Cygnus Capital Advisors
ATLANTA, GAfiles as Cygnus Capital Advisors, LLC
$146m in 111 US stocks at the end of 31 March 2026. The top 10 are 61.4% of the money. It changed about 36.2% of the portfolio this quarter.
Value
$146m
Stocks
111
Top 10 share
61.4%
Turnover
36.2%
What changed this quarter
New
Bought for the first time this quarter.
- Novo-Nordisk A-S OrdNONOF8.6% of the fund
- Kyndryl HoldingsKD3.5% of the fund
- Nine Energy ServiceNINE2.5% of the fund
- AdobeADBE2.3% of the fund
- Versant Media GroupVSNT2.1% of the fund
- WorkdayWDAY1.9% of the fund
- easyJetEJTTF1.9% of the fund
- Deutsche Lufthansa AGDLAKF1.5% of the fund
- Pandora A/SPNDZF0.4% of the fund
- Jones Lang LasalleJLL0.4% of the fund
- Vital FarmsVITL0.3% of the fund
- Critical MetalsCRML0.1% of the fund
- Cypherpunk TechnologiesCYPH<0.1% of the fund
- GoProGPRO<0.1% of the fund
- ShopifySHOP<0.1% of the fund
- Azio AI HoldingsAZIO<0.1% of the fund
- Rani Therapeutics HoldingsRANI<0.1% of the fund
- Robin Energy<0.1% of the fund
- Liminatus PharmaLIMN<0.1% of the fund
- Olenox IndustriesOLOX<0.1% of the fund
- Nurix TherapeuticsNRIX<0.1% of the fund
- Dragonfly Energy HoldingsDFLI<0.1% of the fund
- Firefly NeuroscienceAIFF<0.1% of the fund
- PSQ HoldingsPSQH<0.1% of the fund
- Circle8 GroupCIRC<0.1% of the fund
Added
Bought more of a stock they already held.
- Advance Auto PartsAAP4.5% of the fund+8%
- United Parcel ServiceUPS4.0% of the fund+444%
- TripAdvisorTRIP2.1% of the fund+79%
- WW InternationalWW1.9% of the fund+89%
- Cannae HoldingsCNNE1.7% of the fund+173%
- Seritage Growth PropertiesSRG1.6% of the fund+16%
- Magnachip SemiconductorMX1.4% of the fund+20%
- Newell BrandsNWL1.3% of the fund+741%
- KenvueKVUE1.2% of the fund+66%
- LyftLYFT1.1% of the fund+97%
- Natural Resource Partners LPNRP0.8% of the fund+104%
- SunPowerSPWR0.5% of the fund+55%
- QuantumQMCO0.4% of the fund+79%
- MonroMNRO0.4% of the fund+57%
- Alliance Resource Partners LARLP0.3% of the fund+3%
- CarMaxKMX0.2% of the fund+56%
- ZymeworksZYME0.1% of the fund+37%
- Alight, Inc. / DelawareALIT0.1% of the fund+132%
- Sionna TherapeuticsSION0.1% of the fund+58%
- AnnexonANNX<0.1% of the fund+85%
- Compass TherapeuticsCMPX<0.1% of the fund+80%
- Bath & Body WorksBBWI<0.1% of the fund+82%
- Butterfly NetworkBFLY<0.1% of the fund+31%
Cut
Sold some of their stake.
- SMA Solar Technology AGSMTGF3.0% of the fund-20%
- Nebius GroupNBIS1.8% of the fund-5%
- NGL Energy Partners LPNGL1.5% of the fund-30%
- VeonVEON1.2% of the fund-9%
- Hesai Group0.8% of the fund-12%
- Spartan DeltaDALXF0.8% of the fund-28%
- Callaway GolfCALY0.8% of the fund-54%
- Gran Tierra EnergyGTE0.5% of the fund-49%
- Mhp SeMHPSY0.4% of the fund-4%
- Logan EnergyLOECF0.2% of the fund-11%
- Coelacanth EnergyCEIEF0.1% of the fund-3%
- Macy'sM0.1% of the fund-58%
- ImmunomeIMNM0.1% of the fund-14%
- Stoke TherapeuticsSTOK<0.1% of the fund-50%
Sold out
Sold their entire stake.
- MakitaMKEWF-100%
- Equinor ASASTOHF-100%
- Sotherly HotelsSOHO-100%
- Ngl Energy Partners Lp-100%
- Sotherly Hotels-100%
- Daqo New EnergyDQ-100%
- Banc of California 7.75 Non-Cumulative Perpetual Preferred Stock, Series A-100%
- QVC Group-100%
- Acres Commercial Realty-100%
- DPM Metals INC.comDPMLF-100%
- Kelt ExplorationKELTF-100%
- Alamos GoldAGI-100%
- ARS PharmaceuticalsSPRY-100%
- Tourmaline OilTRMLF-100%
- Genius SportsGENI-100%
- Disc MedicineIRON-100%
- TPGTPG-100%
- Ceco EnvironmentalCECO-100%
- Sonida Senior LivingSNDA-100%
- GreifGEF-B-100%
- CytokineticsCYTK-100%
- CS DiscoLAW-100%
- Zoom CommunicationsZM-100%
- Byline BancorpBY-100%
- InvivydIVVD-100%
Holdings
- Husqvarna ABHUSQF
- Share
- 25.4%
- Value
- $37m
- Shares
- 1,003,800
Held
- Novo-Nordisk A-S OrdNONOF
- Share
- 8.6%
- Value
- $13m
- Shares
- 54,800
New
- SMA Solar Technology AGSMTGF
- Share
- 3.0%
- Value
- $4m
- Shares
- 94,800
-20%
- easyJetEJTTF
- Share
- 1.9%
- Value
- $3m
- Shares
- 800,000
New
- NGL Energy Partners LPNGL
- Share
- 1.5%
- Value
- $2m
- Shares
- 180,927
-30%
- Deutsche Lufthansa AGDLAKF
- Share
- 1.5%
- Value
- $2m
- Shares
- 308,000
New
- VeonVEON
- Share
- 1.2%
- Value
- $2m
- Shares
- 38,880
-9%
- Hesai Group
- Share
- 0.8%
- Value
- $1m
- Shares
- 8,800
-12%
- Spartan DeltaDALXF
- Share
- 0.8%
- Value
- $1m
- Shares
- 92,800
-28%
- IsharesEWH
- Share
- 0.8%
- Value
- $1m
- Shares
- 48,800
Held
- Kraneshares TrustKWEB
- Share
- 0.8%
- Value
- $1m
- Shares
- 38,800
Held
- Alibaba Group HldgBABA
- Share
- 0.5%
- Value
- $738,000
- Shares
- 5,880
Held
- Mhp SeMHPSY
- Share
- 0.4%
- Value
- $569,000
- Shares
- 75,800
-4%
- Pandora A/SPNDZF
- Share
- 0.4%
- Value
- $567,000
- Shares
- 1,250
New
- Gore Street Energy Storage FundGSTEF
- Share
- 0.3%
- Value
- $475,000
- Shares
- 878,639
Held
- Jd.comJD
- Share
- 0.3%
- Value
- $467,000
- Shares
- 15,800
Held
- Alliance Resource Partners LARLP
- Share
- 0.3%
- Value
- $377,000
- Shares
- 13,624
+3%
- Logan EnergyLOECF
- Share
- 0.2%
- Value
- $259,000
- Shares
- 270,000
-11%
- Coelacanth EnergyCEIEF
- Share
- 0.1%
- Value
- $217,000
- Shares
- 258,000
-3%
- Robin Energy
- Share
- <0.1%
- Value
- $83,000
- Shares
- 33,997
New
- Strongpoint ASA
- Share
- <0.1%
- Value
- $60,000
- Shares
- 5,696
Held
- Amicus Therapeutics
- Share
- <0.1%
- Value
- $59,000
- Shares
- 4,082
Held
- Topps TilesTPTJF
- Share
- <0.1%
- Value
- $55,000
- Shares
- 158,888
Held
- Vaneck ETF Trust Vaneck Russia
- Share
- <0.1%
- Value
- $9,000
- Shares
- 30,500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Husqvarna ABHUSQF | 25.4% | $37m | 1,003,800 | Held |
| Novo-Nordisk A-S OrdNONOF | 8.6% | $13m | 54,800 | New |
| TargetTGT | 4.9% | $7m | 58,800 | Held |
| Advance Auto PartsAAP | 4.5% | $7m | 126,178 | +8% |
| United Parcel ServiceUPS | 4.0% | $6m | 58,800 | +444% |
| Kyndryl HoldingsKD | 3.5% | $5m | 386,000 | New |
| SMA Solar Technology AGSMTGF | 3.0% | $4m | 94,800 | -20% |
| PfizerPFE | 2.7% | $4m | 142,800 | Held |
| Nine Energy ServiceNINE | 2.5% | $4m | 455,058 | New |
| AdobeADBE | 2.3% | $3m | 13,800 | New |
| Versant Media GroupVSNT | 2.1% | $3m | 84,578 | New |
| TripAdvisorTRIP | 2.1% | $3m | 284,113 | +79% |
| WorkdayWDAY | 1.9% | $3m | 21,800 | New |
| easyJetEJTTF | 1.9% | $3m | 800,000 | New |
| WW InternationalWW | 1.9% | $3m | 198,215 | +89% |
| Nebius GroupNBIS | 1.8% | $3m | 25,000 | -5% |
| AlphabetGOOG | 1.7% | $3m | 8,800 | Held |
| Cannae HoldingsCNNE | 1.7% | $2m | 214,848 | +173% |
| Seritage Growth PropertiesSRG | 1.6% | $2m | 851,447 | +16% |
| NGL Energy Partners LPNGL | 1.5% | $2m | 180,927 | -30% |
| Deutsche Lufthansa AGDLAKF | 1.5% | $2m | 308,000 | New |
| Magnachip SemiconductorMX | 1.4% | $2m | 733,954 | +20% |
| Newell BrandsNWL | 1.3% | $2m | 559,097 | +741% |
| VeonVEON | 1.2% | $2m | 38,880 | -9% |
| KenvueKVUE | 1.2% | $2m | 102,800 | +66% |
| LyftLYFT | 1.1% | $2m | 119,915 | +97% |
| Hesai Group | 0.8% | $1m | 8,800 | -12% |
| Spartan DeltaDALXF | 0.8% | $1m | 92,800 | -28% |
| Natural Resource Partners LPNRP | 0.8% | $1m | 9,800 | +104% |
| Callaway GolfCALY | 0.8% | $1m | 83,092 | -54% |
| IsharesEWH | 0.8% | $1m | 48,800 | Held |
| Kraneshares TrustKWEB | 0.8% | $1m | 38,800 | Held |
| Alibaba Group HldgBABA | 0.5% | $738,000 | 5,880 | Held |
| Gran Tierra EnergyGTE | 0.5% | $732,000 | 81,610 | -49% |
| SunPowerSPWR | 0.5% | $668,000 | 526,164 | +55% |
| QuantumQMCO | 0.4% | $590,000 | 124,086 | +79% |
| Mhp SeMHPSY | 0.4% | $569,000 | 75,800 | -4% |
| Pandora A/SPNDZF | 0.4% | $567,000 | 1,250 | New |
| Jones Lang LasalleJLL | 0.4% | $548,000 | 1,800 | New |
| MonroMNRO | 0.4% | $527,000 | 32,880 | +57% |
| Gore Street Energy Storage FundGSTEF | 0.3% | $475,000 | 878,639 | Held |
| Jd.comJD | 0.3% | $467,000 | 15,800 | Held |
| Vital FarmsVITL | 0.3% | $400,000 | 28,318 | New |
| Alliance Resource Partners LARLP | 0.3% | $377,000 | 13,624 | +3% |
| CarMaxKMX | 0.2% | $324,000 | 7,800 | +56% |
| AppleAAPL | 0.2% | $284,000 | 1,120 | Held |
| PENN EntertainmentPENN | 0.2% | $280,000 | 18,600 | Held |
| Logan EnergyLOECF | 0.2% | $259,000 | 270,000 | -11% |
| Coelacanth EnergyCEIEF | 0.1% | $217,000 | 258,000 | -3% |
| Macy'sM | 0.1% | $213,000 | 11,800 | -58% |
| Critical MetalsCRML | 0.1% | $211,000 | 26,617 | New |
| ZymeworksZYME | 0.1% | $205,000 | 8,197 | +37% |
| Alight, Inc. / DelawareALIT | 0.1% | $204,000 | 350,000 | +132% |
| Sionna TherapeuticsSION | 0.1% | $152,000 | 3,800 | +58% |
| ImmunomeIMNM | 0.1% | $150,000 | 6,880 | -14% |
| Cypherpunk TechnologiesCYPH | <0.1% | $135,000 | 11,492 | New |
| GoProGPRO | <0.1% | $124,000 | 161,000 | New |
| YelpYELP | <0.1% | $124,000 | 5,000 | Held |
| AnnexonANNX | <0.1% | $123,000 | 22,200 | +85% |
| ShopifySHOP | <0.1% | $119,000 | 1,000 | New |
| Edgewise TherapeuticsEWTX | <0.1% | $108,000 | 3,427 | Held |
| Compass TherapeuticsCMPX | <0.1% | $95,000 | 18,000 | +80% |
| Azio AI HoldingsAZIO | <0.1% | $90,000 | 54,000 | New |
| Rani Therapeutics HoldingsRANI | <0.1% | $85,000 | 115,649 | New |
| Robin Energy | <0.1% | $83,000 | 33,997 | New |
| ImmersionIMMR | <0.1% | $82,000 | 15,000 | Held |
| Liminatus PharmaLIMN | <0.1% | $60,000 | 350,000 | New |
| Strongpoint ASA | <0.1% | $60,000 | 5,696 | Held |
| Amicus Therapeutics | <0.1% | $59,000 | 4,082 | Held |
| Olenox IndustriesOLOX | <0.1% | $58,000 | 56,000 | New |
| Topps TilesTPTJF | <0.1% | $55,000 | 158,888 | Held |
| MBX BiosciencesMBX | <0.1% | $54,000 | 1,800 | Held |
| Nurix TherapeuticsNRIX | <0.1% | $51,000 | 3,300 | New |
| Stoke TherapeuticsSTOK | <0.1% | $49,000 | 1,500 | -50% |
| Dragonfly Energy HoldingsDFLI | <0.1% | $47,000 | 27,151 | New |
| Firefly NeuroscienceAIFF | <0.1% | $44,000 | 20,039 | New |
| PSQ HoldingsPSQH | <0.1% | $40,000 | 76,000 | New |
| Circle8 GroupCIRC | <0.1% | $32,000 | 10,712 | New |
| Datavault AIDVLT | <0.1% | $32,000 | 51,293 | New |
| Vsee HealthVSEE | <0.1% | $30,000 | 120,000 | New |
| Sidus SpaceSIDU | <0.1% | $28,000 | 12,000 | New |
| Nauticus RoboticsKITT | <0.1% | $27,000 | 55,029 | New |
| OndasONDS | <0.1% | $26,000 | 2,903 | Held |
| Bath & Body WorksBBWI | <0.1% | $22,000 | 1,191 | +82% |
| AMC Entertainment HoldingsAMC | <0.1% | $21,000 | 21,616 | New |
| Arrive AIARAI | <0.1% | $21,000 | 26,000 | New |
| NuburuBURU | <0.1% | $19,000 | 108,625 | New |
| TherapeuticsMDTXMD | <0.1% | $18,000 | 9,069 | New |
| Jet.AIJTAI | <0.1% | $18,000 | 204,731 | New |
| Nuvation BioNUVB | <0.1% | $17,000 | 3,872 | Held |
| Butterfly NetworkBFLY | <0.1% | $15,000 | 3,634 | +31% |
| Kura OncologyKURA | <0.1% | $15,000 | 1,788 | Held |
| Workhorse GroupWKHS | <0.1% | $12,000 | 4,001 | New |
| Nvni GroupNVNI | <0.1% | $12,000 | 10,775 | New |
| VerastemVSTM | <0.1% | $10,000 | 1,894 | Held |
| Vaneck ETF Trust Vaneck Russia | <0.1% | $9,000 | 30,500 | Held |
| Allogene TherapeuticsALLO | <0.1% | $8,000 | 3,234 | Held |
| Cadrenal TherapeuticsCVKD | <0.1% | $8,000 | 1,492 | New |
| Eightco HoldingsORBS | <0.1% | $8,000 | 8,456 | New |
| OppFiOPFI | <0.1% | $8,000 | 1,065 | Held |
Showing the largest 100 of 111.
Over time and by industry
Value over time
Mar '26
Value is up 6.8% since 31 December 2025.
Where the money is
Technology15.1%
Retail & consumer10.0%
Everyday goods6.4%
Industrials4.6%
Media & telecom3.9%
Energy3.9%
Health care3.7%
Real estate2.0%
Materials1.5%
Financial services0.0%
Other49.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.