Caption Management, LLC

CIK
1706766
City
OKLAHOMA CITY
State / Country
OK

Top Portfolio Positions

816 positions · $16,018,950,381 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
META
Meta Platforms, Inc.
Communication Services
2,212,500 $1,265,837,625 7.90%
NVDA
Nvidia Corp
Technology
3,978,700 $693,885,280 4.33%
UTHR
UNITED THERAPEUTICS Corp
Healthcare
1,151,645 $682,902,452 4.26%
CVNA
Carvana Co.
Consumer Cyclical
1,717,100 $539,821,898 3.37%
WBD
Warner Bros. Discovery, Inc.
Communication Services
17,342,400 $476,222,304 2.97%
AMZN
Amazon Com Inc
Consumer Cyclical
2,013,750 $419,403,712 2.62%
OWL
Blue Owl Capital Inc.
Financial Services
38,168,355 $348,477,081 2.18%
EA
Electronic Arts Inc.
Communication Services
1,706,700 $347,944,929 2.17%
TSLA
Tesla, Inc.
Consumer Cyclical
639,700 $237,808,475 1.48%
TTWO
Take Two Interactive Software Inc
Communication Services
1,141,143 $225,375,742 1.41%

Portfolio Trend

26 quarters · across all stocks

Holdings in AGI

Export CSV

Shares Held

Position Value (USD)

34 of 34 shown
Report Date Value (USD) Shares
2026-03-31 $13,373,430 301,000
2026-03-31 $8,863,785 199,500
2025-12-31 $27,006 700
2025-12-31 $6,504,588 168,600
2025-09-30 $31,374 900
2025-09-30 $5,800,704 166,400
2025-09-30 $2,823,660 81,000
2025-06-30 $2,379,536 89,591
2025-06-30 $6,677,184 251,400
2025-06-30 $7,909,568 297,800
2025-03-31 $25,416,370 950,500
2025-03-31 $19,145,840 716,000
2025-03-31 $4,328,537 161,875
2024-12-31 $11,986,000 650,000
2024-12-31 $1,130,372 61,300
2024-12-31 $13,092,400 710,000
2024-09-30 $14,173,352 710,800
2024-09-30 $12,961,000 650,000
2024-06-30 $8,887,424 566,800
2024-03-31 $1,333,400 90,400
2023-12-31 $1,338,918 99,400
2023-12-31 $1,589,810 118,026
2023-09-30 $1,332,513 118,026
2023-09-30 $1,122,226 99,400
2023-06-30 $470,840 39,500
2023-03-31 $664,089 54,300
2022-12-31 $548,973 54,300
2022-09-30 $808,823 109,153
2022-09-30 $2,489,760 336,000
2022-09-30 $3,705,000 500,000
2022-06-30 $2,358,720 336,000
2022-03-31 $3,216,440 382,000
2021-12-31 $2,937,580 382,000
2020-06-30 $125,692 13,400