SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Capricorn Fund Managers Ltd

CIK 0001901361 · 2ND FLOOR, MALTA HOUSE, 36-38 PICCADILLY, LONDON, X0, W1J 0DP · 00442073174422

Reported Value
$187M
Q1 2025
Positions
49
Filings on Record
18
2019–present window
Filed
May 8, 2025
original filing

Summary

Capricorn Fund Managers Ltd reported $187M in U.S.-listed holdings across 49 positions for Q1 2025.

Its largest position, JNJ, represents 6.0% of the portfolio.

Compared with Q4 2024, the fund opened 7 new positions and exited 23.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $355MQ4 ’21Q1 ’22: $410MQ2 ’22: $551MQ3 ’22: $318MQ3 ’22Q4 ’22: $391MQ1 ’23: $327MQ2 ’23: $279MQ2 ’23Q3 ’23: $288MQ4 ’23: $182MQ1 ’24: $166MQ1 ’24Q2 ’24: $142MQ3 ’24: $148MQ4 ’24: $225MQ4 ’24Q1 ’25: $187MQ2 ’25: $212MQ3 ’25: $298MQ3 ’25Q4 ’25: $415MQ1 ’26: $641Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 75.5%Other: 17.7%ADR: 6.5%ETP: 0.4%
  • Common Stock · 75.5% · $141M
  • Other · 17.7% · $33M
  • ADR · 6.5% · $12M
  • ETP · 0.4% · $655,340

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$641M114Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$415M83Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$298M59Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$212M55Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$187M49May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$225M65Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$148M53Oct 11, 202413F-HRchanges · EDGAR ↗
Q2 2024$142M55Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$166M56Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$182M55Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$288M82Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$279M63Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$327M104Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$391M83Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$318M85Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$551M102Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$410M90May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$355M74Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.