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CIBRA Capital Ltd

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13F filer, CIK 2060725, LONDON, United Kingdom

CIBRA Capital Ltd reported $207,207,070 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 73.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002060725-26-000004

Period
2026-03-31
Reported value
$207M
Holdings
25
Top 10 weight
73.11%
New
19
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEEnew+514,636$21.6M
FOLDadded+1,476,861$21.4M
TXNMnew+283,458$16.6M
MASInew+90,376$16.1M
AAUCnew+423,652$13.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CFLTexited-181,500-$5.49M
NSCexited-17,550-$5.07M
CYBERARK SOFTWARE LTD/ISRAELexited-11,291-$5.04M
GTLSexited-22,986-$4.74M
CDTXexited-18,713-$4.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002060725-26-000004, largest first. % of portfolio is the value over $207,207,070, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,800 shares; 2026Q1: 1,687,661 shares 1,687,661$24.4M11.78%+1,476,861Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514,636 shares 514,636$21.6M10.44%newTimeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283,458 shares 283,458$16.6M8%newTimeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,376 shares 90,376$16.1M7.76%newTimeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,838 shares; 2026Q1: 208,996 shares 208,996$15.8M7.62%+146,158Timeline
AAUCALLIED GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,652 shares 423,652$13.1M6.34%newTimeline
OSONESTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 519,691 shares 519,691$12.5M6.02%newTimeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458,424 shares 458,424$10.8M5.23%newTimeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,600 shares 31,600$10.4M5.01%newTimeline
ACLXARCELLX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,623 shares 88,623$10.2M4.91%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,842 shares; 2026Q1: 295,501 shares 295,501$8.11M3.92%+257,659Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,440 shares 151,440$7.98M3.85%newTimeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,800 shares; 2026Q1: 474,076 shares 474,076$7.31M3.53%+343,276Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,400 shares 26,400$6.64M3.21%newTimeline
DHILDIAMOND HILL INVT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 32,677 shares 32,677$5.62M2.71%+26,247Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,791 shares 38,791$3.8M1.84%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,514 shares; 2026Q1: 15,600 shares 15,600$3.18M1.53%-8,914Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,700 shares 195,700$2.76M1.33%newTimeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,312 shares 73,312$2.52M1.21%newTimeline
MCWMISTER CAR WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336,900 shares 336,900$2.35M1.13%newTimeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,394 shares 109,394$2.15M1.04%newTimeline
APLSAPELLIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$2.01M0.97%newTimeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,962 shares 5,962$546K0.26%newTimeline
SNCYSUN CTRY AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,518 shares 22,518$372K0.18%newTimeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,778 shares 26,778$368K0.18%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CFLTCONFLUENT INC-CLASS A181,500$5.49Mshares
NSCNORFOLK SOUTHN CORP17,550$5.07Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL11,291$5.04Mshares
GTLSCHART INDS INC22,986$4.74Mshares
CDTXCIDARA THERAPEUTICS INC18,713$4.13Mshares
EXASEXACT SCIENCES CORP39,400$4Mshares
RNAMAVIDITY BIOSCIENCES INC53,209$3.84Mshares
FRGEFORGE GLOBAL HOLDINGS INC74,966$3.34Mshares
KVUEKENVUE INC124,000$2.14Mshares
DENNDENNYS CORP256,000$1.59Mshares
JHGJANUS HENDERSON GROUP PLC21,000$999Kshares
JAMFJAMF HOLDING CORP76,000$989Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002060725-26-000004 base2026-04-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002060725-26-000004 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0002060725-26-000002 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-NT 0002060725-25-000007 Quarter ended 2025-09-302025-10-03acceptance time not in the bulk data set
13F-NT 0002060725-25-000004 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0002060725-25-000002 Quarter ended 2025-03-312025-04-28acceptance time not in the bulk data set
13F-HR 0002060725-25-000001 Quarter ended 2024-12-312025-03-18acceptance time not in the bulk data set