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Portfolio (Quarterly) Guide ↗

Capricorn Fund Managers Ltd

· CIK 0001901361
13F Portfolio $415M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 82 New
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TALO Talos Energy Energy 12,500.0 $138K 0.03% NEW $11.02 +40.0%
82 HEPS D MARKET ELECTRONIC SERVICES TRA ADR Consumer Cyclical 29,185.0 $72K 0.02% NEW $2.48 +4.4%
Page 5 of 5  ·  82 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 37.2%
Technology 20.9%
Industrials 10.4%
Communication Services 9.3%
Consumer Cyclical 7.8%
Financial Services 6.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 1.9%