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KRYGER CAPITAL Ltd

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13F filer, CIK 1911807, LONDON, United Kingdom

KRYGER CAPITAL Ltd reported $540,468,242 across 16 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 94.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001614542-25-000003

Period
2025-06-30
Reported value
$540M
Holdings
16
Top 10 weight
94.68%
New
8
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AZEK CO INCadded+1,561,223$84.7M
SKXnew+789,579$49.8M
SPRINGWORKS THERAPEUTICS INCadded+683,859$32.1M
BLUEPRINT MEDICINES CORPnew+248,219$31.8M
OMCnew+173,584$12.5M

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
BERRY GLOBAL GROUP INCexited-1,834,020-$128M
INTRA-CELLULAR THERAPIES INCexited-750,571-$99M
DISCOVER FINL SVCSexited-311,621-$53.2M
DESPEGAR COM CORPexited-2,391,527-$44.9M
Kreduced-507,091-$40.3M

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, Q2 2025

Share positions as resolved from 13F-HR 0001614542-25-000003, largest first. % of portfolio is the value over $540,468,242, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,103,212 shares; 2024Q2: 1,157,493 shares; 2024Q3: 1,037,916 shares; 2024Q4: 989,485 shares; 2025Q1: 1,022,738 shares; 2025Q2: 1,033,178 shares 1,033,178$143M26.48%+10,440
AZEK CO INCAZEK CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406,287 shares; 2025Q2: 1,967,510 shares 1,967,510$107M19.75%+1,561,223
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 321,374 shares; 2025Q1: 1,988,420 shares; 2025Q2: 1,879,772 shares 1,879,772$68.4M12.66%-108,648Timeline
SKXSKECHERS U S A INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 789,579 shares 789,579$49.8M9.22%newTimeline
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,663 shares; 2025Q2: 765,522 shares 765,522$36M6.66%+683,859
CHAMPIONX CORPORATIONCHAMPIONX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,070,000 shares; 2025Q2: 1,414,874 shares 1,414,874$35.1M6.5%-655,126
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,219 shares 248,219$31.8M5.89%new
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 773,347 shares; 2024Q4: 689,096 shares; 2025Q1: 712,254 shares; 2025Q2: 205,163 shares 205,163$16.3M3.02%-507,091Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,584 shares 173,584$12.5M2.31%newTimeline
MAG SILVER CORPMAG SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561,004 shares 561,004$11.9M2.19%new
EVERI HLDGS INCEVERI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,175,692 shares; 2024Q4: 1,183,171 shares; 2025Q1: 1,222,930 shares; 2025Q2: 714,387 shares 714,387$10.2M1.88%-508,543
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756,907 shares 756,907$7.41M1.37%new
SPARTANNASH COSPARTANNASH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,540 shares 168,540$4.46M0.83%new
SPRSPIRIT AEROSYSTEMS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,546 shares; 2025Q2: 109,704 shares 109,704$4.19M0.77%+1,158Timeline
SGRYSURGERY PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,920 shares 100,920$2.24M0.42%newTimeline
CEPTCANTOR EQUITY PARTNERS II INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,350 shares 25,350$280K0.05%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC1,834,020$128Mshares
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC750,571$99Mshares
DISCOVER FINL SVCSDISCOVER FINL SVCS311,621$53.2Mshares
DESPEGAR COM CORPDESPEGAR COM CORP2,391,527$44.9Mshares
PAYCOR HCM INCPAYCOR HCM INC1,654,167$37.1Mshares
TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW1,424,976$36.1Mshares
CHIMERIX INC COMCHIMERIX INC COM3,502,692$29.8Mshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC125,000$15.5Mshares
CLWCLEARWATER PAPER CORP218,073$5.53Mshares
TKOTKO GROUP HOLDINGS INC10,000$1.53Mshares
TRIPTRIPADVISOR INC97,699$1.38Mshares
REDFIN CORPREDFIN CORP144,322$1.33Mshares

How Q2 2025 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 0001614542-25-000003 base2025-08-06acceptance time not in the bulk data set