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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 27 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 YOU CLEAR SECURE INC Technology 6,460.0 $227K 0.00% NEW $35.08 +74.2%
522 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 18,000.0 $225K 0.00% NEW $12.49 -44.2%
523 TOON CALL KARTOON STUDIOS INC. Communication Services 294,100.0 $212K 0.00% NEW $0.72 -12.0%
524 ENTG ENTEGRIS INC Technology 2,500.0 $211K 0.00% NEW $84.25 +60.6%
525 NRDS NERDWALLET INC Financial Services 15,000.0 $203K 0.00% NEW $13.55 -38.4%
526 GALAXY DIGITAL INC. 8,700.0 $195K 0.00% NEW $22.36
527 CALL DEFI TECHNOLOGIES INC 256,500.0 $194K 0.00% NEW $0.75
528 CRVS CALL CORVUS PHARMACEUTICALS INC Healthcare 25,000.0 $192K 0.00% NEW $7.70 +63.8%
529 ACHIEVE LIFE SCIENCES INC 37,695.0 $187K 0.00% NEW $4.97
530 UNG UNITED STS NAT GAS FD LP Financial Services 15,000.0 $184K 0.00% NEW $12.26 -10.8%
531 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 4,226.0 $183K 0.00% NEW $43.30 +61.0%
532 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,200.0 $182K 0.00% NEW $82.88 -1.5%
533 ALDX ALDEYRA THERAPEUTICS INC Healthcare 35,000.0 $181K 0.00% NEW $5.18 -70.1%
534 EVLV PUT EVOLV TECHNOLOGIES HLDNGS IN Industrials 25,000.0 $179K 0.00% NEW $7.16 -12.8%
535 TOI THE ONCOLOGY INSTITUTE INC Healthcare 50,100.0 $178K 0.00% NEW $3.56 +28.9%
536 APYX PUT APYX MEDICAL CORPORATION Healthcare 50,000.0 $175K 0.00% NEW $3.50 +18.0%
537 SA SEABRIDGE GOLD INC Basic Materials 5,906.0 $175K 0.00% NEW $29.59 +1.1%
538 KD KYNDRYL HLDGS INC Technology 6,000.0 $159K 0.00% NEW $26.56 -53.7%
539 MOS CALL MOSAIC CO NEW Basic Materials 6,500.0 $157K 0.00% NEW $24.09 -6.6%
540 HUDSON PAC PPTYS INC 13,568.0 $147K 0.00% NEW $10.83
Page 27 of 29  ·  578 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%