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Caption Management, LLC

Position in MDT — Medtronic plc

CIK 1706766 OKLAHOMA CITY, OK

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,040,700
+$7,040,700 QoQ
Shares Held
90,000
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#482
of 2,098 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Derivatives in MDT

reported options exposure · as of Jun 30, 2026
CallValue
$3,911,500
CallShares
50,000
PutValue
$11,343,350
PutShares
145,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Caption Management, LLC holds $25,762,052 across 11 Medical Devices names. MDT ranks #2 (27.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MDT
Medtronic plc
This page
90,000 $7,040,700

All Filings in MDT

Export CSV
28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,040,700 90,000
2026-06-30 $3,911,500 50,000
2026-06-30 $11,343,350 145,000
2026-03-31 $7,841,825 90,500
2025-12-31 $13,582,884 141,400
2025-12-31 $4,803,000 50,000
2025-09-30 $4,762,000 50,000
2025-09-30 $1,114,308 11,700
2025-06-30 $13,075,500 150,000
2025-06-30 $2,719,704 31,200
2025-06-30 $3,748,310 43,000
2025-03-31 $2,803,632 31,200
2025-03-31 $20,667,800 230,000
2023-12-31 $3,295,200 40,000
2023-12-31 $14,086,980 171,000
2023-03-31 $3,627,900 45,000
2022-12-31 $5,385,996 69,300
2022-09-30 $5,595,975 69,300
2022-06-30 $2,322,281 25,875
2022-06-30 $448,750 5,000
2022-06-30 $2,459,150 27,400
2022-03-31 $9,120,090 82,200
2022-03-31 $2,068,662 18,645
2021-09-30 $18,802,500 150,000
2021-09-30 $9,401,250 75,000
2021-09-30 $18,802,500 150,000
2021-06-30 $13,430,866 108,200
2021-03-31 $12,781,666 108,200