Managers / Q4 2024
CIGOGNE MANAGEMENT SANEW FILER
CIK 0002047346 · 18 BOULEVARD ROYAL, LUXEMBOURG, N4, L-2449 · 0035227464682
Summary
Cigogne Management SA reported $169M in U.S.-listed holdings across 86 positions for Q4 2024.
Its largest position, Airbnb, represents 6.1% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 65.1% · $110M
- Other · 23.0% · $39M
- US DOMESTIC · 10.7% · $18M
- ADR · 1.2% · $2M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| JNPJUNIPER NETWORKS INC | NEW | +279.7K | 279.7K | +$10M | $10M |
| AIRBNB INC | NEW | +11.00M | 11.00M | +$10M | $10M |
| ENDEAVOR GROUP HLDGS INC | NEW | +270.0K | 270.0K | +$8M | $8M |
| HCP2EURHASHICORP INC | NEW | +203.8K | 203.8K | +$7M | $7M |
| DEUTSCHE BANK A G | NEW | +375.0K | 375.0K | +$6M | $6M |
| ARCADIUM LITHIUM PLC | NEW | +1.14M | 1.14M | +$6M | $6M |
| SMARGBPSMARTSHEET INC | NEW | +97.8K | 97.8K | +$5M | $5M |
| FYBRFRONTIER COMMUNICATIONS PARE | NEW | +147.4K | 147.4K | +$5M | $5M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
Filing History
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- Caisse Federale de Credit Mutuel
- Groupe la Francaise
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.