Fund HoldingsCapricorn Fund Managers Ltd

Total Portfolio Value
$1.25B
Total Bought
$859.17M
Total Sold
$253.78M
Net Transaction
+$605.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LPL Financial Holdings(LPLA)0194,812+194,812054,8754.39%+54,875
BP plc(BP)0984,203+984,203036,3662.91%+36,366
Shell plc(SHEL)0459,200+459,200035,6062.85%+35,606
Applovin Corp(APP)061,276+61,276031,5712.52%+31,571
BOOST RUN INC-CL A0750,000+750,000029,1082.33%+29,108
ING Groep NV(ING)0900,000+900,000028,2422.26%+28,242
Brookdale Senior Living(BKD)01,570,000+1,570,000025,2612.02%+25,261
Affiliated Managers Group069,045+69,045023,3651.87%+23,365
KKR & Co(KKR)212,000460,100+248,10019,61042,2283.38%+22,618
GSK plc(GSK)0426,416+426,416022,3531.79%+22,353
NRG Energy(NRG)0151,000+151,000022,0551.76%+22,055
Taiwan Semiconductor Manufacturing Company Ltd(TSM)044,200+44,200021,1091.69%+21,109
REDDIT CL A ORD(RDDT)0120,000+120,000020,8301.67%+20,830
British American Tobacco plc(BTI)147,000435,252+288,2528,59526,8812.15%+18,286
Travere Therapeutics(TVTX)0321,721+321,721018,2771.46%+18,277
Broadcom(AVGO)047,500+47,500017,9431.43%+17,943
Factset Research Systems(FDS)074,500+74,500017,1411.37%+17,141
Rio Tinto plc(RIO)0160,275+160,275015,2151.22%+15,215
Sea Limited(SE)0150,000+150,000014,3751.15%+14,375
Roper Technologies(ROP)042,000+42,000014,2171.14%+14,217
Vistra Corp(VST)080,000+80,000012,6901.01%+12,690
LIFTOFF MOBILE INC0508,551+508,551012,2150.98%+12,215
Mirum Pharmaceuticals(MIRM)0101,240+101,240011,8520.95%+11,852
WPP PLC(WPP)0676,000+676,000010,4710.84%+10,471
NatWest Group plc(NWG)0587,290+587,290010,3540.83%+10,354
Capital One Financial(COF)050,586+50,586010,1490.81%+10,149
T Rowe Price Group(TROW)83,475155,300+71,8257,52417,6561.41%+10,132
Sysco Corp(SYY)0120,000+120,000010,0300.80%+10,030
Blend Labs6,499,50711,314,649+4,815,14211,04919,3481.55%+8,299
FERMI INC(FRMI)0875,000+875,00008,0150.64%+8,015
MOOLAKE IMMUNOTHERAPEUTICS(MLTX)0374,866+374,86607,2950.58%+7,295
Mettler-Toledo International(MTD)05,710+5,71007,2950.58%+7,295
Charles River Laboratories International(CRL)031,274+31,27407,0930.57%+7,093
Applied Aerospace & Defense Inc.0310,000+310,00007,0620.56%+7,062
Schrodinger(SDGR)0434,321+434,32107,0580.56%+7,058
Cytokinetics(CYTK)081,879+81,87906,9750.56%+6,975
Charles Schwab Corp (The)(SCHW)073,700+73,70006,8000.54%+6,800
West Pharmaceutical Services(WST)018,700+18,70006,7130.54%+6,713
Boot Barn Holdings040,500+40,50006,6530.53%+6,653
SHARKNINJA ORD(SN)64,00088,000+24,0006,77813,4001.07%+6,622
FLAGSTAR BANK NA(FLG)0398,200+398,20005,9490.48%+5,949
PTC Therapeutics(PTCT)063,900+63,90005,2120.42%+5,212
Liquidia Corp(LQDA)247,405182,205-65,2009,33714,5271.16%+5,190
PINNACLE FINANCIAL PARTNERS INC(PNFP)051,179+51,17905,1630.41%+5,163
Bruker Corp(BRKR)085,100+85,10005,1210.41%+5,121
LAZARD ORD(LAZ)0121,900+121,90005,1120.41%+5,112
Healthpeak Properties(DOC)0228,200+228,20004,8830.39%+4,883
Five Below(FIVE)12,50042,500+30,0002,8567,6410.61%+4,785
Guardant Health(GH)031,775+31,77504,7670.38%+4,767
MSCI(MSCI)08,185+8,18504,5840.37%+4,584
NU HLDGS LTD(NU)(Call)030,000+30,00004,364+4,364
MaxCyte8,200,0008,200,00005,76110,0860.81%+4,326
AMER SPORTS ORD(AS)185,000300,000+115,0006,09010,1520.81%+4,062
Wells Fargo & Co(WFC)048,900+48,90004,0410.32%+4,041
Vodafone Group Plc(VOD)0299,000+299,00003,9540.32%+3,954
Gilead Sciences(GILD)031,200+31,20003,9420.32%+3,942
Brookfield Asset Management Ltd(BAM)082,400+82,40003,6960.30%+3,696
APPLOVIN CORP(APP)(Call)0500+50003,625+3,625
STANDARDAERO INC(SARO)130,705230,491+99,7863,3776,8930.55%+3,515
FERMI INC(FRMI)(Call)010,000+10,00003,494+3,494
FLUTTER ENTERTAINMENT ORD(FLUT)36,00070,000+34,0003,6707,1520.57%+3,482
Cerebras Systems Inc.015,682+15,68203,4660.28%+3,466
Eaton Corp(ETN)07,926+7,92603,3770.27%+3,377
Diageo plc(DEO)15,00054,000+39,0001,1174,3410.35%+3,224
CRH Public Limited
ORD
030,000+30,00003,2100.26%+3,210
LOAR HOLDINGS ORD(LOAR)071,999+71,99905,8040.46%+5,804
Ollie's Bargain Outlet Holding(OLLI)040,000+40,00003,0750.25%+3,075
Avantor(AVTR)0300,700+300,70002,9770.24%+2,977
FORGENT POWER SOLUTIONS INC.(FPS)049,657+49,65702,7740.22%+2,774
Tapestry(TPR)24,00042,000+18,0003,3876,1480.49%+2,761
Lloyds Banking Group PLC(LYG)0450,000+450,00002,6240.21%+2,624
Alliance Data Systems Corp024,130+24,13002,6140.21%+2,614
Trane Technologies plc(TT)05,000+5,00002,4560.20%+2,456
MSC Industrial Direct Co(MSM)020,000+20,00002,3790.19%+2,379
On Holding AG(ONON)139,571200,000+60,4294,7487,0840.57%+2,336
KODIAK GAS SVCS INC(KGS)061,365+61,36504,6100.37%+4,610
Alphabet Inc - Class A(GOOG)031,067+31,067011,1020.89%+11,102
PALVELLA THERAPEUTICS ORD(PVLA)014,088+14,08802,1530.17%+2,153
NRG ENERGY INC(NRG)(Call)01,500+1,50002,139+2,139
Urban Outfitters(URBN)030,000+30,00002,1260.17%+2,126
Illumina(ILMN)012,000+12,00002,1100.17%+2,110
Celsius Holdings(CELH)070,000+70,00002,0500.16%+2,050
ERock, Inc.0140,000+140,00002,0300.16%+2,030
Barnes Group(B)055,000+55,00002,0200.16%+2,020
DENTSPLY SIRONA(XRAY)0184,700+184,70001,9600.16%+1,960
Kroger Co (The)(KR)035,000+35,00001,9440.16%+1,944
Karooooo Ltd(KARO)278,346319,346+41,00013,87315,7631.26%+1,890
RealReal (The)(REAL)0581,571+581,57106,8570.55%+6,857
Brinker International(EAT)34,00040,000+6,0004,8546,7200.54%+1,866
Toast(TOST)066,800+66,80001,8580.15%+1,858
Encompass Health Corp(EHC)018,344+18,34401,8540.15%+1,854
Sotera Health Company(SHC)0103,830+103,83001,8430.15%+1,843
Ecolab(ECL)7,27813,488+6,2101,9363,7580.30%+1,822
INNIO NV045,600+45,60001,8030.14%+1,803
Coca-Cola Company(KO)30,00050,000+20,0002,2824,0640.32%+1,782
Target Corp(TGT)14,37626,000+11,6241,7423,3960.27%+1,653
AMAZON COM INC(Call)02,000+2,00001,610+1,610
Evercore(EVR)04,700+4,70001,6050.13%+1,605
Cogent Biosciences(COGT)041,300+41,30001,5980.13%+1,598
JSC KASPI GLOBAL SPON ADS REP ORD(KSPI)118,900118,90008,80710,3010.82%+1,495
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