Institutions / Capstone Investment Advisors, LLC

Capstone Investment Advisors, LLC

CIK 1426196 · Institution · as of Dec 31, 2025
Portfolio value
$12.30B
Positions
808
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 808 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$1.60B8,577,70113.0%
iShares Tr$1.22B1,780,9409.9%
Alphabet Inc.$864.03M2,760,4717.0%
Amazon.com Inc$616.12M2,669,2685.0%
Advanced Micro Devices Inc$528.47M2,467,6364.3%
Vanguard Index Fds$520.45M829,8954.2%
Tesla Inc$410.95M913,7873.3%
Microsoft Corp$349.33M722,3322.8%
Meta Platforms Inc$322.85M489,0952.6%
Lumentum Hldgs Inc$296.43M55,778,0002.4%
Alphabet Inc.$292.12M930,9132.4%
Apple Inc.$278.63M1,024,8892.3%
Western Digital Corp$270.59M59,000,0002.2%
Select Sector SPDR Tr$141.88M2,590,3781.2%
Broadcom Inc.$140.58M406,1951.1%
SPDR S&P 500 ETF Tr$117.07M171,6801.0%
Ionis Pharmaceuticals Inc$116.70M84,949,0000.9%
Warner Bros. Discovery, Inc.$108.08M3,750,0000.9%
Cloudflare Inc$100.06M85,057,0000.8%
Oracle Corp$97.59M500,7180.8%
Interdigital Inc$92.90M22,532,0000.8%
Kenvue Inc.$87.78M5,088,7650.7%
Airbnb Inc$75.13M75,739,0000.6%
Frontier Communications Pare$73.79M1,938,3110.6%
Fox Corp$71.42M1,100,0010.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.