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Portfolio (Quarterly) Guide ↗

Capricorn Fund Managers Ltd

· CIK 0001901361
13F Portfolio $641.4B AUM 114 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 23 Added 15 Reduced 38 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TARS Tarsus Pharmaceuticals Healthcare 26,000.0 $1.8M 0.28% +4K +18.3% $70.15 -10.9%
22 LQD iShares iBoxx $ Investment Grade 12,959.0 $1.4M 0.22% +2K +13.3% $109.00 -1.3%
23 BETA BETA TECHNOLOGIES CL A ORD Industrials 83,696.0 $1.2M 0.19% +64K +318.5% $14.70 +1.0%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 29.8%
Consumer Cyclical 20.2%
Financial Services 18.4%
Consumer Defensive 9.3%
Technology 7.2%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 1.1%
Energy 0.6%