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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 23 of 34  ·  673 positions
# Ticker Company Sector Shares Value ↓ % Port Status
441 WAT WATERS CORP Healthcare 3,500 $1.0M 0.01% SOLD
442 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 40,300 $1.0M 0.01% SOLD
443 EIX PUT EDISON INTL Utilities 18,700 $1.0M 0.01% SOLD
444 PUT XPLR INFRASTRUCTURE LP 100,000 $1.0M 0.01% SOLD
445 PUT TEGNA INC 50,000 $1.0M 0.01% SOLD
446 PUT CORBUS PHARMACEUTICALS HLDGS 80,000 $1.0M 0.01% SOLD
447 VRDN PUT VIRIDIAN THERAPEUTICS INC Healthcare 46,500 $1.0M 0.01% SOLD
448 ADSK AUTODESK INC Technology 3,000 $953K 0.01% SOLD
449 EVH CALL EVOLENT HEALTH INC Healthcare 112,400 $951K 0.01% SOLD
450 HBM HUDBAY MINERALS INC Basic Materials 62,000 $940K 0.01% SOLD
451 ZTO ZTO EXPRESS CAYMAN INC Industrials 48,851 $938K 0.01% SOLD
452 SHOO MADDEN STEVEN LTD Consumer Cyclical 27,660 $926K 0.01% SOLD
453 HRTX HERON THERAPEUTICS INC Healthcare 734,297 $925K 0.01% SOLD
454 WEN PUT WENDYS CO Consumer Cyclical 100,000 $916K 0.01% SOLD
455 HRI HERC HLDGS INC Industrials 7,849 $916K 0.01% SOLD
456 DRS LEONARDO DRS INC Industrials 20,000 $908K 0.01% SOLD
457 MNRO CALL MONRO INC Consumer Cyclical 50,000 $898K 0.01% SOLD
458 CNXC CALL CONCENTRIX CORP Technology 19,200 $886K 0.01% SOLD
459 SANDSTORM GOLD LTD 70,745 $886K 0.01% SOLD
460 RPT CALL RITHM PPTY TR INC Real Estate 350,000 $882K 0.01% SOLD
Page 23 of 34  ·  673 positions
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%