Kryger Capital LLC 13F holdings
Kryger Capital LLC reported 79 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NORFOLK SOUTHERN ORD (13.8%), CHART INDUSTRIES ORD (10.6%), KVUE KENVUE ORD (9.3%), DBRHP DIGITALBRIDGE GROUP CL A ORD (8.1%), EA ELECTRONIC ARTS ORD (8.0%). Against 2026-03-31 it opened 28 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 79 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NORFOLK SOUTHERN ORD | 766,243 | $241.1M | 13.8% |
| CHART INDUSTRIES ORD | 892,579 | $186.5M | 10.6% |
| KVUE KENVUE ORD | 8,549,767 | $163.4M | 9.3% |
| DBRHP DIGITALBRIDGE GROUP CL A ORD | 9,002,375 | $142.1M | 8.1% |
| EA ELECTRONIC ARTS ORD | 686,759 | $140.8M | 8.0% |
| WBD WARNER BROS. DISCOVERY SRS A ORD | 4,170,929 | $111.2M | 6.3% |
| AES THE AES CORPORATION | 6,840,535 | $100.3M | 5.7% |
| APGE APOGEE THERAPEUTICS ORD | 742,555 | $98.6M | 5.6% |
| SLAB SILICON LABORATORIES ORD | 329,090 | $71.9M | 4.1% |
| ROKU ROKU CL A ORD | 415,486 | $57.4M | 3.3% |
| BRIGHTHOUSE FINANCIAL ORD | 769,937 | $48.7M | 2.8% |
| NUVL NUVALENT CL A ORD | 286,712 | $35.4M | 2.0% |
| PEN PENUMBRA ORD | 107,207 | $33.9M | 1.9% |
| CZR CAESARS ENTERTAINMENT ORD | 966,906 | $29.2M | 1.7% |
| OGN ORGANON ORD | 2,152,693 | $29.1M | 1.7% |
| TECH BIO TECHNE ORD | 274,290 | $19.4M | 1.1% |
| ZKP LAFAYETTE DIGITAL ACQUI CL A ORD | 1,997,951 | $16.0M | 0.9% |
| MLAA MOUNTAIN LAKE ACQUISTION II CL A ORD | 1,270,887 | $12.6M | 0.7% |
| TRANSLATIONAL ACQUISITION DVLNT ORD | 1,141,050 | $12.2M | 0.7% |
| ILLU ILLUMINATION ACQUISITION I CL A ORD | 988,182 | $9.8M | 0.6% |
| AEAQ ACTIVATE ENERGY ACQUISITION CL A ORD | 1,482,506 | $8.8M | 0.5% |
| AACO ABONY ACQUISITION I CL A ORD | 1,121,538 | $8.5M | 0.5% |
| LEGO LEGATO MERGER IV EQY WARRANT | 996,733 | $7.5M | 0.4% |
| ALDABRA 4 LIQUIDITY OPPORTU CL A ORD | 745,106 | $7.4M | 0.4% |
| SKYD PARAMOUNT SKYDANCE CL B ORD | 749,349 | $7.4M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 28 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APGE APOGEE THERAPEUTICS ORD | 742,555 | $98.6M | 5.6% |
| ROKU ROKU CL A ORD | 415,486 | $57.4M | 3.3% |
| NUVL NUVALENT CL A ORD | 286,712 | $35.4M | 2.0% |
| CZR CAESARS ENTERTAINMENT ORD | 966,906 | $29.2M | 1.7% |
| OGN ORGANON ORD | 2,152,693 | $29.1M | 1.7% |
| TECH BIO TECHNE ORD | 274,290 | $19.4M | 1.1% |
| MLAA MOUNTAIN LAKE ACQUISTION II CL A ORD | 1,270,887 | $12.6M | 0.7% |
| TRANSLATIONAL ACQUISITION DVLNT ORD | 1,141,050 | $12.2M | 0.7% |
| ALDABRA 4 LIQUIDITY OPPORTU CL A ORD | 745,106 | $7.4M | 0.4% |
| SKYD PARAMOUNT SKYDANCE CL B ORD | 749,349 | $7.4M | 0.4% |
| KENSINGTON CAPITAL ACQUISITON VI UNT | 649,181 | $6.6M | 0.4% |
| SYNA SYNAPTICS ORD | 51,411 | $6.4M | 0.4% |
| PCT PURECYCLE TECHNOLOGIES ORD | 605,146 | $4.9M | 0.3% |
| PAYO PAYONEER GLOBAL ORD | 668,921 | $4.8M | 0.3% |
| SAAQ SPACE ASSET ACQUISITION CL A ORD | 504,173 | $3.9M | 0.2% |
| BID TRIBECA STRATEGIC ACQUISITION UNT | 298,476 | $3.0M | 0.2% |
| TVA TEXAS VENTURES ACQUISITION IV UNT | 295,348 | $3.0M | 0.2% |
| COLUMBUS CIRCLE CAPITAL II CL A ORD | 257,039 | $2.6M | 0.1% |
| CRAN CRANE HARBOR ACQUISITION II CL A ORD | 499,652 | $2.6M | 0.1% |
| HENNESSY CAPITAL INVST VIII CL A ORD | 247,913 | $2.5M | 0.1% |
| NEWHOLD INVESTMENT IV UNT | 195,376 | $2.0M | 0.1% |
| BILL BILL HOLDINGS ORD | 53,298 | $1.9M | 0.1% |
| NUAI NEW ERA ENERGY AND DIGITAL ORD | 200,000 | $1.3M | <0.1% |
| GBTG GLOBAL BUSINESS TRAVEL GRUP CL A ORD | 130,598 | $1.2M | <0.1% |
| KENSINGTON CP A VI CL 1 EQY WARRANTS | 148,587 | $170.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| CLEARWATER ANALYTICS HOLDIN CL A ORD | 3,817,188 | $90.3M | 6.4% |
| DAY ONE BIOPHARMACEUTICALS ORD | 3,896,485 | $83.5M | 5.9% |
| AMICUS THERAPEUTICS ORD | 4,554,174 | $65.9M | 4.7% |
| HOLOGIC ORD | 821,131 | $62.1M | 4.4% |
| AIR LEASE CL A ORD | 878,107 | $57.0M | 4.0% |
| APELLIS PHARMACEUTICALS ORD | 1,100,000 | $44.3M | 3.1% |
| MASIMO ORD | 100,589 | $17.9M | 1.3% |
| ALDABRA 4 LIQUIDITY OPPORTUNITY UNT | 757,794 | $7.5M | 0.5% |
| KENSINGTON CAPITAL ACQUISITIO VI UNT | 650,000 | $6.5M | 0.5% |
| GLD SPDR GOLD SHARES ETF | 15,000 | $6.5M | 0.5% |
| BA BOEING ORD | 25,000 | $5.0M | 0.4% |
| ONESTREAM CL A ORD | 201,986 | $4.8M | 0.3% |
| SPACE ASSET ACQUISITION UNT | 396,342 | $4.0M | 0.3% |
| COLUMBUS CIRCLE CAPITAL II UNT | 301,806 | $3.0M | 0.2% |
| RIOT RIOT PLATFORMS ORD | 239,039 | $3.0M | 0.2% |
| HENNESSY CAPITAL INVESTMENT VIII UNT | 252,133 | $2.5M | 0.2% |
| RVMD REVOLUTION MEDICINES ORD | 8,670 | $843.2K | <0.1% |
| UDEMY ORD | 99,277 | $458.7K | <0.1% |
| VAL VALARIS ORD | 3,065 | $300.5K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NORFOLK SOUTHERN ORD | 530,269 | 766,243 | +44.5% | $241.1M |
| CHART INDUSTRIES ORD | 550,117 | 892,579 | +62.3% | $186.5M |
| AES THE AES CORPORATION | 2,250,000 | 6,840,535 | +204.0% | $100.3M |
| KVUE KENVUE ORD | 5,211,114 | 8,549,767 | +64.1% | $163.4M |
| DBRHP DIGITALBRIDGE GROUP CL A ORD | 6,662,509 | 9,002,375 | +35.1% | $142.1M |
| EA ELECTRONIC ARTS ORD | 508,259 | 686,759 | +35.1% | $140.8M |
| SLAB SILICON LABORATORIES ORD | 179,387 | 329,090 | +83.5% | $71.9M |
| WBD WARNER BROS. DISCOVERY SRS A ORD | 3,086,831 | 4,170,929 | +35.1% | $111.2M |
| BRIGHTHOUSE FINANCIAL ORD | 502,734 | 769,937 | +53.1% | $48.7M |
| AEAQ ACTIVATE ENERGY ACQUISITION CL A ORD | 919,573 | 1,482,506 | +61.2% | $8.8M |
| ZKP LAFAYETTE DIGITAL ACQUI CL A ORD | 1,622,131 | 1,997,951 | +23.2% | $16.0M |
| AACO ABONY ACQUISITION I CL A ORD | 854,259 | 1,121,538 | +31.3% | $8.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PEN PENUMBRA ORD | 153,848 | 107,207 | -30.3% | $33.9M |
| ILLU ILLUMINATION ACQUISITION I CL A ORD | 1,005,009 | 988,182 | -1.7% | $9.8M |
| DRUGS MADE IN AMERICA ACQUIS II ORD | 309,729 | 304,541 | -1.7% | $3.1M |
| CEPS CANTOR EQUITY PARTNERS VI CL A ORD | 301,805 | 297,065 | -1.6% | $3.1M |
| BWIV BLUE WATER ACQUISITION IV RED UNT | 250,000 | 245,791 | -1.7% | $2.5M |
| SVIV SPRING VALLEY ACQUISITON IV CL A ORD | 125,693 | 122,837 | -2.3% | $1.3M |
| FCRS FUTURECREST ACQUISITION CL A ORD | 51,745 | 50,875 | -1.7% | $524.0K |
| CEPF CANTOR EQUITY PARTNERS IV CL A ORD | 26,270 | 25,830 | -1.7% | $268.6K |
| CEPV CANTOR EQUITY PARTNERS V CL A ORD | 25,697 | 25,266 | -1.7% | $260.6K |
| DRUGS MADE IN AMERICA ACQUSTN II RTS | 365,701 | 357,347 | -2.3% | $28.6K |
CIK 2123957 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
