CAPSTONE INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,658 positions
APPLE INC | 13.3M | $1.8B | 5.9% | — | — | — | Increased — |
INVESCO QQQ TR | 4.8M | $1.5B | 5.1% | — | — | — | Increased — |
ISHARES TR | 17.5M | $1.3B | 4.3% | — | — | — | Increased — |
MICROSOFT CORP | 4.3M | $948.5M | 3.2% | — | — | — | Increased — |
INVESCO QQQ TR | 2.8M | $868.2M | 2.9% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 2.1M | $794.1M | 2.7% | — | — | — | Increased — |
AMAZON COM INC | 219,500 | $714.9M | 2.4% | — | — | — | Decreased — |
ISHARES TR | 3.6M | $710.8M | 2.4% | — | — | — | Increased — |
ISHARES TR | 12.4M | $639.3M | 2.1% | — | — | — | Increased — |
ISHARES TR | 10.9M | $504.6M | 1.7% | — | — | — | Increased — |
META PLATFORMS INC | 1.6M | $445.2M | 1.5% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 923,800 | $345.4M | 1.2% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 900,808 | $336.8M | 1.1% | $294.79 | +17.48% | 3 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 182,700 | $320.2M | 1.1% | — | — | — | Increased — |
ALPHABET INC | 181,800 | $318.5M | 1.1% | — | — | — | Increased — |
APPLE INC | 2.3M | $309M | 1.0% | — | — | — | Decreased — |
DISNEY WALT CO | 1.5M | $267.6M | 0.9% | — | — | — | Increased — |
NVIDIA CORPORATION | 493,700 | $257.8M | 0.9% | — | — | — | Increased — |
BERKSHIRE HATHAWAY INC DEL | 1M | $238.2M | 0.8% | — | — | — | Increased — |
VISA INC | 958,100 | $209.6M | 0.7% | — | — | — | Increased — |
CAPSTONE INVESTMENT ADVISORS, LLC manages $29.9B across 1658 positions as of Q4 2020. Top holdings: AAPL puts (5.9%), QQQ puts (5.1%), EFA puts (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 329 new positions, 111 exits, 84 increased. No standout high-conviction moves this quarter. Portfolio: $29.9B across 1658 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR