Kryger Capital LLC
CIK 2123957 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.8B
- 持仓
- 109
- 截至
- 2026年6月30日
按 13F 价值排名第 1661（共 9443） · 前 17.6%
投资组合价值同比（季度）：+23.9% 13F不披露现金
- 前十大持仓权重
- 74.92%
- 前二十五大持仓权重
- 91.20%
- 持仓高于 1%
- 16
- 有效持仓数量
- 14.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 33.41% 估计买入 $857021896 · 卖出 $528975410
- 新仓位
- 72
- 增加
- 20
- 减少
- 17
- 已结清
- 35
本页内容
行业细分
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%
其他/未映射
10.9%
完整投资组合 109 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NSC Norfolk Southern Corporation Common Stock | $241052385 | 13.75% | 766243 | $88865182 | 上涨 ×1 | ||
| GTLS Chart Industries, Inc. Common Stock | $186495456 | 10.64% | 892579 | $72758766 | 上涨 ×1 | ||
| KVUE Kenvue Inc. Common Stock | $163386047 | 9.32% | 8549767 | $73546442 | 上涨 ×1 | ||
| DBRG DigitalBridge Group, Inc. | $142057478 | 8.10% | 9002375 | $39321589 | 上涨 ×1 | ||
| EA Electronic Arts Inc. - Common Stock | $140813065 | 8.03% | 686759 | $37194303 | 上涨 ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $111196967 | 6.34% | 4170929 | $26432588 | 上涨 ×1 | ||
| AES The AES Corporation Common Stock | $100282243 | 5.72% | 6840535 | $68579743 | 上涨 ×1 | ||
| APGE Apogee Therapeutics, Inc. - Common Stock | $98559325 | 5.62% | 742555 | 上涨 ×1 | |||
| SLAB Silicon Laboratories, Inc. - Common Stock | $71925910 | 4.10% | 329090 | $34586506 | 上涨 ×1 | ||
| ROKU Roku, Inc. - Class A Common Stock | $57395236 | 3.27% | 415486 | 上涨 ×1 | |||
| BHF Brighthouse Financial, Inc. - Common Stock | $48737012 | 2.78% | 769937 | $18633300 | 上涨 ×1 | ||
| NUVL Nuvalent, Inc. - Class A Common Stock | $35408932 | 2.02% | 286712 | 上涨 ×1 | |||
| PEN Penumbra, Inc. Common Stock | $33850610 | 1.93% | 107207 | $-16668458 | 下跌 ×1 | ||
| CZR Caesars Entertainment, Inc. - Common Stock | $29181223 | 1.66% | 966906 | 上涨 ×1 | |||
| OGN Organon & Co. Common Stock | $29147463 | 1.66% | 2152693 | 上涨 ×1 | |||
| TECH Bio-Techne Corp - Common Stock | $19378589 | 1.11% | 274290 | 上涨 ×1 | |||
| ZKP Lafayette Digital Acquisition Corp. I - Class A Ordinary Shares | $15901851 | 0.91% | 1594970 | $-92361 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G6301L109) | $12619908 | 0.72% | 1270887 | 上涨 ×1 | |||
| TDAC Translational Development Acquisition Corp. - Ordinary Shares | $12197825 | 0.70% | 1141050 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G470AU100) | $9783002 | 0.56% | 988182 | 上涨 ×1 | |||
| AEAQ Activate Energy Acquisition Corp. - Class A Ordinary Share | $8617480 | 0.49% | 861748 | $-477097 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G00582109) | $8315555 | 0.47% | 839955 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G01900102) | $7406354 | 0.42% | 745106 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G7318R105) | $7398911 | 0.42% | 745858 | 上涨 ×1 | |||
| PSKY Paramount Skydance Corporation - Class B Common Stock | $7388581 | 0.42% | 749349 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G5235S123) | $6589187 | 0.38% | 649181 | $63187 | 下跌 ×1 | ||
| MESH Meshflow Acquisition Corp. - Class A Ordinary Shares | $6558362 | 0.37% | 655181 | $1237651 | 上涨 ×1 | ||
| SYNA Synaptics Incorporated - Common Stock | $6386789 | 0.36% | 51411 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G1871M108) | $6314543 | 0.36% | 637189 | 上涨 ×1 | |||
| SVAQ Silicon Valley Acquisition Corp. - Class A Ordinary Shares | $6017192 | 0.34% | 596352 | $-20208 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G4365S102) | $5932233 | 0.34% | 591449 | 上涨 ×1 | |||
| NHIC NewHold Investment Corp III - Class A Ordinary shares | $5915513 | 0.34% | 543206 | $1740634 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: G8775A106) | $5531586 | 0.32% | 557058 | 上涨 ×1 | |||
| DSAC Daedalus Special Acquisition Corp. - Class A Ordinary Shares | $5052113 | 0.29% | 500705 | $699304 | 上涨 ×1 | ||
| GPAC General Purpose Acquisition Corp. - Class A Ordinary Shares | $5012090 | 0.29% | 501209 | $-39473 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G8303R100) | $4950626 | 0.28% | 494568 | 上涨 ×1 | |||
| PCT PureCycle Technologies, Inc. - Common stock | $4907734 | 0.28% | 605146 | 上涨 ×1 | |||
| PAYO Payoneer Global Inc. - Common Stock | $4762718 | 0.27% | 668921 | 上涨 ×1 | |||
| SAC Safeguard Acquisition Corp. Class A Ordinary Shares | $4045820 | 0.23% | 402169 | $-28029 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G9675K103) | $4017024 | 0.23% | 392671 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8375S101) | $3822746 | 0.22% | 374779 | 上涨 ×1 | |||
| IRHO Iron Horse Acquisitions II Corp. - Common Stock | $3791862 | 0.22% | 378052 | $1033113 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: G0R38M101) | $3458678 | 0.20% | 346214 | 上涨 ×1 | |||
| LFAC Leapfrog Acquisition Corporation - Class A Ordinary Shares | $3245616 | 0.19% | 324724 | 上涨 ×1 | |||
| CEPS Cantor Equity Partners VI, Inc. - Class A Ordinary Shares | $3080564 | 0.18% | 297065 | $32333 | 下跌 ×1 | ||
| DMII Drugs Made In America Acquisition II Corp. - Ordinary Shares | $3063682 | 0.17% | 304541 | $-24316 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: G90420129) | $2969836 | 0.17% | 298476 | 上涨 ×1 | |||
| TVACU Texas Ventures Acquisition III Corp - Unit | $2953480 | 0.17% | 295348 | 上涨 ×1 | |||
| ADAC American Drive Acquisition Company - Class A Ordinary Shares | $2949046 | 0.17% | 294316 | $335773 | 上涨 ×1 | ||
| BLRK Bluerock Acquisition Corp. - Class A Ordinary Shares | $2748312 | 0.16% | 275382 | $317060 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: G2296M103) | $2606375 | 0.15% | 257039 | 上涨 ×1 | |||
| CRAN Crane Harbor Acquisition Corp. II - Class A Ordinary Shares | $2523272 | 0.14% | 249089 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G1368A104) | $2467742 | 0.14% | 245791 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G44055104) | $2461776 | 0.14% | 247913 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G4727U100) | $2453191 | 0.14% | 247547 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G7341A103) | $2439614 | 0.14% | 245434 | 上涨 ×1 | |||
| LPCV Launchpad Cadenza Acquisition Corp I - Class A Ordinary Share | $2006930 | 0.11% | 200693 | $233355 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: G6486G123) | $2002604 | 0.11% | 195376 | 上涨 ×1 | |||
| SCPQ Social Commerce Partners Corporation - Class A Ordinary Shares | $2000849 | 0.11% | 200687 | $-15702 | 下跌 ×1 | ||
| BILL BILL Holdings, Inc. Common Stock | $1927256 | 0.11% | 53298 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8274J103) | $1666560 | 0.10% | 168000 | 上涨 ×1 | |||
| INFQ Infleqtion, Inc. Common Stock | $1646126 | 0.09% | 123583 | $1400032 | 上涨 ×1 | ||
| ITHA ITHAX Acquisition Corp III - Class A Ordinary Shares | $1500683 | 0.09% | 150369 | $-13284 | 下跌 ×1 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $1487871 | 0.08% | 94468 | $242521 | 上涨 ×1 | ||
| COMP Compass, Inc. Class A Common Stock | $1394831 | 0.08% | 113125 | $629803 | 上涨 ×1 | ||
| NUAI New Era Energy & Digital, Inc. - Common Stock | $1276000 | 0.07% | 200000 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8377G105) | $1250481 | 0.07% | 122837 | 上涨 ×1 | |||
| GBTG Global Business Travel Group, Inc. Class A Common Stock | $1226315 | 0.07% | 130598 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G63113107) | $1091954 | 0.06% | 109524 | 上涨 ×1 | |||
| MBVI M3-Brigade Acquisition VI Corp. - Class A Ordinary Shares | $783991 | 0.04% | 77393 | $-7065 | 下跌 ×1 | ||
| FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares | $524013 | 0.03% | 50875 | $3458 | 下跌 ×1 | ||
| CEPF Cantor Equity Partners IV, Inc. - Class A Ordinary Shares | $268632 | 0.02% | 25830 | $941 | 下跌 ×1 | ||
| CEPV Cantor Equity Partners V, Inc. - Class A Ordinary Shares | $260556 | 0.01% | 25266 | $1016 | 下跌 ×1 | ||
| BLZR Trailblazer Acquisition Corp. - Class A Ordinary Shares | $256522 | 0.01% | 25348 | $-2567 | 下跌 ×1 | ||
| SVAQW Silicon Valley Acquisition Corp. - Warrants | $223994 | 0.01% | 302694 | 上涨 ×1 | |||
| AEAQW Activate Energy Acquisition Corp. - Warrant | $204726 | 0.01% | 620758 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G5235S115) | $170875 | 0.01% | 148587 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G470AU118) | $159543 | 0.01% | 332381 | 上涨 ×1 | |||
| ZKPW Lafayette Digital Acquisition Corp. I - Warrant | $137014 | 0.01% | 402981 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G00582117) | $135160 | 0.01% | 281583 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G01900110) | $120298 | 0.01% | 250620 | 上涨 ×1 | |||
| SACWS | $119058 | 0.01% | 201794 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8375S119) | $116455 | 0.01% | 129394 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G7318R113) | $104339 | 0.01% | 250875 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8303R118) | $89846 | 0.01% | 166351 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G9675K111) | $88162 | 0.01% | 99058 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G8775A114) | $85440 | 0.00% | 281054 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G4365S110) | $81252 | 0.00% | 150467 | 上涨 ×1 | |||
| GPACW General Purpose Acquisition Corp. - Warrant | $65584 | 0.00% | 252246 | 上涨 ×1 | |||
| DSACW Daedalus Special Acquisition Corp. - Warrant | $65430 | 0.00% | 125826 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G1871M116) | $64297 | 0.00% | 214323 | 上涨 ×1 | |||
| ADACW American Drive Acquisition Company - Warrant | $62858 | 0.00% | 99775 | 上涨 ×1 | |||
| LFACW Leapfrog Acquisition Corporation - Warrants | $59367 | 0.00% | 164909 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G0R38M119) | $57644 | 0.00% | 174678 | 上涨 ×1 | |||
| CRANR Crane Harbor Acquisition Corp. II - Rights | $56327 | 0.00% | 250563 | 上涨 ×1 | |||
| IRHOR Iron Horse Acquisitions II Corp. - Rights | $55316 | 0.00% | 344005 | $18882 | 上涨 ×1 | ||
| SCPQW Social Commerce Partners Corporation - Warrant | $47432 | 0.00% | 100898 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G7341A111) | $47364 | 0.00% | 124642 | 上涨 ×1 | |||
| BLRKW Bluerock Acquisition Corp. - Warrants | $42183 | 0.00% | 93741 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: G44055120) | $39733 | 0.00% | 246787 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| APGE | $98559325 | 742555 | 5.62% |
| ROKU | $57395236 | 415486 | 3.27% |
| NUVL | $35408932 | 286712 | 2.02% |
| CZR | $29181223 | 966906 | 1.66% |
| OGN | $29147463 | 2152693 | 1.66% |
| TECH | $19378589 | 274290 | 1.11% |
| 未知发行人 (CUSIP: G6301L109) | $12619908 | 1270887 | 0.72% |
| TDAC | $12197825 | 1141050 | 0.70% |
| 未知发行人 (CUSIP: G470AU100) | $9783002 | 988182 | 0.56% |
| 未知发行人 (CUSIP: G00582109) | $8315555 | 839955 | 0.47% |
| 未知发行人 (CUSIP: G01900102) | $7406354 | 745106 | 0.42% |
| 未知发行人 (CUSIP: G7318R105) | $7398911 | 745858 | 0.42% |
| PSKY | $7388581 | 749349 | 0.42% |
| SYNA | $6386789 | 51411 | 0.36% |
| 未知发行人 (CUSIP: G1871M108) | $6314543 | 637189 | 0.36% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CWAN | 2026年6月30日 | 3817188 | $90276496 | 不再跟踪 |
| DAWN | 2026年6月30日 | 3896485 | $83540638 | 不再跟踪 |
| FOLD | 2026年6月30日 | 4554174 | $65853356 | 不再跟踪 |
| HOLX | 2026年6月30日 | 821131 | $62069292 | 不再跟踪 |
| AL | 2026年6月30日 | 878107 | $57024269 | 不再跟踪 |
| APLS | 2026年6月30日 | 1100000 | $44253000 | 不再跟踪 |
| MASI | 2026年6月30日 | 100589 | $17891765 | 不再跟踪 |
| AACOU | 2026年6月30日 | 854259 | $8491334 | 1.2% |
| LEGOU | 2026年6月30日 | 758556 | $7570389 | 不再跟踪 |
| ALOVU | 2026年6月30日 | 757794 | $7540050 | 0.0% |
| CAQUU | 2026年6月30日 | 648038 | $6454458 | 1.9% |
| GLD | 2026年6月30日 | 15000 | $6454350 | 不再跟踪 |
| HACQU | 2026年6月30日 | 601517 | $6033216 | 0.3% |
| MUZEU | 2026年6月30日 | 566540 | $5625742 | 0.4% |
| TMTSU | 2026年6月30日 | 502988 | $5047485 | 3.1% |
| BA | 2026年6月30日 | 25000 | $4975750 | -0.9% |
| OS | 2026年6月30日 | 201986 | $4847664 | 不再跟踪 |
| AACIU | 2026年6月30日 | 350920 | $3495163 | 0.6% |
| LFACU | 2026年6月30日 | 332310 | $3339716 | 0.9% |
| CMIIU | 2026年6月30日 | 301806 | $3015042 | 0.0% |
| RIOT | 2026年6月30日 | 239039 | $2954522 | -19.9% |
| HCICU | 2026年6月30日 | 252133 | $2521330 | 0.7% |
| PAACU | 2026年6月30日 | 251253 | $2515043 | 0.1% |
| IACOU | 2026年6月30日 | 251758 | $2494922 | 0.5% |
| SORNU | 2026年6月30日 | 170860 | $1708600 | 2.6% |
| SVIVU | 2026年6月30日 | 125693 | $1277041 | -0.1% |
| MESHU | 2026年6月30日 | 127436 | $1269263 | -0.2% |
| MZYXU | 2026年6月30日 | 111390 | $1108364 | 不再跟踪 |
| RVMD | 2026年6月30日 | 8670 | $843158 | 13.4% |
| DSACU | 2026年6月30日 | 70887 | $710997 | -1.1% |
| UDMY | 2026年6月30日 | 99277 | $458660 | 不再跟踪 |
| ADACU | 2026年6月30日 | 35359 | $353236 | 0.0% |
| BLRKU | 2026年6月30日 | 34491 | $345945 | 1.2% |
| VAL | 2026年6月30日 | 3065 | $300493 | 23.6% |
| LPCVU | 2026年6月30日 | 24062 | $240620 | 0.2% |