StockDriftsStockDriftsTop 50 Capstone Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 11.16% | 4.30M | $1.61B | +55.13%(+1.53M) | $408.41(+19.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.56% | 6.87M | $1.37B | +71.09%(+2.85M) | $155.81(+45.09%) | 2026-06-30 | |
| IVV | ISHARES TR | 8.13% | 1.56M | $1.17B | +0.27%(+4.27K) | $616.92(+26.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.12% | 3.09M | $736.3M | -46.45%(-2.68M) | $212.73(+23.41%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.1% | 857.9K | $589.2M | +0.30%(+2.59K) | $582.60(+22.33%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.87% | 1.32M | $556.4M | -9.02%(-131.11K) | $352.80(-3.46%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.33% | 594.9K | $335.1M | +75.44%(+255.80K) | $637.11(-8.92%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.19% | 426.9K | $314.4M | +1255.90%(+395.46K) | $642.78(+13.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.88% | 934.7K | $270.5M | -5.24%(-51.67K) | $223.26(+36.78%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.85% | 230.4K | $265.9M | +331.45%(+176.97K) | $634.09(+60.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.86% | +118.97% | +4.85% | +26.74% |
| Top 20 Holdings Unweighted | +27.27% | +106.14% | +3.45% | +18.51% |
Capstone Investment Advisors LLC reports $54.04B in US-listed equity holdings across 942 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (11.2%), NVDA (9.6%) and IVV (8.1%). The top 20 holdings account for 58.55% of reported assets. Its disclosed equity book has returned +118.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capstone Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426196). View Capstone Investment Advisors LLC’s 13F filings on SEC