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Capricorn Investment Group LLC

Q4 2025 · Filed 2026-02-17
Market Value
$821M
-1.7%
Holdings
6
+2
New Purchases
2
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OTF 9.62% 0.00% +9.62% $79M
PL 17.16% 11.10% +6.06% $141M
HTFL 5.87% 0.00% +5.87% $48M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JOBY 45.80% 59.13% -13.33% $376M
QS 14.60% 21.83% -7.23% $120M
NVTS 6.95% 7.94% -0.99% $57M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $517M 63.0%
Mid Cap 4 $304M 37.0%

Portfolio Analytics

Avg Market Cap
$7.4B
Median Market Cap
$5.9B
Avg P/E
11.7
Median P/E
11.7
Avg Dividend Yield
0.02%
Avg Beta
1.97
# 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 45.80% 28,470,647 $376M $13.20 -$118M -1,799,791 -6.0%
2 PL 17.16% 7,141,130 $141M $19.72 $48M
3 QS 14.60% 11,496,990 $120M $10.42 -$62M -3,297,645 -22.3%
4 OTF 9.62% 5,440,791 $79M $14.50 +5,440,791 NEW
5 NVTS 6.95% 7,992,697 $57M $7.14 -$9M -1,188,884 -12.9%
6 HTFL 5.87% 1,661,601 $48M $28.99 +1,661,601 NEW

New Positions

SymbolValue% Port
OTF $79M 9.62%
HTFL $48M 5.87%
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