Titelia

Holdings of CAPSTONE INVESTMENT ADVISORS, LLC

716 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69 % of the equity sleeve

Sector breakdown

  • Technology 29.5 %
  • Consumer discretionary 20.3 %
  • Funds 17.2 %
  • Communication 11.2 %
  • Financials 2.6 %
  • Consumer staples 1.3 %
  • Industrials 1.1 %
  • Health care 0.6 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Energy 0.2 %
  • Unattributed 15.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.2 %
  • GB 0.1 %
  • BE 0.1 %
  • KY 0.0 %
  • DK 0.0 %
  • IN 0.0 %
  • SG 0.0 %
  • HK 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6978.9B $99.53 %
2TW219.4M $0.22 %
3GB26.3M $0.07 %
4BE15.1M $0.06 %
5KY74M $0.04 %
6DK13.6M $0.04 %
7IN31.7M $0.02 %
8SG1960.7K $0.01 %
9HK1466.8K $0.01 %
10NL1459.6K $0.01 %

Positions

RankCompanySharesValueWeight
401Paychex Inc 5,657521.1K $
402Boyd Gaming Corp 6,332520.4K $
403Nelnet Inc 4,028519.5K $
404ExlService Holdings Inc 17,028518.5K $
405Cohen & Steers Inc 8,273517.5K $
406Klaviyo Inc 26,511515.9K $
407Comfort Systems USA Inc 374515.7K $
408ESCO Technologies Inc 1,824513.2K $
409Docusign Inc 10,789511.5K $
410DaVita Inc 3,306508.1K $
411ACADIA Pharmaceuticals Inc 22,735506.1K $
412Ormat Technologies Inc 4,497503.3K $
413Vnet Group Inc 59,833502K $
414Penn Entertainment Inc 33,255499.8K $
415Turning Point Brands Inc 5,734497.7K $
416Stifel Financial Corp 6,729497.4K $
417Valmont Industries Inc 1,244497.1K $
418Blue Owl Capital Inc 54,269495.5K $
419Amkor Technology Inc 10,918491.6K $
420Mohawk Industries Inc 4,975489.8K $
421JD.COM INC 16,507488.1K $
422Genworth Financial Inc 60,100488K $
423Nuvation Bio Inc 112,170481.2K $
424Moelis & Co 8,436480.9K $
425Alarm.com Holdings Inc 11,129480.7K $
426Quanta Services Inc 873479.3K $
427WisdomTree Inc 32,868478.6K $
428Wynn Resorts Ltd 4,709478.2K $
429CNO Financial Group Inc 11,608476.6K $
430Roper Technologies Inc 1,346476.3K $
431NextNav Inc 29,707475.9K $
432Halliburton Co 12,192475.4K $
433U-Haul Holding Co 10,637475.2K $
434Textron Inc 5,424474.9K $
435SOUTHSTATE BANK CORP 5,096471.5K $
436Globe Life Inc 3,380470.4K $
437Caesars Entertainment Inc 17,750469.1K $
438AT&T Inc 16,168468.7K $
439Banner Corp 7,706467.6K $
440Primerica Inc 1,866467.4K $
441Futu Holdings Ltd 3,413466.8K $
442Estee Lauder Cos Inc/The 6,473464.6K $
443RPM International Inc 4,654462.6K $
444Dillard's Inc 808462.3K $
445Centuri Holdings Inc 15,745459.9K $
446ASML Holding NV 348459.6K $
447Bloom Energy Corp 3,392459.6K $
448FirstEnergy Corp 9,014456.6K $
449T-Mobile US Inc 2,174456.6K $
450Phillips 66 2,500455.5K $
451American International Group Inc 6,046455K $
452Occidental Petroleum Corp 6,901448.6K $
453Bilibili Inc 19,881448.5K $
454eBay Inc 4,923448.1K $
455Rush Street Interactive Inc 20,535446.6K $
456General Dynamics Corp 1,299445.8K $
457Polaris Inc 8,170445.3K $
458MYR Group Inc 1,576444.9K $
459SELECT SECTOR SPDR TRUST (THE) 3,996443K $
460Doximity Inc 18,969442K $
461ACI Worldwide Inc 10,762441.4K $
462Chewy Inc 16,280439.6K $
463iShares Trust 1,337439.4K $
464Intapp Inc 17,072438.6K $
465Fiserv Inc 7,855438.3K $
466Braze Inc 18,560438.2K $
467JetBlue Airways Corp 98,444435.1K $
468Prologis Inc 3,276433K $
469Virtu Financial Inc 9,834432.5K $
470Molson Coors Beverage Co 9,982429.8K $
471Q2 Holdings Inc 9,080429.5K $
472IES Holdings Inc 897427.4K $
473Otis Worldwide Corp 5,515425.1K $
474Hawaiian Electric Industries Inc 28,575424.1K $
475ePlus Inc 5,618422.8K $
476ROBLOX Corp 7,413419.3K $
477Coherent Corp 1,741414.7K $
478Wintrust Financial Corp 2,961411.4K $
479Veracyte Inc 12,708409.3K $
480Diamondback Energy Inc 2,057406.9K $
481Sixth Street Specialty Lending Inc 22,068405.6K $
482DoubleVerify Holdings Inc 42,679405.5K $
483General Motors Co 5,435404.9K $
484EPAM Systems Inc 2,978403.2K $
485Chemed Corp 1,066402.7K $
486Extreme Networks Inc 26,693402.5K $
487NMI Holdings Inc 10,718402K $
488Zscaler Inc 2,859401.1K $
489Oklo Inc 8,088401.1K $
490Par Pacific Holdings Inc 6,400400.9K $
491Disc Medicine Inc 6,265400.6K $
492ABM Industries Inc 10,397400.5K $
493Stoke Therapeutics Inc 12,230398.2K $
494CNA Financial Corp 8,660397.7K $
495Globus Medical Inc 4,612397.4K $
496Planet Fitness Inc 5,333396.7K $
497Fidelity National Information Services Inc 8,438395.8K $
498Loar Holdings Inc 6,853392.6K $
499Cabot Corp 5,213392.6K $
500Viking Therapeutics Inc 12,060392.4K $