Capricorn Fund Managers as of Sept. 30, 2025
Portfolio Holdings for Capricorn Fund Managers
Capricorn Fund Managers holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waystar Holding Corp (WAY) | 6.4 | $19M | 505k | 37.92 | |
| Tarsus Pharmaceuticals (TARS) | 4.8 | $14M | 240k | 59.43 | |
| Microsoft Corporation (MSFT) | 4.8 | $14M | 27k | 517.95 | |
| Vera Therapeutics Cl A Ord Cl A (VERA) | 4.4 | $13M | 451k | 29.06 | |
| Realreal (REAL) | 4.2 | $13M | 1.2M | 10.63 | |
| Alphabet Inc - Class A Cap Stk Cl A (GOOGL) | 3.8 | $12M | 47k | 243.10 | |
| Phreesia (PHR) | 3.8 | $11M | 485k | 23.52 | |
| Ionis Pharmaceuticals (IONS) | 3.6 | $11M | 163k | 65.42 | |
| Summit Therapeutics (SMMT) | 3.4 | $10M | 496k | 20.66 | |
| Phibro Animal Health Corp Cl A Com (PAHC) | 3.4 | $10M | 253k | 40.46 | |
| Karooooo Ord Shs (KARO) | 3.3 | $9.8M | 171k | 57.12 | |
| Amazon (AMZN) | 3.3 | $9.8M | 44k | 219.57 | |
| Meta Platforms Cl A (META) | 3.2 | $9.6M | 13k | 734.38 | |
| Akero Therapeutics (AKRO) | 2.4 | $7.1M | 149k | 47.48 | |
| Visa Com Cl A (V) | 2.3 | $6.9M | 20k | 341.38 | |
| Abbvie (ABBV) | 2.3 | $6.8M | 30k | 231.54 | |
| Johnson & Johnson (JNJ) | 2.3 | $6.8M | 37k | 185.42 | |
| Berkshire Hathaway Cl B New (BRK.B) | 2.2 | $6.5M | 13k | 502.74 | |
| Sharkninja Ord Com Shs (SN) | 2.1 | $6.2M | 60k | 103.15 | |
| Luxexperience Ads Rep Ord Ads (LUXE) | 1.9 | $5.7M | 673k | 8.50 | |
| Doximity Cl A (DOCS) | 1.9 | $5.6M | 77k | 73.15 | |
| Pepsi (PEP) | 1.7 | $5.2M | 37k | 140.44 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.5 | $4.5M | 71k | 64.14 | |
| Union Pacific Corporation (UNP) | 1.4 | $4.3M | 18k | 236.37 | |
| Linde SHS (LIN) | 1.4 | $4.2M | 8.8k | 475.00 | |
| Occidental Petroleum Corporation (OXY) | 1.3 | $4.0M | 85k | 47.25 | |
| British American Tobacco Sponsored Adr (BTI) | 1.2 | $3.5M | 65k | 53.08 | |
| Nike CL B (NKE) | 1.1 | $3.2M | 46k | 69.73 | |
| Spotify Technology SA SHS (SPOT) | 1.1 | $3.2M | 4.5k | 698.00 | |
| Ralph Lauren Corp Cl A (RL) | 1.1 | $3.1M | 10k | 313.56 | |
| Amer Sports Ord Com Shs (AS) | 1.1 | $3.1M | 90k | 34.75 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $3.0M | 5.5k | 546.75 | |
| Roivant Sciences SHS (ROIV) | 1.0 | $3.0M | 199k | 15.13 | |
| Chevron Corporation (CVX) | 1.0 | $2.9M | 19k | 155.29 | |
| Tapestry (TPR) | 1.0 | $2.9M | 26k | 113.22 | |
| Vita Coco Co Inc/the (COCO) | 0.9 | $2.8M | 66k | 42.47 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $2.7M | 20k | 138.52 | |
| TJX Companies (TJX) | 0.9 | $2.6M | 18k | 144.54 | |
| iShares iBoxx $ High Yield Iboxx Hi Yd Etf (HYG) | 0.9 | $2.5M | 31k | 81.19 | |
| Deckers Outdoor Corporation (DECK) | 0.9 | $2.5M | 25k | 101.37 | |
| Five Below (FIVE) | 0.8 | $2.5M | 16k | 154.70 | |
| Paypal Holdings (PYPL) | 0.8 | $2.4M | 36k | 67.06 | |
| Guardant Health (GH) | 0.8 | $2.3M | 36k | 62.48 | |
| On Holding Namen Akt A (ONON) | 0.7 | $2.1M | 50k | 42.35 | |
| Ishares Bitcoin Etf Shs Ben Int (IBIT) | 0.6 | $1.8M | 28k | 65.00 | |
| Apollo Global Mgmt (APO) | 0.6 | $1.8M | 13k | 133.27 | |
| Jsc Kaspi Global Spon Ads Rep Ord Sponsored Ads (KSPI) | 0.5 | $1.4M | 17k | 81.68 | |
| Uber Technologies (UBER) | 0.4 | $1.3M | 14k | 97.97 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $1.3M | 14k | 95.47 | |
| iShares iBoxx $ Investment Grade Iboxx Inv Cp Etf (LQD) | 0.4 | $1.3M | 11k | 111.47 | |
| Burford Capital Ord Shs (BUR) | 0.4 | $1.2M | 100k | 11.96 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.4 | $1.2M | 50k | 23.30 | |
| Bank of America Corporation (BAC) | 0.4 | $1.1M | 22k | 51.59 | |
| Wyndham Hotels And Resorts (WH) | 0.4 | $1.1M | 14k | 79.90 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $1.1M | 16k | 68.58 | |
| Adt (ADT) | 0.4 | $1.1M | 125k | 8.71 | |
| Capri Holdings SHS (CPRI) | 0.3 | $996k | 50k | 19.92 | |
| Avidity Biosciences Ord (RNA) | 0.2 | $471k | 11k | 43.57 | |
| D Market Electronic Services Tra Sponsored Ads (HEPS) | 0.0 | $79k | 29k | 2.69 |