Institutional Fund
Capstone Investment Advisors, LLC
New York, NYCIK 14261965 filings on record
Portfolio Value
$9.00B
Q1 2026
Holdings
786
Reported positions
New Buys
316
Opened this quarter
QoQ Change
-8.6%
from $9.85B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc13.4%
- Microsoft Corp11.4%
- Ishares Tr11.3%
- Nvidia Corporation7.8%
- Tesla Inc6.0%
- Vanguard Index Fds5.7%
- Other44.5%
Portfolio Holdings
786 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 5.77M | $1.20B | 13.4% | +3.10M | Added |
| 2 | Microsoft Corp | 2.77M | $1.03B | 11.4% | +2.05M | Added |
| 3 | Ishares Tr | 1.56M | $1.02B | 11.3% | −223.1K | Reduced |
| 4 | Nvidia Corporation | 4.02M | $700.27M | 7.8% | −4.56M | Reduced |
| 5 | Tesla Inc | 1.45M | $540.56M | 6.0% | +540.3K | Added |
| 6 | Vanguard Index Fds | 855.3K | $511.11M | 5.7% | +25.4K | Added |
| 7 | Spdr S&P 500 ETF Tr | 593.3K | $385.86M | 4.3% | +421.6K | Added |
| 8 | Warner Bros Discovery Inc | 10.21M | $280.23M | 3.1% | +6.46M | Added |
| 9 | Apple Inc | 986.4K | $250.33M | 2.8% | −38.5K | Reduced |
| 10 | Alphabet Inc | 838.6K | $240.56M | 2.7% | −92.3K | Reduced |
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