Arkolith/Funds/Apeiron Capital Ltd

Apeiron Capital Ltd

CIK 1843111
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Apeiron Capital Ltd holds a concentrated book of 14 stocks worth $155.7M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Direxion Daily Mu Bull 2X Et and trimmed On Holding AG-Class A. Their largest long position is Direxion Daily Mu Bull 2X Et at 23% of the equity book. Cloning the disclosed picks since 2024 would be -6% (-3.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show APEIRON CAPITAL Ltd's latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
1
existing
Trimmed
3
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-5.7%
-3.3%/yr · since Nov '24
Their reported book
-16.3%
held from quarter-end
S&P 500
+37.5%
same window
$7K$9K$10K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
Apeiron Capital Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 10.7 points over this window.

Growth of $10,000 cloning Apeiron Capital Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
93%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

77% mapped to company sectors

Health Care
25%
ETF / fund or unclassified
23%
Materials
18%
Information Technology
17%
Financials
10%
Communication Services
5%
Industrials
2%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Apeiron Capital Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY41 / 14$177.4B
GOLDMAN SACHS GROUP INC41 / 14$92.3B
UBS Group AG41 / 14$46.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLP41 / 14$9.6B
OSAIC HOLDINGS, INC.41 / 14$3.6B
CITIGROUP INC40 / 14$21.8B
BlackRock, Inc.39 / 14$802.9B
JPMORGAN CHASE & CO39 / 14$173.7B

Ranked by how many of Apeiron Capital Ltd's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Direxion Daily Mu Bull 2X Et
DLY MU BULL 2X
$35.7M34.0K
22.9%
New
New position
2On Holding AG-Class A
NAMEN AKT A
$28.2M795.9K
18.1%
−20%
Reduced · −200K sh
3Abivax Sa-ADR
SPONSORED ADS
$17.4M130.6K
11.2%
New
New position
4Qfin Holdings Inc-ADR
AMERICAN DEP
$15.4M976.2K
9.9%
−5.4%
Reduced · −56K sh
5Summit Therapeutics Inc
COM
$14.0M961.9K
9.0%
−27%
Reduced · −347K sh
6Taiwan Semiconductor-SP ADR
SPONSORED ADS
$8.5M17.9K
5.5%
+103%
Added · +9K sh
7Western Digital Corp
COM
$8.3M13.0K
5.3%
New
New position
8Nektar Therapeutics
COM NEW
$7.4M106.4K
4.8%
New
New position
9Nokia Corp-Spon ADR
SPONSORED ADR
$5.0M378.5K
3.2%
New
New position
10Seagate Technology Holdings
ORD SHS
$4.8M5.0K
3.1%
New
New position
11Sandisk Corp
COM
$3.6M1.6K
2.3%
New
New position
12Lumentum Holdings Inc
COM
$3.0M3.5K
1.9%
New
New position
13Trip.com Group Ltd-ADR
ADS
$2.8M70.0K
1.8%
Held
14Poet Technologies Inc
COM NEW
$1.5M142.0K
0.9%
New
New position
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202614$155.7M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202613$106.9M13F-HR
Q4 2025Dec 31, 2025Feb 2, 20265$86.5M13F-HR
Q3 2025Sep 30, 2025Oct 28, 20258$210.4M13F-HR
Q2 2025Jun 30, 2025Jul 25, 20255$105.9M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202511$217.6M13F-HR
Q4 2024Dec 31, 2024Jan 7, 202513$268.3M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202410$280.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.