Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Caption Management, LLC manages $2.3B across 539 positions as of Q4 2025. Top holdings: CVNA (1.9%), NVDA (1.6%), NVDA (1.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 205 new positions, 255 exits, 139 increased. Top move: NVDA (INCREASED, conviction 78). Portfolio: $2.3B across 539 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile