Capricorn Investment Group LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$601.5M
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JOBY
Joby Aviation
Q3 2025: Sold 25.0% (40.36M → 30.27M shares)
41.1%
02
$PL
Planet Labs
Q4 2024: New position (7.14M shares)
21.0%
03
$QS
Quantumscape Corp.
Q4 2024: New position (14.79M shares)
13.2%
04
$NVTS
Navitas Semiconductor
Q4 2024: New position (9.18M shares)
11.9%
05
$OTF
Owl Rock Technology Finance Corp
Held since at least Q1 2024
11.7%
06
$HTFL
Heartflow
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.