Fund HoldingsCapricorn Fund Managers Ltd

Total Portfolio Value
$288.20M
Total Bought
$145.05M
Total Sold
$129.49M
Net Transaction
+$15.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ResMed INC(RMD)61,225230,947+169,72213,37834,15011.85%+20,772
Xpeng INC(XPEV)15,771727,489+711,71821213,3574.63%+13,145
Mitsubishi UFJ Financial Group(MUFG)1,072,9652,346,931+1,273,9667,90819,9256.91%+12,018
Toyota Motor Corp(TM)051,086+51,08609,1833.19%+9,183
Sumitomo Mitsui Financial Group(SMFG)0920,334+920,33409,0653.15%+9,065
NVIDIA Corp(NVDA)016,900+16,90007,3512.55%+7,351
Meta Platforms(META)013,980+13,98004,1971.46%+4,197
YUM CHINA HLDGS INC(YUMC)073,507+73,50704,0961.42%+4,096
Amcor plc(AMCR)0420,555+420,55503,8521.34%+3,852
Alphabet Inc(GOOG)027,225+27,22503,5901.25%+3,590
Sea LTD(SE)069,900+69,90003,0721.07%+3,072
Uber Technologies INC(UBER)27,47392,244+64,7711,1864,2421.47%+3,056
SAP SE(SAP)021,998+21,99802,8450.99%+2,845
Woodside Energy Group LTD(WDS)0110,810+110,81002,5810.90%+2,581
SIGMA LITHIUM ORD(SGML)079,500+79,50002,5790.89%+2,579
Alphabet Inc(GOOG)019,376+19,37602,5360.88%+2,536
CNH Industrial NV
SHS
0205,466+205,46602,4860.86%+2,486
BeiGene Ltd(ONC)013,735+13,73502,4710.86%+2,471
Zai Lab Limited(ZLAB)0100,967+100,96702,4550.85%+2,455
PAGAYA TECH CL A ORD(PGY)01,542,000+1,542,00002,4360.85%+2,436
American Tower Corp(AMT)014,032+14,03202,3080.80%+2,308
Baidu INC38,72654,786+16,0605,3027,3602.55%+2,059
BERKSHIRE HATHAWAY INC DEL13,77518,515+4,7404,6976,4862.25%+1,789
Unitedhealth Group INC(UNH)3,2006,484+3,2841,5383,2691.13%+1,731
Johnson & Johnson(JNJ)010,461+10,46101,6290.57%+1,629
Corteva INC(CTVA)029,800+29,80001,5250.53%+1,525
CVS HEALTH Corp(CVS)021,640+21,64001,5110.52%+1,511
Linde plc(LIN)03,949+3,94901,4700.51%+1,470
KE Holdings(BEKE)093,575+93,57501,4520.50%+1,452
Genmab A/S(GMAB)037,007+37,00701,3050.45%+1,305
Novo-Nordisk A/S(NVO)012,646+12,64601,1500.40%+1,150
Nextera Energy Inc(NEE)16,71441,654+24,9401,2402,3860.83%+1,146
LAUDER ESTEE COS INC(EL)7,83918,282+10,4431,5392,6430.92%+1,103
IRSA Inversiones y Representaciones SA(IRS)0187,653+187,65301,1000.38%+1,100
Golden Ocean Group LTD0108,567+108,56708560.30%+856
Noble Corp PLC(NE)016,000+16,00008100.28%+810
EAST WEST BANCORP INC(EWBC)42,49257,096+14,6042,2433,0101.04%+766
Alcon(ALC)09,736+9,73607500.26%+750
International Business Machines Corp(IBM)3,5007,204+3,7044681,0110.35%+542
News Corp NEW(NWS)025,712+25,71205370.19%+537
ING GROEP N.V.(ING)035,000+35,00004610.16%+461
PAYPAL HLDGS INC(PYPL)66,20082,717+16,5174,4184,8361.68%+418
Ramaco Resources INC130,095130,09501,0981,4300.50%+332
Broadcom INC(AVGO)3,1003,600+5002,6892,9901.04%+301
NIO(NIO)68,420105,508+37,0886639540.33%+291
UBS Group AG(UBS)011,338+11,33802790.10%+279
TIDEWATER INC NEW(TDW)17,00017,00009421,2080.42%+266
Peabody Energy Corp(BTU)61,00061,00001,3211,5850.55%+264
CHEVRON CORP NEW(CVX)20,17220,17203,1743,4011.18%+227
Equinor ASA(EQNR)28,30831,800+3,4928271,0430.36%+216
Kosmos Energy Ltd(KOS)187,000157,000-30,0001,1201,2840.45%+164
BERKSHIRE HATHAWAY INC DEL5502,5892,6570.92%+68
Medicinova INC030,459+30,4590640.02%+64
Enterprise Products Partners LP(EPD)60,90460,90401,6051,6670.58%+62
TALOS ENERGY INC(TALO)20,00020,00002773290.11%+51
RAMACO RES INC36,01936,01903824300.15%+48
Teck Resources Limited(TECK)15,00015,00006326460.22%+15
MASTERCARD INCORPORATED(MA)77377303043060.11%+2
Aegon NV14,60014,600074700.02%-4
Koninklijke Philips N V(PHG)31,17633,403+2,2276766660.23%-10
THE RealReal INC(REAL)964,0001,000,000+36,0002,1402,1100.73%-30
CANADIAN PACIFIC KANSAS CITY(CP)7,5627,56206115630.20%-48
CANADIAN NATL RY CO(CNI)4,7624,76205775160.18%-61
VISA INC(V)9,3549,35402,2212,1520.75%-70
HALEON PLC(HLN)19,8410-19,8411660-166
WEIBO CORP(WB)15,5400-15,5402040-204
MINISO GROUP HLDG LTD(MNSO)80,00041,414-38,5861,3591,0730.37%-287
SALESFORCE INC(CRM)1,5000-1,5003170-317
Block INC(XYZ)47,23461,736+14,5023,1442,7320.95%-412
YPF SOCIEDAD ANONIMA(YPF)28,1270-28,1274190-419
Chewy INC(CHWY)72,800131,136+58,3362,8732,3950.83%-479
WPP PLC NEW(WPP)10,6580-10,6585570-557
ProPetro Holding Corp(PUMP)286,348166,348-120,0002,3601,7680.61%-591
KINGSOFT CLOUD HLDGS LTD(KC)103,1250-103,1256290-629
NOMURA HLDGS INC(NMR)164,3690-164,3696300-630
New Oriental Education and Technology Group(EDU)152,63090,476-62,1546,0275,2971.84%-730
IRSA INVERSIONES Y REP S A100,7100-100,7108180-818
Bank of America Corp166,581140,193-26,3884,7793,8381.33%-941
GDS HLDGS LTD(GDS)116,16524,704-91,4611,2772710.09%-1,006
Microsoft Corp(MSFT)4,4821,582-2,9001,5265000.17%-1,027
FRESENIUS MED CARE AG&CO KGA(FMS)50,6430-50,6431,2120-1,212
NOVARTIS AG(NVS)16,9210-16,9211,7070-1,707
H WORLD GROUP LTD(HTHT)63,7300-63,7302,4710-2,471
Nokia Corp(NOK)721,77076,464-645,3063,0032860.10%-2,717
Farfetch LTD780,776935,776+155,0004,7161,9560.68%-2,760
Amazon COM INC(AMZN)48,98724,079-24,9086,3863,0611.06%-3,325
Bilibili INC744,655486,522-258,13311,2446,6992.32%-4,545
iShares 0-3 Month Treasury369,061289,089-79,97237,13929,10310.10%-8,036
NetEase INC(NTES)124,02032,200-91,82011,9913,2251.12%-8,766
LI AUTO INC(LI)297,6940-297,69410,4490-10,449
Takeda Pharmaceutical CO LTD(TAK)868,417204,892-663,52513,6433,1701.10%-10,473
TRIP COM GROUP LTD(TCOM)400,90040,781-360,11914,0321,4260.49%-12,605
BHP Group LTD294,35176,643-217,70817,5644,3591.51%-13,204
Honda Motor Ltd(HMC)834,912188,970-645,94225,3066,3572.21%-18,949
ISHARES TR829,0880-829,08822,5430-22,543
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