Capricorn Fund Managers Ltd

données du 30/09/2025

Capitalisation

$ 297.844 M 40.76 %

Période de détention moyenne

5 ans

Performance

$ 6.513 M 23.25 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Capricorn Fund Managers Ltd

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 WAY WAYSTAR HOLDING ORD 6.43% 19.154 M $ 505122 2025/09/30 0.000 $ 0.00 %
2025/09/30 TARS Tarsus Pharmaceuticals 4.79% 14.264 M $ 240020 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT Microsoft Corp 4.75% 14.149 M $ 27318 2021/12/31 443.807 K $ 4.13 %
2025/09/30 VERA VERA THERAPEUTICS CL A ORD 4.40% 13.097 M $ 450700 2025/09/30 0.000 $ 0.00 %
2025/09/30 REAL RealReal (The) 4.25% 12.644 M $ 1189490 2022/03/31 9.387 M $ 121.92 %
2025/09/30 GOOGL Alphabet Inc - Class A 3.85% 11.464 M $ 47156 2021/12/31 3.283 M $ 37.94 %
2025/09/30 PHR Phreesia 3.83% 11.395 M $ 484500 2025/09/30 0.000 $ 0.00 %
2025/09/30 IONS Ionis Pharmaceuticals 3.58% 10.650 M $ 162800 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMMT Summit Therapeutics 3.44% 10.253 M $ 496266 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAHC Phibro Animal Health Corp 3.44% 10.233 M $ 252928 2025/09/30 0.000 $ 0.00 %
2025/09/30 KARO Karooooo Ltd 3.27% 9.754 M $ 170756 2024/12/31 1.260 M $ 16.62 %
2025/09/30 AMZN Amazon.com 3.27% 9.753 M $ 44419 2022/06/30 8.217 K $ 0.08 %
2025/09/30 META Meta Platforms 3.22% 9.589 M $ 13057 2023/09/30 -33.920 K $ -0.50 %
2025/09/30 AKRO Akero Therapeutics 2.38% 7.084 M $ 149200 2025/09/30 0.000 $ 0.00 %
2025/09/30 V VISA 2.31% 6.878 M $ 20149 2022/06/30 -247.085 K $ -3.85 %
2025/09/30 ABBV ABBVIE 2.30% 6.839 M $ 29535 2023/12/31 1.442 M $ 24.74 %
2025/09/30 JNJ Johnson & Johnson 2.29% 6.816 M $ 36760 2023/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B Berkshire Hathaway 2.18% 6.505 M $ 12940 2022/03/31 230.656 K $ 3.49 %
2025/09/30 SN SHARKNINJA ORD 2.08% 6.189 M $ 60000 2024/12/31 540.800 K $ 4.20 %
2025/09/30 LUXEXPERIENCE ADS REP ORD 1.92% 5.720 M $ 672962 2024/12/31 352.414 K $ 7.05 %
2025/09/30 DOCS Doximity 1.88% 5.613 M $ 76738 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PepsiCo 1.73% 5.151 M $ 36678 2025/06/30 170.637 K $ 6.36 %
2025/09/30 QSR Restaurant Brands International 1.53% 4.545 M $ 70868 2025/03/31 -160.362 K $ -3.24 %
2025/09/30 UNP Union Pacific Corp 1.44% 4.297 M $ 18179 2023/12/31 120.950 K $ 2.73 %
2025/09/30 LIN Linde plc 1.41% 4.194 M $ 8830 2023/09/30 54.102 K $ 1.24 %
2025/09/30 OXY Occidental Petroleum Corp 1.34% 3.995 M $ 84553 2024/12/31 464.929 K $ 12.47 %
2025/09/30 BTI British American Tobacco plc 1.16% 3.450 M $ 65000 2025/03/31 776.250 K $ 12.15 %
2025/09/30 NKE Nike 1.08% 3.202 M $ 45920 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT Spotify Technology SA 1.06% 3.167 M $ 4537 2025/09/30 0.000 $ 0.00 %
2025/09/30 RL Ralph Lauren Corp 1.05% 3.136 M $ 10000 2025/06/30 1.218 M $ 14.32 %
2025/09/30 AS AMER SPORTS ORD 1.05% 3.128 M $ 90000 2024/12/31 -539.754 K $ -10.35 %
2025/09/30 ULTA Ulta Beauty 1.01% 3.007 M $ 5500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROIV Roivant Sciences Ltd 1.01% 3.003 M $ 198500 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX Chevron Corp 0.99% 2.948 M $ 18985 2022/06/30 232.102 K $ 8.45 %
2025/09/30 TPR Tapestry 0.99% 2.944 M $ 26000 2024/12/31 2.414 M $ 28.94 %
2025/09/30 COCO Vita Coco Company (The) 0.93% 2.782 M $ 65515 2025/06/30 891.799 K $ 17.65 %
2025/09/30 RBLX Roblox Corp 0.91% 2.716 M $ 19605 2025/09/30 0.000 $ 0.00 %
2025/09/30 TJX TJX Companies 0.87% 2.602 M $ 18000 2024/12/31 873.553 K $ 17.05 %
2025/09/30 HYG iShares iBoxx $ High Yield 0.85% 2.544 M $ 31328 2025/09/30 0.000 $ 0.00 %
2025/09/30 DECK Deckers Outdoor Corp 0.85% 2.534 M $ 25000 2024/12/31 -112.199 K $ -1.65 %
2025/09/30 FIVE Five Below 0.83% 2.475 M $ 16000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYPL PayPal Holdings 0.81% 2.419 M $ 36067 2021/12/31 -402.508 K $ -9.77 %
2025/09/30 GH Guardant Health 0.76% 2.262 M $ 36200 2025/09/30 0.000 $ 0.00 %
2025/09/30 ONON On Holding AG 0.71% 2.118 M $ 50000 2024/12/31 -523.799 K $ -18.64 %
2025/09/30 IBIT ISHARES BITCOIN ETF 0.60% 1.787 M $ 27490 2025/03/31 104.187 K $ 6.19 %
2025/09/30 APO Apollo Global Management 0.60% 1.773 M $ 13307 2025/09/30 0.000 $ 0.00 %
2025/09/30 KKS.F JSC KASPI GLOBAL SPON ADS REP ORD 0.47% 1.389 M $ 17000 2024/03/31 -37.399 K $ -2.59 %
2025/09/30 UBER Uber Technologies 0.44% 1.325 M $ 13521 2024/09/30 70.148 K $ 5.01 %
2025/09/30 SCHW Charles Schwab Corp (The) 0.44% 1.300 M $ 13617 2024/12/31 53.725 K $ 4.64 %
2025/09/30 LQD iShares iBoxx $ Investment Grade 0.43% 1.271 M $ 11402 2025/09/30 0.000 $ 0.00 %
2025/09/30 BUR Burford Capital Limited 0.40% 1.196 M $ 100000 2025/03/31 -229.999 K $ -16.13 %
2025/09/30 LEVI Levi Strauss & Co 0.39% 1.165 M $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC Bank of America Corp 0.38% 1.131 M $ 21920 2025/09/30 0.000 $ 0.00 %
2025/09/30 WH Wyndham Hotels & Resorts 0.37% 1.112 M $ 13920 2025/06/30 -18.235 K $ -1.61 %
2025/09/30 BN Brookfield Corp 0.37% 1.097 M $ 16000 2025/06/30 -247.369 K $ -26.08 %
2025/09/30 ADT ADT 0.37% 1.089 M $ 125000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPRI Capri Holdings Limited 0.33% 996.000 K $ 50000 2025/03/31 577.200 K $ 12.54 %
2025/09/30 RNA Avidity Biosciences 0.16% 470.556 K $ 10800 2025/09/30 0.000 $ 0.00 %
2025/09/30 HEPS D MARKET ELECTRONIC SERVICES TRA ADR 0.03% 78.508 K $ 29185 2024/09/30 -291.000 $ -0.37 %
2025/09/30 BORR Borr Drilling Limited 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 LULU lululemon athletica 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MDLZ Mondelez International 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PVH PVH Corp 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BTU Peabody Energy Corp 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 URBN Urban Outfitters 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WWW Wolverine World Wide 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 METCB RAMACO RESOURCES CL B ORD 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 METC Ramaco Resources 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 ASC ARDMORE SHIPPING Corp 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CRH Public Limited 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 NE Noble Corp 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 CCEP Coca-Cola Europacific Partners 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 LOGC CONTEXTLOGIC CL A ORD 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 DKS Dick's Sporting Goods 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 KOS Kosmos Energy Ltd 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 PFE Pfizer 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 TECK Teck Resources Limited 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 TALO Talos Energy 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %