Capricorn Fund Managers Ltd — 13F Holdings & Portfolio

CIK 1901361 · latest 13F-HR filed 2026-04-24

Capricorn Fund Managers Ltd manages $641.4M in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (4.66%), BAC (4.08%), ZYME (3.93%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 70 new positions, exited 38, added to 25, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$641.4M

Long-equity book

Holdings

114

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+70 / −38 / ↑25 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Bank of America Corp$24.8M +1769.1%
  • Norfolk Southern Corp$10.3M +143.0%
  • Phibro Animal Health Corp$7.9M +114.7%
  • Electronic Arts$7.6M +96.4%
  • JSC KASPI GLOBAL SPON ADS REP ORD$7.5M +563.1%
Show all 25

Top Trims

  • WAYSTAR HOLDING ORD-$23.1M -95.4%
  • Roivant Sciences Ltd-$9.1M -94.3%
  • ASTERA LABS ORD-$7.7M -92.5%
  • Glaukos Corp-$6.5M -95.6%
  • Terex Corp-$4.3M -62.6%
Show all 18

New Positions

  • Carvana Co$29.9M
  • Axogen$22.8M
  • KKR & Co$19.6M
  • Envista Holdings Corp$18.9M
  • KINGSWAY FINANCIAL SERVICES INC.$18.6M
Show all 70

Exited Positions

  • STRUCTURE THERAPEUTICS INC$17.6M
  • Nuvation Bio$14.2M
  • Guardant Health$11.0M
  • Exact Sciences Corp$9.8M
  • BioLife Solutions$9.2M
Show all 38
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Carvana Co CVNA 146869102 $29.9M 4.66% 95,000 SH
2 Bank of America Corp BAC 060505104 $26.2M 4.08% 537,000 SH
3 Zymeworks ZYME 98985Y108 $25.2M 3.93% 1,007,210 SH
4 Axogen AXGN 05463X106 $22.8M 3.55% 687,600 SH
5 KKR & Co KKR 48251W104 $19.6M 3.06% 212,000 SH
6 Envista Holdings Corp NVST 29415F104 $18.9M 2.95% 746,200 SH
7 KINGSWAY FINANCIAL SERVICES INC. KFS 496904202 $18.6M 2.90% 1,784,893 SH
8 Adaptive Biotechnologies Corp ADPT 00650F109 $17.9M 2.80% 1,291,773 SH
9 Norfolk Southern Corp NSC 655844108 $17.5M 2.73% 61,117 SH
10 Beauty Health Company (The) SKIN 88331L108 $17.3M 2.69% 19,404,192 SH
11 PRIMERICA PRI 74164M108 $17.0M 2.66% 68,041 SH
12 Electronic Arts EA 285512109 $15.5M 2.41% 75,898 SH
13 Phibro Animal Health Corp PAHC 71742Q106 $14.8M 2.30% 267,045 SH
14 ENLIVEN THERAPEUTICS ORD ELVN 29337E102 $14.5M 2.26% 369,400 SH
15 Karooooo Ltd KARO Y4600W108 $13.9M 2.16% 278,346 SH
16 Microsoft Corp MSFT 594918104 $12.0M 1.87% 32,343 SH
17 Chart Industries GTLS 16115Q308 $11.8M 1.84% 56,989 SH
18 Blend Labs BLND 09352U108 $11.0M 1.72% 6,499,507 SH
19 Berkshire Hathaway BRK.B 084670702 $10.8M 1.68% 22,468 SH
20 Liquidia Corp LQDA 53635D202 $9.3M 1.46% 247,405 SH
21 Amazon.com AMZN 023135106 $9.3M 1.45% 44,648 SH
22 Alphabet Inc - Class A GOOGL 02079K305 $8.9M 1.39% 31,067 SH
23 TXNM ENERGY ORD TXNM 69349H107 $8.8M 1.38% 151,009 SH
24 JSC KASPI GLOBAL SPON ADS REP ORD KSPI 48581R205 $8.8M 1.37% 118,900 SH
25 British American Tobacco plc BTI 110448107 $8.6M 1.34% 147,000 SH
26 Robinhood Markets HOOD 770700102 $8.6M 1.33% 123,500 SH
27 PepsiCo PEP 713448108 $8.3M 1.30% 53,530 SH
28 Agilent Technologies A 00846U101 $8.2M 1.27% 71,600 SH
29 LUXEXPERIENCE ADS REP ORD LUXE 55406W103 $8.2M 1.27% 1,023,172 SH
30 Align Technology ALGN 016255101 $8.1M 1.27% 47,400 SH
31 Meta Platforms META 30303M102 $7.7M 1.20% 13,500 SH
32 Amicus Therapeutics FOLD 03152W109 $7.7M 1.20% 534,079 SH
33 T Rowe Price Group TROW 74144T108 $7.5M 1.17% 83,475 SH
34 SHARKNINJA ORD SN G8068L108 $6.8M 1.06% 64,000 SH
35 AMER SPORTS ORD AS G0260P102 $6.1M 0.95% 185,000 SH
36 ABBVIE ABBV 00287Y109 $6.0M 0.93% 27,397 SH
37 VISA V 92826C839 $5.9M 0.92% 19,555 SH
38 MaxCyte MXCT 57777K106 $5.8M 0.90% 8,200,000 SH
39 Apollo Global Management APO 03769M106 $5.7M 0.89% 51,000 SH
40 Ross Stores ROST 778296103 $5.0M 0.78% 23,000 SH
41 RealReal (The) REAL 88339P101 $5.0M 0.78% 548,730 SH
42 Hologic HOLX 436440101 $4.9M 0.76% 64,869 SH
43 Brinker International EAT 109641100 $4.9M 0.76% 34,000 SH
44 Restaurant Brands International QSR 76131D103 $4.8M 0.75% 65,089 SH
45 On Holding AG ONON H5919C104 $4.7M 0.74% 139,571 SH
46 Pfizer PFE 717081103 $4.7M 0.73% 165,730 SH
47 Ralph Lauren Corp RL 751212101 $4.6M 0.71% 13,280 SH
48 Vita Coco Company (The) COCO 92846Q107 $4.6M 0.71% 95,000 SH
49 BRIGHTSPRING HEALTH SVCS INC BTSG 10950A106 $4.5M 0.71% 106,196 SH
50 Masimo Corp MASI 574795100 $4.1M 0.63% 22,811 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $641.4M 114 0001901361-26-000010
2025-12-31 2026-01-21 $414.9M 83 0001901361-26-000001