WhaleCreep

Capstone Investment Advisors, LLC 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Capstone Investment Advisors, LLC disclosed 1091 US equity positions worth $11.4bn in its Q3 2025 13F filing. The largest position was NVDA at 10.9% of the reported book, followed by MSFT and AMZN. Against the Q2 2025 filing, it opened 7 new positions, added to 27 and reduced 10 among the top 50 holdings.

← Q2 2025 · Q4 2025 →

What did Capstone Investment Advisors, LLC own in Q3 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 NVDA NVIDIA CORPORATION Technology 10.9%$1.3bn6,701,468 -29% reduced
2 MSFT MICROSOFT CORP Technology 9.7%$1.1bn2,141,021 32% added
3 AMZN AMAZON COM INC Consumer Cyclical 9.1%$1.0bn4,741,800 13% added
4 TSLA TESLA INC Consumer Cyclical 7.5%$852.7m1,917,393 -55% reduced
5 IVV ISHARES TR 5.6%$644.1m962,339 0% held
6 AMD ADVANCED MICRO DEVICES INC Technology 3.8%$434.2m2,683,559 -15% reduced
7 VOO VANGUARD INDEX FDS 3.3%$376.0m614,021 203% added
8 GOOGL ALPHABET INC Communication Services 2.7%$311.6m1,281,781 -54% reduced
9 AAPL APPLE INC Technology 2.2%$248.0m974,127 -74% reduced
10 WDC WESTERN DIGITAL CORP 1.5%$174.9m54,500,000 – new
11 META META PLATFORMS INC Communication Services 1.5%$173.9m236,807 345% added
12 SPY SPDR S&P 500 ETF TR 1.3%$149.4m224,202 188% added
13 IDCC INTERDIGITAL INC 0.9%$100.8m22,532,000 0% held
14 NET CLOUDFLARE INC 0.8%$87.3m69,926,000 -2% reduced
15 FOX FOX CORP Communication Services 0.8%$86.8m1,515,956 658% added
16 IONIS PHARMACEUTICALS INC 0.8%$86.1m69,949,000 8% added
17 XLF SELECT SECTOR SPDR TR 0.7%$83.5m1,550,644 147% added
18 DEXCOM INC 0.7%$80.9m81,483,000 0% held
19 CORZ CORE SCIENTIFIC INC NEW Technology 0.7%$79.6m4,435,000 2978% added
20 SPOTIFY USA INC 0.6%$71.8m52,418,000 52% added
21 AIRBNB INC 0.6%$68.8m70,181,000 0% held
22 LITE LUMENTUM HLDGS INC 0.6%$64.7m26,774,000 – new
23 XERIS BIOPHARMA HOLDINGS INC 0.5%$62.1m23,074,000 0% held
24 GOOG ALPHABET INC Communication Services 0.5%$59.9m246,105 -69% reduced
25 CNX RES CORP 0.5%$59.1m23,604,000 17% added
26 SHIFT4 PMTS INC 0.5%$58.0m56,349,000 37% added
27 C CITIGROUP INC Financial Services 0.5%$57.9m570,723 -14% reduced
28 GXO GXO LOGISTICS INCORPORATED Industrials 0.4%$49.9m944,109 -2% reduced
29 PROGRESS SOFTWARE CORP 0.4%$49.1m49,019,000 133% added
30 CYBERARK SOFTWARE LTD 0.4%$48.3m100,000 3025% added
31 EXACT SCIENCES CORP 0.4%$47.1m48,940,000 60% added
32 DAYFORCE INC 0.4%$46.2m47,146,000 12% added
33 WMT WALMART INC Consumer Defensive 0.4%$45.9m445,469 435% added
34 ALRM ALARM COM HLDGS INC 0.4%$45.9m46,408,000 12% added
35 MIRM MIRUM PHARMACEUTICALS INC 0.4%$45.7m19,000,000 – new
36 CYTOKINETICS INC 0.4%$44.9m8,631,000 0% held
37 07WA MR COOPER GROUP INC 0.4%$44.7m212,000 183% added
38 FLS FLOWSERVE CORP Industrials 0.4%$41.0m772,398 383% added
39 IMAX CORP 0.4%$40.7m34,607,000 115% added
40 VRNA VERONA PHARMA PLC 0.4%$40.0m375,000 – new
41 UBER UBER TECHNOLOGIES INC 0.3%$38.8m26,371,000 8% added
42 CHEFS WHSE INC 0.3%$37.9m26,200,000 30% added
43 CNMD CONMED CORP 0.3%$37.7m39,500,000 88% added
44 AKAM AKAMAI TECHNOLOGIES INC 0.3%$36.7m39,000,000 8% added
45 FCX FREEPORT-MCMORAN INC Basic Materials 0.3%$35.1m894,390 – new
46 TRIPADVISOR INC 0.3%$34.6m35,604,000 16% added
47 BBIO BRIDGEBIO PHARMA INC 0.3%$33.7m24,000,000 – new
48 AKAM AKAMAI TECHNOLOGIES INC 0.3%$33.7m35,110,000 -22% reduced
49 STRATEGY INC 0.3%$33.7m15,000,000 – new
50 KEX KIRBY CORP Industrials 0.3%$33.4m400,545 102% added

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.