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Capricorn Fund Managers Ltd

hedge fundUpdated 48 days ago

Managed by Capricorn Fund Managers Ltd • Latest filing Q2 2026

Portfolio value
$1.3B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
98.6%
Weight of largest holdings
Annualized return
65.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$278.5M
Q3 2023$288.2M
Q4 2023$181.8M
Q1 2024$166.1M
Q2 2024$141.8M
Q3 2024$148.5M
Q4 2024$224.7M
Q1 2025$187.1M
Q2 2025$211.6M
Q3 2025$297.8M
Q4 2025$414.9M
Q1 2026$641.4M
Q2 2026$1.3B

Top holdings

178 positions as of Q2 2026

View filing
L

LPL Financial Holdings

Value
$54.9M
Shares
194.8K
% Port
4.33%
K

KKR & Co

+117.0%
Value
$42.2M
Shares
460.1K
% Port
3.33%
B

BP plc

Value
$36.4M
Shares
984.2K
% Port
2.87%
R

Shell plc

Value
$35.6M
Shares
459.2K
% Port
2.81%
A
5.APP

Applovin Corp

Value
$31.6M
Shares
61.3K
% Port
2.49%
C

Carvana Co

+400.0%
Value
$31.3M
Shares
475.0K
% Port
2.46%
B

BOOST RUN INC-CL A

Value
$29.1M
Shares
750.0K
% Port
2.29%
I

ING Groep NV

Value
$28.2M
Shares
900.0K
% Port
2.23%
B

British American Tobacco plc

+196.1%
Value
$26.9M
Shares
435.3K
% Port
2.12%
B

Bank of America Corp

-14.8%
Value
$26.1M
Shares
457.5K
% Port
2.05%
B
11.BKD

Brookdale Senior Living

Value
$25.3M
Shares
1.57M
% Port
1.99%
M
12.MGRB

Affiliated Managers Group

Value
$23.4M
Shares
69.0K
% Port
1.84%
G

GSK plc

Value
$22.4M
Shares
426.4K
% Port
1.76%
N
14.NRG

NRG Energy

Value
$22.1M
Shares
151.0K
% Port
1.74%
A
15.AXGN

Axogen

-32.4%
Value
$21.5M
Shares
464.9K
% Port
1.69%
T

Taiwan Semiconductor Manufacturing Company Ltd

Value
$21.1M
Shares
44.2K
% Port
1.66%
R
17.RDDT

REDDIT CL A ORD

Value
$20.8M
Shares
120.0K
% Port
1.64%
?
18.N/A

Blend Labs

+74.1%
Value
$19.3M
Shares
11.31M
% Port
1.52%
T
19.TVTX

Travere Therapeutics

Value
$18.3M
Shares
321.7K
% Port
1.44%
A
20.AVGO

Broadcom

Value
$17.9M
Shares
47.5K
% Port
1.41%

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