Capricorn Investment Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Capricorn Investment Group LLC reported 5 stock positions worth $840.4 million. Its top holding was Joby Aviation (JOBY) at 58.7% of the portfolio, followed by Quantumscape (QS, 21.7%) and Planet Labs PBC (PL, 11.0%). Compared with Q2 2025, it reduced 1. The biggest sale was Joby Aviation (JOBY, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001536261
- Portfolio Value
- $840.4M (Q3 2025)
- SEC Filing
- 0001104659-25-112041 ↗ filed Nov 14, 2025
Holdings Value
Holdings 5 stocks · $840.4M
| JOBY Joby Aviation Inc. | 58.74% | 30,270,438 | $493.6M | Reduce -25.0% |
| QS Quantumscape Corp. | 21.69% | 14,794,635 | $182.3M | No change |
| PL Planet Labs PBC | 11.03% | 7,141,130 | $92.7M | No change |
| NVTS Navitas Semiconductor Corp. | 7.89% | 9,181,581 | $66.3M | No change |
| Ecofin US Renewables Infrastructure PLC | 0.66% | 22,500,000 | $5.5M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| JOBY Joby Aviation Inc. | Reduce -25.0% | 58.74% | −7.01 |
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $22.5B | SPCX, FRVO, JOBY, XNDU, PL |
| Q1 2026 | 7 | $601.5M | JOBY, PL, QS, NVTS, OTF |
| Q4 2025 | 7 | $826.0M | JOBY, PL, QS, OTF, NVTS |
| Q3 2025 | 5 | $840.4M | JOBY, QS, PL, NVTS, Ecofin US Renewables Infrastructure PLC |
| Q2 2025 | 5 | $610.1M | JOBY, QS, NVTS, PL, Ecofin US Renewables Infrastructure PLC |
| Q1 2025 | 7 | $462.9M | JOBY, QS, TSLA, PL, NVTS |
| Q4 2024 | 7 | $532.6M | JOBY, QS, TSLA, NVTS, PL |
| Q3 2024 | 8 | $406.4M | JOBY, QS, TSLA, SEDA, NVTS |
| Q2 2024 | 8 | $391.3M | JOBY, QS, TSLA, NVTS, SEDA |
| Q1 2024 | 8 | $429.7M | JOBY, QS, NVTS, TSLA, SEDA |