Capricorn Fund Managers Ltd

Position in BETA — BETA Technologies, Inc.

CIK 1901361 LONDON, X0

Position in BETA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,298,962

+$68,631 QoQ

Shares Held

77,550

-7.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#56

of 187 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Capricorn Fund Managers Ltd holds $21,058,586 across 4 Aerospace & Defense names. BETA ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AADX	Applied Aerospace & Defense, Inc.	310,000	$7,061,800
2	SARO	StandardAero, Inc.	230,491	$6,893,985
3	LOAR	Loar Holdings Inc.	71,999	$5,803,839
4	BETA	BETA Technologies, Inc. This page	77,550	$1,298,962

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,962	77,550	-7.3%	Shares	Sole	2026-07-24
2026-03-31	$1,230,331	83,696	+318.5%	Shares	Sole	2026-04-24
2025-12-31	$564,200	20,000	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.