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 NTGR

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Shares Held

Position Value (USD)

26 of 26 shown
Report Date Value (USD) Shares
2025-12-31 $2,453,000 100,000
2025-12-31 $1,231,872 50,219
2025-09-30 $1,519,803 46,922
2025-09-30 $17,412,864 537,600
2025-09-30 $2,869,754 88,600
2025-06-30 $4,069,800 140,000
2025-06-30 $3,905,351 134,343
2025-06-30 $726,750 25,000
2025-03-31 $12,266,690 501,500
2025-03-31 $787,391 32,191
2025-03-31 $4,769,700 195,000
2024-12-31 $4,431,330 159,000
2024-09-30 $3,410,200 170,000
2024-09-30 $3,554,932 177,215
2024-09-30 $1,303,900 65,000
2024-06-30 $3,468,540 226,702
2024-06-30 $2,974,320 194,400
2024-06-30 $7,392,960 483,200
2024-03-31 $9,462,000 600,000
2024-03-31 $2,826,062 179,205
2024-03-31 $394,250 25,000
2023-12-31 $736,290 50,500
2023-12-31 $494,509 33,917
2023-09-30 $96,943 7,700
2023-03-31 $1,665,900 90,000
2023-03-31 $510,265 27,567