KRYGER CAPITAL Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · this is the latest filing on record
KRYGER CAPITAL Ltd disclosed 50 US equity positions worth $1.3bn in its Q4 2025 13F filing. The largest position was NSC at 11.0% of the reported book, followed by 8QR and EXK. Against the Q3 2025 filing, it opened 33 new positions, added to 16 and reduced 1 among the top 50 holdings.
What did KRYGER CAPITAL Ltd own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHERN ORD | Industrials | 11.0% | $141.8m | 491,015 | 49% | added |
| 2 | 8QR CONFLUENT CL A ORD | 8.8% | $113.4m | 3,750,000 | – | new | |
| 3 | EXK EXACT SCIENCES ORD | Basic Materials | 7.9% | $102.5m | 1,009,312 | – | new |
| 4 | CYBER ARK SOFTWARE ORD | 7.0% | $90.7m | 203,327 | 1% | added | |
| 5 | FYBR FRONTIER COMMUNICATIONS PARENT ORD | 6.4% | $83.3m | 2,187,709 | 2% | added | |
| 6 | DAY DAYFORCE ORD | 6.0% | $77.8m | 1,125,512 | – | new | |
| 7 | RNAGBP AVIDITY BIOSCIENCES ORD | 5.8% | $75.4m | 1,045,320 | – | new | |
| 8 | DBRG DIGITALBRIDGE GROUP CL A ORD | Financial Services | 5.8% | $75.2m | 4,904,449 | – | new |
| 9 | EA ELECTRONIC ARTS ORD | Communication Services | 4.8% | $61.9m | 302,787 | – | new |
| 10 | CHART INDUSTRIES ORD | 4.7% | $60.9m | 295,380 | 23% | added | |
| 11 | CWAN CLEARWATER ANALYTICS HOLDIN CL A ORD | Technology | 4.6% | $59.5m | 2,468,400 | – | new |
| 12 | AIR LEASE CL A ORD | 4.3% | $55.3m | 860,598 | – | new | |
| 13 | HO1 HOLOGIC ORD | 4.2% | $54.2m | 727,335 | – | new | |
| 14 | AM6 AMICUS THERAPEUTICS ORD | 3.3% | $42.6m | 2,994,400 | – | new | |
| 15 | CDTX CIDARA THERAPEUTICS ORD | 3.2% | $40.9m | 185,313 | – | new | |
| 16 | ANYWHERE REAL ESTATE ORD | 2.1% | $27.1m | 1,910,543 | 306% | added | |
| 17 | BHF BRIGHTHOUSE FINANCIAL ORD | Financial Services | 1.5% | $19.6m | 302,796 | 1111% | added |
| 18 | WBD WARNER BROS. DISCOVERY SRS A ORD | Communication Services | 1.4% | $18.6m | 645,906 | – | new |
| 19 | CATBUSD ASTRIA THERAPEUTICS ORD | 1.0% | $13.4m | 1,025,278 | – | new | |
| 20 | ACTIVATE ENERGY ACQUISITION UNT | 1.0% | $12.5m | 1,250,000 | – | new | |
| 21 | SAPIENS INTERNATIONAL ORD | 0.8% | $10.3m | 237,032 | 1% | added | |
| 22 | KVUE KENVUE ORD | Consumer Defensive | 0.7% | $8.8m | 508,463 | – | new |
| 23 | SILICON VALLEY ACQUISITION UNT | 0.5% | $6.0m | 600,000 | – | new | |
| 24 | DAEDALUS SPECIAL ACQUISITION UNT | 0.4% | $5.0m | 500,000 | – | new | |
| 25 | GENERAL PURPOSE ACQUISITION UNT | 0.4% | $5.0m | 500,000 | – | new | |
| 26 | SAFEGUARD ACQUISITION UNT | 0.3% | $4.0m | 400,000 | – | new | |
| 27 | LEAPFROG ACQUISITION UNT | 0.3% | $3.3m | 325,000 | – | new | |
| 28 | DRUGS MADE IN AMERICA ACQUISITIO UNT | 0.2% | $3.0m | 303,810 | 1% | added | |
| 29 | AMERICAN DRIVE ACQUISITION UNT | 0.2% | $2.9m | 295,000 | – | new | |
| 30 | BLUEROCK ACQUISITION UNT | 0.2% | $2.8m | 275,000 | – | new | |
| 31 | IRON HORSE ACQUISITION II UNT | 0.2% | $2.7m | 274,443 | – | new | |
| 32 | SOCIAL COMMERCE PARTNERS UNT | 0.2% | $2.0m | 200,000 | – | new | |
| 33 | LAUNCHPAD CADENZA ACQUISITION I UNT | 0.2% | $2.0m | 200,000 | – | new | |
| 34 | RIOT RIOT PLATFORMS ORD | Financial Services | 0.1% | $1.5m | 120,777 | -52% | reduced |
| 35 | ITHAX ACQUISITION III UNT | 0.1% | $1.5m | 150,000 | – | new | |
| 36 | MESHFLOW ACQUISITION UNT | 0.1% | $1.2m | 125,000 | – | new | |
| 37 | PFIZER INC-CVR | 0.1% | $1.2m | 246,178 | – | new | |
| 38 | RKT ROCKET COMPANIES CL A ORD | Financial Services | 0.1% | $1.0m | 53,755 | – | new |
| 39 | M3 BRIGADE ACQUISITION VI UNT | 0.1% | $779.4k | 76,978 | 1% | added | |
| 40 | UDEMY ORD | 0.0% | $585.0k | 100,000 | – | new | |
| 41 | FUTURECREST ACQUISITION UNT | 0.0% | $518.8k | 50,660 | 1% | added | |
| 42 | CANTOR EQUITY PARTNERS II CL A ORD | 0.0% | $294.8k | 26,179 | 2% | added | |
| 43 | CANTOR EQUITY PARTNERS IV CL A ORD | 0.0% | $264.5k | 25,733 | 2% | added | |
| 44 | TRAILBLAZER ACQUISITION UNT | 0.0% | $260.7k | 25,437 | 2% | added | |
| 45 | FIGX CAPITAL ACQUISITION UNT | 0.0% | $259.6k | 25,500 | 1% | added | |
| 46 | CANTOR EQUITY PARTNERS V CL A ORD | 0.0% | $258.6k | 25,232 | – | new | |
| 47 | 1RT ACQUISITION UNT | 0.0% | $105.4k | 10,134 | – | new | |
| 48 | OXLEY BRIDGE ACQUISITION UNT | 0.0% | $104.4k | 10,223 | 1% | added | |
| 49 | CANTOR EQUITY PARTNERS III CL A ORD | 0.0% | $104.1k | 10,210 | 2% | added | |
| 50 | HCM III ACQUISITION UNT | 0.0% | $31.7k | 3,080 | – | 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.