STAAR SURGICAL ORD Healthcare 1.9%$16.8m623,937 – new
14 OMC OMNICOM GROUP ORD Communication Services 1.6%$14.1m173,056 -0% held
15 SAPIENS INTERNATIONAL ORD 1.2%$10.1m233,844 – new
16 HN9 HANESBRANDS ORD 1.2%$10.0m1,524,345 – new
17 KEL KELLANOVA ORD 1.0%$8.2m100,560 -51% reduced
18 AVDX AVIDXCHANGE HOLDINGS ORD 0.9%$7.5m755,250 -0% held
19 ANYWHERE REAL ESTATE ORD 0.6%$5.0m470,000 – new
20 RIOT RIOT PLATFORMS ORD Financial Services 0.5%$4.8m250,000 – new
21 DRUGS MADE IN AMERICA ACQUISITIO UNT 0.3%$3.0m300,000 – new
22 CHURCHILL CAPITAL X CL A ORD 0.2%$1.3m103,823 – new
23 BHF BRIGHTHOUSE FINANCIAL ORD Financial Services 0.2%$1.3m25,000 – new
24 TRIP TRIPADVISOR ORD Consumer Cyclical 0.1%$813.0k50,000 – new
25 M3 BRIGADE ACQUISITION VI UNT 0.1%$768.9k75,976 – new
26 FUTURECREST ACQUISITION UNT 0.1%$530.0k50,000 – new
27 CANTOR EQUITY PARTNERS II CL A ORD 0.0%$268.6k25,558 1% added
28 CANTOR EQUITY PARTNERS IV CL A ORD 0.0%$258.2k25,349 – new
29 TRAILBLAZER ACQUISITION UNT 0.0%$255.6k25,000 – new
30 FIGX CAPITAL ACQUISITION UNT 0.0%$253.7k25,169 – new
31 CANTOR EQUITY PARTNERS III CL A ORD 0.0%$103.6k10,040 – new
32 OXLEY BRIDGE ACQUISITION UNT 0.0%$101.3k10,090 – 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.