Arkolith/Funds/Capricorn Investment Group LLC

Capricorn Investment Group LLC

CIK 1536261Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Capricorn Investment Group LLC holds a concentrated book of 10 stocks worth $22.5B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Technologies Corp and trimmed Planet Labs PBC. Their largest long position is Space Exploration Technologies Corp at 92% of the equity book.

Opened
4
bought for the first time
Added to
0
already held, bought more
no adds
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
99%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Utilities
4%
Information Technology
2%
Industrials
1%
Communication Services
1%
Consumer Discretionary
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capricorn Investment Group LLC

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC9 / 10$31.7B
Integrated Wealth Concepts LLC9 / 10$87.3M
Clearstead Advisors, LLC9 / 10$42.4M
MORGAN STANLEY8 / 10$14.8B
BNP PARIBAS FINANCIAL MARKETS8 / 10$2.7B
ROYAL BANK OF CANADA8 / 10$2.5B
UBS Group AG8 / 10$2.3B
WELLS FARGO & COMPANY/MN8 / 10$1.5B

Ranked by how many of Capricorn Investment Group LLC's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Space Exploration Technologies Corp
COMMON STOCK
$20.6B120.80M
91.8%
New
New position
2Fervo Energy Company
COMMON STOCK
$1.0B34.23M
4.4%
New
New position
3Joby Aviation
COMMON STOCK
$254.0M28.47M
1.1%
Held
4Xanadu Quantum Technologies
COMMON STOCK
$134.2M11.08M
0.6%
New
New position
5Planet Labs
COM CL A
$133.1M4.02M
0.6%
−25%
Reduced · −1.3M sh
6Navitas Semiconductor
COM
$127.8M7.13M
0.6%
−11%
Reduced · −858K sh
7Quantumscape Corp.
COM CL A
$86.9M11.50M
0.4%
Held
8Owl Rock Technology Finance Corp
COMMON STOCK
$58.3M5.65M
0.3%
~0%
Reduced · −1 sh
9Tesla Motors
COMMON STOCK
$50.5M120.0K
0.2%
New
New position
10Ecofin US Renewables Infrastructure PLC
RNEW
$3.4M22.50M
0.0%
Held
Showing all 10 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202610$22.5B13F-HR
Q1 2026Mar 31, 2026May 15, 20267$601.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20267$826.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20255$840.4M13F-HR
Q2 2025Jun 30, 2025Aug 12, 20255$610.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.