Cigogne Management SA 13F Holdings · last filed Q4 2024
Cigogne Management SA reported 55 securities worth $168.57M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: JNPR (6.21%), ABNB (6.12%), EDR (5.01%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNPR | JUNIPER NETWORKS INC | $10.5M | 6.21% | 279,747 | New |
| 2 | ABNB | AIRBNB INC | $10.3M | 6.12% | 0 | New |
| 3 | EDR | ENDEAVOR GROUP HLDGS INC | $8.4M | 5.01% | 270,000 | New |
| 4 | HCP | HASHICORP INC | $7.0M | 4.14% | 203,805 | New |
| 5 | DB | DEUTSCHE BANK A G | $6.2M | 3.70% | 375,000 | New |
| 6 | ALTM | ARCADIUM LITHIUM PLC | $5.8M | 3.46% | 1.1M | New |
| 7 | SMAR | SMARTSHEET INC | $5.5M | 3.25% | 97,850 | New |
| 8 | FYBR | FRONTIER COMMUNICATIONS PARE | $5.1M | 3.03% | 147,405 | New |
| 9 | ZUO | ZUORA INC | $4.9M | 2.91% | 495,000 | New |
| 10 | ESGR | ENSTAR GROUP LIMITED | $4.8M | 2.85% | 14,928 | New |
| 11 | FPRD | FORD MTR CO | $3.9M | 2.30% | 0 | New |
| 12 | AGS | PLAYAGS INC | $3.8M | 2.28% | 332,629 | New |
| 13 | FFNW | FIRST FINANCIAL NORTHWEST IN | $3.8M | 2.27% | 176,102 | New |
| 14 | EVRI | EVERI HLDGS INC | $3.7M | 2.18% | 272,350 | New |
| 15 | GS | GOLDMAN SACHS GROUP INC | $3.4M | 2.00% | 5,900 | New |
| 16 | SRDX | SURMODICS INC | $3.1M | 1.84% | 78,500 | New |
| 17 | K | KELLANOVA | $3.0M | 1.77% | 36,750 | New |
| 18 | SRG | SERITAGE GROWTH PPTYS | $2.8M | 1.68% | 686,671 | New |
| 19 | AMED | AMEDISYS INC | $2.7M | 1.60% | 29,649 | New |
| 20 | AXP | AMERICAN EXPRESS CO | $2.7M | 1.58% | 9,000 | New |
| 21 | PTVE | PACTIV EVERGREEN INC | $2.6M | 1.55% | 150,000 | New |
| 22 | MTTR | MATTERPORT INC | $2.5M | 1.46% | 517,464 | New |
| 23 | GAN | GAN LTD | $2.4M | 1.40% | 1.3M | New |
| 24 | JCI | JOHNSON CTLS INTL PLC | $2.4M | 1.40% | 30,000 | New |
| 25 | CDMO | AVID BIOSERVICES INC | $2.3M | 1.39% | 189,097 | New |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR