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Portfolio (Quarterly) Guide ↗

CAPSTONE INVESTMENT ADVISORS, LLC

· CIK 0001426196
13F Portfolio $54.0B AUM 1,641 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1641 New
Page 31 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TDW TIDEWATER INC NEW Energy 49,103.0 $3.3M 0.01% NEW — $66.63 +27.2%
602 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 10,300.0 $3.3M 0.01% NEW — $317.53 -23.6%
603 ROST ROSS STORES INC Consumer Cyclical 15,358.0 $3.3M 0.01% NEW — $212.85 +10.9%
604 — PUT ENTERGY CORP NEW — 28,200.0 $3.2M 0.01% NEW — $114.86 —
605 ZM CALL ZOOM COMMUNICATIONS INC Technology 37,500.0 $3.2M 0.01% NEW — $86.31 +3.9%
606 PNC PUT PNC FINL SVCS GROUP INC Financial Services 13,100.0 $3.2M 0.01% NEW — $246.22 -8.4%
607 SLV CALL ISHARES SILVER TR Financial Services 60,000.0 $3.2M 0.01% NEW — $53.47 +8.7%
608 WMB CALL WILLIAMS COS INC Energy 43,100.0 $3.2M 0.01% NEW — $74.34 -6.8%
609 BK CALL BANK OF NY MELLON CORP Financial Services 22,100.0 $3.2M 0.01% NEW — $144.61 -0.6%
610 FAST PUT FASTENAL CO Industrials 66,400.0 $3.2M 0.01% NEW — $48.03 +5.0%
611 AFL PUT AFLAC INC Financial Services 27,100.0 $3.2M 0.01% NEW — $117.25 -3.0%
612 LOW CALL LOWES COS INC Consumer Cyclical 14,400.0 $3.2M 0.01% NEW — $220.49 -14.2%
613 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 485,255.0 $3.2M 0.01% NEW — $6.53 -1.8%
614 PDD CALL PDD HOLDINGS INC Consumer Cyclical 41,400.0 $3.2M 0.01% NEW — $76.28 +1.7%
615 ADSK PUT AUTODESK INC Technology 16,200.0 $3.1M 0.01% NEW — $194.42 +7.7%
616 T CALL AT&T INC Communication Services 151,500.0 $3.1M 0.01% NEW — $20.70 +22.6%
617 — CALL CRH PLC — 29,300.0 $3.1M 0.01% NEW — $107.00 —
618 — NUVATION BIO INC — 3,000,000.0 $3.1M 0.01% NEW — $1.04 —
619 DE CALL DEERE & CO Industrials 4,900.0 $3.1M 0.01% NEW — $634.33 +8.8%
620 DELL CALL DELL TECHNOLOGIES INC Technology 7,200.0 $3.1M 0.01% NEW — $431.46 +30.5%
Page 31 of 83  ·  1,641 positions

① 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 57.1%
Consumer Cyclical 18.4%
Financial Services 8.3%
Communication Services 7.3%
Industrials 3.4%
Consumer Defensive 1.8%
Healthcare 1.3%
Basic Materials 1.0%
Energy 0.7%
Utilities 0.6%