Kryger Capital LLC

CIK 2123957 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$1.8B
#1.660 dari 9.443 berdasarkan nilai 13F · top 17.6%
Posisi
109
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +23.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
74,92%
Bobot 25 kepemilikan teratas
91,20%
Posisi di atas 1%
16
Jumlah posisi efektif
14,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 33,41% Perkiraan pembelian $857.021.896 · penjualan $528.975.410

Posisi baru
72
Meningkat
20
Menurun
17
Tertutup
35
Di halaman ini

Rincian sektor

Industrials
24,4%
Communication Services
18,1%
Healthcare
12,3%
Consumer products
9,3%
Financial Services
8,5%
Utilities
5,7%
Technology
4,7%
Financials
2,8%
Consumer Discretionary
1,7%
N/A
1,1%
Materials
0,3%
Real Estate
0,1%
Energy
0,1%
Lainnya/Tidak terpetakan
10,9%

Portofolio lengkap 109 posisi

Tipe Rentetan Tren 8 kuartal
NSC Norfolk Southern Corporation Common Stock $241.052.385 13,75% 766.243 $88.865.182 Naik ×1
GTLS Chart Industries, Inc. Common Stock $186.495.456 10,64% 892.579 $72.758.766 Naik ×1
KVUE Kenvue Inc. Common Stock $163.386.047 9,32% 8.549.767 $73.546.442 Naik ×1
DBRG DigitalBridge Group, Inc. $142.057.478 8,10% 9.002.375 $39.321.589 Naik ×1
EA Electronic Arts Inc. - Common Stock $140.813.065 8,03% 686.759 $37.194.303 Naik ×1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $111.196.967 6,34% 4.170.929 $26.432.588 Naik ×1
AES The AES Corporation Common Stock $100.282.243 5,72% 6.840.535 $68.579.743 Naik ×1
APGE Apogee Therapeutics, Inc. - Common Stock $98.559.325 5,62% 742.555 Naik ×1
SLAB Silicon Laboratories, Inc. - Common Stock $71.925.910 4,10% 329.090 $34.586.506 Naik ×1
ROKU Roku, Inc. - Class A Common Stock $57.395.236 3,27% 415.486 Naik ×1
BHF Brighthouse Financial, Inc. - Common Stock $48.737.012 2,78% 769.937 $18.633.300 Naik ×1
NUVL Nuvalent, Inc. - Class A Common Stock $35.408.932 2,02% 286.712 Naik ×1
PEN Penumbra, Inc. Common Stock $33.850.610 1,93% 107.207 $-16.668.458 Turun ×1
CZR Caesars Entertainment, Inc. - Common Stock $29.181.223 1,66% 966.906 Naik ×1
OGN Organon & Co. Common Stock $29.147.463 1,66% 2.152.693 Naik ×1
TECH Bio-Techne Corp - Common Stock $19.378.589 1,11% 274.290 Naik ×1
ZKP Lafayette Digital Acquisition Corp. I - Class A Ordinary Shares $15.901.851 0,91% 1.594.970 $-92.361 Turun ×1
Penerbit tidak dikenal (CUSIP: G6301L109) $12.619.908 0,72% 1.270.887 Naik ×1
TDAC Translational Development Acquisition Corp. - Ordinary Shares $12.197.825 0,70% 1.141.050 Naik ×1
Penerbit tidak dikenal (CUSIP: G470AU100) $9.783.002 0,56% 988.182 Naik ×1
AEAQ Activate Energy Acquisition Corp. - Class A Ordinary Share $8.617.480 0,49% 861.748 $-477.097 Turun ×1
Penerbit tidak dikenal (CUSIP: G00582109) $8.315.555 0,47% 839.955 Naik ×1
Penerbit tidak dikenal (CUSIP: G01900102) $7.406.354 0,42% 745.106 Naik ×1
Penerbit tidak dikenal (CUSIP: G7318R105) $7.398.911 0,42% 745.858 Naik ×1
PSKY Paramount Skydance Corporation - Class B Common Stock $7.388.581 0,42% 749.349 Naik ×1
Penerbit tidak dikenal (CUSIP: G5235S123) $6.589.187 0,38% 649.181 $63.187 Turun ×1
MESH Meshflow Acquisition Corp. - Class A Ordinary Shares $6.558.362 0,37% 655.181 $1.237.651 Naik ×1
SYNA Synaptics Incorporated - Common Stock $6.386.789 0,36% 51.411 Naik ×1
Penerbit tidak dikenal (CUSIP: G1871M108) $6.314.543 0,36% 637.189 Naik ×1
SVAQ Silicon Valley Acquisition Corp. - Class A Ordinary Shares $6.017.192 0,34% 596.352 $-20.208 Turun ×1
Penerbit tidak dikenal (CUSIP: G4365S102) $5.932.233 0,34% 591.449 Naik ×1
NHIC NewHold Investment Corp III - Class A Ordinary shares $5.915.513 0,34% 543.206 $1.740.634 Naik ×1
Penerbit tidak dikenal (CUSIP: G8775A106) $5.531.586 0,32% 557.058 Naik ×1
DSAC Daedalus Special Acquisition Corp. - Class A Ordinary Shares $5.052.113 0,29% 500.705 $699.304 Naik ×1
GPAC General Purpose Acquisition Corp. - Class A Ordinary Shares $5.012.090 0,29% 501.209 $-39.473 Turun ×1
Penerbit tidak dikenal (CUSIP: G8303R100) $4.950.626 0,28% 494.568 Naik ×1
PCT PureCycle Technologies, Inc. - Common stock $4.907.734 0,28% 605.146 Naik ×1
PAYO Payoneer Global Inc. - Common Stock $4.762.718 0,27% 668.921 Naik ×1
SAC Safeguard Acquisition Corp. Class A Ordinary Shares $4.045.820 0,23% 402.169 $-28.029 Turun ×1
Penerbit tidak dikenal (CUSIP: G9675K103) $4.017.024 0,23% 392.671 Naik ×1
Penerbit tidak dikenal (CUSIP: G8375S101) $3.822.746 0,22% 374.779 Naik ×1
IRHO Iron Horse Acquisitions II Corp. - Common Stock $3.791.862 0,22% 378.052 $1.033.113 Naik ×1
Penerbit tidak dikenal (CUSIP: G0R38M101) $3.458.678 0,20% 346.214 Naik ×1
LFAC Leapfrog Acquisition Corporation - Class A Ordinary Shares $3.245.616 0,19% 324.724 Naik ×1
CEPS Cantor Equity Partners VI, Inc. - Class A Ordinary Shares $3.080.564 0,18% 297.065 $32.333 Turun ×1
DMII Drugs Made In America Acquisition II Corp. - Ordinary Shares $3.063.682 0,17% 304.541 $-24.316 Turun ×1
Penerbit tidak dikenal (CUSIP: G90420129) $2.969.836 0,17% 298.476 Naik ×1
TVACU Texas Ventures Acquisition III Corp - Unit $2.953.480 0,17% 295.348 Naik ×1
ADAC American Drive Acquisition Company - Class A Ordinary Shares $2.949.046 0,17% 294.316 $335.773 Naik ×1
BLRK Bluerock Acquisition Corp. - Class A Ordinary Shares $2.748.312 0,16% 275.382 $317.060 Naik ×1
Penerbit tidak dikenal (CUSIP: G2296M103) $2.606.375 0,15% 257.039 Naik ×1
CRAN Crane Harbor Acquisition Corp. II - Class A Ordinary Shares $2.523.272 0,14% 249.089 Naik ×1
Penerbit tidak dikenal (CUSIP: G1368A104) $2.467.742 0,14% 245.791 Naik ×1
Penerbit tidak dikenal (CUSIP: G44055104) $2.461.776 0,14% 247.913 Naik ×1
Penerbit tidak dikenal (CUSIP: G4727U100) $2.453.191 0,14% 247.547 Naik ×1
Penerbit tidak dikenal (CUSIP: G7341A103) $2.439.614 0,14% 245.434 Naik ×1
LPCV Launchpad Cadenza Acquisition Corp I - Class A Ordinary Share $2.006.930 0,11% 200.693 $233.355 Naik ×1
Penerbit tidak dikenal (CUSIP: G6486G123) $2.002.604 0,11% 195.376 Naik ×1
SCPQ Social Commerce Partners Corporation - Class A Ordinary Shares $2.000.849 0,11% 200.687 $-15.702 Turun ×1
BILL BILL Holdings, Inc. Common Stock $1.927.256 0,11% 53.298 Naik ×1
Penerbit tidak dikenal (CUSIP: G8274J103) $1.666.560 0,10% 168.000 Naik ×1
INFQ Infleqtion, Inc. Common Stock $1.646.126 0,09% 123.583 $1.400.032 Naik ×1
ITHA ITHAX Acquisition Corp III - Class A Ordinary Shares $1.500.683 0,09% 150.369 $-13.284 Turun ×1
RKT Rocket Companies, Inc. Class A Common Stock $1.487.871 0,08% 94.468 $242.521 Naik ×1
COMP Compass, Inc. Class A Common Stock $1.394.831 0,08% 113.125 $629.803 Naik ×1
NUAI New Era Energy & Digital, Inc. - Common Stock $1.276.000 0,07% 200.000 Naik ×1
Penerbit tidak dikenal (CUSIP: G8377G105) $1.250.481 0,07% 122.837 Naik ×1
GBTG Global Business Travel Group, Inc. Class A Common Stock $1.226.315 0,07% 130.598 Naik ×1
Penerbit tidak dikenal (CUSIP: G63113107) $1.091.954 0,06% 109.524 Naik ×1
MBVI M3-Brigade Acquisition VI Corp. - Class A Ordinary Shares $783.991 0,04% 77.393 $-7.065 Turun ×1
FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares $524.013 0,03% 50.875 $3.458 Turun ×1
CEPF Cantor Equity Partners IV, Inc. - Class A Ordinary Shares $268.632 0,02% 25.830 $941 Turun ×1
CEPV Cantor Equity Partners V, Inc. - Class A Ordinary Shares $260.556 0,01% 25.266 $1.016 Turun ×1
BLZR Trailblazer Acquisition Corp. - Class A Ordinary Shares $256.522 0,01% 25.348 $-2.567 Turun ×1
SVAQW Silicon Valley Acquisition Corp. - Warrants $223.994 0,01% 302.694 Naik ×1
AEAQW Activate Energy Acquisition Corp. - Warrant $204.726 0,01% 620.758 Naik ×1
Penerbit tidak dikenal (CUSIP: G5235S115) $170.875 0,01% 148.587 Naik ×1
Penerbit tidak dikenal (CUSIP: G470AU118) $159.543 0,01% 332.381 Naik ×1
ZKPW Lafayette Digital Acquisition Corp. I - Warrant $137.014 0,01% 402.981 Naik ×1
Penerbit tidak dikenal (CUSIP: G00582117) $135.160 0,01% 281.583 Naik ×1
Penerbit tidak dikenal (CUSIP: G01900110) $120.298 0,01% 250.620 Naik ×1
SACWS $119.058 0,01% 201.794 Naik ×1
Penerbit tidak dikenal (CUSIP: G8375S119) $116.455 0,01% 129.394 Naik ×1
Penerbit tidak dikenal (CUSIP: G7318R113) $104.339 0,01% 250.875 Naik ×1
Penerbit tidak dikenal (CUSIP: G8303R118) $89.846 0,01% 166.351 Naik ×1
Penerbit tidak dikenal (CUSIP: G9675K111) $88.162 0,01% 99.058 Naik ×1
Penerbit tidak dikenal (CUSIP: G8775A114) $85.440 0,00% 281.054 Naik ×1
Penerbit tidak dikenal (CUSIP: G4365S110) $81.252 0,00% 150.467 Naik ×1
GPACW General Purpose Acquisition Corp. - Warrant $65.584 0,00% 252.246 Naik ×1
DSACW Daedalus Special Acquisition Corp. - Warrant $65.430 0,00% 125.826 Naik ×1
Penerbit tidak dikenal (CUSIP: G1871M116) $64.297 0,00% 214.323 Naik ×1
ADACW American Drive Acquisition Company - Warrant $62.858 0,00% 99.775 Naik ×1
LFACW Leapfrog Acquisition Corporation - Warrants $59.367 0,00% 164.909 Naik ×1
Penerbit tidak dikenal (CUSIP: G0R38M119) $57.644 0,00% 174.678 Naik ×1
CRANR Crane Harbor Acquisition Corp. II - Rights $56.327 0,00% 250.563 Naik ×1
IRHOR Iron Horse Acquisitions II Corp. - Rights $55.316 0,00% 344.005 $18.882 Naik ×1
SCPQW Social Commerce Partners Corporation - Warrant $47.432 0,00% 100.898 Naik ×1
Penerbit tidak dikenal (CUSIP: G7341A111) $47.364 0,00% 124.642 Naik ×1
BLRKW Bluerock Acquisition Corp. - Warrants $42.183 0,00% 93.741 Naik ×1
Penerbit tidak dikenal (CUSIP: G44055120) $39.733 0,00% 246.787 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%
Penerbit tidak dikenal (CUSIP: G6301L109) $12.619.908 1.270.887 0,72%
TDAC $12.197.825 1.141.050 0,70%
Penerbit tidak dikenal (CUSIP: G470AU100) $9.783.002 988.182 0,56%
Penerbit tidak dikenal (CUSIP: G00582109) $8.315.555 839.955 0,47%
Penerbit tidak dikenal (CUSIP: G01900102) $7.406.354 745.106 0,42%
Penerbit tidak dikenal (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%
Penerbit tidak dikenal (CUSIP: G1871M108) $6.314.543 637.189 0,36%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
NSC Beli lebih banyak +236K +$88.9M
KVUE Beli lebih banyak +3.3M +$73.5M
GTLS Beli lebih banyak +342K +$72.8M
AES Beli lebih banyak +4.6M +$68.6M
DBRG Beli lebih banyak +2.3M +$39.3M
EA Beli lebih banyak +178K +$37.2M
SLAB Beli lebih banyak +150K +$34.6M
WBD Beli lebih banyak +1.1M +$26.4M
BHF Beli lebih banyak +267K +$18.6M
PEN Dipangkas -47K -$16.7M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
CWAN 30 Juni 2026 3.817.188 $90.276.496 Tidak lagi dilacak
DAWN 30 Juni 2026 3.896.485 $83.540.638 Tidak lagi dilacak
FOLD 30 Juni 2026 4.554.174 $65.853.356 Tidak lagi dilacak
HOLX 30 Juni 2026 821.131 $62.069.292 Tidak lagi dilacak
AL 30 Juni 2026 878.107 $57.024.269 Tidak lagi dilacak
APLS 30 Juni 2026 1.100.000 $44.253.000 Tidak lagi dilacak
MASI 30 Juni 2026 100.589 $17.891.765 Tidak lagi dilacak
AACOU 30 Juni 2026 854.259 $8.491.334 1,2%
LEGOU 30 Juni 2026 758.556 $7.570.389 Tidak lagi dilacak
ALOVU 30 Juni 2026 757.794 $7.540.050 0,0%
CAQUU 30 Juni 2026 648.038 $6.454.458 1,9%
GLD 30 Juni 2026 15.000 $6.454.350 Tidak lagi dilacak
HACQU 30 Juni 2026 601.517 $6.033.216 0,3%
MUZEU 30 Juni 2026 566.540 $5.625.742 0,4%
TMTSU 30 Juni 2026 502.988 $5.047.485 3,1%
BA 30 Juni 2026 25.000 $4.975.750 1,3%
OS 30 Juni 2026 201.986 $4.847.664 Tidak lagi dilacak
AACIU 30 Juni 2026 350.920 $3.495.163 0,6%
LFACU 30 Juni 2026 332.310 $3.339.716 0,9%
CMIIU 30 Juni 2026 301.806 $3.015.042 0,0%
RIOT 30 Juni 2026 239.039 $2.954.522 -26,0%
HCICU 30 Juni 2026 252.133 $2.521.330 0,4%
PAACU 30 Juni 2026 251.253 $2.515.043 0,1%
IACOU 30 Juni 2026 251.758 $2.494.922 0,3%
SORNU 30 Juni 2026 170.860 $1.708.600 2,6%
SVIVU 30 Juni 2026 125.693 $1.277.041 -0,1%
MESHU 30 Juni 2026 127.436 $1.269.263 -0,2%
MZYXU 30 Juni 2026 111.390 $1.108.364 Tidak lagi dilacak
RVMD 30 Juni 2026 8.670 $843.158 12,2%
DSACU 30 Juni 2026 70.887 $710.997 -1,1%
UDMY 30 Juni 2026 99.277 $458.660 Tidak lagi dilacak
ADACU 30 Juni 2026 35.359 $353.236 0,0%
BLRKU 30 Juni 2026 34.491 $345.945 1,2%
VAL 30 Juni 2026 3.065 $300.493 22,7%
LPCVU 30 Juni 2026 24.062 $240.620 0,2%