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Capricorn Investment Group’s Joby Aviation JOBY Stock Holding History

Capricorn Investment Group’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254M Hold
28,470,647
– – 1.13% 3
2026
Q1 		$245M Hold
28,470,647
– – 40.71% 1
2025
Q4 		$376M Sell
28,470,647
-1,799,791
-6% -$27.6M 45.5% 1
2025
Q3 		$494M Sell
30,270,438
-10,090,153
-25% -$153M 58.74% 1
2025
Q2 		$401M Hold
40,360,591
– – 65.75% 1
2025
Q1 		$290M Hold
40,360,591
– – 62.68% 1
2024
Q4 		$308M Hold
40,360,591
– – 57.89% 1
2024
Q3 		$191M Hold
40,360,591
– – 46.94% 1
2024
Q2 		$184M Hold
40,360,591
– – 47.04% 1
2024
Q1 		$193M Hold
40,360,591
– – 45.02% 1
2023
Q4 		$241M Sell
40,360,591
-595,005
-1% -$3.67M 45.19% 1
2023
Q3 		$233M Hold
40,955,596
– – 45.58% 1
2023
Q2 		$356M Hold
40,955,596
– – 50.39% 1
2023
Q1 		$149M Hold
40,955,596
– – 32.01% 1
2022
Q4 		$111M Hold
40,955,596
– – 34.15% 1
2022
Q3 		$144M Hold
40,955,596
– – 32.26% 1
2022
Q2 		$163M Hold
40,955,596
– – 35.93% 1
2022
Q1 		$220M Hold
40,955,596
– – 25.73% 2
2021
Q4 		$217M Buy
+40,955,596
New +$341M 18.07% 3

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

Capricorn Investment Group's JOBY Position: Q2 2026 in Review

Capricorn Investment Group held its Joby Aviation (JOBY) position steady in Q2 2026 at 28,470,647 shares worth $254M. The position accounts for 1.13% of the portfolio, ranked #3.

Capricorn Investment Group first reported a position in JOBY in Q4 2021 and has held it in 19 quarters since. The position peaked at $494M in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Capricorn Investment Group held 28,470,647 shares of Joby Aviation worth $254M as of Q2 2026.
  • Capricorn Investment Group left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 1.13% of Capricorn Investment Group's portfolio in Q2 2026, its #3 holding.
  • Capricorn Investment Group first reported a position in Joby Aviation in Q4 2021 and has held it in 19 quarters since.
  • Capricorn Investment Group's Joby Aviation position peaked at $494M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Capricorn Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.