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Portfolio (Quarterly) Guide ↗

CAPSTONE INVESTMENT ADVISORS, LLC

· CIK 0001426196
13F Portfolio $54.0B AUM 1,641 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1641 New
Page 15 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DIS CALL DISNEY WALT CO Communication Services 139,200.0 $13.4M 0.03% NEW $96.25 +9.2%
282 CHEESECAKE FACTORY INC 10,500,000.0 $13.4M 0.03% NEW $1.27
283 XLE CALL SELECT SECTOR SPDR TR 250,000.0 $13.3M 0.03% NEW $53.11 +20.7%
284 ABT PUT ABBOTT LABORATORIES Healthcare 146,100.0 $13.3M 0.03% NEW $90.74 +26.1%
285 COIN COINBASE GLOBAL INC Financial Services 90,181.0 $13.2M 0.02% NEW $146.19 +3.1%
286 INTU PUT INTUIT Technology 50,400.0 $13.2M 0.02% NEW $261.00 +36.3%
287 COF CALL CAPITAL ONE FINL CORP Financial Services 65,300.0 $13.1M 0.02% NEW $200.62 +11.1%
288 APP CALL APPLOVIN CORP Technology 25,300.0 $13.0M 0.02% NEW $515.23 -40.1%
289 PTC THERAPEUTICS INC 8,200,000.0 $13.0M 0.02% NEW $1.58
290 BX PUT BLACKSTONE INC Financial Services 110,300.0 $13.0M 0.02% NEW $117.67 +22.8%
291 TRV PUT TRAVELERS COMPANIES INC Financial Services 38,700.0 $12.8M 0.02% NEW $330.12 +11.9%
292 LMT PUT LOCKHEED MARTIN CORP Industrials 24,700.0 $12.6M 0.02% NEW $509.46 +18.5%
293 PANW CALL PALO ALTO NETWORKS INC Technology 36,900.0 $12.6M 0.02% NEW $341.02 +8.0%
294 VRT PUT VERTIV HOLDINGS CO Industrials 36,800.0 $12.3M 0.02% NEW $334.82 -20.4%
295 MCK PUT MCKESSON CORP Healthcare 16,200.0 $12.2M 0.02% NEW $755.60 +14.0%
296 PYPL PUT PAYPAL HLDGS INC Financial Services 282,500.0 $12.2M 0.02% NEW $43.18 +42.4%
297 CRWV COREWEAVE INC Technology 122,219.0 $12.2M 0.02% NEW $99.54 -8.1%
298 CVX CALL CHEVRON CORPORATION Energy 72,600.0 $12.0M 0.02% NEW $165.76 +24.5%
299 CVS CALL CVS HEALTH CORP Healthcare 113,700.0 $11.8M 0.02% NEW $103.45 -7.7%
300 MARA PUT MARA HOLDINGS INC Financial Services 844,000.0 $11.7M 0.02% NEW $13.89 -36.2%
Page 15 of 83  ·  1,641 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.2%
Consumer Cyclical 18.1%
Communication Services 8.6%
Financial Services 8.4%
Industrials 3.3%
Consumer Defensive 1.8%
Healthcare 1.3%
Basic Materials 1.0%
Energy 0.7%
Utilities 0.6%