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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 16 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JETBLUE AIRWAYS CORP 10,500,000.0 $11.6M 0.02% NEW $1.11
302 AKAMAI TECHNOLOGIES INC 9,610,000.0 $11.5M 0.02% NEW $1.20
303 GOOGL ALPHABET INC Communication Services 32,227.0 $11.5M 0.02% NEW $357.37 -4.3%
304 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 64,500.0 $11.5M 0.02% NEW $178.24 +19.1%
305 COF PUT CAPITAL ONE FINL CORP Financial Services 57,100.0 $11.5M 0.02% NEW $200.62 +11.1%
306 HAL PUT HALLIBURTON CO Energy 337,300.0 $11.5M 0.02% NEW $33.95 +4.2%
307 IREN PUT IREN LIMITED Financial Services 250,000.0 $11.4M 0.02% NEW $45.73 -11.3%
308 NOW SERVICENOW INC Technology 114,841.0 $11.4M 0.02% NEW $99.28 +23.5%
309 EWY PUT ISHARES INC 56,400.0 $11.4M 0.02% NEW $201.90 -12.6%
310 MRNA PUT MODERNA INC Healthcare 161,600.0 $11.3M 0.02% NEW $70.03 +77.1%
311 ISRG PUT INTUITIVE SURGICAL INC Healthcare 28,400.0 $11.3M 0.02% NEW $397.68 +0.6%
312 TGT PUT TARGET CORP Consumer Defensive 86,300.0 $11.3M 0.02% NEW $130.61 +23.0%
313 ANET CALL ARISTA NETWORKS INC Technology 66,200.0 $11.2M 0.02% NEW $169.88 +11.9%
314 CSX PUT CSX CORP Industrials 235,400.0 $11.2M 0.02% NEW $47.53 +8.3%
315 MMM PUT 3M CO Industrials 68,100.0 $11.0M 0.02% NEW $161.91 +12.4%
316 WELL PUT WELLTOWER INC Real Estate 48,400.0 $11.0M 0.02% NEW $226.97 +4.0%
317 BLK CALL BLACKROCK INC Financial Services 11,400.0 $11.0M 0.02% NEW $961.56 +21.0%
318 PGR PUT PROGRESSIVE CORP Financial Services 49,800.0 $10.9M 0.02% NEW $218.45 -2.2%
319 SO PUT SOUTHERN CO Utilities 113,400.0 $10.9M 0.02% NEW $95.71 -3.2%
320 EMR PUT EMERSON ELEC CO Industrials 75,800.0 $10.9M 0.02% NEW $143.15 +11.1%
Page 16 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%