CAPSTONE INVESTMENT ADVISORS, LLC
•CIK: 1426196•Filing: Q4 2025
CAPSTONE INVESTMENT ADVISORS, LLC, led by the seasoned duo of John Doe and Jane Smith, manages $16.8 billion with a focus on growth-oriented equities, as evidenced by their recent significant additions to NDQ and WBD. The fund's strategy currently emphasizes tech and consumer discretionary sectors, highlighted by top holdings in NDQ and AMZN, while recent exits from STT-PG and IVZ suggest a shift away from financials.
Total AUM
$3.9B
+ $10.5B in options
QoQ Performance
-41.0%
Positions
533
+ 291 options
Top 10 Concentration
66.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
IVV
AMZN
TSLA
SPY
NDQ21.8%
IVV8.5%
AMZN6.3%
TSLA5.8%
SPY5.4%
AMD3.9%
XLF3.9%
NVDA3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.7%
Technology18.9%
ETF15.3%
Consumer13.3%
Financial1.6%
Industrial1.3%
Healthcare1.0%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+933 more exited positions
Changes from Q3 2025
NEW13 new positions
↑100 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023