Fund HoldingsCapricorn Fund Managers Ltd

Total Portfolio Value
$414.89M
Total Bought
$268.79M
Total Sold
$150.96M
Net Transaction
+$117.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Zymeworks(ZYME)01,022,840+1,022,840026,9316.49%+26,931
STRUCTURE THERAPEUTICS INC0252,600+252,600017,5684.23%+17,568
Nuvation Bio(NUVB)01,588,854+1,588,854014,2363.43%+14,236
Exact Sciences Corp(EXK)096,685+96,68509,8192.37%+9,819
BioLife Solutions(BLFS)0378,550+378,55009,1532.21%+9,153
Guardant Health(GH)36,200107,787+71,5872,26211,0092.65%+8,748
ASTERA LABS ORD(ALAB)050,000+50,00008,3182.00%+8,318
Sotera Health Company(SHC)0449,900+449,90007,9361.91%+7,936
Electronic Arts(EA)038,549+38,54907,8771.90%+7,877
Norfolk Southern Corp(NSC)025,000+25,00007,2181.74%+7,218
ONESTREAM INC
CL A
0380,000+380,00006,9841.68%+6,984
Terex Corp(TEX)0130,000+130,00006,9391.67%+6,939
HealthEquity(HQY)075,602+75,60206,9261.67%+6,926
Chart Industries(GTLS)033,383+33,38306,8851.66%+6,885
Glaukos Corp(GKOS)060,000+60,00006,7751.63%+6,775
Roivant Sciences Ltd(ROIV)198,500445,500+247,0003,0039,6672.33%+6,664
CyberArk Software Ltd014,841+14,84106,6201.60%+6,620
Terns Pharmaceuticals0151,436+151,43606,1181.47%+6,118
DAYFORCE ORD085,033+85,03305,8811.42%+5,881
TXNM ENERGY ORD(TXNM)088,529+88,52905,2131.26%+5,213
WAYSTAR HOLDING ORD(WAY)505,122738,263+233,14119,15424,1785.83%+5,024
KENVUE ORD(KVUE)0282,485+282,48504,8731.17%+4,873
LOAR HOLDINGS ORD(LOAR)070,000+70,00004,7601.15%+4,760
Warner Bros Discovery(WBD)0163,668+163,66804,7171.14%+4,717
Avidity Biosciences10,80068,463+57,6634714,9381.19%+4,468
Pfizer(PFE)0165,569+165,56904,1230.99%+4,123
Applovin Corp(APP)06,000+6,00004,0430.97%+4,043
Confluent0130,391+130,39103,9430.95%+3,943
Hillenbrand0122,961+122,96103,9000.94%+3,900
Madrigal Pharmaceuticals(MDGL)06,600+6,60003,8430.93%+3,843
BRIGHTSPRING HEALTH SVCS INC(BTSG)0100,000+100,00003,7450.90%+3,745
KODIAK GAS SVCS INC(KGS)0100,000+100,00003,7400.90%+3,740
Clearwater Analytics Holdings0124,611+124,61103,0060.72%+3,006
Amicus Therapeutics
COM
0210,674+210,67403,0000.72%+3,000
TransDigm Group(TDG)02,000+2,00002,6600.64%+2,660
Axalta Coating Systems Ltd(AXTA)080,000+80,00002,5850.62%+2,585
Apollo Global Management(APO)13,30729,693+16,3861,7734,2981.04%+2,525
Chewy(CHWY)065,948+65,94802,1800.53%+2,180
Frontier Communications Parent051,847+51,84701,9740.48%+1,974
CONTEXTLOGIC HOLDINGS ORD0250,000+250,00001,8950.46%+1,895
Jazz Pharmaceuticals plc(JAZZ)010,000+10,00001,7000.41%+1,700
Taysha Gene Therapies(TSHA)0300,000+300,00001,6500.40%+1,650
Amazon.com(AMZN)44,41947,650+3,2319,75310,9992.65%+1,245
Walt Disney Company (The)(DIS)010,332+10,33201,1750.28%+1,175
Coca-Cola Europacific Partners
SHS
012,600+12,60001,1430.28%+1,143
Karooooo Ltd(KARO)170,756238,078+67,3229,75410,8332.61%+1,079
VISA(V)20,14922,644+2,4956,8787,9411.91%+1,063
EVOMMUNE ORD060,000+60,00001,0270.25%+1,027
Denali Therapeutics(DNLI)062,197+62,19701,0270.25%+1,027
KLAVIYO INC(KVYO)020,000+20,00006490.16%+649
LUXEXPERIENCE ADS REP ORD(LUXE)672,962754,909+81,9475,7206,3031.52%+583
BETA TECHNOLOGIES CL A ORD020,000+20,00005640.14%+564
Borr Drilling Limited(BORR)0110,000+110,00004430.11%+443
Bank of America Corp21,92025,465+3,5451,1311,4010.34%+270
Charles Schwab Corp (The)(SCHW)13,61715,506+1,8891,3001,5490.37%+249
TEGNA012,435+12,43502410.06%+241
Brookfield Corp(BN)16,00028,112+12,1121,0971,2900.31%+193
ARDMORE SHIPPING Corp014,000+14,00001480.04%+148
Talos Energy(TALO)012,500+12,50001380.03%+138
Uber Technologies(UBER)13,52116,843+3,3221,3251,3760.33%+52
Burford Capital Limited
ORD SHS
100,000135,000+35,0001,1961,2040.29%+8
D MARKET ELECTRONIC SERVICES TRA ADR(HEPS)29,18529,185079720.02%-6
iShares iBoxx $ Investment Grade11,40211,442+401,2711,2610.30%-10
iShares iBoxx $ High Yield31,32831,308-202,5442,5240.61%-19
JSC KASPI GLOBAL SPON ADS REP ORD(KSPI)17,00017,00001,3891,3280.32%-60
Wyndham Hotels & Resorts(WH)13,92013,92001,1121,0520.25%-60
ISHARES BITCOIN ETF(IBIT)27,49034,601+7,1111,7871,7180.41%-69
Restaurant Brands International(QSR)70,86865,089-5,7794,5454,4411.07%-104
Microsoft Corp(MSFT)27,31828,733+1,41514,14913,8963.35%-254
Union Pacific Corp(UNP)18,17916,890-1,2894,2973,9070.94%-390
Chevron Corp(CVX)18,98516,363-2,6222,9482,4940.60%-454
Berkshire Hathaway12,94011,854-1,0866,5055,9581.44%-547
Linde plc(LIN)8,8308,114-7164,1943,4600.83%-735
Occidental Petroleum Corp(OXY)84,55376,877-7,6763,9953,1610.76%-834
Capri Holdings Limited
SHS
50,0000-50,0009960-996
ADT(ADT)125,0000-125,0001,0890-1,089
Levi Strauss & Co(LEVI)50,0000-50,0001,1650-1,165
PayPal Holdings(PYPL)36,06720,162-15,9052,4191,1770.28%-1,242
PepsiCo(PEP)36,67826,166-10,5125,1513,7550.91%-1,396
Alphabet Inc - Class A(GOOG)47,15631,066-16,09011,4649,7242.34%-1,740
On Holding AG(ONON)50,0000-50,0002,1180-2,117
AMER SPORTS ORD(AS)90,00022,800-67,2003,1288520.21%-2,276
Five Below(FIVE)16,0000-16,0002,4750-2,475
Deckers Outdoor Corp(DECK)25,0000-25,0002,5340-2,534
TJX Companies(TJX)18,0000-18,0002,6020-2,602
Roblox Corp(RBLX)19,6050-19,6052,7160-2,716
Vita Coco Company (The)(COCO)65,5150-65,5152,7820-2,782
Tapestry(TPR)26,0000-26,0002,9440-2,944
Ulta Beauty(ULTA)5,5000-5,5003,0070-3,007
Ralph Lauren Corp(RL)10,0000-10,0003,1360-3,136
Spotify Technology SA(SPOT)4,5370-4,5373,1670-3,167
Nike(NKE)45,9200-45,9203,2020-3,202
Phibro Animal Health Corp(PAHC)252,928184,101-68,82710,2336,8781.66%-3,355
British American Tobacco plc(BTI)65,0000-65,0003,4500-3,450
Meta Platforms(META)13,0579,019-4,0389,5895,9531.43%-3,635
Doximity(DOCS)76,7380-76,7385,6130-5,613
SHARKNINJA ORD(SN)60,0000-60,0006,1890-6,189
RealReal (The)(REAL)1,189,490392,897-796,59312,6446,2001.49%-6,444
Johnson & Johnson(JNJ)36,7600-36,7606,8160-6,816
ABBVIE(ABBV)29,5350-29,5356,8390-6,839
Page 1 of 1