Key Points
Increased Amicus Therapeutics stake by 1,476,861 shares; estimated trade size $21.17 million (based on average price from January to March 2026)
Quarter-end value of the position rose by $21.40 million, a figure reflecting both trading activity and share price movement
Transaction equated to a 10.2% change in reportable assets under management (AUM)
Post-trade, CIBRA Capital holds 1,687,661 shares valued at $24.40 million
The position now represents 11.78% of the fund’s AUM, which makes it the top holding
CIBRA Capital Ltd disclosed a buy of 1,476,861 shares of Amicus Therapeutics(NASDAQ:FOLD) in its April 24, 2026, SEC filing, an estimated $21.17 million trade based on quarterly average pricing.
- Increased Amicus Therapeutics stake by 1,476,861 shares; estimated trade size $21.17 million (based on average price from January to March 2026)
- Quarter-end value of the position rose by $21.40 million, a figure reflecting both trading activity and share price movement
- Transaction equated to a 10.2% change in reportable assets under management (AUM)
- Post-trade, CIBRA Capital holds 1,687,661 shares valued at $24.40 million
- The position now represents 11.78% of the fund’s AUM, which places it outside the fund’s top five holdings
What happened
According to its SEC filing dated April 24, 2026, CIBRA Capital Ltd increased its holding in Amicus Therapeutics by 1,476,861 shares during the first quarter. The estimated transaction value was $21.17 million, calculated using the average closing price for the quarter. The value of the position at quarter-end rose by $21.40 million, which reflects both the new shares acquired and the underlying share price appreciation.
What else to know
- This was a buy; the Amicus Therapeutics position now accounts for 11.78% of CIBRA Capital’s 13F reportable AUM
- Top five holdings post-filing:
- NASDAQ: FOLD: $24.40 million (11.78% of AUM)
- NYSE:SEE: $21.64 million (10.4% of AUM)
- NYSE:TXNM: $16.57 million (8.0% of AUM)
- NASDAQ:MASI: $16.08 million (7.8% of AUM)
- NASDAQ:HOLX: $15.80 million (7.6% of AUM)
- As of April 23, 2026, Amicus Therapeutics shares were priced at $14.46
- The stock posted a 103.7% one-year total return, outperforming the S&P 500 by 71.43 percentage points
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close 2026-04-23) | $14.46 |
| Market Capitalization | $4.54 billion |
| Revenue (TTM) | $634.21 million |
| Net Income (TTM) | ($27.11 million) |
Company Snapshot
- Key products include Galafold for Fabry disease and AT-GAA for Pompe disease, alongside pipeline candidates targeting rare genetic disorders.
- Revenue is primarily generated through the commercialization of proprietary therapies for rare diseases, leveraging internal R&D and strategic partnerships.
- The company targets adult patients with rare metabolic and genetic conditions, focusing on underserved populations with limited treatment options.
Amicus Therapeutics, Inc. is a biotechnology company specializing in the discovery, development, and commercialization of therapies for rare diseases. With a focus on precision medicines and a robust pipeline, the company leverages scientific expertise and strategic collaborations to address unmet medical needs. Its established commercial presence and targeted approach provide a competitive edge in the rare disease therapeutics market.
What this transaction means for investors
Last December, BioMarin Pharmaceutical(NASDAQ:BMRN) offered to acquire Amicus Therapeutics for $14.50 per share in cash. We don’t know exactly when CIBRA Capital bought heaps of Amicus shares during the first quarter. At the beginning of January, the stock was trading for around $14.30 per share. If CIBRA bought around that time, it stands to earn $0.20 per share if the transaction completes as anticipated.
Buying a stock priced slightly below its anticipated acquisition price is called merger arbitrage. This biotech deal is about as certain to complete as intended as deals get. Last December, the Boards of Directors of both companies unanimously recommended Amicus’ shareholders vote to adopt the agreement. Federal regulators rarely stick their noses into M&A deals for companies such as Amicus, which currently markets recently launched rare disease drugs.
While merger arbitrage is not an unusual practice for large firms, making Amicus CIBRA’s largest position was a bold move. If the deal doesn’t complete as expected, Amicus’ stock price could fall hard.
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Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Masimo and TXNM Energy, Inc. The Motley Fool recommends BioMarin Pharmaceutical. The Motley Fool has a disclosure policy.
