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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 68 of 76  ·  1,512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 VIAV VIAVI SOLUTIONS INC Technology 15,000.0 $267K 0.00% NEW $17.82 +177.8%
1342 MGNI MAGNITE INC Communication Services 16,200.0 $263K 0.00% NEW $16.23 -18.7%
1343 TEM TEMPUS AI INC Healthcare 4,300.0 $254K 0.00% -2K -36.8% $59.05 -21.8%
1344 FLAGSTAR BANK NATIONAL ASSOC 20,000.0 $252K 0.00% -57K -73.9% $12.59
1345 UPWK UPWORK INC Industrials 12,626.0 $250K 0.00% -1K -7.8% $19.82 -55.6%
1346 JELD CALL JELD-WEN HLDG INC Industrials 101,000.0 $248K 0.00% NEW $2.46 -29.3%
1347 ABM ABM INDS INC Industrials 5,755.0 $243K 0.00% NEW $42.30 -5.0%
1348 OCUL PUT OCULAR THERAPEUTIX INC Healthcare 20,000.0 $243K 0.00% -160K -88.9% $12.14 -32.2%
1349 FANG DIAMONDBACK ENERGY INC Energy 1,600.0 $241K 0.00% $150.33 +33.5%
1350 ARDX CALL ARDELYX INC Healthcare 41,200.0 $240K 0.00% NEW $5.83 +4.8%
1351 AIRJOULE TECHNOLOGIES CORP 282,576.0 $240K 0.00% +73K +35.0% $0.85
1352 WRAP WRAP TECHNOLOGIES INC Technology 99,499.0 $237K 0.00% -791.0 -0.8% $2.38 -38.7%
1353 INSEEGO CORP 23,038.0 $237K 0.00% +5K +28.7% $10.27
1354 CALL INSEEGO CORP 23,000.0 $236K 0.00% NEW $10.27
1355 GOSS GOSSAMER BIO INC Healthcare 75,375.0 $234K 0.00% NEW $3.10 -93.2%
1356 DAWN PUT DAY ONE BIOPHARMACEUTICALS I Healthcare 25,000.0 $233K 0.00% NEW $9.32 +131.0%
1357 EAF GRAFTECH INTL LTD Industrials 15,000.0 $233K 0.00% $15.51 -41.3%
1358 DHT CALL DHT HOLDINGS INC Energy 19,000.0 $232K 0.00% $12.21 +42.3%
1359 AEP AMERICAN ELEC PWR CO INC Utilities 2,000.0 $231K 0.00% -1K -41.2% $115.31 +14.1%
1360 ATEX ANTERIX INC Communication Services 10,493.0 $229K 0.00% NEW $21.83 +191.2%
Page 68 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%