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Capricorn Investment Group LLC

Q2 2025 · Filed 2025-08-12
Market Value
$604M
+32.5%
Holdings
6
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVTS 9.95% 5.21% +4.75% $60M
JOBY 66.38% 63.62% +2.76% $401M
QS 16.45% 13.86% +2.60% $99M
PL 7.21% 5.39% +1.82% $44M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 0.00% 9.54% -9.54% $0
OBDC 0.00% 2.39% -2.39% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Large Cap 2 $445M 73.6%
Mid Cap 3 $160M 26.4%

Portfolio Analytics

Avg Market Cap
$273.7B
Median Market Cap
$8.8B
Avg P/E
185.4
Median P/E
185.4
Avg Dividend Yield
0.02%
Avg Beta
2.20
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JOBY 66.38% 40,360,591 $401M $9.94 $111M
2 QS 16.45% 14,794,635 $99M $6.72 $36M
3 NVTS 9.95% 9,181,581 $60M $6.55 $36M
4 PL 7.21% 7,141,130 $44M $6.10 $19M
5 OBDC —% -$11M -743,794 -100.0% SOLD
6 TSLA —% -$43M -167,794 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
OBDC —%
TSLA —%
View SEC EDGAR Filings for Capricorn Investment Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms