Kryger Capital
Kryger Capital reported 109 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NSC (13.8%), Chart Inds Inc (10.6%) and KVUE (9.3%). Compared with Q1 2026, the fund opened new positions in ROKU, CZR and OGN, added to NSC, KVUE and AES, trimmed PEN, ZKP and AEAQ and sold out of ILLUU, AACOU and LEGO.U.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NSC Norfolk Southn Corp | $241M | 13.8% | 766K | +236K (+45%) | 2 of 2 | |
| 2 | CHART INDS INC | $186M | 10.6% | 893K | +342K (+62%) | 2 of 2 | |
| 3 |  KVUE Kenvue Inc | $163M | 9.3% | 8.5M | +3.3M (+64%) | 2 of 2 | |
| 4 | DIGITALBRIDGE GROUP INC | $142M | 8.1% | 9M | +2.3M (+35%) | 2 of 2 | |
| 5 | ELECTRONIC ARTS INC | $141M | 8.0% | 687K | +179K (+35%) | 2 of 2 | |
| 6 | WARNER BROS DISCOVERY IN | $111M | 6.3% | 4.2M | +1.1M (+35%) | 2 of 2 | |
| 7 |  AES Aes Corp | $100M | 5.7% | 6.8M | +4.6M (+204%) | 2 of 2 | |
| 8 | APOGEE THERAPEUTICS INC | $98.6M | 5.6% | 743K | New position | 1 of 2 | |
| 9 |  SLAB Silicon Laboratories Inc | $71.9M | 4.1% | 329K | +150K (+83%) | 2 of 2 | |
| 10 |  ROKU Roku Inc Class A | $57.4M | 3.3% | 415K | New position | 1 of 2 |
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 |
|---|---|---|
CLEARWATER ANALYTICS HLDGS I | $90.3M | 3.8M |
DAY ONE BIOPHARMACEUTICALS I | $83.5M | 3.9M |
AMICUS THERAPEUTICS INC | $65.9M | 4.6M |
HOLOGIC INC | $62.1M | 821K |
AIR LEASE CORP | $57M | 878K |
🔒 Free account: see all 30.
Reported value
last 2 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 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kryger Capital 13F FAQ
What does Kryger Capital own?
Kryger Capital reported 109 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NSC (13.8%), Chart Inds Inc (10.6%) and KVUE (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kryger Capital buy and sell in Q2 2026?
Compared with Q1 2026: 72 new positions, 20 added to, 17 trimmed and 39 sold out. New positions include ROKU, CZR and OGN. It sold all of ILLUU, AACOU and LEGO.U.
When will Kryger 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 Kryger Capital's portfolio worth?
The Q2 2026 filing reports $1.8B 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.