CAPSTONE INVESTMENT ADVISORS, LLC

data from 30/09/2025

Capitalization

$ 53.723 B 32.99 %

Average holding period

12 ans

Performance

$ 25.204 B 43 051.60 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CAPSTONE INVESTMENT ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 29.96% 16.097 B $ 24162500 2011/03/31 901.258 M $ 7.82 %
2025/09/30 NVDA NVIDIA CORPORATION 4.56% 2.447 B $ 13116900 2018/03/31 365.672 M $ 18.10 %
2025/09/30 IWM ISHARES TR 3.88% 2.087 B $ 8624500 2017/12/31 79.138 M $ 12.13 %
2025/09/30 MSFT MICROSOFT CORP 3.11% 1.670 B $ 3224000 2008/06/30 46.131 M $ 4.13 %
2025/09/30 TSLA TESLA INC 2.71% 1.455 B $ 3272200 2017/06/30 676.734 M $ 40.00 %
2025/09/30 AMZN AMAZON COM INC 2.55% 1.368 B $ 6230000 2008/03/31 905.976 K $ 0.08 %
2025/09/30 NVDA NVIDIA CORPORATION 2.33% 1.250 B $ 6701468 2018/03/31 271.059 M $ 18.10 %
2025/09/30 QQQ INVESCO QQQ TR 2.20% 1.182 B $ 1968700 2018/06/30 81.126 M $ 8.83 %
2025/09/30 MSFT MICROSOFT CORP 2.06% 1.109 B $ 2141021 2016/03/31 33.340 M $ 4.13 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.02% 1.086 B $ 1630000 2017/12/31 57.996 M $ 7.82 %
2025/09/30 AMZN AMAZON COM INC 1.94% 1.041 B $ 4741800 2017/06/30 752.059 K $ 0.08 %
2025/09/30 AAPL APPLE INC 1.87% 1.005 B $ 3945800 2008/03/31 244.105 M $ 24.11 %
2025/09/30 TSLA TESLA INC 1.59% 852.703 M $ 1917393 2020/09/30 541.136 M $ 40.00 %
2025/09/30 IVV ISHARES TR 1.20% 644.093 M $ 962339 2024/03/31 46.427 M $ 7.80 %
2025/09/30 GOOGL ALPHABET INC 1.12% 599.509 M $ 2466100 2016/09/30 219.180 M $ 37.94 %
2025/09/30 NVDA NVIDIA CORPORATION 1.11% 594.463 M $ 3186100 2018/03/31 44.878 M $ 18.10 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 1.04% 557.528 M $ 3446000 2018/09/30 67.097 M $ 14.02 %
2025/09/30 META META PLATFORMS INC 0.85% 456.637 M $ 621800 2016/09/30 -1.086 M $ -0.50 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.81% 434.173 M $ 2683559 2019/06/30 62.678 M $ 14.02 %
2025/09/30 EEM ISHARES TR 0.78% 419.035 M $ 7847100 2016/06/30 37.670 M $ 10.70 %
2025/09/30 QQQ INVESCO QQQ TR 0.74% 398.045 M $ 663000 2018/06/30 19.068 M $ 8.83 %
2025/09/30 TSLA TESLA INC 0.70% 377.656 M $ 849200 2020/06/30 83.580 M $ 40.00 %
2025/09/30 VOO VANGUARD INDEX FDS 0.70% 376.014 M $ 614021 2024/09/30 8.993 M $ 7.81 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.70% 373.739 M $ 6937800 2021/09/30 2.811 M $ 2.86 %
2025/09/30 AVGO BROADCOM INC 0.64% 342.711 M $ 1038800 2018/06/30 28.231 M $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 0.58% 311.601 M $ 1281781 2015/12/31 184.439 M $ 37.94 %
2025/09/30 HYG ISHARES TR 0.51% 274.365 M $ 3379300 2017/12/31 1.272 M $ 0.67 %
2025/09/30 GOOG ALPHABET INC 0.47% 254.875 M $ 1046500 2017/12/31 80.563 M $ 37.30 %
2025/09/30 AAPL APPLE INC 0.46% 248.042 M $ 974127 2010/06/30 188.804 M $ 24.11 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.37% 196.672 M $ 391200 2018/09/30 4.339 M $ 3.49 %
2025/09/30 AAPL APPLE INC 0.36% 192.297 M $ 755200 2008/03/31 16.619 M $ 24.11 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.34% 181.994 M $ 2799900 2024/12/31 8.429 M $ 6.19 %
2025/09/30 WESTERN DIGITAL CORP 0.33% 174.945 M $ 54500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.32% 173.906 M $ 236807 2013/03/31 -197.383 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.31% 165.380 M $ 524300 2008/06/30 7.523 M $ 8.80 %
2025/09/30 XOP SPDR SERIES TRUST 0.31% 164.827 M $ 1246800 2023/09/30 3.502 M $ 5.09 %
2025/09/30 MSFT MICROSOFT CORP 0.30% 162.481 M $ 313700 2008/06/30 3.775 M $ 4.13 %
2025/09/30 FXI ISHARES TR 0.30% 160.183 M $ 3893600 2020/03/31 5.098 M $ 11.92 %
2025/09/30 FXI ISHARES TR 0.29% 156.336 M $ 3800100 2008/03/31 10.073 M $ 11.92 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.28% 149.359 M $ 224202 2022/09/30 3.763 M $ 7.82 %
2025/09/30 ORCL ORACLE CORP 0.27% 145.401 M $ 517000 2016/12/31 9.986 M $ 28.64 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.24% 126.605 M $ 448700 2008/03/31 -1.456 M $ -4.28 %
2025/09/30 CSCO CISCO SYS INC 0.23% 125.592 M $ 1835600 2018/06/30 -368.735 K $ -1.38 %
2025/09/30 META META PLATFORMS INC 0.23% 123.596 M $ 168300 2016/09/30 -218.890 K $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 0.23% 122.696 M $ 558800 2018/03/31 26.118 K $ 0.08 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.22% 119.832 M $ 656900 2024/03/31 14.978 M $ 33.82 %
2025/09/30 EFA ISHARES TR 0.21% 111.895 M $ 1198400 2016/03/31 633.616 K $ 4.45 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.21% 111.648 M $ 1249700 2024/06/30 3.173 M $ 5.34 %
2025/09/30 XOP SPDR SERIES TRUST 0.21% 110.400 M $ 835100 2023/09/30 2.150 M $ 5.09 %
2025/09/30 WMT WALMART INC 0.20% 105.946 M $ 1028000 2018/03/31 1.785 M $ 5.40 %
2025/09/30 C CITIGROUP INC 0.19% 103.753 M $ 1022200 2016/12/31 13.497 M $ 19.24 %
2025/09/30 EFA ISHARES TR 0.19% 103.052 M $ 1103700 2020/06/30 684.560 K $ 4.45 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.19% 102.198 M $ 362200 2008/03/31 -369.765 K $ -4.28 %
2025/09/30 INTERDIGITAL INC 0.19% 100.808 M $ 22532000 2023/06/30 34.925 M $ 53.17 %
2025/09/30 INTC INTEL CORP 0.19% 99.761 M $ 2973500 2018/06/30 13.011 M $ 49.78 %
2025/09/30 XME SPDR SERIES TRUST 0.18% 98.287 M $ 1054700 2023/12/31 9.702 M $ 38.63 %
2025/09/30 XME SPDR SERIES TRUST 0.18% 98.287 M $ 1054700 2023/12/31 9.702 M $ 38.63 %
2025/09/30 NFLX NETFLIX INC 0.17% 93.276 M $ 77800 2010/09/30 -5.440 M $ -10.47 %
2025/09/30 SMH VANECK ETF TRUST 0.17% 91.838 M $ 281400 2025/03/31 2.521 M $ 17.03 %
2025/09/30 LLY ELI LILLY & CO 0.17% 91.484 M $ 119900 2018/06/30 -1.231 M $ -2.12 %
2025/09/30 V VISA INC 0.17% 89.134 M $ 261100 2018/03/31 -1.822 M $ -3.85 %
2025/09/30 AVGO BROADCOM INC 0.16% 88.581 M $ 268500 2018/06/30 4.406 M $ 19.68 %
2025/09/30 CLOUDFLARE INC 0.16% 87.282 M $ 69926000 2022/09/30 5.000 M $ 5.91 %
2025/09/30 FOX FOX CORP 0.16% 86.849 M $ 1515956 2023/03/31 1.132 M $ 10.96 %
2025/09/30 IONIS PHARMACEUTICALS INC 0.16% 86.090 M $ 69949000 2022/06/30 14.289 M $ 21.83 %
2025/09/30 MA MASTERCARD INCORPORATED 0.16% 85.606 M $ 150500 2018/03/31 534.485 K $ 1.22 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.16% 83.533 M $ 1550644 2024/06/30 942.232 K $ 2.86 %
2025/09/30 EEM ISHARES TR 0.15% 82.674 M $ 1548200 2024/09/30 11.052 M $ 10.70 %
2025/09/30 DEXCOM INC 0.15% 80.933 M $ 81483000 2024/09/30 692.605 K $ 0.86 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 0.15% 79.564 M $ 4435000 2024/03/31 125.367 K $ 5.10 %
2025/09/30 BAC BANK AMERICA CORP 0.14% 76.147 M $ 1476000 2018/03/31 3.788 M $ 9.02 %
2025/09/30 ABBV ABBVIE INC 0.14% 75.343 M $ 325400 2018/06/30 10.286 M $ 24.74 %
2025/09/30 SPOTIFY USA INC 0.13% 71.760 M $ 52418000 2024/12/31 -5.175 M $ -9.89 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.13% 71.116 M $ 725900 2023/12/31 661.739 K $ 5.01 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.13% 70.793 M $ 423100 2018/06/30 13.851 M $ 35.76 %
2025/09/30 GOOG ALPHABET INC 0.13% 69.387 M $ 284900 2018/03/31 6.239 M $ 37.30 %
2025/09/30 AIRBNB INC 0.13% 68.777 M $ 70181000 2024/09/30 947.443 K $ 1.40 %
2025/09/30 LUMENTUM HLDGS INC 0.12% 64.686 M $ 26774000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.12% 64.344 M $ 158800 2018/03/31 3.354 M $ 10.51 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.12% 62.665 M $ 67700 2018/06/30 -2.334 M $ -6.50 %
2025/09/30 XERIS BIOPHARMA HOLDINGS INC 0.12% 62.055 M $ 23074000 2025/03/31 22.843 M $ 58.28 %
2025/09/30 LQD ISHARES TR 0.11% 61.309 M $ 550000 2022/06/30 557.999 K $ 1.70 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.11% 60.403 M $ 372400 2018/03/31 -1.951 M $ -10.94 %
2025/09/30 GOOGL ALPHABET INC 0.11% 59.997 M $ 246800 2016/09/30 8.894 M $ 37.94 %
2025/09/30 GOOG ALPHABET INC 0.11% 59.939 M $ 246105 2017/12/31 53.360 M $ 37.30 %
2025/09/30 WFC WELLS FARGO CO NEW 0.11% 59.814 M $ 713600 2018/03/31 1.431 M $ 4.62 %
2025/09/30 CNX RES CORP 0.11% 59.116 M $ 23604000 2023/12/31 -2.614 M $ -4.94 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.11% 58.632 M $ 169800 2018/06/30 3.480 M $ 10.68 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.11% 58.054 M $ 72900 2016/12/31 3.234 M $ 12.52 %
2025/09/30 SHIFT4 PMTS INC 0.11% 57.955 M $ 56349000 2024/12/31 -9.874 M $ -18.93 %
2025/09/30 C CITIGROUP INC 0.11% 57.928 M $ 570723 2017/09/30 10.880 M $ 19.24 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.11% 56.749 M $ 278700 2023/06/30 -77.927 K $ -0.50 %
2025/09/30 V VISA INC 0.10% 53.187 M $ 155800 2018/06/30 -679.399 K $ -3.85 %
2025/09/30 XOM EXXON MOBIL CORP 0.10% 52.925 M $ 469400 2018/03/31 1.382 M $ 4.59 %
2025/09/30 GE GE AEROSPACE 0.09% 50.598 M $ 168200 2021/09/30 3.166 M $ 16.87 %
2025/09/30 ORCL ORACLE CORP 0.09% 50.511 M $ 179600 2016/12/31 4.865 M $ 28.64 %
2025/09/30 AMAT APPLIED MATLS INC 0.09% 50.325 M $ 245800 2018/06/30 1.755 M $ 11.84 %
2025/09/30 GXO GXO LOGISTICS INCORPORATED 0.09% 49.934 M $ 944109 2024/12/31 4.035 M $ 8.60 %
2025/09/30 PROGRESS SOFTWARE CORP 0.09% 49.105 M $ 49019000 2022/06/30 -4.200 M $ -16.74 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.09% 48.315 M $ 100000 2025/06/30 244.063 K $ 18.75 %