Capricorn Investment Group LLC

Est. AUM

$601.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Joby Aviation	COMMON STOCK	$244.9M	28470647	40.71%	SOLE
2	Planet Labs	COM CL A	$125.0M	5355847	20.79%	SOLE
3	Quantumscape Corp.	COM CL A	$78.7M	11496990	13.08%	SOLE
4	Navitas Semiconductor	COM	$71.2M	7992697	11.83%	SOLE
5	Owl Rock Technology Finance Corp	COMMON STOCK	$69.8M	5648798	11.61%	SOLE
6	Heartflow	COMMON STOCK	$6.5M	256701	1.08%	SOLE
7	Ecofin US Renewables Infrastructure PLC	RNEW	$5.4M	22500000	0.90%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.