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KRYGER CAPITAL Ltd — 13F Holdings & Portfolio

CIK 1911807 · latest 13F-HR filed 2026-02-17

Backtest portfolio

KRYGER CAPITAL Ltd manages $1.29B in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are NSC (10.95%), CFLT (8.76%), EXAS (7.92%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 33 new positions, exited 15, added to 5, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.29B

Long-equity book

Holdings

50

Distinct positions

Period

2025-12-31

Filed 2026-02-17

Q/Q Activity

+33 / −15 / ↑5 / ↓2

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NORFOLK SOUTHERN ORD$42.9M +43.5%
  • ANYWHERE REAL ESTATE ORD$22.1M +443.5%
  • BRIGHTHOUSE FINANCIAL ORD$18.3M +1378.4%
  • CHART INDUSTRIES ORD$12.7M +26.3%
  • CANTOR EQUITY PARTNERS II CL A ORD$26.2K +9.7%
Show all 5 →

Top Trims

  • CYBER ARK SOFTWARE ORD-$6.8M -7.0%
  • RIOT PLATFORMS ORD-$3.2M -67.8%
Show all 2 →

New Positions

  • CONFLUENT CL A ORD$113.4M
  • EXACT SCIENCES ORD$102.5M
  • DAYFORCE ORD$77.8M
  • AVIDITY BIOSCIENCES ORD$75.4M
  • DIGITALBRIDGE GROUP CL A ORD$75.2M
Show all 33 →

Exited Positions

  • VERONA PHARMA ADR$102.7M
  • MERUS ORD$99.2M
  • MR COOPER GROUP ORD$85.8M
  • MAC COPPER ORD$44.7M
  • INFORMATICA CL A ORD$40.4M
Show all 15 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORFOLK SOUTHERN ORD NSC 655844108 $141.8M 10.95% 491,015 SH
2 CONFLUENT CL A ORD CFLT 20717M103 $113.4M 8.76% 3,750,000 SH
3 EXACT SCIENCES ORD EXAS 30063P105 $102.5M 7.92% 1,009,312 SH
4 CYBER ARK SOFTWARE ORD CYBR M2682V108 $90.7M 7.01% 203,327 SH
5 FRONTIER COMMUNICATIONS PARENT ORD FYBR 35909D109 $83.3M 6.43% 2,187,709 SH
6 DAYFORCE ORD DAY 15677J108 $77.8M 6.01% 1,125,512 SH
7 AVIDITY BIOSCIENCES ORD RNAM 05370A108 $75.4M 5.82% 1,045,320 SH
8 DIGITALBRIDGE GROUP CL A ORD DBRG 25401T603 $75.2M 5.81% 4,904,449 SH
9 ELECTRONIC ARTS ORD EA 285512109 $61.9M 4.78% 302,787 SH
10 CHART INDUSTRIES ORD GTLS 16115Q308 $60.9M 4.71% 295,380 SH
11 CLEARWATER ANALYTICS HOLDIN CL A ORD CWAN 185123106 $59.5M 4.60% 2,468,400 SH
12 AIR LEASE CL A ORD AL 00912X302 $55.3M 4.27% 860,598 SH
13 HOLOGIC ORD HOLX 436440101 $54.2M 4.19% 727,335 SH
14 AMICUS THERAPEUTICS ORD FOLD 03152W109 $42.6M 3.29% 2,994,400 SH
15 CIDARA THERAPEUTICS ORD CDTX 171757206 $40.9M 3.16% 185,313 SH
16 ANYWHERE REAL ESTATE ORD HOUS 75605Y106 $27.1M 2.09% 1,910,543 SH
17 BRIGHTHOUSE FINANCIAL ORD BHF 10922N103 $19.6M 1.52% 302,796 SH
18 WARNER BROS. DISCOVERY SRS A ORD WBD 934423104 $18.6M 1.44% 645,906 SH
19 ASTRIA THERAPEUTICS ORD ATXS 04635X102 $13.4M 1.04% 1,025,278 SH
20 ACTIVATE ENERGY ACQUISITION UNT AEAQU G0081J129 $12.5M 0.97% 1,250,000 SH
21 SAPIENS INTERNATIONAL ORD SPNS G7T16G103 $10.3M 0.80% 237,032 SH
22 KENVUE ORD KVUE 49177J102 $8.8M 0.68% 508,463 SH
23 SILICON VALLEY ACQUISITION UNT SVAQU G81306105 $6.0M 0.46% 600,000 SH
24 DAEDALUS SPECIAL ACQUISITION UNT DSACU G2616C124 $5.0M 0.39% 500,000 SH
25 GENERAL PURPOSE ACQUISITION UNT GPACU G3810N122 $5.0M 0.39% 500,000 SH
26 SAFEGUARD ACQUISITION UNT SAC.U G77676123 $4.0M 0.31% 400,000 SH
27 LEAPFROG ACQUISITION UNT LFACU G5414D129 $3.3M 0.25% 325,000 SH
28 DRUGS MADE IN AMERICA ACQUISITIO UNT DMAAU G2847J120 $3.0M 0.24% 303,810 SH
29 AMERICAN DRIVE ACQUISITION UNT ADACU G0R91M121 $2.9M 0.23% 295,000 SH
30 BLUEROCK ACQUISITION UNT BLRKU G1352R121 $2.8M 0.21% 275,000 SH
31 IRON HORSE ACQUISITION II UNT IRHOU 46283H202 $2.7M 0.21% 274,443 SH
32 SOCIAL COMMERCE PARTNERS UNT SCPQU G8254P129 $2.0M 0.15% 200,000 SH
33 LAUNCHPAD CADENZA ACQUISITION I UNT LPCVU G6001S123 $2.0M 0.15% 200,000 SH
34 RIOT PLATFORMS ORD RIOT 767292105 $1.5M 0.12% 120,777 SH
35 ITHAX ACQUISITION III UNT ITHAU G4977S128 $1.5M 0.12% 150,000 SH
36 MESHFLOW ACQUISITION UNT MESHU G6032N127 $1.2M 0.10% 125,000 SH
37 PFIZER INC-CVR PFE 592CVR013 $1.2M 0.09% 246,178 SH
38 ROCKET COMPANIES CL A ORD RKT 77311W101 $1.0M 0.08% 53,755 SH
39 M3 BRIGADE ACQUISITION VI UNT MBVIU G63221124 $779.4K 0.06% 76,978 SH
40 UDEMY ORD UDMY 902685106 $585.0K 0.05% 100,000 SH
41 FUTURECREST ACQUISITION UNT FCRS.U G3730U123 $518.8K 0.04% 50,660 SH
42 CANTOR EQUITY PARTNERS II CL A ORD CEPT G1827P106 $294.8K 0.02% 26,179 SH
43 CANTOR EQUITY PARTNERS IV CL A ORD CEPF G1828E100 $264.5K 0.02% 25,733 SH
44 TRAILBLAZER ACQUISITION UNT BLZRU G9009S129 $260.7K 0.02% 25,437 SH
45 FIGX CAPITAL ACQUISITION UNT FIGXU G3473K126 $259.6K 0.02% 25,500 SH
46 CANTOR EQUITY PARTNERS V CL A ORD CEPV G1828S109 $258.6K 0.02% 25,232 SH
47 1RT ACQUISITION UNT ONCHU G6757R121 $105.4K 0.01% 10,134 SH
48 OXLEY BRIDGE ACQUISITION UNT OBAWU G6858G123 $104.4K 0.01% 10,223 SH
49 CANTOR EQUITY PARTNERS III CL A ORD CAEP G1828A108 $104.1K 0.01% 10,210 SH
50 HCM III ACQUISITION UNT HCMAU G4365E129 $31.7K 0.00% 3,080 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-17 $1.29B 50 0001911807-26-000002
2025-09-30 2025-11-14 $865.5M 32 0001911807-25-000003