Capricorn Investment Group’s Planet Labs PL Stock Holding History

Capricorn Investment Group’s Portfolio PL Stock Details PL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$133M	Sell	4,016,886 -1,338,961	-25%	-$49.5M	0.59%	5
2026 Q1	$125M	Sell	5,355,847 -1,785,283	-25%	-$45.6M	20.79%	2
2025 Q4	$141M	Hold	7,141,130	–	–	17.05%	2
2025 Q3	$92.7M	Hold	7,141,130	–	–	11.03%	3
2025 Q2	$43.6M	Hold	7,141,130	–	–	7.14%	4
2025 Q1	$24.6M	Hold	7,141,130	–	–	5.31%	4
2024 Q4	$28.9M	Hold	7,141,130	–	–	5.42%	5
2024 Q3	$15.9M	Hold	7,141,130	–	–	3.92%	6
2024 Q2	$13.3M	Hold	7,141,130	–	–	3.39%	6
2024 Q1	$18.2M	Hold	7,141,130	–	–	4.24%	6
2023 Q4	$17.6M	Hold	7,141,130	–	–	3.31%	6
2023 Q3	$18.6M	Hold	7,141,130	–	–	3.63%	6
2023 Q2	$23M	Hold	7,141,130	–	–	3.25%	5
2023 Q1	$28.3M	Hold	7,141,130	–	–	6.1%	5
2022 Q4	$31.1M	Hold	7,141,130	–	–	9.55%	4
2022 Q3	$38.8M	Sell	7,141,130 -96,900	-1%	-$535K	8.71%	5
2022 Q2	$31.3M	Hold	7,238,030	–	–	6.91%	5
2022 Q1	$36.8M	Hold	7,238,030	–	–	4.31%	6
2021 Q4	$44.5M	Buy	+7,238,030	New	+$68.6M	3.71%	6

Other funds holding PL

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capricorn Investment Group reduced its Planet Labs (PL) stake by 25% in Q2 2026, selling an estimated $49.5M and leaving 4,016,886 shares worth $133M. The position accounts for 0.59% of the portfolio, ranked #5.

Capricorn Investment Group first reported a position in PL in Q4 2021 and has held it in 19 quarters since. The position peaked at $141M in Q4 2025. 483 funds tracked by Wall St. Rank hold PL as of Q2 2026.

Capricorn Investment Group held 4,016,886 shares of Planet Labs worth $133M as of Q2 2026.
Capricorn Investment Group sold 1,338,961 Planet Labs shares in Q2 2026, an estimated $49.5M.
Planet Labs made up 0.59% of Capricorn Investment Group's portfolio in Q2 2026, its #5 holding.
Capricorn Investment Group first reported a position in Planet Labs in Q4 2021 and has held it in 19 quarters since.
Capricorn Investment Group's Planet Labs position peaked at $141M in Q4 2025.
483 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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