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 NXE

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $9,900,600 853,500
2025-12-31 $6,556,840 712,700
2025-12-31 $276,000 30,000
2025-09-30 $243,941 27,256
2025-09-30 $5,876,570 656,600
2025-06-30 $1,222,737 176,187
2025-03-31 $39,893 8,885
2024-12-31 $561,000 85,000
2024-09-30 $653,000 100,000
2024-06-30 $698,000 100,000
2024-06-30 $145,407 20,832
2024-03-31 $343,434 44,200
2023-12-31 $350,000 50,000
2023-09-30 $468,048 78,400
2023-06-30 $471,000 100,000
2023-06-30 $87,186 18,511
2022-06-30 $50,260 14,000
2021-12-31 $262,200 60,000
2021-09-30 $464,959 98,300
2021-03-31 $222,820 61,383