Kryger Capital LLC holds a focused book of 109 stocks worth $1.8B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Apogee Therapeutics Inc and trimmed Penumbra Inc. Their largest long position is Norfolk Southern Corp at 14% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +6.8%, a 3.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Kryger Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kryger Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Magnetar Financial LLC | 66 / 80 | $1.4B |
| PICTON MAHONEY ASSET MANAGEMENT | 64 / 80 | $438.7M |
| Schonfeld Strategic Advisors LLC | 64 / 80 | $296.1M |
| Verition Fund Management LLC | 63 / 80 | $1.3B |
| Alberta Investment Management Corp | 63 / 80 | $495.9M |
| MOORE CAPITAL MANAGEMENT, LP | 60 / 80 | $189.1M |
| Clear Street Group Inc. | 57 / 80 | $57.6M |
| MORGAN STANLEY | 56 / 80 | $4.9B |
Ranked by how many of Kryger Capital LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southern Ord COM | $241.1M | 766.2K | 13.8% | ▲+45% Added · +236K sh | |
| 2 | Chart Industries Ord COM | $186.5M | 892.6K | 10.6% | ▲+62% Added · +342K sh | |
| 3 | Kenvue Ord COM | $163.4M | 8.55M | 9.3% | ▲+64% Added · +3.3M sh | |
| 4 | Digitalbridge Group CL A Ord Class A | $142.1M | 9.00M | 8.1% | ▲+35% Added · +2.3M sh | |
| 5 | Electronic Arts Ord COM | $140.8M | 686.8K | 8.0% | ▲+35% Added · +179K sh | |
| 6 | Warner Bros. Discovery SRS A Ord Series 19 | $111.2M | 4.17M | 6.3% | ▲+35% Added · +1.1M sh | |
| 7 | The Aes Corporation COM | $100.3M | 6.84M | 5.7% | ▲+204% Added · +4.6M sh | |
| 8 | Apogee Therapeutics Ord COM | $98.6M | 742.6K | 5.6% | ▲New New position | |
| 9 | Silicon Laboratories Ord COM | $71.9M | 329.1K | 4.1% | ▲+83% Added · +150K sh | |
| 10 | Roku CL A Ord Class A | $57.4M | 415.5K | 3.3% | ▲New New position | |
| 11 | Brighthouse Financial Ord COM | $48.7M | 769.9K | 2.8% | ▲+53% Added · +267K sh | |
| 12 | Nuvalent CL A Ord Class A | $35.4M | 286.7K | 2.0% | ▲New New position | |
| 13 | Penumbra Ord COM | $33.9M | 107.2K | 1.9% | ▼−30% Reduced · −47K sh | |
| 14 | Caesars Entertainment Ord COM | $29.2M | 966.9K | 1.7% | ▲New New position | |
| 15 | Organon Ord COM | $29.1M | 2.15M | 1.7% | ▲New New position | |
| 16 | Bio Techne Ord COM | $19.4M | 274.3K | 1.1% | ▲New New position | |
| 17 | Lafayette Digital Acqui CL A Ord Class A | $15.9M | 1.59M | 0.9% | ▼−1.7% Reduced · −27K sh | |
| 18 | Mountain Lake Acquistion II CL A Ord Class A | $12.6M | 1.27M | 0.7% | ▲New New position | |
| 19 | Translational Acquisition DVLNT Ord COM | $12.2M | 1.14M | 0.7% | ▲New New position | |
| 20 | Illumination Acquisition I CL A Ord Class A | $9.8M | 988.2K | 0.6% | ▲New New position | |
| 21 | Activate Energy Acquisition CL A Ord Class A | $8.6M | 861.7K | 0.5% | ▼−6.3% Reduced · −58K sh | |
| 22 | Abony Acquisition I CL A Ord Class A | $8.3M | 840.0K | 0.5% | ▲New New position | |
| 23 | Aldabra 4 Liquidity Opportu CL A Ord Class A | $7.4M | 745.1K | 0.4% | ▲New New position | |
| 24 | Legato Merger IV Ord COM | $7.4M | 745.9K | 0.4% | ▲New New position | |
| 25 | Paramount Skydance CL B Ord Class B | $7.4M | 749.3K | 0.4% | ▲New New position | |
| 26 | Kensington Capital Acquisiton VI Unt UNIT | $6.6M | 649.2K | 0.4% | ▼−0.1% Reduced · −819 sh | |
| 27 | Meshflow Acquisition CL A Ord Class A | $6.6M | 655.2K | 0.4% | ▲+22% Added · +117K sh | |
| 28 | Synaptics Ord COM | $6.4M | 51.4K | 0.4% | ▲New New position | |
| 29 | Cambridge Acquisition CL A Ord Class A | $6.3M | 637.2K | 0.4% | ▲New New position | |
| 30 | Silicon Valley Acquisition CL A Ord Class A | $6.0M | 596.4K | 0.3% | ▼−2.3% Reduced · −14K sh | |
| 31 | HCM IV Acquisition CL A Ord Class A | $5.9M | 591.4K | 0.3% | ▲New New position | |
| 32 | Newhold Investment III CL A Ord Class A | $5.9M | 543.2K | 0.3% | ▲+35% Added · +141K sh | |
| 33 | Muzero Acquisition CL A Ord Class A | $5.5M | 557.1K | 0.3% | ▲New New position | |
| 34 | Daedalus Special Acqustion CL A Ord Class A | $5.1M | 500.7K | 0.3% | ▲+14% Added · +61K sh | |
| 35 | General Purpose Acquisition CL A Ord Class A | $5.0M | 501.2K | 0.3% | ▼−1.7% Reduced · −9K sh | |
| 36 | Spartacus Acquisition II CL A Ord Class A | $5.0M | 494.6K | 0.3% | ▲New New position | |
| 37 | Purecycle Technologies Ord COM | $4.9M | 605.1K | 0.3% | ▲New New position | |
| 38 | Payoneer Global Ord COM | $4.8M | 668.9K | 0.3% | ▲New New position | |
| 39 | Safeguard Acquisition CL A Ord Class A | $4.0M | 402.2K | 0.2% | ▼−1.7% Reduced · −7K sh | |
| 40 | Willow Lane Acquisition II CL A Ord Class A | $4.0M | 392.7K | 0.2% | ▲New New position | |
| 41 | Space Asset Acquisition CL A Ord Class A | $3.8M | 374.8K | 0.2% | ▲New New position | |
| 42 | Iron Horse Acquisitions II Ord COM | $3.8M | 378.1K | 0.2% | ▲+35% Added · +98K sh | |
| 43 | Armada Acquisition III CL A Ord Class A | $3.5M | 346.2K | 0.2% | ▲New New position | |
| 44 | Leapfrog Acquisition CL A Ord Class A | $3.2M | 324.7K | 0.2% | ▲New New position | |
| 45 | Cantor Equity Partners VI CL A Ord Class A | $3.1M | 297.1K | 0.2% | ▼−1.6% Reduced · −5K sh | |
| 46 | Drugs Made In America Acquis II Ord COM | $3.1M | 304.5K | 0.2% | ▼−1.7% Reduced · −5K sh | |
| 47 | Tribeca Strategic Acquisition Unt UNIT | $3.0M | 298.5K | 0.2% | ▲New New position | |
| 48 | Texas Ventures Acquisition IV Unt Unit | $3.0M | 295.3K | 0.2% | ▲New New position | |
| 49 | American Drive Acquisition CL A Ord Class A | $2.9M | 294.3K | 0.2% | ▲+11% Added · +30K sh | |
| 50 | Bluerock Acquisition CL A Ord Class A | $2.7M | 275.4K | 0.2% | ▲+12% Added · +30K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2123957/holdings"
Use Arkolith to show Kryger Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.