CAPTION MANAGEMENT, LLC

PrivateCIK: 1706766
Location

OKLAHOMA CITY, OK

📋 What this filing means

CAPTION MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 933 equity positions with a total reported market value of $21.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

933
Positions
$21.46B
Total AUM (reported)
469.21M
Total Shares

Allocation by class

TOTAL AUM$21.46B933 positions
COM$11.61B54.1%
CL A$2.30B10.7%
COM CL A$1.23B5.8%
COM NEW$885.08M4.1%
SPONSORED ADS$766.23M3.6%
COM SER A$426.14M2.0%
CL A COM$283.67M1.3%

Portfolio Concentration

Top 311.9%4–1015.8%11–2514.5%Rest57.9%TOP 1027.7%0%100%
Top 3$2.55B11.9%
4–10$3.38B15.8%
11–25$3.11B14.5%
Rest$12.42B57.9%

Top 3 weight

11.9%

Top 10 weight

27.7%

Voting Authority Distribution

Total shares with voting rights: 469.21M

Sole

Full voting authority

469.21M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole933
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings933
Rows:

META PLATFORMS INC

SOLE
CL A
Shares1.98M
TypeSH
Market value$1.12B
5.21%
Sole
1.98M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares3.88M
TypeSH
Market value$776.51M
3.62%
Sole
3.88M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.77M
TypeSH
Market value$659.13M
3.07%
Sole
1.77M
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares1.02M
TypeSH
Market value$652.77M
3.04%
Sole
1.02M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares1.17M
TypeSH
Market value$560.52M
2.61%
Sole
1.17M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.20M
TypeSH
Market value$523.78M
2.44%
Sole
2.20M
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares6.77M
TypeSH
Market value$445.75M
2.08%
Sole
6.77M
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares15.98M
TypeSH
Market value$426.14M
1.99%
Sole
15.98M
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares754.13K
TypeSH
Market value$408.61M
1.90%
Sole
754.13K
Shared
0.00
None
0.00

BLUE OWL CAPITAL INC

SOLE
COM CL A
Shares41.51M
TypeSH
Market value$363.22M
1.69%
Sole
41.51M
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares837.70K
TypeSH
Market value$352.34M
1.64%
Sole
837.70K
Shared
0.00
None
0.00

TAKE-TWO INTERACTIVE SOFTWAR

SOLE
COM
Shares1.37M
TypeSH
Market value$341.57M
1.59%
Sole
1.37M
Shared
0.00
None
0.00

CG ONCOLOGY INC

SOLE
COM
Shares3.46M
TypeSH
Market value$245.75M
1.15%
Sole
3.46M
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares1.13M
TypeSH
Market value$231.08M
1.08%
Sole
1.13M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR SP REGBNK
Shares2.65M
TypeSH
Market value$198.50M
0.93%
Sole
2.65M
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares751.40K
TypeSH
Market value$195.63M
0.91%
Sole
751.40K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares7.89M
TypeSH
Market value$194.82M
0.91%
Sole
7.89M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares540.20K
TypeSH
Market value$190.87M
0.89%
Sole
540.20K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares286.22K
TypeSH
Market value$187.73M
0.87%
Sole
286.22K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares1.45M
TypeSH
Market value$182.89M
0.85%
Sole
1.45M
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares1.61M
TypeSH
Market value$171.31M
0.80%
Sole
1.61M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares877K
TypeSH
Market value$164.24M
0.77%
Sole
877K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR SP BIOT
Shares968.90K
TypeSH
Market value$153.33M
0.71%
Sole
968.90K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares177.55K
TypeSH
Market value$152.35M
0.71%
Sole
177.55K
Shared
0.00
None
0.00

SEZZLE INC

SOLE
COM
Shares831.60K
TypeSH
Market value$142.73M
0.67%
Sole
831.60K
Shared
0.00
None
0.00
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