Fund HoldingsCAPSTONE INVESTMENT ADVISORS, LLC

Total Portfolio Value
$14.38B
Total Bought
$4.20B
Total Sold
$2.33B
Net Transaction
+$1.87B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
WESTERN DIGITAL CORP(WDC)000576,5371,356,3799.43%+779,842
NVIDIA CORPORATION(NVDA)4,015,3086,869,767+2,854,459700,2701,374,5729.56%+674,302
MICROSOFT CORP(MSFT)2,773,8974,303,251+1,529,3541,026,8131,605,19911.16%+578,385
INVESCO QQQ TR31,488426,945+395,45718,174314,4022.19%+296,228
MICRON TECHNOLOGY INC(MU)53,392230,359+176,96718,038265,9011.85%+247,863
NOKIA CORP(NOK)014,595,379+14,595,3790193,8271.35%+193,827
ISHARES TR1,557,8341,562,108+4,2741,017,5931,169,8478.13%+152,254
META PLATFORMS INC(META)339,072594,871+255,799193,993335,0852.33%+141,092
SPACE EXPLORATION TECHN CORP0812,500+812,5000138,8240.97%+138,824
STRATEGY INC(MSTR)63,3941,298,361+1,234,9677,912112,8670.78%+104,955
BERKSHIRE HATHAWAY INC DEL27,107197,358+170,25112,99098,7560.69%+85,766
VANGUARD INDEX FDS855,335857,924+2,589511,105589,2314.10%+78,125
ALIBABA GROUP HLDG LTD(BABA)7,962773,268+765,30699974,2180.52%+73,219
LIVE NATION ENTERTAINMENT IN(LYV)000071,3600.50%+71,360
AKAMAI TECHNOLOGIES INC000065,7340.46%+65,734
PALANTIR TECHNOLOGIES INC(PLTR)320,818925,130+604,31246,929107,9350.75%+61,006
BROADCOM INC(AVGO)377,895448,295+70,400116,962169,3431.18%+52,381
ORACLE CORP(ORCL)884,1831,217,291+333,108130,072178,3941.24%+48,322
ETSY INC(ETSY)0640,706+640,706048,2640.34%+48,264
CEREBRAS SYSTEMS INC0202,100+202,100044,6640.31%+44,664
ETSY INC(ETSY)000044,5650.31%+44,565
ETSY INC000043,8540.30%+43,854
CHART INDS INC163,000370,000+207,00033,70077,3080.54%+43,608
ROKU INC(ROKU)18,268320,000+301,7321,72944,2050.31%+42,476
SANDISK CORP(SNDK)3,72819,435+15,7072,36944,1900.31%+41,821
GRANITE CONSTR INC(GVA)000040,8670.28%+40,867
TAIWAN SEMICONDUCTOR MANUFAC(TSM)47,648110,383+62,73516,10352,7160.37%+36,613
DEXCOM INC(DXCM)000034,8640.24%+34,864
ISHARES TR1,046,7892,201,127+1,154,33837,58069,5340.48%+31,954
XOMETRY INC000030,5060.21%+30,506
ALLIANT ENERGY CORP000030,2950.21%+30,295
ISHARES TR0372,550+372,550029,7930.21%+29,793
NETFLIX INC.(NFLX)102,385529,559+427,1749,84437,8110.26%+27,966
SPDR SERIES TRUST
ST TERM HIGH ETF
01,110,001+1,110,001027,7830.19%+27,783
MAKEMYTRIP LIMITED MAURITIUS000027,3600.19%+27,360
SPDR SERIES TRUST
ST BLOO HIGH ETF
0277,601+277,601026,7520.19%+26,752
BRIDGEBIO PHARMA INC(BBIO)00097,965124,4940.87%+26,530
ISHARES TR
0-5YR HI YL CP
0598,401+598,401025,3780.18%+25,378
FIRSTENERGY CORP000024,5870.17%+24,587
GLOBALSTAR INC(GSAT)0300,000+300,000024,3870.17%+24,387
ISHARES INC56,247748,291+692,0442,15925,8160.18%+23,657
REPLIGEN CORP(RGEN)000023,1270.16%+23,127
SUPER MICRO COMPUTER INC000022,8620.16%+22,862
KENVUE INC(KVUE)2,664,5933,599,857+935,26445,93868,7930.48%+22,856
ISHARES TR068,994+68,994020,7290.14%+20,729
APPLE INC(AAPL)986,365934,697-51,668250,330270,4641.88%+20,134
ISHARES TR0187,001+187,001020,1250.14%+20,125
ADOBE INC(ADBE)84,715195,190+110,47520,59340,0180.28%+19,425
GDS HLDGS LTD000019,1530.13%+19,153
GAMESTOP CORP000018,8330.13%+18,833
LIVANOVA PLC(LIVN)000018,8160.13%+18,816
CHEFS WHSE INC(CHEF)00061,24779,7570.55%+18,510
UBER TECHNOLOGIES INC(UBER)00039,58557,3490.40%+17,765
ECHOSTAR CORP(ECHO)000187,266204,9631.43%+17,696
FIRSTENERGY CORP000017,2270.12%+17,227
AXALTA COATING SYS LTD(AXTA)0500,000+500,000017,1100.12%+17,110
STRIDE INC(LRN)00019,80936,3780.25%+16,569
TRANSMEDICS GROUP INC(TMDX)000016,2740.11%+16,274
APOGEE THERAPEUTICS INC(APGE)0120,000+120,000015,9280.11%+15,928
TESLA INC(TSLA)1,454,1001,322,989-131,111540,562556,4493.87%+15,887
LUMENTUM HLDGS INC(LITE)87519,176+18,30161516,4540.11%+15,839
INNIO NV0400,000+400,000015,8200.11%+15,820
NUVALENT INC0126,303+126,303015,5980.11%+15,598
XERIS BIOPHARMA HOLDINGS INC(XERS)00047,17762,6370.44%+15,460
A10 NETWORKS INC000015,3120.11%+15,312
BIO-TECHNE CORP(TECH)0210,000+210,000014,8370.10%+14,837
VANECK ETF TRUST
HIGH YLD MUNIETF
0280,101+280,101014,4280.10%+14,428
SPDR SERIES TRUST
ST STR CONV ETF
0130,601+130,601014,0810.10%+14,081
SALESFORCE INC(CRM)17,149108,524+91,3753,20117,0010.12%+13,800
MERIT MED SYS INC000013,4880.09%+13,488
CELCUITY INC(CELC)0002,43815,7680.11%+13,330
BLOCK INC(XYZ)0009,99222,9380.16%+12,946
WEBSTER FINL CORP(WBS)849,500935,000+85,50058,97271,4530.50%+12,480
ALPHATEC HLDGS INC(ATEC)00020,69533,1310.23%+12,436
INTEGER HLDGS CORP(ITGR)0004,79316,9970.12%+12,204
MAKEMYTRIP LIMITED MAURITIUS(MMYT)00011,73022,8750.16%+11,145
JANUS LIVING INC(JAN)0375,000+375,000010,7780.07%+10,778
QXO INC(QXO)0600,000+600,000010,3680.07%+10,368
ALPHABET INC000010,1780.07%+10,178
ALPHABET INC000010,0600.07%+10,060
NCR ATLEOS CORPORATION(NATL)0230,300+230,30009,9970.07%+9,997
COMPASS INC(COMP)0789,152+789,15209,7300.07%+9,730
AT&T INC(T)16,168487,052+470,88446910,0820.07%+9,613
NORTHERN OIL & GAS INC(NOG)00009,6060.07%+9,606
CARDINAL INFRASTRUCTURE GROU(CDNL)0100,000+100,00009,4200.07%+9,420
AMPHASTAR PHARMACEUTICALS IN(AMPH)00009,1730.06%+9,173
EXXON MOBIL CORP2,22869,773+67,5453789,5390.07%+9,161
UNITED RENTALS INC(URI)3257,832+7,5072378,8730.06%+8,636
BIOMARIN PHARMACEUTICAL INC(BMRN)00052,34360,8210.42%+8,478
COHERENT CORP(COHR)1,74122,170+20,4294158,7450.06%+8,331
GUARDANT HEALTH INC(GH)0009,03117,1620.12%+8,131
CHEVRON CORPORATION(CVX)049,041+49,04108,1290.06%+8,129
SUPER MICRO COMPUTER INC00008,0000.06%+8,000
VALARIS LTD(VAL)99,643240,000+140,3579,76917,4240.12%+7,655
RIO TINTO PLC(RIO)080,006+80,00607,5950.05%+7,595
CELSIUS HLDGS INC(CELH)17,780276,454+258,6746318,0950.06%+7,464
LIBERTY BROADBAND CORP(LBRDA)0222,568+222,56807,4030.05%+7,403
WEC ENERGY GROUP INC00007,2750.05%+7,275
LIBERTY LIVE HOLDINGS INC(LLYVA)065,562+65,56206,9260.05%+6,926
LIBERTY BROADBAND CORP(LBRDA)0200,000+200,00006,6560.05%+6,656
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