Fund HoldingsCapricorn Fund Managers Ltd

Total Portfolio Value
$181.80M
Total Bought
$56.46M
Total Sold
$166.92M
Net Transaction
-$110.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Nu Holdings Ltd(NU)0985,500+985,50008,2094.52%+8,209
Pfizer(PFE)0140,348+140,34804,0412.22%+4,041
Nextera Energy Inc(NEE)41,654105,242+63,5882,3866,3923.52%+4,006
ABBVIE(ABBV)025,447+25,44703,9442.17%+3,944
Gold Fields Ltd(GFI)0269,500+269,50003,8972.14%+3,897
Johnson & Johnson(JNJ)10,46134,511+24,0501,6295,4092.98%+3,780
Enterprise Products Partners LP(EPD)60,904196,315+135,4111,6675,1732.85%+3,506
Broadcom(AVGO)3,6005,600+2,0002,9906,2513.44%+3,261
NVIDIA Corp(NVDA)16,90020,800+3,9007,35110,3015.67%+2,949
Linde plc(LIN)3,94910,121+6,1721,4704,1462.28%+2,676
Union Pacific Corp(UNP)07,923+7,92301,9461.07%+1,946
PayPal Holdings(PYPL)82,717108,436+25,7194,8366,6593.66%+1,823
Amazon.com(AMZN)24,07931,914+7,8353,0614,8492.67%+1,788
Chewy(CHWY)131,136168,837+37,7012,3953,9902.19%+1,595
Newmont Corp(NEM)036,290+36,29001,5020.83%+1,502
East West Bancorp(EWBC)57,09657,09603,0104,1082.26%+1,099
AeroVironment07,959+7,95901,0030.55%+1,003
CNH Industrial NV
SHS
205,466281,698+76,2322,4863,4311.89%+945
American Tower Corp(AMT)14,03215,062+1,0302,3083,2521.79%+944
Bank of America Corp140,193140,19303,8384,7202.60%+882
Sea Limited(SE)69,90096,200+26,3003,0723,8962.14%+824
Meta Platforms(META)13,98013,865-1154,1974,9082.70%+711
Microsoft Corp(MSFT)1,5823,196+1,6145001,2020.66%+702
Nabors Industries Ltd08,000+8,00006530.36%+653
IRSA Inversiones y Representaciones SA(IRS)187,653189,242+1,5891,1001,6270.90%+528
ARDMORE SHIPPING Corp030,000+30,00004230.23%+423
Palantir Technologies(PLTR)022,840+22,84003920.22%+392
Scorpio Tankers(STNG)05,000+5,00003040.17%+304
VISA(V)9,3549,35402,1522,4351.34%+284
Alphabet Inc - Class C(GOOG)27,22527,22503,5903,8372.11%+247
International Seaways(INSW)05,000+5,00002270.13%+227
RealReal (The)(REAL)1,000,0001,150,000+150,0002,1102,3121.27%+202
CVS HEALTH Corp(CVS)21,64021,64001,5111,7090.94%+198
Alphabet Inc - Class A(GOOG)19,37619,37602,5362,7071.49%+171
EXPRO GROUP HOLDINGS ORD010,000+10,00001590.09%+159
Unitedhealth Group(UNH)6,4846,48403,2693,4141.88%+144
Berkshire Hathaway18,51518,51506,4866,6043.63%+118
Canadian National Railway(CNI)4,7624,76205165980.33%+82
ICL Group Ltd(ICL)013,525+13,5250680.04%+68
SIGMA LITHIUM ORD(SGML)79,50083,800+4,3002,5792,6421.45%+63
Chevron Corp(CVX)20,17223,192+3,0203,4013,4591.90%+58
Berkshire Hathaway5502,6572,7131.49%+56
Canadian Pacific Railway(CP)7,5627,56205635980.33%+35
Estee Lauder Companies (The)(EL)18,28218,28202,6432,6741.47%+31
Tidewater(TDW)17,00017,00001,2081,2260.67%+18
Teck Resources Limited(TECK)15,00015,00006466340.35%-12
RAMACO RESOURCES CL B ORD36,01931,079-4,9404304140.23%-16
Noble Corp(NE)16,00016,00008107710.42%-40
PAGAYA TECH CL A ORD(PGY)1,542,0001,736,073+194,0732,4362,3961.32%-41
Talos Energy(TALO)20,00020,00003292850.16%-44
Medicinova INC30,4590-30,459640-64
Aegon NV14,6000-14,600700-70
Corteva(CTVA)29,80029,80001,5251,4280.79%-97
Peabody Energy Corp(BTU)61,00061,00001,5851,4840.82%-102
iShares 0-3 Month Treasury289,089289,089029,10328,98715.94%-116
Kosmos Energy Ltd(KOS)157,000157,00001,2841,0530.58%-231
GDS HLDGS LTD(GDS)24,7040-24,7042710-271
UBS Group AG(UBS)11,3380-11,3382790-279
Nokia Corp(NOK)76,4640-76,4642860-286
MASTERCARD INCORPORATED(MA)7730-7733060-306
ING GROEP N.V.(ING)35,0000-35,0004610-461
News Corp NEW(NWS)25,7120-25,7125370-537
Koninklijke Philips N V(PHG)33,4030-33,4036660-666
Alcon(ALC)9,7360-9,7367500-750
Golden Ocean Group LTD108,5670-108,5678560-856
NIO(NIO)105,5080-105,5089540-954
International Business Machines Corp(IBM)7,2040-7,2041,0110-1,011
Equinor ASA(EQNR)31,8000-31,8001,0430-1,043
MINISO GROUP HLDG LTD(MNSO)41,4140-41,4141,0730-1,073
Ramaco Resources130,09520,095-110,0001,4303450.19%-1,085
Novo-Nordisk A/S(NVO)12,6460-12,6461,1500-1,150
Genmab A/S(GMAB)37,0070-37,0071,3050-1,305
TRIP COM GROUP LTD(TCOM)40,7810-40,7811,4260-1,426
KE Holdings(BEKE)93,5750-93,5751,4520-1,452
ProPetro Holding Corp(PUMP)166,3480-166,3481,7680-1,768
Farfetch LTD935,7760-935,7761,9560-1,956
Zai Lab Limited(ZLAB)100,9670-100,9672,4550-2,455
BeiGene Ltd(ONC)13,7350-13,7352,4710-2,471
Woodside Energy Group LTD(WDS)110,8100-110,8102,5810-2,581
Block INC(XYZ)61,7360-61,7362,7320-2,732
SAP SE(SAP)21,9980-21,9982,8450-2,845
Takeda Pharmaceutical CO LTD(TAK)204,8920-204,8923,1700-3,170
NetEase INC(NTES)32,2000-32,2003,2250-3,225
Amcor plc(AMCR)420,5550-420,5553,8520-3,852
YUM CHINA HLDGS INC(YUMC)73,5070-73,5074,0960-4,096
Uber Technologies INC(UBER)92,2440-92,2444,2420-4,242
BHP Group LTD76,6430-76,6434,3590-4,359
New Oriental Education and Technology Group(EDU)90,4760-90,4765,2970-5,297
Honda Motor Ltd(HMC)188,9700-188,9706,3570-6,357
Bilibili INC486,5220-486,5226,6990-6,699
Baidu INC54,7860-54,7867,3600-7,360
Sumitomo Mitsui Financial Group(SMFG)920,3340-920,3349,0650-9,065
Toyota Motor Corp(TM)51,0860-51,0869,1830-9,183
Xpeng INC(XPEV)727,4890-727,48913,3570-13,357
Mitsubishi UFJ Financial Group(MUFG)2,346,9310-2,346,93119,9250-19,925
ResMed INC(RMD)230,9470-230,94734,1500-34,150
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