Kryger Capital LLC

CIK 2123957 · View on SEC EDGAR ↗

Portfolio value QoQ: +23.9% 13F does not disclose cash

Top 10 holdings weight74.92%

Top 25 holdings weight91.20%

Positions above 1%16

Effective number of positions14.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 33.41% Est. buys $857,021,896 · sells $528,975,410

New positions72

Increased20

Decreased17

Closed35

Portfolio value $1.8B #1,731 of 9,337 by 13F value · top 18.5%

Positions 109

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Industrials 24.4%

Communication Services 18.1%

Healthcare 12.3%

Financials 11.2%

Consumer products 9.3%

Utilities 5.7%

Technology 4.7%

Consumer Discretionary 1.7%

Materials 0.3%

Real Estate 0.1%

Energy 0.1%

Other/Unmapped 12.1%

Full portfolio 109 positions

Search positions by ticker or company name

					Streak
NSC Norfolk Southern Corporation Common Stock	$241,052,385	13.75%	766,243	$88,865,182	Up ×1
GTLS Chart Industries, Inc. Common Stock	$186,495,456	10.64%	892,579	$72,758,766	Up ×1
KVUE Kenvue Inc. Common Stock	$163,386,047	9.32%	8,549,767	$73,546,442	Up ×1
DBRG DigitalBridge Group, Inc.	$142,057,478	8.10%	9,002,375	$39,321,589	Up ×1
EA Electronic Arts Inc. - Common Stock	$140,813,065	8.03%	686,759	$37,194,303	Up ×1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock	$111,196,967	6.34%	4,170,929	$26,432,588	Up ×1
AES The AES Corporation Common Stock	$100,282,243	5.72%	6,840,535	$68,579,743	Up ×1
APGE Apogee Therapeutics, Inc. - Common Stock	$98,559,325	5.62%	742,555		Up ×1
SLAB Silicon Laboratories, Inc. - Common Stock	$71,925,910	4.10%	329,090	$34,586,506	Up ×1
ROKU Roku, Inc. - Class A Common Stock	$57,395,236	3.27%	415,486		Up ×1
BHF Brighthouse Financial, Inc. - Common Stock	$48,737,012	2.78%	769,937	$18,633,300	Up ×1
NUVL Nuvalent, Inc. - Class A Common Stock	$35,408,932	2.02%	286,712		Up ×1
PEN Penumbra, Inc. Common Stock	$33,850,610	1.93%	107,207	$-16,668,458	Down ×1
CZR Caesars Entertainment, Inc. - Common Stock	$29,181,223	1.66%	966,906		Up ×1
OGN Organon & Co. Common Stock	$29,147,463	1.66%	2,152,693		Up ×1
TECH Bio-Techne Corp - Common Stock	$19,378,589	1.11%	274,290		Up ×1
ZKP Lafayette Digital Acquisition Corp. I - Class A Ordinary Shares	$15,901,851	0.91%	1,594,970	$-92,361	Down ×1
Unknown issuer (CUSIP: G6301L109)	$12,619,908	0.72%	1,270,887		Up ×1
TDAC Translational Development Acquisition Corp. - Ordinary Shares	$12,197,825	0.70%	1,141,050		Up ×1
Unknown issuer (CUSIP: G470AU100)	$9,783,002	0.56%	988,182		Up ×1
AEAQ Activate Energy Acquisition Corp. - Class A Ordinary Share	$8,617,480	0.49%	861,748	$-477,097	Down ×1
Unknown issuer (CUSIP: G00582109)	$8,315,555	0.47%	839,955		Up ×1
Unknown issuer (CUSIP: G01900102)	$7,406,354	0.42%	745,106		Up ×1
Unknown issuer (CUSIP: G7318R105)	$7,398,911	0.42%	745,858		Up ×1
PSKY Paramount Skydance Corporation - Class B Common Stock	$7,388,581	0.42%	749,349		Up ×1
Unknown issuer (CUSIP: G5235S123)	$6,589,187	0.38%	649,181	$63,187	Down ×1
MESH Meshflow Acquisition Corp. - Class A Ordinary Shares	$6,558,362	0.37%	655,181	$1,237,651	Up ×1
SYNA Synaptics Incorporated - Common Stock	$6,386,789	0.36%	51,411		Up ×1
Unknown issuer (CUSIP: G1871M108)	$6,314,543	0.36%	637,189		Up ×1
SVAQ Silicon Valley Acquisition Corp. - Class A Ordinary Shares	$6,017,192	0.34%	596,352	$-20,208	Down ×1
Unknown issuer (CUSIP: G4365S102)	$5,932,233	0.34%	591,449		Up ×1
NHIC NewHold Investment Corp III - Class A Ordinary shares	$5,915,513	0.34%	543,206	$1,740,634	Up ×1
Unknown issuer (CUSIP: G8775A106)	$5,531,586	0.32%	557,058		Up ×1
DSAC Daedalus Special Acquisition Corp. - Class A Ordinary Shares	$5,052,113	0.29%	500,705	$699,304	Up ×1
GPAC General Purpose Acquisition Corp. - Class A Ordinary Shares	$5,012,090	0.29%	501,209	$-39,473	Down ×1
Unknown issuer (CUSIP: G8303R100)	$4,950,626	0.28%	494,568		Up ×1
PCT PureCycle Technologies, Inc. - Common stock	$4,907,734	0.28%	605,146		Up ×1
PAYO Payoneer Global Inc. - Common Stock	$4,762,718	0.27%	668,921		Up ×1
SAC Safeguard Acquisition Corp. Class A Ordinary Shares	$4,045,820	0.23%	402,169	$-28,029	Down ×1
Unknown issuer (CUSIP: G9675K103)	$4,017,024	0.23%	392,671		Up ×1
Unknown issuer (CUSIP: G8375S101)	$3,822,746	0.22%	374,779		Up ×1
IRHO Iron Horse Acquisitions II Corp. - Common Stock	$3,791,862	0.22%	378,052	$1,033,113	Up ×1
Unknown issuer (CUSIP: G0R38M101)	$3,458,678	0.20%	346,214		Up ×1
LFAC Leapfrog Acquisition Corporation - Class A Ordinary Shares	$3,245,616	0.19%	324,724		Up ×1
CEPS Cantor Equity Partners VI, Inc. - Class A Ordinary Shares	$3,080,564	0.18%	297,065	$32,333	Down ×1
DMII Drugs Made In America Acquisition II Corp. - Ordinary Shares	$3,063,682	0.17%	304,541	$-24,316	Down ×1
Unknown issuer (CUSIP: G90420129)	$2,969,836	0.17%	298,476		Up ×1
TVACU Texas Ventures Acquisition III Corp - Unit	$2,953,480	0.17%	295,348		Up ×1
ADAC American Drive Acquisition Company - Class A Ordinary Shares	$2,949,046	0.17%	294,316	$335,773	Up ×1
BLRK Bluerock Acquisition Corp. - Class A Ordinary Shares	$2,748,312	0.16%	275,382	$317,060	Up ×1
Unknown issuer (CUSIP: G2296M103)	$2,606,375	0.15%	257,039		Up ×1
CRAN Crane Harbor Acquisition Corp. II - Class A Ordinary Shares	$2,523,272	0.14%	249,089		Up ×1
Unknown issuer (CUSIP: G1368A104)	$2,467,742	0.14%	245,791		Up ×1
Unknown issuer (CUSIP: G44055104)	$2,461,776	0.14%	247,913		Up ×1
Unknown issuer (CUSIP: G4727U100)	$2,453,191	0.14%	247,547		Up ×1
Unknown issuer (CUSIP: G7341A103)	$2,439,614	0.14%	245,434		Up ×1
LPCV Launchpad Cadenza Acquisition Corp I - Class A Ordinary Share	$2,006,930	0.11%	200,693	$233,355	Up ×1
Unknown issuer (CUSIP: G6486G123)	$2,002,604	0.11%	195,376		Up ×1
SCPQ Social Commerce Partners Corporation - Class A Ordinary Shares	$2,000,849	0.11%	200,687	$-15,702	Down ×1
BILL BILL Holdings, Inc. Common Stock	$1,927,256	0.11%	53,298		Up ×1
Unknown issuer (CUSIP: G8274J103)	$1,666,560	0.10%	168,000		Up ×1
INFQ Infleqtion, Inc. Common Stock	$1,646,126	0.09%	123,583	$1,400,032	Up ×1
ITHA ITHAX Acquisition Corp III - Class A Ordinary Shares	$1,500,683	0.09%	150,369	$-13,284	Down ×1
RKT Rocket Companies, Inc. Class A Common Stock	$1,487,871	0.08%	94,468	$242,521	Up ×1
COMP Compass, Inc. Class A Common Stock	$1,394,831	0.08%	113,125	$629,803	Up ×1
NUAI New Era Energy & Digital, Inc. - Common Stock	$1,276,000	0.07%	200,000		Up ×1
Unknown issuer (CUSIP: G8377G105)	$1,250,481	0.07%	122,837		Up ×1
GBTG Global Business Travel Group, Inc. Class A Common Stock	$1,226,315	0.07%	130,598		Up ×1
Unknown issuer (CUSIP: G63113107)	$1,091,954	0.06%	109,524		Up ×1
MBVI M3-Brigade Acquisition VI Corp. - Class A Ordinary Shares	$783,991	0.04%	77,393	$-7,065	Down ×1
FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares	$524,013	0.03%	50,875	$3,458	Down ×1
CEPF Cantor Equity Partners IV, Inc. - Class A Ordinary Shares	$268,632	0.02%	25,830	$941	Down ×1
CEPV Cantor Equity Partners V, Inc. - Class A Ordinary Shares	$260,556	0.01%	25,266	$1,016	Down ×1
BLZR Trailblazer Acquisition Corp. - Class A Ordinary Shares	$256,522	0.01%	25,348	$-2,567	Down ×1
SVAQW Silicon Valley Acquisition Corp. - Warrants	$223,994	0.01%	302,694		Up ×1
AEAQW Activate Energy Acquisition Corp. - Warrant	$204,726	0.01%	620,758		Up ×1
Unknown issuer (CUSIP: G5235S115)	$170,875	0.01%	148,587		Up ×1
Unknown issuer (CUSIP: G470AU118)	$159,543	0.01%	332,381		Up ×1
ZKPW Lafayette Digital Acquisition Corp. I - Warrant	$137,014	0.01%	402,981		Up ×1
Unknown issuer (CUSIP: G00582117)	$135,160	0.01%	281,583		Up ×1
Unknown issuer (CUSIP: G01900110)	$120,298	0.01%	250,620		Up ×1
SACWS CUSIP: G77676115	$119,058	0.01%	201,794		Up ×1
Unknown issuer (CUSIP: G8375S119)	$116,455	0.01%	129,394		Up ×1
Unknown issuer (CUSIP: G7318R113)	$104,339	0.01%	250,875		Up ×1
Unknown issuer (CUSIP: G8303R118)	$89,846	0.01%	166,351		Up ×1
Unknown issuer (CUSIP: G9675K111)	$88,162	0.01%	99,058		Up ×1
Unknown issuer (CUSIP: G8775A114)	$85,440	0.00%	281,054		Up ×1
Unknown issuer (CUSIP: G4365S110)	$81,252	0.00%	150,467		Up ×1
GPACW General Purpose Acquisition Corp. - Warrant	$65,584	0.00%	252,246		Up ×1
DSACW Daedalus Special Acquisition Corp. - Warrant	$65,430	0.00%	125,826		Up ×1
Unknown issuer (CUSIP: G1871M116)	$64,297	0.00%	214,323		Up ×1
ADACW American Drive Acquisition Company - Warrant	$62,858	0.00%	99,775		Up ×1
LFACW Leapfrog Acquisition Corporation - Warrants	$59,367	0.00%	164,909		Up ×1
Unknown issuer (CUSIP: G0R38M119)	$57,644	0.00%	174,678		Up ×1
CRANR Crane Harbor Acquisition Corp. II - Rights	$56,327	0.00%	250,563		Up ×1
IRHOR Iron Horse Acquisitions II Corp. - Rights	$55,316	0.00%	344,005	$18,882	Up ×1
SCPQW Social Commerce Partners Corporation - Warrant	$47,432	0.00%	100,898		Up ×1
Unknown issuer (CUSIP: G7341A111)	$47,364	0.00%	124,642		Up ×1
BLRKW Bluerock Acquisition Corp. - Warrants	$42,183	0.00%	93,741		Up ×1
Unknown issuer (CUSIP: G44055120)	$39,733	0.00%	246,787		Up ×1
No matches

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
APGE	$98,559,325	742,555	5.62%
ROKU	$57,395,236	415,486	3.27%
NUVL	$35,408,932	286,712	2.02%
CZR	$29,181,223	966,906	1.66%
OGN	$29,147,463	2,152,693	1.66%
TECH	$19,378,589	274,290	1.11%
Unknown issuer (CUSIP: G6301L109)	$12,619,908	1,270,887	0.72%
TDAC	$12,197,825	1,141,050	0.70%
Unknown issuer (CUSIP: G470AU100)	$9,783,002	988,182	0.56%
Unknown issuer (CUSIP: G00582109)	$8,315,555	839,955	0.47%
Unknown issuer (CUSIP: G01900102)	$7,406,354	745,106	0.42%
Unknown issuer (CUSIP: G7318R105)	$7,398,911	745,858	0.42%
PSKY	$7,388,581	749,349	0.42%
SYNA	$6,386,789	51,411	0.36%
Unknown issuer (CUSIP: G1871M108)	$6,314,543	637,189	0.36%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
NSC	Bought more	+236K	+$88.9M
KVUE	Bought more	+3.3M	+$73.5M
GTLS	Bought more	+342K	+$72.8M
AES	Bought more	+4.6M	+$68.6M
DBRG	Bought more	+2.3M	+$39.3M
EA	Bought more	+178K	+$37.2M
SLAB	Bought more	+150K	+$34.6M
WBD	Bought more	+1.1M	+$26.4M
BHF	Bought more	+267K	+$18.6M
PEN	Trimmed	-47K	-$16.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
CWAN	June 30, 2026	3,817,188	$90,276,496	No longer tracked
DAWN	June 30, 2026	3,896,485	$83,540,638	No longer tracked
FOLD	June 30, 2026	4,554,174	$65,853,356	No longer tracked
HOLX	June 30, 2026	821,131	$62,069,292	No longer tracked
AL	June 30, 2026	878,107	$57,024,269	No longer tracked
APLS	June 30, 2026	1,100,000	$44,253,000	No longer tracked
MASI	June 30, 2026	100,589	$17,891,765	No longer tracked
AACOU	June 30, 2026	854,259	$8,491,334	0.9%
LEGOU	June 30, 2026	758,556	$7,570,389	No longer tracked
ALOVU	June 30, 2026	757,794	$7,540,050	0.0%
CAQUU	June 30, 2026	648,038	$6,454,458	0.1%
GLD	June 30, 2026	15,000	$6,454,350
HACQU	June 30, 2026	601,517	$6,033,216	0.3%
MUZEU	June 30, 2026	566,540	$5,625,742	0.6%
TMTSU	June 30, 2026	502,988	$5,047,485	1.2%
BA	June 30, 2026	25,000	$4,975,750	-12.3%
OS	June 30, 2026	201,986	$4,847,664	No longer tracked
AACIU	June 30, 2026	350,920	$3,495,163	2.4%
LFACU	June 30, 2026	332,310	$3,339,716	0.9%
CMIIU	June 30, 2026	301,806	$3,015,042	No longer tracked
RIOT	June 30, 2026	239,039	$2,954,522	-30.9%
HCICU	June 30, 2026	252,133	$2,521,330	0.7%
PAACU	June 30, 2026	251,253	$2,515,043	2.2%
IACOU	June 30, 2026	251,758	$2,494,922	0.3%
SORNU	June 30, 2026	170,860	$1,708,600	2.0%
SVIVU	June 30, 2026	125,693	$1,277,041	-1.7%
MESHU	June 30, 2026	127,436	$1,269,263	0.3%
MZYXU	June 30, 2026	111,390	$1,108,364	No longer tracked
RVMD	June 30, 2026	8,670	$843,158	6.7%
DSACU	June 30, 2026	70,887	$710,997	-1.1%
UDMY	June 30, 2026	99,277	$458,660	No longer tracked
ADACU	June 30, 2026	35,359	$353,236	2.8%
BLRKU	June 30, 2026	34,491	$345,945	0.9%
VAL	June 30, 2026	3,065	$300,493	12.9%
LPCVU	June 30, 2026	24,062	$240,620	0.5%