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Portfolio (Quarterly) Guide ↗

Caption Management, LLC

· CIK 0001706766
13F Portfolio $12.8B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1607 New
Page 73 of 81  ·  1,607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 LIONSGATE STUDIOS CORP 35,000.0 $242K 0.00% NEW $6.90
1442 EVOLV TECHNOLOGIES HLDNGS IN 330,001.0 $241K 0.00% NEW $0.73
1443 MED MEDIFAST INC Consumer Cyclical 17,395.0 $238K 0.00% NEW $13.67 -7.9%
1444 TDOC TELADOC HEALTH INC Healthcare 30,000.0 $232K 0.00% NEW $7.73 -15.0%
1445 IVZ PUT INVESCO LTD Financial Services 10,000.0 $229K 0.00% NEW $22.94 +17.9%
1446 FANG DIAMONDBACK ENERGY INC Energy 1,600.0 $229K 0.00% NEW $143.10 +40.3%
1447 VIR CALL VIR BIOTECHNOLOGY INC Healthcare 40,000.0 $228K 0.00% NEW $5.71 +60.9%
1448 DHT CALL DHT HOLDINGS INC Energy 19,000.0 $227K 0.00% NEW $11.95 +45.4%
1449 VTRS VIATRIS INC Healthcare 22,900.0 $227K 0.00% NEW $9.90 +68.2%
1450 GCM GROSVENOR INC 425,000.0 $226K 0.00% NEW $0.53
1451 CALL TALPHERA INC 250,000.0 $223K 0.00% NEW $0.89
1452 PDSB CALL PDS BIOTECHNOLOGY CORP Healthcare 219,000.0 $221K 0.00% NEW $1.01 +18.8%
1453 ULCC FRONTIER GROUP HLDGS INC Industrials 50,000.0 $221K 0.00% NEW $4.42 +12.1%
1454 TRVI CALL TREVI THERAPEUTICS INC Healthcare 24,000.0 $220K 0.00% NEW $9.15 +54.4%
1455 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 15,000.0 $219K 0.00% NEW $14.58 -42.3%
1456 WRAP WRAP TECHNOLOGIES INC Technology 100,290.0 $218K 0.00% NEW $2.17 -32.7%
1457 ORKA PUT ORUKA THERAPEUTICS INC Healthcare 11,300.0 $217K 0.00% NEW $19.23 +215.2%
1458 CALL CNH INDL N V 20,000.0 $217K 0.00% NEW $10.85
1459 BCH CALL BANCO DE CHILE Financial Services 7,100.0 $215K 0.00% NEW $30.30 +23.9%
1460 CARS CARS COM INC Consumer Cyclical 17,400.0 $213K 0.00% NEW $12.22 -21.0%
Page 73 of 81  ·  1,607 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
Consumer Cyclical 25.7%
Technology 24.8%
Healthcare 15.4%
Financial Services 7.4%
Communication Services 7.1%
Industrials 5.5%
Energy 4.6%
Consumer Defensive 3.4%
Basic Materials 2.6%
Real Estate 2.0%