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Portfolio (Quarterly) Guide ↗

APEIRON CAPITAL Ltd

· CIK 0001843111
13F Portfolio $156M AUM 14 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 2 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MUU DIREXION DAILY MU BULL 2X ET 34,000.0 $35.7M 22.91% NEW $1048.73 -97.2%
2 ABVX ABIVAX SA-ADR Healthcare 130,600.0 $17.4M 11.18% NEW $133.26 -14.9%
3 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 17,900.0 $8.5M 5.49% NEW $477.57 -12.6%
4 WDC WESTERN DIGITAL CORP Technology 13,000.0 $8.3M 5.33% NEW $638.72 -28.1%
5 NKTR NEKTAR THERAPEUTICS Healthcare 106,431.0 $7.4M 4.77% NEW $69.81 +3.9%
6 NOK NOKIA CORP-SPON ADR Technology 378,500.0 $5.0M 3.23% NEW $13.28 -23.1%
7 STX SEAGATE TECHNOLOGY HOLDINGS Technology 5,000.0 $4.8M 3.10% NEW $965.00 -14.0%
8 SNDK SANDISK CORP Technology 1,580.0 $3.6M 2.31% NEW $2273.73 -34.7%
9 LITE LUMENTUM HOLDINGS INC Technology 3,500.0 $3.0M 1.93% NEW $858.06 +4.3%
10 TCOM TRIP.COM GROUP LTD-ADR Consumer Cyclical 70,000.0 $2.8M 1.79% NEW $39.84 +13.8%
11 POET POET TECHNOLOGIES INC Technology 142,000.0 $1.5M 0.94% NEW $10.28 -27.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.4%
Technology 29.0%
Consumer Cyclical 25.8%
Financial Services 12.9%