Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NSCNorfolk Southern Ord | $241.1M | 13.8% | +44.5% |
| Chart Industries OrdCUSIP 16115Q308 | $186.5M | 10.6% | +62.3% |
| KVUEKenvue Ord | $163.4M | 9.3% | +64.1% |
| Digitalbridge Group Cl A OrdCUSIP 25401T603 | $142.1M | 8.1% | +35.1% |
| Electronic Arts OrdCUSIP 285512109 | $140.8M | 8.0% | +35.1% |
| Warner Bros. Discovery Srs A OrdCUSIP 934423104 | $111.2M | 6.3% | +35.1% |
| AESThe Aes Corporation | $100.3M | 5.7% | +204.0% |
| Apogee Therapeutics OrdCUSIP 03770N101 | $98.6M | 5.6% | New |
| SLABSilicon Laboratories Ord | $71.9M | 4.1% | +83.5% |
| ROKURoku Cl A Ord | $57.4M | 3.3% | New |
| BHFBrighthouse Financial Ord | $48.7M | 2.8% | +53.1% |
| Nuvalent Cl A OrdCUSIP 670703107 | $35.4M | 2.0% | New |
| PENPenumbra Ord | $33.9M | 1.9% | −30.3% |
| CZRCaesars Entertainment Ord | $29.2M | 1.7% | New |
| OGNOrganon Ord | $29.1M | 1.7% | New |
| TECHBio Techne Ord | $19.4M | 1.1% | New |
| Lafayette Digital Acqui Cl A OrdCUSIP G5345D107 | $15.9M | 0.9% | −1.7% |
| Mountain Lake Acquistion II Cl A OrdCUSIP G6301L109 | $12.6M | 0.7% | New |
| Translational Acquisition Dvlnt OrdCUSIP G9008W105 | $12.2M | 0.7% | New |
| Illumination Acquisition I Cl A OrdCUSIP G470AU100 | $9.8M | 0.6% | New |
| Activate Energy Acquisition Cl A OrdCUSIP G0081J103 | $8.6M | 0.5% | −6.3% |
| Abony Acquisition I Cl A OrdCUSIP G00582109 | $8.3M | 0.5% | New |
| Aldabra 4 Liquidity Opportu Cl A OrdCUSIP G01900102 | $7.4M | 0.4% | New |
| Legato Merger Iv OrdCUSIP G7318R105 | $7.4M | 0.4% | New |
| SKYDParamount Skydance Cl B Ord | $7.4M | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| KVUEKenvue Ord | March 31, 2026 | +10.8% | $163.4M |
| NSCNorfolk Southern Ord | March 31, 2026 | +9.6% | $241.1M |
| BHFBrighthouse Financial Ord | March 31, 2026 | +5.7% | $48.7M |
| Newhold Investment III Cl A OrdCUSIP G6486E102 | March 31, 2026 | +5.0% | $5.9M |
| SLABSilicon Laboratories Ord | March 31, 2026 | +5.0% | $71.9M |
| AESThe Aes Corporation | March 31, 2026 | +4.0% | $100.3M |
| Kensington Capital Acquisiton Vi UntCUSIP G5235S123 | March 31, 2026 | +2.6% | $6.6M |
| Digitalbridge Group Cl A OrdCUSIP 25401T603 | March 31, 2026 | +2.3% | $142.1M |
| Silicon Valley Acquisition Cl A OrdCUSIP G81306121 | March 31, 2026 | +2.0% | $6.0M |
| Daedalus Special Acqustion Cl A OrdCUSIP G2616C108 | March 31, 2026 | +1.8% | $5.1M |
Sold off last quarter
- Clearwater Analytics Holdin Cl A OrdCUSIP 185123106 was $90.3M
- Day One Biopharmaceuticals OrdCUSIP 23954D109 was $83.5M
- Amicus Therapeutics OrdCUSIP 03152W109 was $65.9M
- Hologic OrdCUSIP 436440101 was $62.1M
- Air Lease Cl A OrdCUSIP 00912X302 was $57.0M
- Apellis Pharmaceuticals OrdCUSIP 03753U106 was $44.3M
- Masimo OrdCUSIP 574795100 was $17.9M
- Illumination Acquisition I UntCUSIP G470AU126 was $10.0M
- Abony Acquisition I UntCUSIP G00582125 was $8.5M
- Legato Merger Iv UntCUSIP G7318R121 was $7.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.7% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kryger Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2123957&type=13F-HR&dateb=&owner=include&count=40CIK 2123957
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2123957/000212395726000003/Filed August 14, 2026 · accession 0002123957-26-000003