Caption Management, Llc Portfolio Stock Holdings

Caption Management, Llc disclosed 533 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, BLUE OWL CAPITAL INC, and TESLA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
533
Portfolio Value
$2.1B
Holdings by Sector
Caption Management, Llc Portfolio Holdings in Q1 2026

461 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology12.54%1,507,700+346,600+29.85%$262,942,880
BLUE OWL CAPITAL INCOWLFinancial Services6.58%15,117,955+13,720,332+981.69%$138,026,929
TESLA INCTSLAConsumer Cyclical5.31%299,700+299,700+100.00%$111,413,475
AMAZON COM INCAMZNConsumer Cyclical5.10%513,750+513,750+100.00%$106,998,712
META PLATFORMS INCMETACommunication Services3.07%112,500+112,500+100.00%$64,364,625
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services2.46%261,143+261,143+100.00%$51,575,742
UNITED THERAPEUTICS CORP DELUTHRHealthcare2.10%74,445+19,364+35.16%$44,144,396
CORE SCIENTIFIC INC NEWCORZWTechnology1.45%3,487,150--$30,477,691
CG ONCOLOGY INCCGONHealthcare1.22%378,480+71,634+23.35%$25,615,526
ALPHABET INCGOOGLCommunication Services1.16%84,800+24,800+41.33%$24,385,088
BOSTON SCIENTIFIC CORPBSXHealthcare1.12%374,400+283,400+311.43%$23,493,600
GLOBAL X FDSBUGOther1.02%854,400+854,400+100.00%$21,453,984
JOHNSON & JOHNSONJNJHealthcare1.02%87,550+87,550+100.00%$21,400,722
NETFLIX INC.NFLXCommunication Services0.97%212,100-548,000-72.10%$20,393,415
CONSTELLATION ENERGY CORPCEGUtilities0.96%71,923+59,773+491.96%$20,084,498
IMMUNOCORE HLDGS PLCIMCRHealthcare0.95%661,786+567,402+601.16%$19,952,848
STANLEY BLACK & DECKER INCSWKIndustrials0.95%280,463+280,463+100.00%$19,929,701
WALMART INCWMTConsumer Defensive0.83%140,000+140,000+100.00%$17,399,200
CYTOKINETICS INCCYTKHealthcare0.77%245,000+217,001+775.03%$16,147,950
SELECT SECTOR SPDR TRXLBOther0.70%294,426+294,426+100.00%$14,712,467
VALE S AVALEBasic Materials0.70%923,058+153,058+19.88%$14,685,853
DRAFTKINGS INC NEWDKNGConsumer Cyclical0.70%678,887+678,887+100.00%$14,677,537
ENLIVEN THERAPEUTICS INCELVNHealthcare0.69%370,000+370,000+100.00%$14,504,000
FLOOR & DECOR HLDGS INCFNDConsumer Cyclical0.69%284,132+269,132+1794.21%$14,433,906
VISA INCVFinancial Services0.67%46,650+22,150+90.41%$14,099,496
SOLENO THERAPEUTICS INCSLNOHealthcare0.67%420,143+378,043+897.96%$14,066,388
GXO LOGISTICS INCORPORATEDGXOIndustrials0.67%270,000+270,000+100.00%$13,999,500
UNITEDHEALTH GROUP INCUNHHealthcare0.64%49,350+15,470+45.66%$13,353,616
SANDISK CORPSNDKOther0.55%18,280+18,280+100.00%$11,614,015
SELECT SECTOR SPDR TRXLKOther0.54%85,000+85,000+100.00%$11,296,500
CENTESSA PHARMACEUTICALS PLCCNTAHealthcare0.52%274,116+274,116+100.00%$10,887,888
GUARDANT HEALTH INCGHHealthcare0.51%115,183+115,183+100.00%$10,639,454
PEPSICO INCPEPConsumer Defensive0.51%68,500+68,500+100.00%$10,637,365
TRONOX HOLDINGS PLCG9087Q102Other0.51%1,087,648+492,856+82.86%$10,626,321
CORCEPT THERAPEUTICS INCCORTHealthcare0.50%260,000+260,000+100.00%$10,480,600
ANI PHARMACEUTICALS INCANIPHealthcare0.50%135,890+78,117+135.21%$10,449,941
COINBASE GLOBAL INCCOINFinancial Services0.47%56,970+200+0.35%$9,947,532
VANECK ETF TRUSTSMHOther0.45%24,820+24,820+100.00%$9,515,988
DELTA AIR LINES INCDALIndustrials0.45%142,800+134,100+1541.38%$9,493,344
DANAHER CORP DELDHRHealthcare0.45%49,700+49,700+100.00%$9,423,120
MICROSOFT CORPMSFTTechnology0.45%25,350-78,850-75.67%$9,383,810
COMPASS PATHWAYS PLCCMPSHealthcare0.42%1,610,130+1,610,130+100.00%$8,904,019
MP MATERIALS CORPMPBasic Materials0.42%181,660+54,760+43.15%$8,766,912
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.40%280,058+215,058+330.86%$8,435,347
ARES MANAGEMENT CORPORATIONARESFinancial Services0.36%70,000+70,000+100.00%$7,637,000
MADDEN STEVEN LTDSHOOConsumer Cyclical0.36%224,969+224,969+100.00%$7,630,948
HARMONY BIOSCIENCES HLDGS INHRMYHealthcare0.36%272,292+272,292+100.00%$7,626,899
ARM HOLDINGS PLCARMTechnology0.36%50,000+40,750+440.54%$7,564,000
BLACKSTONE INCBXFinancial Services0.36%65,200+65,200+100.00%$7,497,348
ABBVIE INCABBVHealthcare0.35%33,700+17,600+109.32%$7,329,413
ISHARES SILVER TRSLVOther0.35%107,506+107,506+100.00%$7,325,459
CBL & ASSOC PPTYS INCCBLReal Estate0.34%187,194-59,523-24.13%$7,193,865
WIX COM LTDWIXOther0.34%79,482+79,482+100.00%$7,158,944
AEROVIRONMENT INCAVAVIndustrials0.33%37,844+37,844+100.00%$6,927,344
AVALO THERAPEUTICS INCAVTXHealthcare0.32%455,000+402,359+764.35%$6,793,150
ARK ETF TRARKKOther0.32%98,000+98,000+100.00%$6,623,820
DOW HLDGS INCDOWBasic Materials0.31%154,300+119,172+339.25%$6,426,595
COLGATE PALMOLIVE COCLConsumer Defensive0.30%75,000+75,000+100.00%$6,392,250
DUPONT DE NEMOURS INCDDBasic Materials0.30%139,300-63,597-31.34%$6,379,940
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.30%6,300+3,020+92.07%$6,277,509
BURLINGTON STORES INCBURLConsumer Cyclical0.30%19,160+15,160+379.00%$6,234,281
G III APPAREL GROUP LTDGIIIConsumer Cyclical0.29%221,225+221,225+100.00%$6,127,932
ROIVANT SCIENCES LTDG76279101Other0.29%219,800+58,813+36.53%$6,088,460
CHEMOURS COCCBasic Materials0.28%270,800+270,800+100.00%$5,965,724
ADMA BIOLOGICS INCADMAHealthcare0.28%660,000+660,000+100.00%$5,946,600
UNITED AIRLS HLDGS INCUALIndustrials0.28%62,971-33,829-34.95%$5,797,740
DIGITALOCEAN HLDGS INCDOCNTechnology0.28%67,431+60,681+898.98%$5,784,231
ZOOM COMMUNICATIONS INCZMTechnology0.27%70,400+965+1.39%$5,659,456
TURNING PT BRANDS INCTPBConsumer Defensive0.27%64,952--$5,637,184
SLB LIMITEDSLBEnergy0.27%108,736+24,936+29.76%$5,587,943
CSX CORPCSXIndustrials0.26%135,000+135,000+100.00%$5,541,750
XPERI INCXPERTechnology0.26%980,013-55,216-5.33%$5,488,073
AMPLIFY ENERGY CORP NEWAMPYEnergy0.26%873,591+873,591+100.00%$5,451,208
CELANESE CORP DELCEBasic Materials0.26%82,607+39,607+92.11%$5,433,062
PEABODY ENGR CORPBTUEnergy0.25%159,000-206,000-56.44%$5,239,050
PETROLEO BRASILEIRO S APBREnergy0.24%240,000+240,000+100.00%$4,980,000
INTEL CORPINTCTechnology0.24%112,490+112,490+100.00%$4,964,184
MAGNITE INCMGNICommunication Services0.23%405,053+388,853+2400.33%$4,812,030
ENCOMPASS HEALTH CORPEHCHealthcare0.23%49,018+49,018+100.00%$4,741,511
LIVE NATION ENTERTAINMENT INLYVCommunication Services0.23%31,000+23,041+289.50%$4,727,810
UBER TECHNOLOGIES INCUBERTechnology0.22%64,844+46,244+248.62%$4,664,229
SOUTHWEST AIRLS COLUVIndustrials0.22%121,900+65,625+116.61%$4,579,783
MATCH GROUP INC NEWMTCHCommunication Services0.22%149,100+94,900+175.09%$4,578,861
DIGITALBRIDGE GROUP INCDBRGReal Estate0.22%296,728+240,286+425.72%$4,575,546
CARRIER GLOBAL CORPORATIONCARRIndustrials0.21%80,000+15,000+23.08%$4,504,800
SUPER MICRO COMPUTER INCSMCIOther0.21%197,000-57,968-22.74%$4,485,690
ROKU INCROKUCommunication Services0.21%47,200+47,200+100.00%$4,466,064
HUNTSMAN CORPHUNBasic Materials0.20%322,193+115,193+55.65%$4,288,389
FLUOR CORPFLRIndustrials0.20%90,880+54,880+152.44%$4,239,552
ADVANCED MICRO DEVICES INCAMDTechnology0.20%20,500+20,500+100.00%$4,170,315
HOLOGIC INCHOLXHealthcare0.19%53,137+27,000+103.30%$4,016,626
BROOKDALE SR LIVING INCBKDHealthcare0.19%288,500-31,253-9.77%$3,946,680
ON SEMICONDUCTOR CORPONTechnology0.18%62,472+39,722+174.60%$3,868,266
RTX CORPORATIONRTXIndustrials0.18%20,000+20,000+100.00%$3,858,000
NEXTDECADE CORPNEXTEnergy0.18%491,922+491,922+100.00%$3,768,123
BOEING COBAIndustrials0.18%18,900+18,900+100.00%$3,761,667
INTUITIVE SURGICAL INCISRGHealthcare0.18%8,000+8,000+100.00%$3,687,920
ADVANCE AUTO PARTS INCAAPConsumer Cyclical0.17%68,740+43,740+174.96%$3,626,035
AKAMAI TECHNOLOGIES INCAKAMTechnology0.17%30,700+12,700+70.56%$3,525,895
COMPASS DIVERSIFIEDCODIIndustrials0.17%448,315+448,315+100.00%$3,523,756
Caption Management, Llc Options Holdings in Q1 2026

833 options positions in the latest reporting period.

Page 1 of 9
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026METAMeta Platforms, Inc.CALL2,000,000$1,144,260,000
Q1 2026UTHRUnited Therapeutics CorporationCALL667,200$395,636,256
Q1 2026CVNACarvana Co.PUT1,137,600$357,638,688
Q1 2026WBDWarner Bros. Discovery, Inc. - PUT11,916,600$327,229,836
Q1 2026EAElectronic Arts Inc.PUT1,358,600$276,977,782
Q1 2026NVDANVIDIA CorporationPUT1,575,000$274,680,000
Q1 2026UTHRUnited Therapeutics CorporationPUT410,000$243,121,800
Q1 2026OWLBlue Owl Capital Inc.PUT22,950,400$209,537,152
Q1 2026AMZNAmazon.com, Inc.CALL1,000,000$208,270,000
Q1 2026CVNACarvana Co.CALL579,500$182,183,210
Q1 2026NVDANVIDIA CorporationCALL896,000$156,262,400
Q1 2026WBDWarner Bros. Discovery, Inc. - CALL5,425,800$148,992,468
Q1 2026TTWOTake-Two Interactive Software, PUT661,300$130,606,750
Q1 2026MSFTMicrosoft CorporationCALL350,000$129,559,500
Q1 2026IGViShares Expanded Tech-Software CALL1,537,700$123,092,885
Q1 2026LITELumentum Holdings Inc.CALL175,000$122,983,000
Q1 2026RVMDRevolution Medicines, Inc.PUT1,226,900$119,316,025
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT894,100$114,203,393
Q1 2026UNHUnitedHealth Group IncorporatedPUT417,800$113,052,502
Q1 2026TSLATesla, Inc.PUT300,000$111,525,000
Q1 2026AMZNAmazon.com, Inc.PUT500,000$104,135,000
Q1 2026EWCiShares MSCI Canada Index FundPUT1,798,300$98,528,857
Q1 2026RCLRoyal CaribbeanCALL357,000$98,239,260
Q1 2026AMDAdvanced Micro Devices, Inc.PUT478,500$97,341,255
Q1 2026CLSCelestica, Inc.CALL341,000$96,052,880
Q1 2026NFLXNetflix, Inc.CALL947,500$91,102,125
Q1 2026XBISPDR Series Trust SPDR S&P BioCALL663,800$84,787,174
Q1 2026NFLXNetflix, Inc.PUT876,500$84,275,475
Q1 2026MPMP Materials Corp.CALL1,723,500$83,176,110
Q1 2026CGONCG Oncology, Inc.CALL1,220,400$82,596,672
Q1 2026CYTKCytokinetics, IncorporatedCALL1,230,000$81,069,300
Q1 2026CGONCG Oncology, Inc.PUT1,160,000$78,508,800
Q1 2026ASTSAST SpaceMobile, Inc.CALL940,000$77,897,800
Q1 2026CEGConstellation Energy CorporatioCALL276,700$77,268,475
Q1 2026OKEONEOK, Inc.CALL824,800$74,553,672
Q1 2026XLPSPDR Select Sector Fund - ConsuPUT898,500$73,659,030
Q1 2026EAElectronic Arts Inc.CALL348,100$70,967,147
Q1 2026UNHUnitedHealth Group IncorporatedCALL261,000$70,623,990
Q1 2026BURLBurlington Stores, Inc.PUT217,000$70,607,460
Q1 2026CELCCelcuity Inc.CALL600,000$68,484,000
Q1 2026RDDTReddit, Inc.CALL501,900$67,580,835
Q1 2026CIThe Cigna GroupCALL243,000$64,820,250
Q1 2026PRAXPraxis Precision Medicines, IncPUT200,000$64,438,000
Q1 2026CEGConstellation Energy CorporatioPUT225,400$62,942,950
Q1 2026WMBWilliams Companies, Inc. (The)PUT862,500$62,772,750
Q1 2026COINCoinbase Global, Inc.CALL359,000$62,684,990
Q1 2026XLCThe Communication Services SelePUT562,500$62,358,750
Q1 2026WMTWalmart Inc.PUT495,000$61,518,600
Q1 2026MDGLMadrigal Pharmaceuticals, Inc.CALL117,500$61,507,725
Q1 2026DDOGDatadog, Inc.PUT504,500$59,556,225
Q1 2026TERNTerns Pharmaceuticals, Inc.CALL1,128,000$59,468,160
Q1 2026WULFTeraWulf Inc.CALL4,056,800$58,539,624
Q1 2026METAMeta Platforms, Inc.PUT100,000$57,213,000
Q1 2026XENEXenon Pharmaceuticals Inc.CALL982,200$57,114,930
Q1 2026VRSKVerisk Analytics, Inc.CALL300,000$56,925,000
Q1 2026ASNDAscendis Pharma A/SCALL247,000$56,496,310
Q1 2026UBERUber Technologies, Inc.PUT774,600$55,716,978
Q1 2026MRNAModerna, Inc.PUT1,094,300$55,590,440
Q1 2026BSXBoston Scientific CorporationPUT875,000$54,906,250
Q1 2026CVSCVS Health CorporationCALL756,600$54,339,012
Q1 2026WDCWestern Digital CorporationPUT200,000$54,098,000
Q1 2026RDDTReddit, Inc.PUT387,000$52,109,550
Q1 2026WWayfair Inc.CALL690,000$51,894,900
Q1 2026XLBMaterials Select Sector SPDRCALL1,000,000$49,970,000
Q1 2026MLYSMineralys Therapeutics, Inc.PUT1,751,200$47,440,008
Q1 2026XOMExxon Mobil CorporationCALL270,900$45,960,894
Q1 2026CSXCSX CorporationPUT1,085,800$44,572,090
Q1 2026TJXTJX Companies, Inc. (The)PUT275,000$43,917,500
Q1 2026KRYSKrystal Biotech, Inc.CALL170,000$43,914,400
Q1 2026GEVGE Vernova Inc.PUT50,000$43,645,000
Q1 2026TTWOTake-Two Interactive Software, CALL218,700$43,193,250
Q1 2026GOOGLAlphabet Inc.PUT150,000$43,134,000
Q1 2026XLISPDR Select Sector Fund - IndusCALL266,500$43,101,045
Q1 2026MRNAModerna, Inc.CALL847,800$43,068,240
Q1 2026FLRFluor CorporationCALL905,300$42,232,245
Q1 2026VRTVertiv Holdings, LLCCALL168,200$42,147,556
Q1 2026UALUnited Airlines Holdings, Inc.CALL450,000$41,431,500
Q1 2026MASIMasimo CorporationCALL232,900$41,425,923
Q1 2026CVXChevron CorporationCALL200,000$41,380,000
Q1 2026MLYSMineralys Therapeutics, Inc.CALL1,522,200$41,236,398
Q1 2026CORTCorcept Therapeutics IncorporatPUT993,100$40,031,861
Q1 2026BABoeing Company (The)CALL200,000$39,806,000
Q1 2026BSXBoston Scientific CorporationCALL632,200$39,670,550
Q1 2026SLNOSoleno Therapeutics, Inc.PUT1,169,200$39,144,816
Q1 2026KRESPDR S&P Regional Banking ETFCALL587,500$38,275,625
Q1 2026CHKCHKPUT342,100$37,555,738
Q1 2026IMCRImmunocore Holdings plcPUT1,242,500$37,461,375
Q1 2026COFCapital One Financial CorporatiCALL204,100$37,233,963
Q1 2026MSFTMicrosoft CorporationPUT100,000$37,017,000
Q1 2026WMBWilliams Companies, Inc. (The)CALL506,800$36,884,904
Q1 2026ANETArista NetworksPUT297,500$36,527,050
Q1 2026CORZCore Scientific, Inc.CALL2,410,000$36,053,600
Q1 2026TMOThermo Fisher Scientific IncPUT71,600$35,193,548
Q1 2026CCJCameco CorporationPUT323,500$35,135,335
Q1 2026CWANClearwater Analytics Holdings, CALL1,455,600$34,424,940
Q1 2026CHKCHKCALL309,100$33,932,998
Q1 2026NYCBNYCBCALL2,562,800$33,752,076
Q1 2026NETCloudflare, Inc.CALL159,700$32,952,498
Q1 2026TEVATeva Pharmaceutical Industries CALL1,089,500$32,815,740
Q1 2026SMCISuper MicroCALL1,440,000$32,788,800

Notional value represents the total exposure of the options position.