Capricorn Investment Group LLC

NEW YORK, NY · CIK 1536261 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$22.5bn reported value +3638.6% vs Q1 2026

10positions

100.0%in top 10

4 new 0 added 3 reduced 1 sold out vs Q1 2026

This report includes the holdings of 6 other managers that share the investment decisions:

Capricorn-Libra Partners, LLC – no 13F of its own this quarter
SIF Partners, LLC – no 13F of its own this quarter
TIF Partners II, LLC – no 13F of its own this quarter
TIF Partners, LLC – no 13F of its own this quarter
TIGF Partners II, LLC – no 13F of its own this quarter
TIGF Partners, LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	120,801,820	$20.6bn91.78%	91.78%	New
2	FERVO ENERGY CO CL A COM FRVO	FRVO	34,227,393	$1.0bn4.45%	4.45%	New
3	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	28,470,647	$254.0m1.13%	1.13%	Unchanged
4	XANADU QUANTUM TECHNOLO LTD SUB VTG B XNDU	XNDU	11,080,951	$134.2m0.60%	0.60%	New
5	PLANET LABS PBC COM CL A PL	PL	4,016,886	$133.1m0.59%	0.59%	Reduced -1.3m	-1,338,961 -25.0%
6	NAVITAS SEMICONDUCTOR CORP COM NVTS	NVTS	7,134,285	$127.8m0.57%	0.57%	Reduced -858.4k	-858,412 -10.7%
7	QUANTUMSCAPE CORP COM CL A QS	QS	11,496,990	$86.9m0.39%	0.39%	Unchanged
8	BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK OTF	OTF	5,648,797	$58.3m0.26%	0.26%	Reduced -1	-1 0.0%
9	TESLA INC COM TSLA	TSLA	120,000	$50.5m0.22%	0.22%	New
10	Ecofin US Renewables Infrastructure PLC RNEW RNEW		22,500,000	$3.4m0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HEARTFLOW INC HTFL	HTFL	256,701	$6.5m256.7k shares