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Capstone Investment Advisors, LLC 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Capstone Investment Advisors, LLC disclosed 808 US equity positions worth $12.3bn in its Q4 2025 13F filing. The largest position was NVDA at 13.0% of the reported book, followed by IVV and GOOGL. Against the Q3 2025 filing, it opened 3 new positions, added to 31 and reduced 8 among the top 50 holdings.

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What did Capstone Investment Advisors, LLC own in Q4 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 NVDA NVIDIA CORPORATION Technology 13.0%$1.6bn8,577,701 28% added
2 IVV ISHARES TR 9.9%$1.2bn1,780,940 85% added
3 GOOGL ALPHABET INC Communication Services 7.0%$864.0m2,760,471 115% added
4 AMZN AMAZON COM INC Consumer Cyclical 5.0%$616.1m2,669,268 -44% reduced
5 AMD ADVANCED MICRO DEVICES INC Technology 4.3%$528.5m2,467,636 -8% reduced
6 VOO VANGUARD INDEX FDS 4.2%$520.5m829,895 35% added
7 TSLA TESLA INC Consumer Cyclical 3.3%$410.9m913,787 -52% reduced
8 MSFT MICROSOFT CORP Technology 2.8%$349.3m722,332 -66% reduced
9 META META PLATFORMS INC Communication Services 2.6%$322.8m489,095 107% added
10 LITE LUMENTUM HLDGS INC 2.4%$296.4m55,778,000 108% added
11 GOOG ALPHABET INC Communication Services 2.4%$292.1m930,913 278% added
12 AAPL APPLE INC Technology 2.3%$278.6m1,024,889 5% added
13 WDC WESTERN DIGITAL CORP 2.2%$270.6m59,000,000 8% added
14 XLF SELECT SECTOR SPDR TR 1.2%$141.9m2,590,378 67% added
15 AVGO BROADCOM INC Technology 1.1%$140.6m406,195 895% added
16 SPY SPDR S&P 500 ETF TR 1.0%$117.1m171,680 -23% reduced
17 IONIS PHARMACEUTICALS INC 0.9%$116.7m84,949,000 21% added
18 WBD WARNER BROS DISCOVERY INC Communication Services 0.9%$108.1m3,750,000 – new
19 NET CLOUDFLARE INC 0.8%$100.1m85,057,000 22% added
20 ORCL ORACLE CORP Technology 0.8%$97.6m500,718 569% added
21 IDCC INTERDIGITAL INC 0.8%$92.9m22,532,000 0% held
22 KVUE KENVUE INC Consumer Defensive 0.7%$87.8m5,088,765 4979% added
23 AIRBNB INC 0.6%$75.1m75,739,000 8% added
24 FYBR FRONTIER COMMUNICATIONS PARE 0.6%$73.8m1,938,311 128% added
25 FOX FOX CORP Communication Services 0.6%$71.4m1,100,001 -27% reduced
26 DAY DAYFORCE INC 0.6%$69.5m1,005,490 – new
27 CNX RES CORP 0.5%$67.6m23,604,000 0% held
28 MIRM MIRUM PHARMACEUTICALS INC 0.5%$62.0m24,000,000 26% added
29 XERIS BIOPHARMA HOLDINGS INC 0.5%$61.1m23,074,000 0% held
30 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 0.5%$60.7m199,664 1283% added
31 XOP SPDR SERIES TRUST 0.5%$60.2m477,078 – new
32 SPOTIFY USA INC 0.5%$59.6m52,418,000 0% held
33 BBIO BRIDGEBIO PHARMA INC 0.5%$57.6m30,500,000 27% added
34 CYBERARK SOFTWARE LTD 0.4%$54.0m121,000 21% added
35 PROGRESS SOFTWARE CORP 0.4%$53.8m54,019,000 10% added
36 XLE SELECT SECTOR SPDR TR 0.4%$53.5m1,197,568 15925% added
37 CYTOKINETICS INC 0.4%$52.0m8,631,000 0% held
38 GXO GXO LOGISTICS INCORPORATED Industrials 0.4%$51.3m975,295 3% added
39 EXACT SCIENCES CORP 0.4%$51.2m48,940,000 0% held
40 CHEFS WHSE INC 0.4%$50.2m33,011,000 26% added
41 FLS FLOWSERVE CORP Industrials 0.4%$47.9m690,075 -11% reduced
42 DAYFORCE INC 0.4%$46.8m47,146,000 0% held
43 ALRM ALARM COM HLDGS INC 0.4%$46.5m46,408,000 0% held
44 NFLX NETFLIX INC Communication Services 0.4%$45.7m487,638 3754% added
45 IWM ISHARES TR 0.4%$45.5m184,760 38% added
46 AKAM AKAMAI TECHNOLOGIES INC 0.4%$43.6m44,000,000 13% added
47 EEM ISHARES TR 0.3%$42.2m771,163 104% added
48 KEX KIRBY CORP Industrials 0.3%$39.5m358,340 -11% reduced
49 CNMD CONMED CORP 0.3%$39.4m41,000,000 4% added
50 PTC THERAPEUTICS INC 0.3%$37.1m25,000,000 25% 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.