Capricorn Investment Group LLC — 13F holdings

Capricorn Investment Group LLC reported 10 holdings worth $22.5B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $20.6B (91.8%)
2. FRVO FERVO ENERGY CO — $1.00B (4.4%)
3. JOBY JOBY AVIATION INC — $254M (1.1%)
4. XNDU XANADU QUANTUM TECHNOLO LTD — $134M (0.6%)
5. PL PLANET LABS PBC — $133M (0.6%)
6. NVTS NAVITAS SEMICONDUCTOR CORP — $128M (0.6%)
7. QS QUANTUMSCAPE CORP — $86.9M (0.4%)
8. OTF BLUE OWL TECHNOLOGY FIN CORP — $58.3M (0.3%)
9. TSLA TESLA INC — $50.5M (0.2%)
10. Ecofin US Renewables Infrastructure PLC — $3.38M (0.0%)