Institutions / Capstone Capital Management Ltd

Capstone Capital Management Ltd

CIK 2069260 · Institution · as of Dec 31, 2025
Portfolio value
$104.12M
Positions
108
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 108 →
CompanyClassValueShares% of portfolio
Intel Corp$8.09M219,3527.8%
iShares Tr$7.85M78,5537.5%
Synopsys Inc$7.62M16,2207.3%
Select Sector SPDR Tr$3.81M49,1003.7%
NVIDIA Corp$3.51M18,8393.4%
The Boeing Company$3.42M15,7653.3%
iShares Tr$2.85M29,7002.7%
PDD Holdings Inc.PDDADR$2.55M22,5302.5%
Select Sector SPDR Tr$1.98M44,2001.9%
Select Sector SPDR Tr$1.97M12,7001.9%
Barclays Bank PLC$1.79M67,7001.7%
Oracle Corp$1.59M8,1491.5%
Arista Networks, Inc.ANETCommon Stock$1.30M9,9151.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.19M3,9171.1%
ProShares Tr$1.17M17,1051.1%
Bloom Energy Corp$1.15M13,2621.1%
Mcdonald'S Corp$1.13M3,7001.1%
Texas Pacific Land Corp$1.04M3,6251.0%
PTC Inc$1.00M5,7571.0%
SBA Communications Corp$1.00M5,1721.0%
Nvr Inc$999.1K1371.0%
Dollar Tree, Inc.$995.5K8,0931.0%
VeriSign Inc$992.0K4,0831.0%
Affirm Holdings Inc Class a$985.5K13,2410.9%
Illumina Inc$981.6K7,4840.9%

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.