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Portfolio (Quarterly) Guide ↗

Capricorn Fund Managers Ltd

· CIK 0001901361
13F Portfolio $1.3B AUM 178 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 105 New 30 Added 25 Reduced 41 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE Pfizer Healthcare 22,130.0 $533K 0.04% -144K -86.7% $24.08 +13.2%
22 ADPT Adaptive Biotechnologies Corp Healthcare 22,693.0 $487K 0.04% -1.3M -98.2% $21.45 +13.9%
23 QSR Restaurant Brands International Consumer Cyclical 5,089.0 $369K 0.03% -60K -92.2% $72.51 +6.8%
24 LIFE Ethos Technologies Inc. Financial Services 20,234.0 $367K 0.03% -3K -14.6% $18.14 +93.1%
25 RKT Rocket Companies Financial Services 18,594.0 $293K 0.02% -1K -7.3% $15.75 -10.8%
Page 2 of 2  ·  25 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
Financial Services 24.5%
Healthcare 21.3%
Consumer Cyclical 13.7%
Technology 11.5%
Energy 7.2%
Consumer Defensive 7.0%
Communication Services 5.0%
Utilities 3.9%
Industrials 3.2%
Basic Materials 2.3%