Fund Holdings

Capricorn Fund Managers Ltd

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LPL Financial Holdings(LPLA)0194,812+194,812054,874,6444.39%+54,874,644
BP plc(BP)0984,203+984,203036,366,3012.91%+36,366,301
Shell plc(SHEL)0459,200+459,200035,606,3682.85%+35,606,368
Applovin Corp(APP)061,276+61,276031,571,2332.52%+31,571,233
BOOST RUN INC-CL A0750,000+750,000029,107,5002.33%+29,107,500
ING Groep NV(ING)0900,000+900,000028,242,0002.26%+28,242,000
Brookdale Senior Living(BKD)01,570,000+1,570,000025,261,3002.02%+25,261,300
Affiliated Managers Group069,045+69,045023,364,8281.87%+23,364,828
KKR & Co(KKR)212,000460,100+248,10019,610,00042,227,9783.38%+22,617,978
GSK plc(GSK)0426,416+426,416022,352,7271.79%+22,352,727
NRG Energy(NRG)0151,000+151,000022,055,0601.76%+22,055,060
Taiwan Semiconductor Manufacturing Company Ltd(TSM)044,200+44,200021,108,5941.69%+21,108,594
REDDIT CL A ORD(RDDT)0120,000+120,000020,829,6001.67%+20,829,600
British American Tobacco plc(BTI)147,000435,252+288,2528,595,09026,881,1642.15%+18,286,074
Travere Therapeutics(TVTX)0321,721+321,721018,276,9701.46%+18,276,970
Broadcom(AVGO)047,500+47,500017,943,1251.43%+17,943,125
Factset Research Systems(FDS)074,500+74,500017,140,9601.37%+17,140,960
Rio Tinto plc(RIO)0160,275+160,275015,214,9061.22%+15,214,906
Sea Limited(SE)0150,000+150,000014,374,5001.15%+14,374,500
Roper Technologies(ROP)042,000+42,000014,217,0001.14%+14,217,000
Vistra Corp(VST)080,000+80,000012,690,4001.01%+12,690,400
LIFTOFF MOBILE INC0508,551+508,551012,215,3950.98%+12,215,395
Mirum Pharmaceuticals(MIRM)0101,240+101,240011,852,1670.95%+11,852,167
WPP PLC(WPP)0676,000+676,000010,471,2400.84%+10,471,240
NatWest Group plc(NWG)0587,290+587,290010,353,9230.83%+10,353,923
Capital One Financial(COF)050,586+50,586010,148,5630.81%+10,148,563
T Rowe Price Group(TROW)83,475155,300+71,8257,524,43717,656,0571.41%+10,131,620
Sysco Corp(SYY)0120,000+120,000010,029,6000.80%+10,029,600
Blend Labs6,499,50711,314,649+4,815,14211,049,16219,348,0501.55%+8,298,888
FERMI INC(FRMI)0875,000+875,00008,015,0000.64%+8,015,000
MOOLAKE IMMUNOTHERAPEUTICS(MLTX)0374,866+374,86607,294,8920.58%+7,294,892
Mettler-Toledo International(MTD)05,710+5,71007,294,5820.58%+7,294,582
Charles River Laboratories International(CRL)031,274+31,27407,092,6300.57%+7,092,630
Applied Aerospace & Defense Inc.0310,000+310,00007,061,8000.56%+7,061,800
Schrodinger(SDGR)0434,321+434,32107,057,7160.56%+7,057,716
Cytokinetics(CYTK)081,879+81,87906,975,2720.56%+6,975,272
Charles Schwab Corp (The)(SCHW)073,700+73,70006,800,2990.54%+6,800,299
West Pharmaceutical Services(WST)018,700+18,70006,713,3000.54%+6,713,300
Boot Barn Holdings040,500+40,50006,652,9350.53%+6,652,935
SHARKNINJA ORD(SN)64,00088,000+24,0006,777,60013,399,7601.07%+6,622,160
FLAGSTAR BANK NA(FLG)0398,200+398,20005,949,1080.48%+5,949,108
PTC Therapeutics(PTCT)063,900+63,90005,212,3230.42%+5,212,323
Liquidia Corp(LQDA)247,405182,205-65,2009,337,06514,527,2051.16%+5,190,140
PINNACLE FINANCIAL PARTNERS INC(PNFP)051,179+51,17905,162,9380.41%+5,162,938
Bruker Corp(BRKR)085,100+85,10005,121,3180.41%+5,121,318
LAZARD ORD(LAZ)0121,900+121,90005,112,4860.41%+5,112,486
Healthpeak Properties(DOC)0228,200+228,20004,883,4800.39%+4,883,480
Five Below(FIVE)12,50042,500+30,0002,856,0007,641,0750.61%+4,785,075
Guardant Health(GH)031,775+31,77504,767,2030.38%+4,767,203
MSCI(MSCI)08,185+8,18504,583,9270.37%+4,583,927
NU HLDGS LTD(NU)(Call)030,000+30,00004,364,100+4,364,100
MaxCyte8,200,0008,200,00005,760,50010,086,0000.81%+4,325,500
AMER SPORTS ORD(AS)185,000300,000+115,0006,090,20010,152,0000.81%+4,061,800
Wells Fargo & Co(WFC)048,900+48,90004,041,0960.32%+4,041,096
Vodafone Group Plc(VOD)0299,000+299,00003,954,2750.32%+3,954,275
Gilead Sciences(GILD)031,200+31,20003,941,8080.32%+3,941,808
Brookfield Asset Management Ltd(BAM)082,400+82,40003,695,6400.30%+3,695,640
APPLOVIN CORP(APP)(Call)0500+50003,625,235+3,625,235
STANDARDAERO INC(SARO)130,705230,491+99,7863,377,4176,892,8330.55%+3,515,416
FERMI INC(FRMI)(Call)010,000+10,00003,493,600+3,493,600
FLUTTER ENTERTAINMENT ORD(FLUT)36,00070,000+34,0003,670,2007,151,9000.57%+3,481,700
Cerebras Systems Inc.015,682+15,68203,465,7220.28%+3,465,722
Eaton Corp(ETN)07,926+7,92603,377,4270.27%+3,377,427
Diageo plc(DEO)15,00054,000+39,0001,116,7504,340,5200.35%+3,223,770
CRH Public Limited030,000+30,00003,210,0000.26%+3,210,000
LOAR HOLDINGS ORD(LOAR)45,32771,999+26,6722,596,7845,803,8390.46%+3,207,055
Ollie's Bargain Outlet Holding(OLLI)040,000+40,00003,075,2000.25%+3,075,200
Avantor(AVTR)0300,700+300,70002,976,9300.24%+2,976,930
FORGENT POWER SOLUTIONS INC.(FPS)049,657+49,65702,773,8400.22%+2,773,840
Tapestry(TPR)24,00042,000+18,0003,386,6406,147,9600.49%+2,761,320
Lloyds Banking Group PLC(LYG)0450,000+450,00002,623,5000.21%+2,623,500
Alliance Data Systems Corp024,130+24,13002,614,4860.21%+2,614,486
Trane Technologies plc(TT)05,000+5,00002,455,8000.20%+2,455,800
MSC Industrial Direct Co(MSM)020,000+20,00002,379,0000.19%+2,379,000
On Holding AG(ONON)139,571200,000+60,4294,748,2057,084,0000.57%+2,335,795
KODIAK GAS SVCS INC(KGS)40,02961,365+21,3362,334,4914,609,7390.37%+2,275,248
Alphabet Inc - Class A(GOOG)31,06731,06708,933,62711,102,4140.89%+2,168,787
PALVELLA THERAPEUTICS ORD(PVLA)014,088+14,08802,152,9280.17%+2,152,928
NRG ENERGY INC(NRG)(Call)01,500+1,50002,139,420+2,139,420
Urban Outfitters(URBN)030,000+30,00002,125,8000.17%+2,125,800
Illumina(ILMN)012,000+12,00002,109,9600.17%+2,109,960
Celsius Holdings(CELH)070,000+70,00002,049,6000.16%+2,049,600
ERock, Inc.0140,000+140,00002,030,0000.16%+2,030,000
Barnes Group(B)055,000+55,00002,020,1500.16%+2,020,150
DENTSPLY SIRONA(XRAY)0184,700+184,70001,959,6670.16%+1,959,667
Kroger Co (The)(KR)035,000+35,00001,943,5500.16%+1,943,550
Karooooo Ltd(KARO)278,346319,346+41,00013,872,76515,762,9191.26%+1,890,154
RealReal (The)(REAL)548,730581,571+32,8414,982,4686,856,7220.55%+1,874,254
Brinker International(EAT)34,00040,000+6,0004,854,1806,720,0000.54%+1,865,820
Toast(TOST)066,800+66,80001,858,3760.15%+1,858,376
Encompass Health Corp(EHC)018,344+18,34401,854,2120.15%+1,854,212
Sotera Health Company(SHC)0103,830+103,83001,842,9830.15%+1,842,983
Ecolab(ECL)7,27813,488+6,2101,936,0943,757,8920.30%+1,821,798
INNIO NV045,600+45,60001,803,4800.14%+1,803,480
Coca-Cola Company(KO)30,00050,000+20,0002,281,5004,063,5000.32%+1,782,000
Target Corp(TGT)14,37626,000+11,6241,742,3713,395,8600.27%+1,653,489
AMAZON COM INC(Call)02,000+2,00001,610,000+1,610,000
Evercore(EVR)04,700+4,70001,604,7680.13%+1,604,768
Cogent Biosciences(COGT)041,300+41,30001,598,3100.13%+1,598,310
JSC KASPI GLOBAL SPON ADS REP ORD(KSPI)118,900118,90008,806,92310,301,4960.82%+1,494,573
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