Caption Management, LLC

CIK 0001706766 · OKLAHOMA CITY, OK · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Caption Management, LLC reported 1,595 positions worth $21.46B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: META (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$21.46B
2026 Q2
Positions
1,595
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.2%
Est. Net Flow (Q)
2026 Q2
10 / 1595 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1METAMETA PLATFORMS INCCALL$1.10B5.14%1,957,500
2WDCWESTERN DIGITAL CORPPUT$636.2M2.96%996,000
3NVDANVIDIA CORPORATIONSH$367.9M1.71%1,838,800
4AMZNAMAZON COM INCCALL$312.9M1.46%1,313,000
5WBDWARNER BROS DISCOVERY INCPUT$307.2M1.43%11,521,600
6NVDANVIDIA CORPORATIONPUT$296.1M1.38%1,480,000
7MSFTMICROSOFT CORPCALL$280.5M1.31%752,000
8TSMTAIWAN SEMICONDUCTOR MANUFACPUT$278.4M1.30%583,000
9TSMTAIWAN SEMICONDUCTOR MANUFACSH$270.2M1.26%565,700
10TTWOTAKE-TWO INTERACTIVE SOFTWARPUT$260.7M1.21%1,042,900

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Caption Management, LLC hold as of Q2 2026?

Caption Management, LLC reported 1595 positions worth $21.46B in its Q2 2026 13F filing. Largest positions: META (5.1%), WDC (3.0%), NVDA (1.7%), AMZN (1.5%) and WBD (1.4%).

What did Caption Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Caption Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.