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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 67 of 76  ·  1,512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 APPN APPIAN CORP Technology 8,697.0 $308K 0.00% $35.42 -39.7%
1322 PLAY DAVE & BUSTERS ENTMT INC Communication Services 18,906.0 $306K 0.00% +5K +33.6% $16.21 -27.5%
1323 NAGE CALL NIAGEN BIOSCIENCE INC Healthcare 48,000.0 $305K 0.00% NEW $6.36 -42.5%
1324 CALL CORE LABORATORIES INC 19,000.0 $305K 0.00% NEW $16.03
1325 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 25,200.0 $301K 0.00% NEW $11.95 +13.1%
1326 ABEONA THERAPEUTICS INC 57,031.0 $301K 0.00% NEW $5.27
1327 CRNC CERENCE INC Technology 27,951.0 $299K 0.00% NEW $10.69 +2.7%
1328 BZ KANZHUN LIMITED Industrials 14,375.0 $293K 0.00% $20.38 -32.5%
1329 CRON PUT CRONOS GROUP INC Healthcare 110,000.0 $289K 0.00% -2.5M -95.8% $2.63 +4.2%
1330 CALL FUBOTV INC 114,600.0 $289K 0.00% NEW $2.52
1331 SHAK SHAKE SHACK INC Consumer Cyclical 3,529.0 $286K 0.00% $81.17 -22.7%
1332 ULCC FRONTIER GROUP HLDGS INC Industrials 59,900.0 $282K 0.00% +10K +19.8% $4.71 +5.1%
1333 ELF E L F BEAUTY INC Consumer Defensive 3,703.0 $282K 0.00% NEW $76.04 -30.4%
1334 PTON PELOTON INTERACTIVE INC Consumer Cyclical 45,600.0 $281K 0.00% -176K -79.5% $6.16 -7.3%
1335 NXE PUT NEXGEN ENERGY LTD Energy 30,000.0 $276K 0.00% NEW $9.20 +15.9%
1336 NAT PUT NORDIC AMERICAN TANKERS LIMI Industrials 80,000.0 $275K 0.00% +55K +220.0% $3.44 +57.0%
1337 CENX PUT CENTURY ALUM CO Basic Materials 7,000.0 $274K 0.00% NEW $39.18 +66.0%
1338 DCO DUCOMMUN INC DEL Industrials 2,859.0 $272K 0.00% NEW $95.13 +51.8%
1339 CRNT CERAGON NETWORKS LTD Technology 128,751.0 $270K 0.00% -4K -2.7% $2.10 +26.7%
1340 ALT ALTIMMUNE INC Healthcare 74,438.0 $269K 0.00% -56K -42.7% $3.61 -19.7%
Page 67 of 76  ·  1,512 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%