Capricorn Investment Group

Superinvestor profile · Rank #18 of 149 tracked managers by reported 13F value · CIK 0001536261 · All profiles
Founded 2000Palo Alto, California, U.S.Impact investing / mission-aligned multi-asset management (OCIO) with a climate and sustainability focusKey person: Jeff Skoll (founder)
Reported 13F value
$22.5B
Period 2026-06-30 · Filed 2026-08-14
Positions
10
Top 10 = 100.0% of value
Clone CAGR (full window)
+5.4%
2022-02-15 → 2026-10-02 · cumulative +28%
SPY CAGR (same window)
+14.1%
Cumulative +84%
Max drawdown (monthly)
-62%
Month-end values, approximate
Latest-quarter activity
4 new · 1 exited
0 increased · 3 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)

Clone performance

2022 2026 — 13F clone — S&P 500 (SPY)
WindowClone CAGRNote
Full window (2022-02-15 → 2026-10-02, 18 filings)+5.41%Cumulative +27.6% vs SPY +83.8%
Trailing 10Y—
Trailing 5Y—
Trailing 3Y+24.62%
Trailing 1Y-13.91%

Top holdings — 2026 Q2 filing

TickerCompanyWeightReported value
SPCXSpace Exploration Technologies Corp91.78%$20.6B
FRVOFervo Energy Company4.45%$1.0B
JOBYJoby Aviation1.13%$254M
XNDUXanadu Quantum Technologies0.60%$134M
PLPlanet Labs0.59%$133M
NVTSNavitas Semiconductor0.57%$128M
QSQuantumscape Corp.0.39%$87M
OTFOwl Rock Technology Finance Corp0.26%$58M
TSLATesla Motors0.22%$50M
Ecofin Us Renewables Infrastructure Plc0.02%$3M

As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.

Filing history in this profile

Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.

QuarterSEC accession no.FiledDisclosed CUSIPs
2026Q20001104659-26-0967682026-08-1410
2026Q10001104659-26-0624402026-05-157
2025Q40001104659-26-0160332026-02-177
2025Q30001104659-25-1120412025-11-145
2025Q20001104659-25-0766502025-08-125
2025Q10001104659-25-0462752025-05-097
2024Q40001104659-25-0120192025-02-127
2024Q30001104659-24-1186642024-11-148
2024Q20001104659-24-0894602024-08-148
2024Q10001104659-24-0600492024-05-138
2023Q40001104659-24-0241822024-02-158
2023Q30001104659-23-1179462023-11-148
2023Q20001104659-23-0915312023-08-149
2023Q10001104659-23-0599252023-05-159
2022Q40001104659-23-0219992023-02-148
2022Q30001104659-22-1188492022-11-158
2022Q20001104659-22-0908742022-08-1513
2021Q40001104659-22-0233882022-02-1513

Background (founded / HQ / style) source: https://bridgespan-social-impact.com/capricorn-investment-group-supporting-innovation-in-impact-investing/ — Began as the investment platform/family office of Jeff Skoll (eBay's first president) and the Skoll Foundation. Sources differ slightly on the founding year: the Bridgespan case study says the partnership was formed in 2000, Wikipedia's Skoll article says Capricorn was created in 2001, and Form ADV-based summaries date the registered adviser entity (Capricorn Investment Group LLC) to 2007. Offices in Palo Alto and New York City.