APEIRON CAPITAL
APEIRON CAPITAL reported 14 stocks worth $156M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are MUU (22.9%), ONON (18.1%) and ABVX (11.2%). Compared with Q1 2026, the fund opened new positions in MUU, ABVX and WDC, added to TSM, trimmed ONON, QFIN and SMMT and sold out of MU, U and AMZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MUU Direxion Shs ETF TR | $35.7M | 22.9% | 34K | New position | 1 of 8 | |
| 2 |  ONON ON Holding | $28.2M | 18.1% | 796K | −200K (−20%) | 8 of 8 | |
| 3 |  ABVX Abivax SA | $17.4M | 11.2% | 131K | New position | 1 of 8 | |
| 4 |  QFIN Qifu Technology Inc | $15.4M | 9.9% | 976K | −56K (−5%) | 6 of 8 | |
| 5 |  SMMT Summit Therapeutics Inc | $14M | 9.0% | 962K | −347K (−27%) | 5 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $8.5M | 5.5% | 18K | +9,100 (+103%) | 2 of 8 | |
| 7 |  WDC Western Digital Corp | $8.3M | 5.3% | 13K | New position | 1 of 8 | |
| 8 |  NKTR Nektar Therapeutics | $7.4M | 4.8% | 106K | New position | 1 of 8 | |
| 9 |  NOK Nokia Corp | $5M | 3.2% | 379K | New position | 1 of 8 | |
| 10 |  STX Seagate Technology Hldngs PL | $4.8M | 3.1% | 5,000 | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MU Micron Technology Inc | $7.4M | 22K |
 U Unity Software Inc | $5.5M | 251K |
 AMZN Amazon Com Inc | $5.1M | 25K |
 KWEB Kraneshares Csi China | $3.6M | 125K |
 FTAI Ftai Aviation Ltd | $2.7M | 11K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →APEIRON CAPITAL 13F FAQ
What does APEIRON CAPITAL own?
APEIRON CAPITAL reported 14 stocks worth $156M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are MUU (22.9%), ONON (18.1%) and ABVX (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did APEIRON CAPITAL buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 1 added to, 3 trimmed and 7 sold out. New positions include MUU, ABVX and WDC. It sold all of MU, U and AMZN.
When will APEIRON CAPITAL file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is APEIRON CAPITAL's portfolio worth?
The Q2 2026 filing reports $156M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.