CAPRICORN FUND MANAGERS LTD

PrivateCIK: 1901361
Location

LONDON, X0

178
Positions
$1.27B
Total AUM (reported)
66.32M
Total Shares

Allocation by class

TOTAL AUM$1.27B178 positions
COM$632.09M49.8%
SPONSORED ADR$136.37M10.7%
CL A$84.57M6.7%
COM NEW$66.56M5.2%
COM CL A$61.26M4.8%
SPON ADS$35.61M2.8%
SPONSORED ADS$32.90M2.6%

Portfolio Concentration

Top 310.5%4–1016.5%11–2523.1%Rest49.9%TOP 1027.0%0%100%
Top 3$133.47M10.5%
4–10$208.74M16.5%
11–25$293.21M23.1%
Rest$633.30M49.9%

Top 3 weight

10.5%

Top 10 weight

27.0%

Voting Authority Distribution

Total shares with voting rights: 66.32M

Sole

Full voting authority

66.32M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole178
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings178
Rows:

LPL Financial Holdings

SOLE
COM
Shares194.81K
TypeSH
Market value$54.87M
4.33%
Sole
194.81K
Shared
0.00
None
0.00

KKR & Co

SOLE
COM
Shares460.10K
TypeSH
Market value$42.23M
3.33%
Sole
460.10K
Shared
0.00
None
0.00

BP plc

SOLE
SPONSORED ADR
Shares984.20K
TypeSH
Market value$36.37M
2.87%
Sole
984.20K
Shared
0.00
None
0.00

Shell plc

SOLE
SPON ADS
Shares459.20K
TypeSH
Market value$35.61M
2.81%
Sole
459.20K
Shared
0.00
None
0.00

Applovin Corp

SOLE
COM CL A
Shares61.28K
TypeSH
Market value$31.57M
2.49%
Sole
61.28K
Shared
0.00
None
0.00

Carvana Co

SOLE
CL A
Shares475K
TypeSH
Market value$31.26M
2.46%
Sole
475K
Shared
0.00
None
0.00

BOOST RUN INC-CL A

SOLE
ORD SHS CL A
Shares750K
TypeSH
Market value$29.11M
2.29%
Sole
750K
Shared
0.00
None
0.00

ING Groep NV

SOLE
SPONSORED ADR
Shares900K
TypeSH
Market value$28.24M
2.23%
Sole
900K
Shared
0.00
None
0.00

British American Tobacco plc

SOLE
SPONSORED ADR
Shares435.25K
TypeSH
Market value$26.88M
2.12%
Sole
435.25K
Shared
0.00
None
0.00

Bank of America Corp

SOLE
COM
Shares457.45K
TypeSH
Market value$26.07M
2.05%
Sole
457.45K
Shared
0.00
None
0.00

Brookdale Senior Living

SOLE
COM
Shares1.57M
TypeSH
Market value$25.26M
1.99%
Sole
1.57M
Shared
0.00
None
0.00

Affiliated Managers Group

SOLE
COM
Shares69.05K
TypeSH
Market value$23.36M
1.84%
Sole
69.05K
Shared
0.00
None
0.00

GSK plc

SOLE
SPONSORED ADR
Shares426.42K
TypeSH
Market value$22.35M
1.76%
Sole
426.42K
Shared
0.00
None
0.00

NRG Energy

SOLE
COM NEW
Shares151K
TypeSH
Market value$22.06M
1.74%
Sole
151K
Shared
0.00
None
0.00

Axogen

SOLE
COM
Shares464.86K
TypeSH
Market value$21.47M
1.69%
Sole
464.86K
Shared
0.00
None
0.00

Taiwan Semiconductor Manufacturing Company Ltd

SOLE
SPONSORED ADS
Shares44.20K
TypeSH
Market value$21.11M
1.66%
Sole
44.20K
Shared
0.00
None
0.00

REDDIT CL A ORD

SOLE
CL A
Shares120K
TypeSH
Market value$20.83M
1.64%
Sole
120K
Shared
0.00
None
0.00

Blend Labs

SOLE
CL A
Shares11.31M
TypeSH
Market value$19.35M
1.53%
Sole
11.31M
Shared
0.00
None
0.00

Travere Therapeutics

SOLE
COM
Shares321.72K
TypeSH
Market value$18.28M
1.44%
Sole
321.72K
Shared
0.00
None
0.00

Broadcom

SOLE
COM
Shares47.50K
TypeSH
Market value$17.94M
1.41%
Sole
47.50K
Shared
0.00
None
0.00

T Rowe Price Group

SOLE
COM
Shares155.30K
TypeSH
Market value$17.66M
1.39%
Sole
155.30K
Shared
0.00
None
0.00

Factset Research Systems

SOLE
COM
Shares74.50K
TypeSH
Market value$17.14M
1.35%
Sole
74.50K
Shared
0.00
None
0.00

Karooooo Ltd

SOLE
ORD SHS
Shares319.35K
TypeSH
Market value$15.76M
1.24%
Sole
319.35K
Shared
0.00
None
0.00

Beauty Health Company (The)

SOLE
COM CL A
Shares22.28M
TypeSH
Market value$15.43M
1.22%
Sole
22.28M
Shared
0.00
None
0.00

Rio Tinto plc

SOLE
SPONSORED ADR
Shares160.28K
TypeSH
Market value$15.21M
1.20%
Sole
160.28K
Shared
0.00
None
0.00
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