Fund Holdings — Capricorn Fund Managers Ltd

Total Portfolio Value
$297.84M
Total Bought
$150.20M
Total Sold
$82.23M
Net Transaction
+$67.96M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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WAYSTAR HOLDING ORD(WAY)0505,122+505,122019,1546.43%+19,154
Tarsus Pharmaceuticals(TARS)0240,020+240,020014,2644.79%+14,264
VERA THERAPEUTICS CL A ORD(VERA)0450,700+450,700013,0974.40%+13,097
Phreesia(PHR)0484,500+484,500011,3953.83%+11,395
Ionis Pharmaceuticals(IONS)0162,800+162,800010,6503.58%+10,650
Summit Therapeutics(SMMT)0496,266+496,266010,2533.44%+10,253
Phibro Animal Health Corp(PAHC)0252,928+252,928010,2333.44%+10,233
Akero Therapeutics0149,200+149,20007,0842.38%+7,084
Johnson & Johnson(JNJ)036,760+36,76006,8162.29%+6,816
Doximity(DOCS)076,738+76,73805,6131.88%+5,613
RealReal (The)(REAL)1,607,3701,189,490-417,8807,69912,6444.25%+4,945
Microsoft Corp(MSFT)21,60727,318+5,71110,74814,1494.75%+3,402
Nike(NKE)045,920+45,92003,2021.08%+3,202
Spotify Technology SA(SPOT)04,537+4,53703,1671.06%+3,167
Ulta Beauty(ULTA)05,500+5,50003,0071.01%+3,007
Roivant Sciences Ltd(ROIV)0198,500+198,50003,0031.01%+3,003
Meta Platforms(META)9,14313,057+3,9146,7489,5893.22%+2,840
Alphabet Inc - Class A(GOOG)49,09047,156-1,9348,65111,4643.85%+2,812
Roblox Corp(RBLX)019,605+19,60502,7160.91%+2,716
iShares iBoxx $ High Yield031,328+31,32802,5440.85%+2,544
Five Below(FIVE)016,000+16,00002,4750.83%+2,475
PepsiCo(PEP)20,31436,678+16,3642,6825,1511.73%+2,469
Guardant Health(GH)036,200+36,20002,2620.76%+2,262
Karooooo Ltd(KARO)154,756170,756+16,0007,5809,7543.27%+2,174
Apollo Global Management(APO)013,307+13,30701,7730.60%+1,773
iShares iBoxx $ Investment Grade011,402+11,40201,2710.43%+1,271
Levi Strauss & Co(LEVI)050,000+50,00001,1650.39%+1,165
Bank of America Corp021,920+21,92001,1310.38%+1,131
ADT(ADT)0125,000+125,00001,0890.37%+1,089
ABBVIE(ABBV)31,39429,535-1,8595,8276,8392.30%+1,011
LUXEXPERIENCE ADS REP ORD(LUXE)629,311672,962+43,6514,9975,7201.92%+723
Avidity Biosciences010,800+10,80004710.16%+471
VISA(V)18,07520,149+2,0746,4186,8782.31%+461
Occidental Petroleum Corp(OXY)88,72784,553-4,1743,7273,9951.34%+268
Chevron Corp(CVX)19,18218,985-1972,7472,9480.99%+202
Brookfield Corp(BN)15,33616,000+6649491,0970.37%+149
Charles Schwab Corp (The)(SCHW)12,70113,617+9161,1591,3000.44%+141
ISHARES BITCOIN ETF(IBIT)27,49027,49001,6831,7870.60%+104
D MARKET ELECTRONIC SERVICES TRA ADR(HEPS)29,18529,185079790.03%-0
Wyndham Hotels & Resorts(WH)13,92013,92001,1301,1120.37%-18
JSC KASPI GLOBAL SPON ADS REP ORD(KSPI)17,00017,00001,4431,3890.47%-55
Uber Technologies(UBER)15,02113,521-1,5001,4011,3250.44%-77
Berkshire Hathaway13,59212,940-6526,6036,5052.18%-97
Talos Energy(TALO)12,5000-12,5001060—-106
Union Pacific Corp(UNP)19,22918,179-1,0504,4244,2971.44%-127
Linde plc(LIN)9,2968,830-4664,3624,1941.41%-168
Kosmos Energy Ltd(KOS)107,0000-107,0001840—-184
Borr Drilling Limited(BORR)110,0000-110,0002010—-201
Burford Capital Limited
ORD SHS
100,000100,00001,4261,1960.40%-230
RAMACO RESOURCES CL B ORD(METC)28,9330-28,9332370—-237
Amazon.com(AMZN)45,65344,419-1,23410,0169,7533.27%-263
ARDMORE SHIPPING Corp(ASC)30,0000-30,0002880—-288
Ramaco Resources(METC)30,0950-30,0953950—-395
Restaurant Brands International(QSR)74,58770,868-3,7194,9444,5451.53%-399
Teck Resources Limited(TECK)10,0000-10,0004040—-404
Noble Corp(NE)20,9000-20,9005550—-555
Peabody Energy Corp(BTU)46,0000-46,0006170—-617
On Holding AG(ONON)54,00050,000-4,0002,8112,1180.71%-693
CRH Public Limited10,6640-10,6649790—-979
Mondelez International(MDLZ)25,0000-25,0001,6860—-1,686
PayPal Holdings(PYPL)55,44236,067-19,3754,1202,4190.81%-1,702
CONTEXTLOGIC CL A ORD250,0000-250,0001,7030—-1,702
AMER SPORTS ORD(AS)134,60290,000-44,6025,2173,1281.05%-2,090
Vita Coco Company (The)(COCO)140,00065,515-74,4855,0542,7820.93%-2,272
Coca-Cola Europacific Partners
SHS
25,0000-25,0002,3180—-2,318
TJX Companies(TJX)41,49918,000-23,4995,1252,6020.87%-2,523
Urban Outfitters(URBN)40,0000-40,0002,9020—-2,902
British American Tobacco plc(BTI)135,00065,000-70,0006,3903,4501.16%-2,939
lululemon athletica(LULU)13,5000-13,5003,2070—-3,207
PVH Corp(PVH)50,0000-50,0003,4300—-3,430
Capri Holdings Limited
SHS
260,00050,000-210,0004,6029960.33%-3,606
Wolverine World Wide(WWW)200,0000-200,0003,6160—-3,616
Deckers Outdoor Corp(DECK)66,00025,000-41,0006,8032,5340.85%-4,268
Pfizer(PFE)188,6990-188,6994,5740—-4,574
Ralph Lauren Corp(RL)31,00010,000-21,0008,5033,1361.05%-5,367
Tapestry(TPR)95,00026,000-69,0008,3422,9440.99%-5,398
SHARKNINJA ORD(SN)130,00060,000-70,00012,8696,1892.08%-6,680
Dick's Sporting Goods(DKS)35,0000-35,0006,9230—-6,923
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Capricorn Fund Managers Ltd — 13F Holdings — Q3 2025 | TickerTrail