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AI & tech investing

Capricorn Investment Group LLC

CIK 1536261

13F filing for Q2 2026・No. 343

Holdings
US$22.49B
Quarter change
+US$21.89B
Entries
10
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

10 stocks worth US$22.49B, options and bonds left out.

StockThis quarterValueWeight
SPCXSpace Exploration Technologies CorpCOMMON STOCK—US$20.64B91.78%
FRVOFervo Energy CompanyCOMMON STOCK—US$1B4.45%
JOBYJoby AviationCOMMON STOCK—US$253.96M1.13%
Xanadu Quantum TechnologiesCOMMON STOCK—US$134.19M0.60%
PLPlanet LabsCOM CL A—US$133.08M0.59%
NVTSNavitas SemiconductorCOM—US$127.85M0.57%
QSQuantumscape Corp.COM CL A—US$86.92M0.39%
OTFOwl Rock Technology Finance CorpCOMMON STOCK—US$58.35M0.26%
TSLATeslaCOMMON STOCK—US$50.47M0.22%
Ecofin US Renewables Infrastructure PLCRNEW—US$3.38M0.02%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.