Kryger Capital

HAMILTON, D0files as Kryger Capital LLC

$1.8bn in 109 US stocks at the end of 30 June 2026. The top 10 are 74.9% of the money. It changed about 40.3% of the portfolio this quarter.

Value
$1.8bn
Stocks
109
Top 10 share
74.9%
Turnover
40.3%

What changed this quarter

New

Bought for the first time this quarter.

  • Apogee TherapeuticsAPGE
    5.6% of the fund
  • RokuROKU
    3.3% of the fund
  • Nuvalent
    2.0% of the fund
  • Caesars EntertainmentCZR
    1.7% of the fund
  • OrganonOGN
    1.7% of the fund
  • Bio-TechneTECH
    1.1% of the fund
  • Mountain Lake Acquisition Corp. IIMLAA
    0.7% of the fund
  • Translational Development AcquisitionTDAC
    0.7% of the fund
  • Illumination Acquisition Corp. IILLU
    0.6% of the fund
  • Abony Acquisition Corp. IAACO
    0.5% of the fund
  • Aldabra 4 Liquidity Opportunity VehicleALOV
    0.4% of the fund
  • Legato Merger Corp. IVLEGO
    0.4% of the fund
  • Paramount SkydancePSKY
    0.4% of the fund
  • SynapticsSYNA
    0.4% of the fund
  • Cambridge AcquisitionCAQ
    0.4% of the fund
  • HCM IV AcquisitionHACQ
    0.3% of the fund
  • Muzero AcquisitionMUZE
    0.3% of the fund
  • Spartacus Acquisition Corp. IITMTS
    0.3% of the fund
  • PureCycle TechnologiesPCT
    0.3% of the fund
  • Payoneer GlobalPAYO
    0.3% of the fund
  • Willow Lane Acquisition Corp. IIWLII
    0.2% of the fund
  • Space Asset AcquisitionSAAQ
    0.2% of the fund
  • Armada Acquisition Corp. IIIAACI
    0.2% of the fund
  • Leapfrog AcquisitionLFAC
    0.2% of the fund
  • Tribeca Strategic AcquisitioBIDWU
    0.2% of the fund

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

  • Clearwater Analytics Hldgs I
    -100%
  • DAY One Biopharmaceuticals I
    -100%
  • Amicus Therapeutics
    -100%
  • Hologic
    -100%
  • Air Lease
    -100%
  • Apellis Pharmaceuticals
    -100%
  • Masimo
    -100%
  • Illumination AcquisitioILLUU
    -100%
  • Abony Acquisition Corp IAACOU
    -100%
  • Legato Merger Corp IVLEGO-U
    -100%
  • Aldabra 4 Lqdty OPP VEHALOVU
    -100%
  • Cambridge AcquisitionCAQUU
    -100%
  • Spdr Gold TRGLD
    -100%
  • HCM IV AcquisitionHACQU
    -100%
  • Muzero AcquisitionMUZEU
    -100%
  • Spartacus Acquisition Corp ITMTSU
    -100%
  • BoeingBA
    -100%
  • Onestream
    -100%
  • Space Asset Acquisition UNT
    -100%
  • Willow Lane Acquisition CRPWLIIU
    -100%
  • Armada Acquisition Corp IIIAACIU
    -100%
  • Leapfrog AcquisitionLFACU
    -100%
  • Columbus Circle CAP Corp IIIPXGU
    -100%
  • Riot PlatformsRIOT
    -100%
  • Hennessy CAP Invts Corp ViiiHCICU
    -100%

Holdings

  • Norfolk SouthernNSC
    Share
    13.8%
    Value
    $241m
    Shares
    766,243

    +45%

  • Chart Inds
    Share
    10.6%
    Value
    $186m
    Shares
    892,579

    +62%

  • KenvueKVUE
    Share
    9.3%
    Value
    $163m
    Shares
    8,549,767

    +64%

  • DigitalBridge GroupDBRG
    Share
    8.1%
    Value
    $142m
    Shares
    9,002,375

    +35%

  • Electronic ArtsEA
    Share
    8.0%
    Value
    $141m
    Shares
    686,759

    +35%

  • Warner Bros. DiscoveryWBD
    Share
    6.3%
    Value
    $111m
    Shares
    4,170,929

    +35%

  • AESAES
    Share
    5.7%
    Value
    $100m
    Shares
    6,840,535

    +204%

  • Apogee TherapeuticsAPGE
    Share
    5.6%
    Value
    $99m
    Shares
    742,555

    New

  • Silicon LaboratoriesSLAB
    Share
    4.1%
    Value
    $72m
    Shares
    329,090

    +83%

  • RokuROKU
    Share
    3.3%
    Value
    $57m
    Shares
    415,486

    New

  • Brighthouse FinancialBHF
    Share
    2.8%
    Value
    $49m
    Shares
    769,937

    +53%

  • Nuvalent
    Share
    2.0%
    Value
    $35m
    Shares
    286,712

    New

  • PenumbraPEN
    Share
    1.9%
    Value
    $34m
    Shares
    107,207

    -30%

  • Caesars EntertainmentCZR
    Share
    1.7%
    Value
    $29m
    Shares
    966,906

    New

  • OrganonOGN
    Share
    1.7%
    Value
    $29m
    Shares
    2,152,693

    New

  • Bio-TechneTECH
    Share
    1.1%
    Value
    $19m
    Shares
    274,290

    New

  • Lafayette Digital Acquisition Corp. IZKP
    Share
    0.9%
    Value
    $16m
    Shares
    1,594,970

    Held

  • Mountain Lake Acquisition Corp. IIMLAA
    Share
    0.7%
    Value
    $13m
    Shares
    1,270,887

    New

  • Translational Development AcquisitionTDAC
    Share
    0.7%
    Value
    $12m
    Shares
    1,141,050

    New

  • Illumination Acquisition Corp. IILLU
    Share
    0.6%
    Value
    $10m
    Shares
    988,182

    New

  • Activate Energy AcquisitionAEAQ
    Share
    0.5%
    Value
    $9m
    Shares
    861,748

    -6%

  • Abony Acquisition Corp. IAACO
    Share
    0.5%
    Value
    $8m
    Shares
    839,955

    New

  • Aldabra 4 Liquidity Opportunity VehicleALOV
    Share
    0.4%
    Value
    $7m
    Shares
    745,106

    New

  • Legato Merger Corp. IVLEGO
    Share
    0.4%
    Value
    $7m
    Shares
    745,858

    New

  • Paramount SkydancePSKY
    Share
    0.4%
    Value
    $7m
    Shares
    749,349

    New

  • Kensington CAP AcquisitionKCAC-U
    Share
    0.4%
    Value
    $7m
    Shares
    649,181

    Held

  • Meshflow AcquisitionMESH
    Share
    0.4%
    Value
    $7m
    Shares
    655,181

    +22%

  • SynapticsSYNA
    Share
    0.4%
    Value
    $6m
    Shares
    51,411

    New

  • Cambridge AcquisitionCAQ
    Share
    0.4%
    Value
    $6m
    Shares
    637,189

    New

  • Silicon Valley AcquisitionSVAQ
    Share
    0.3%
    Value
    $6m
    Shares
    596,352

    -2%

  • HCM IV AcquisitionHACQ
    Share
    0.3%
    Value
    $6m
    Shares
    591,449

    New

  • Newhold Invt Corp III
    Share
    0.3%
    Value
    $6m
    Shares
    543,206

    +35%

  • Muzero AcquisitionMUZE
    Share
    0.3%
    Value
    $6m
    Shares
    557,058

    New

  • Daedalus Special AcquisitionDSAC
    Share
    0.3%
    Value
    $5m
    Shares
    500,705

    +14%

  • General Purpose AcquisitionGPAC
    Share
    0.3%
    Value
    $5m
    Shares
    501,209

    Held

  • Spartacus Acquisition Corp. IITMTS
    Share
    0.3%
    Value
    $5m
    Shares
    494,568

    New

  • PureCycle TechnologiesPCT
    Share
    0.3%
    Value
    $5m
    Shares
    605,146

    New

  • Payoneer GlobalPAYO
    Share
    0.3%
    Value
    $5m
    Shares
    668,921

    New

  • Safeguard AcquisitionSAC
    Share
    0.2%
    Value
    $4m
    Shares
    402,169

    Held

  • Willow Lane Acquisition Corp. IIWLII
    Share
    0.2%
    Value
    $4m
    Shares
    392,671

    New

  • Space Asset AcquisitionSAAQ
    Share
    0.2%
    Value
    $4m
    Shares
    374,779

    New

  • Iron Horse Acquisition IIIRHO
    Share
    0.2%
    Value
    $4m
    Shares
    378,052

    +35%

  • Armada Acquisition Corp. IIIAACI
    Share
    0.2%
    Value
    $3m
    Shares
    346,214

    New

  • Leapfrog AcquisitionLFAC
    Share
    0.2%
    Value
    $3m
    Shares
    324,724

    New

  • Cantor Equity Partners VICEPS
    Share
    0.2%
    Value
    $3m
    Shares
    297,065

    Held

  • Drugs Made In America Acquisition IIDMII
    Share
    0.2%
    Value
    $3m
    Shares
    304,541

    Held

  • Tribeca Strategic AcquisitioBIDWU
    Share
    0.2%
    Value
    $3m
    Shares
    298,476

    New

  • Texas Ventures Acquisition ITVACU
    Share
    0.2%
    Value
    $3m
    Shares
    295,348

    New

  • American Drive AcquisitionADAC
    Share
    0.2%
    Value
    $3m
    Shares
    294,316

    +12%

  • Bluerock AcquisitionBLRK
    Share
    0.2%
    Value
    $3m
    Shares
    275,382

    +12%

  • Inflection Point Acquisition Corp. VIIIPXG
    Share
    0.1%
    Value
    $3m
    Shares
    257,039

    New

  • Crane Harbor Acquisition Corp. IICRAN
    Share
    0.1%
    Value
    $3m
    Shares
    249,089

    New

  • Blue Water Acquisition Corp. IVBWIV
    Share
    0.1%
    Value
    $2m
    Shares
    245,791

    New

  • Hennessy Capital Investment Corp. VIIIHCIC
    Share
    0.1%
    Value
    $2m
    Shares
    247,913

    New

  • Idea AcquisitionIACO
    Share
    0.1%
    Value
    $2m
    Shares
    247,547

    New

  • Proem Acquisition Corp. IPAAC
    Share
    0.1%
    Value
    $2m
    Shares
    245,434

    New

  • Launchpad Cadenza Acquisition Corp ILPCV
    Share
    0.1%
    Value
    $2m
    Shares
    200,693

    +12%

  • Newhold Invts Corp IVNHIVU
    Share
    0.1%
    Value
    $2m
    Shares
    195,376

    New

  • Social Commerce PartnersSCPQ
    Share
    0.1%
    Value
    $2m
    Shares
    200,687

    Held

  • BILL HoldingsBILL
    Share
    0.1%
    Value
    $2m
    Shares
    53,298

    New

  • Soren AcquisitionSORN
    Share
    <0.1%
    Value
    $2m
    Shares
    168,000

    New

  • InfleqtionINFQ
    Share
    <0.1%
    Value
    $2m
    Shares
    123,583

    +393%

  • ITHAX Acquisition Corp IIIITHA
    Share
    <0.1%
    Value
    $2m
    Shares
    150,369

    Held

  • Rocket CompaniesRKT
    Share
    <0.1%
    Value
    $1m
    Shares
    94,468

    +8%

  • CompassCOMP
    Share
    <0.1%
    Value
    $1m
    Shares
    113,125

    +8%

  • New ERA Energy & DigitalNUAI
    Share
    <0.1%
    Value
    $1m
    Shares
    200,000

    New

  • Spring Valley Acquisition Corp. IVSVIV
    Share
    <0.1%
    Value
    $1m
    Shares
    122,837

    New

  • Global Business Travel GroupGBTG
    Share
    <0.1%
    Value
    $1m
    Shares
    130,598

    New

  • MOZAYYX AcquisitionMZYX
    Share
    <0.1%
    Value
    $1m
    Shares
    109,524

    New

  • M3-Brigade Acquisition VIMBVI
    Share
    <0.1%
    Value
    $783,991
    Shares
    77,393

    Held

  • FutureCrest AcquisitionFCRS
    Share
    <0.1%
    Value
    $524,013
    Shares
    50,875

    Held

  • Cantor Equity Partners IVCEPF
    Share
    <0.1%
    Value
    $268,632
    Shares
    25,830

    Held

  • Cantor Equity Partners VCEPV
    Share
    <0.1%
    Value
    $260,556
    Shares
    25,266

    Held

  • Trailblazer AcquisitionBLZR
    Share
    <0.1%
    Value
    $256,522
    Shares
    25,348

    Held

  • Silicon VY AcquisitionSVAQW
    Share
    <0.1%
    Value
    $223,994
    Shares
    302,694

    New

  • Activate Energy Acquisit CORAEAQW
    Share
    <0.1%
    Value
    $204,726
    Shares
    620,758

    New

  • Kensington CAP AcquisitionKCAC-WS
    Share
    <0.1%
    Value
    $170,875
    Shares
    148,587

    New

  • Illumination AcquisitioILLUW
    Share
    <0.1%
    Value
    $159,543
    Shares
    332,381

    New

  • Lafayette Digital AcquisitioZKPW
    Share
    <0.1%
    Value
    $137,014
    Shares
    402,981

    New

  • Abony Acquisition Corp IAACOW
    Share
    <0.1%
    Value
    $135,160
    Shares
    281,583

    New

  • Aldabra 4 Lqdty OPP VEHALOVW
    Share
    <0.1%
    Value
    $120,298
    Shares
    250,620

    New

  • Safeguard AcquisitionSAC-WS
    Share
    <0.1%
    Value
    $119,058
    Shares
    201,794

    New

  • Space Asset AcquisitionSAAQW
    Share
    <0.1%
    Value
    $116,455
    Shares
    129,394

    New

  • Legato Merger Corp IVLEGO-WS
    Share
    <0.1%
    Value
    $104,339
    Shares
    250,875

    New

  • Spartacus Acquisition Corp ITMTSW
    Share
    <0.1%
    Value
    $89,846
    Shares
    166,351

    New

  • Willow Lane Acquisition CRPWLIIW
    Share
    <0.1%
    Value
    $88,162
    Shares
    99,058

    New

  • Muzero AcquisitionMUZEW
    Share
    <0.1%
    Value
    $85,440
    Shares
    281,054

    New

  • HCM IV AcquisitionHACQW
    Share
    <0.1%
    Value
    $81,252
    Shares
    150,467

    New

  • General Purp Acquisition CORGPACW
    Share
    <0.1%
    Value
    $65,584
    Shares
    252,246

    New

  • Daedalus SPL Acquisition CORDSACW
    Share
    <0.1%
    Value
    $65,430
    Shares
    125,826

    New

  • Cambridge AcquisitionCAQUW
    Share
    <0.1%
    Value
    $64,297
    Shares
    214,323

    New

  • American Drive Acquisition CADACW
    Share
    <0.1%
    Value
    $62,858
    Shares
    99,775

    New

  • Leapfrog AcquisitionLFACW
    Share
    <0.1%
    Value
    $59,367
    Shares
    164,909

    New

  • Armada Acquisition Corp IIIAACIW
    Share
    <0.1%
    Value
    $57,644
    Shares
    174,678

    New

  • Crane Harbor Acquisition Corp. IICRANR
    Share
    <0.1%
    Value
    $56,327
    Shares
    250,563

    New

  • Iron Horse Acquisition IIIRHOR
    Share
    <0.1%
    Value
    $55,316
    Shares
    344,005

    +34%

  • Social Comm PartnersSCPQW
    Share
    <0.1%
    Value
    $47,432
    Shares
    100,898

    New

  • Proem Acquisition Corp IPAACW
    Share
    <0.1%
    Value
    $47,364
    Shares
    124,642

    New

  • Bluerock AcquisitionBLRKW
    Share
    <0.1%
    Value
    $42,183
    Shares
    93,741

    New

  • Hennessy Capital Investment Corp. VIIIHCICR
    Share
    <0.1%
    Value
    $39,733
    Shares
    246,787

    New

Showing the largest 100 of 109.

Over time and by industry

Value over time

 
Jun '26

Value is up 23.9% since 31 March 2026.

Where the money is

Financial services21.0%
Industrials13.8%
Technology13.7%
Health care10.3%
Media & telecom10.0%
Everyday goods9.3%
Utilities5.7%
Retail & consumer1.7%
Materials0.3%
Real estate0.1%
Energy0.1%
Other14.0%

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.