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 COF

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $37,233,963 204,100
2026-03-31 $2,736,450 15,000
2025-12-31 $84,220,100 347,500
2025-12-31 $19,657,819 81,110
2025-12-31 $24,236,000 100,000
2025-09-30 $33,119,964 155,800
2025-03-31 $1,344,750 7,500
2025-03-31 $53,790,000 300,000
2025-03-31 $11,654,500 65,000
2024-09-30 $7,875,798 52,600
2024-06-30 $6,922,500 50,000
2024-06-30 $242,287 1,750
2023-12-31 $2,294,600 17,500
2022-12-31 $37,184 400
2022-09-30 $143,232 1,554
2022-06-30 $11,731,794 112,600
2022-06-30 $11,731,794 112,600
2022-03-31 $14,822,641 112,900
2022-03-31 $15,610,381 118,900
2021-12-31 $14,509,000 100,000
2021-12-31 $16,380,661 112,900
2021-12-31 $16,380,661 112,900
2021-09-30 $18,156,837 112,100
2021-09-30 $18,156,837 112,100