Vault-13

CIBRA Capital Ltd

LONDON, X0 · CIK 2060725 · 13F filing filed 2026-04-24

Exempt reporting adviser since 2025 · corporation

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
CIBRA CAPITAL LTD Private Limited CompanyFCA: Authorised · manages investments, advises, deals London Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$207.2m reported value +255.8% vs Q4 2025
25positions
73.1%in top 10
19 new 5 added 1 reduced 12 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 AMICUS THERAPEUTICS INC COM FOLD FOLD 1,687,661 $24.4m11.78% 11.78% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 210.8k, Q1 2026 1.7m +1.5m +1,476,861 700.6%
2 SEALED AIR CORP NEW COM COM 514,636 $21.6m10.44% 10.44% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 514.6k
3 TXNM ENERGY INC COM TXNM TXNM 283,458 $16.6m8.00% 8.00% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 283.5k
4 MASIMO CORP COM MASI MASI 90,376 $16.1m7.76% 7.76% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 90.4k
5 HOLOGIC INC COM HOLX HOLX 208,996 $15.8m7.62% 7.62% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 62.8k, Q1 2026 209.0k +146.2k +146,158 232.6%
6 ALLIED GOLD CORP COM NEW AAUC AAUC 423,652 $13.1m6.34% 6.34% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 423.7k
7 ONESTREAM INC CL A OS OS 519,691 $12.5m6.02% 6.02% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 519.7k
8 CLEARWATER ANALYTICS HLDGS I CL A CL A 458,424 $10.8m5.23% 5.23% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 458.4k
9 PENUMBRA INC COM PEN PEN 31,600 $10.4m5.01% 5.01% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 31.6k
10 ARCELLX INC COMMON STOCK ACLX ACLX 88,623 $10.2m4.91% 4.91% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 88.6k
11 WARNER BROS DISCOVERY INC COM SER A WBD WBD 295,501 $8.1m3.92% 3.92% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 37.8k, Q1 2026 295.5k +257.7k +257,659 680.9%
12 TERNS PHARMACEUTICALS INC COM COM 151,440 $8.0m3.85% 3.85% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 151.4k
13 DIGITALBRIDGE GROUP INC CL A NEW CL A NEW 474,076 $7.3m3.53% 3.53% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 130.8k, Q1 2026 474.1k +343.3k +343,276 262.4%
14 UNIFIRST CORP MASS COM UNF UNF 26,400 $6.6m3.21% 3.21% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 26.4k
15 DIAMOND HILL INVT GROUP INC COM NEW DHIL DHIL 32,677 $5.6m2.71% 2.71% AddedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 6.4k, Q1 2026 32.7k +26.2k +26,247 408.2%
16 VALARIS LTD CL A VAL VAL 38,791 $3.8m1.84% 1.84% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 38.8k
17 ELECTRONIC ARTS INC COM EA EA 15,600 $3.2m1.53% 1.53% ReducedShares held: Q2 2025 0, Q3 2025 0, Q4 2025 24.5k, Q1 2026 15.6k -8.9k -8,914 -36.4%
18 AES CORP COM AES AES 195,700 $2.8m1.33% 1.33% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 195.7k
19 ELDORADO GOLD CORP NEW COM EGO EGO 73,312 $2.5m1.21% 1.21% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 73.3k
20 MISTER CAR WASH INC COM COM 336,900 $2.3m1.13% 1.13% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 336.9k
21 ENVIRI CORP COM COM 109,394 $2.1m1.04% 1.04% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 109.4k
22 APELLIS PHARMACEUTICALS INC COM APLS APLS 50,000 $2.0m0.97% 0.97% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 50.0k
23 LIBERTY LIVE HOLDINGS INC COM SER A LLYVA LLYVA 5,962 $546.4k0.26% 0.26% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 6.0k
24 SUN CTRY AIRLS HLDGS INC COM SNCY SNCY 22,518 $372.0k0.18% 0.18% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 22.5k
25 MISSION PRODUCE INC COM AVO AVO 26,778 $368.5k0.18% 0.18% NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 26.8k

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
CONFLUENT INC CFLT CFLT 181,500 $5.5m181.5k shares
NORFOLK SOUTHN CORP NSC NSC 17,550 $5.1m17.6k shares
CYBERARK SOFTWARE LTD CYBR CYBR 11,291 $5.0m11.3k shares
CHART INDS INC GTLS GTLS 22,986 $4.7m23.0k shares
CIDARA THERAPEUTICS INC CDTX CDTX 18,713 $4.1m18.7k shares
EXACT SCIENCES CORP EXAS EXAS 39,400 $4.0m39.4k shares
AVIDITY BIOSCIENCES INC RNA RNA 53,209 $3.8m53.2k shares
FORGE GLOBAL HOLDINGS INC FRGE FRGE 74,966 $3.3m75.0k shares
KENVUE INC KVUE KVUE 124,000 $2.1m124.0k shares
DENNYS CORP DENN DENN 256,000 $1.6m256.0k shares
JANUS HENDERSON GROUP PLC 21,000 $999.0k21.0k shares
JAMF HLDG CORP JAMF JAMF 76,000 $988.8k76.0k shares