CIBRA Capital Ltd
LONDON X0 · SEC CIK 0002060725
$2.07亿2026Q1 申报市值
25持仓数
73.1%前十大占比 · 第一大 11.8%
19 / 12新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SEALED AIR CORP 新建仓+$2,164.04万
AMICUS THERAPEUT 加仓+$2,135.54万
TXNM 新建仓+$1,657.10万
MASIMO CORP 新建仓+$1,607.52万
AAUC 新建仓+$1,312.77万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$548.86万
NSC 清仓-$506.70万
CYBERARK SOFTWAR 清仓-$503.65万
CHART INDS INC 清仓-$474.04万
CIDARA THERAPEUT 清仓-$413.35万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AMICUS THERAPEUTICS INC | $2,440.36万 | 11.78% | 1,687,661 | 1,476,861 | 700.6% | $2,135.54万 | 加仓 |
| — | SEALED AIR CORP NEW | $2,164.04万 | 10.44% | 514,636 | 514,636 | — | $2,164.04万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $1,657.10万 | 8.00% | 283,458 | 283,458 | — | $1,657.10万 | 新建仓 |
| — | MASIMO CORP | $1,607.52万 | 7.76% | 90,376 | 90,376 | — | $1,607.52万 | 新建仓 |
| — | HOLOGIC INC | $1,579.80万 | 7.62% | 208,996 | 146,158 | 232.6% | $1,104.81万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $1,312.77万 | 6.34% | 423,652 | 423,652 | — | $1,312.77万 | 新建仓 |
| — | ONESTREAM INC | $1,247.26万 | 6.02% | 519,691 | 519,691 | — | $1,247.26万 | 新建仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $1,084.17万 | 5.23% | 458,424 | 458,424 | — | $1,084.17万 | 新建仓 |
| PEN | PENUMBRA INC | $1,037.65万 | 5.01% | 31,600 | 31,600 | — | $1,037.65万 | 新建仓 |
| — | ARCELLX INC | $1,017.57万 | 4.91% | 88,623 | 88,623 | — | $1,017.57万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $811.45万 | 3.92% | 295,501 | 257,659 | 680.9% | $707.53万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $798.39万 | 3.85% | 151,440 | 151,440 | — | $798.39万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $731.03万 | 3.53% | 474,076 | 343,276 | 262.4% | $529.33万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $664.20万 | 3.21% | 26,400 | 26,400 | — | $664.20万 | 新建仓 |
| — | DIAMOND HILL INVT GROUP INC | $562.37万 | 2.71% | 32,677 | 26,247 | 408.2% | $451.71万 | 加仓 |
| VAL | VALARIS LTD | $380.31万 | 1.84% | 38,791 | 38,791 | — | $380.31万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $318.04万 | 1.53% | 15,600 | -8,914 | -36.4% | -$181.73万 | 减仓 |
| AES | AES CORP | $275.74万 | 1.33% | 195,700 | 195,700 | — | $275.74万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $251.67万 | 1.21% | 73,312 | 73,312 | — | $251.67万 | 新建仓 |
| — | MISTER CAR WASH INC | $234.82万 | 1.13% | 336,900 | 336,900 | — | $234.82万 | 新建仓 |
| — | ENVIRI CORP | $214.63万 | 1.04% | 109,394 | 109,394 | — | $214.63万 | 新建仓 |
| — | APELLIS PHARMACEUTICALS INC | $201.15万 | 0.97% | 50,000 | 50,000 | — | $201.15万 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $54.64万 | 0.26% | 5,962 | 5,962 | — | $54.64万 | 新建仓 |
| — | SUN CTRY AIRLS HLDGS INC | $37.20万 | 0.18% | 22,518 | 22,518 | — | $37.20万 | 新建仓 |
| AVO | MISSION PRODUCE INC | $36.85万 | 0.18% | 26,778 | 26,778 | — | $36.85万 | 新建仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -181,500 | -100.0% | -$548.86万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -17,550 | -100.0% | -$506.70万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -11,291 | -100.0% | -$503.65万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -22,986 | -100.0% | -$474.04万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -18,713 | -100.0% | -$413.35万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -39,400 | -100.0% | -$400.15万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -53,209 | -100.0% | -$383.80万 | 清仓 |
| — | FORGE GLOBAL HOLDINGS INC | $0 | 0.00% | 0 | -74,966 | -100.0% | -$334.05万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -124,000 | -100.0% | -$213.90万 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -256,000 | -100.0% | -$159.23万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$99.90万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -76,000 | -100.0% | -$98.88万 | 清仓 |