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Portfolio (Quarterly) Guide ↗

Caption Management, LLC

· CIK 0001706766
13F Portfolio $14.6B AUM 1,512 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 578 New 387 Added 337 Reduced 673 Exited
Page 19 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 JOBY AVIATION INC 88,148.0 $349K 0.00% +15K +19.9% $3.96
362 INVZ CALL INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 406,800.0 $347K 0.00% +268K +192.0% $0.85 -16.8%
363 CRON CALL CRONOS GROUP INC Healthcare 125,900.0 $331K 0.00% +26K +25.9% $2.63 +4.2%
364 PLAY DAVE & BUSTERS ENTMT INC Communication Services 18,906.0 $306K 0.00% +5K +33.6% $16.21 -27.5%
365 ULCC FRONTIER GROUP HLDGS INC Industrials 59,900.0 $282K 0.00% +10K +19.8% $4.71 +5.1%
366 NAT PUT NORDIC AMERICAN TANKERS LIMI Industrials 80,000.0 $275K 0.00% +55K +220.0% $3.44 +57.0%
367 AIRJOULE TECHNOLOGIES CORP 282,576.0 $240K 0.00% +73K +35.0% $0.85
368 INSEEGO CORP 23,038.0 $237K 0.00% +5K +28.7% $10.27
369 TOON KARTOON STUDIOS INC. Communication Services 304,216.0 $219K 0.00% +104K +52.1% $0.72 -12.0%
370 OPPFI INC 139,522.0 $213K 0.00% +26K +22.5% $1.53
371 GRABAGUN DIGITAL HLDGS INC 564,138.0 $212K 0.00% +292K +107.2% $0.38
372 EVOLV TECHNOLOGIES HLDNGS IN 780,601.0 $210K 0.00% +451K +136.6% $0.27
373 ARCHER AVIATION INC 163,311.0 $187K 0.00% +158K +2917.0% $1.14
374 JBS N.V. 12,800.0 $185K 0.00% +11K +747.7% $14.42
375 NTLA INTELLIA THERAPEUTICS INC Healthcare 20,000.0 $180K 0.00% +20K +10000.0% $8.99 +40.2%
376 TDAY USA TODAY CO INC Communication Services 34,864.0 $180K 0.00% +27K +367.1% $5.15 +46.8%
377 BITCOIN DEPOT INC 1,590,677.0 $179K 0.00% +75K +5.0% $0.11
378 CRNT CALL CERAGON NETWORKS LTD Technology 84,000.0 $176K 0.00% +79K +1580.0% $2.10 +26.7%
379 BTBT CALL BIT DIGITAL INC Financial Services 90,000.0 $170K 0.00% +50K +125.0% $1.89 +5.3%
380 REKR REKOR SYSTEMS INC Technology 118,912.0 $164K 0.00% +12K +11.2% $1.38 -44.3%
Page 19 of 20  ·  387 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 33.0%
Consumer Cyclical 18.3%
Healthcare 14.6%
Communication Services 11.8%
Financial Services 7.3%
Energy 4.3%
Industrials 3.7%
Basic Materials 2.6%
Consumer Defensive 2.2%
Utilities 1.2%