account_balance
Investment manager · 13F filer · SEC CIK 1901361
Capricorn Fund Managers Ltd
Reported value$1.05Bas of Sep 30, 2026
Positions130 43 new, 80 sold out
Top 10 weight26.5%SHEL alone is 4%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHELShell PLC
3.6%Trimmed −13%
MSFTMicrosoft Corp
3.2%Added +103%
LNCLincoln National Corp
3.1%New
CVNACarvana Co
3.1%Added +10%
BACBank of America Corp
2.6%Added +12%
LPLALPL Financial Holdings
2.5%Trimmed −55%
CCitigroup
2.5%New
XENEXenon Pharmaceuticals
2.0%Added +2622%
TSMTaiwan Semiconductor Manufacturing Company Ltd
1.9%
ROIVRoivant Sciences Ltd
1.9%Added +1240%
FDSFactset Research Systems
1.8%Trimmed −3%
AMGAffiliated Managers Group
1.8%Trimmed −24%
SHEL3.6%MSFT3.2%LNC3.1%
CVNACarvana Co
3.1%Added +10%
BACBank of America Corp
2.6%Added +12%
LPLALPL Financial Holdings
2.5%Trimmed −55%
C2.5%XENE2.0%TSM1.9%ROIV1.9%FDS1.8%AMG1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHEL Shell PLC 3.6% Trimmed −13%MSFT Microsoft Corp 3.2% Added +103%LNC Lincoln National Corp 3.1% NewCVNA Carvana Co 3.1% Added +10%BAC Bank of America Corp 2.6% Added +12%LPLA LPL Financial Holdings 2.5% Trimmed −55%C Citigroup 2.5% NewXENE Xenon Pharmaceuticals 2.0% Added +2622%TSM Taiwan Semiconductor Manufacturing Company Ltd 1.9% HeldROIV Roivant Sciences Ltd 1.9% Added +1240%FDS Factset Research Systems 1.8% Trimmed −3%AMG Affiliated Managers Group 1.8% Trimmed −24%
What changed