13F Filings History of Caption Management, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$1.72B
Signature - Title
Dylan Ballinger - Chief Compliance & Chief Operating Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by Caption Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Caption Management, LLC reported 589 stock holdings with total value $1.72B as of Q3 2025. Top holdings included TSLA, AMZN, NVDA, GOOG, and CORZW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 589 $1.72B +$1.11B -$613M +$493M TSLA, AMZN, NVDA, GOOG, CORZW 13F-HR 14 Nov 2025, 09:51
Q2 2025 494 $1.09B +$649M -$1.85B -$1.2B TSLA, GOOG, SLNO, INSM, SKX 13F-HR 14 Aug 2025, 13:20
Q1 2025 511 $2.19B +$1.29B -$1.15B +$136M MSFT, AMZN, NVDA, GOOGL, GOOG 13F-HR 15 May 2025, 14:55
Q4 2024 505 $2.42B +$2.02B -$532M +$1.48B NVDA, TSLA, GOOG, GOOGL, AMZN 13F-HR 14 Feb 2025, 13:30
Q3 2024 422 $932M +$450M -$479M -$28.4M C, VZ, KRE, GOOG, AVGO 13F-HR 14 Nov 2024, 13:33
Q2 2024 391 $944M +$431M -$393M +$38.2M C, VZ, KRE, GOOG, ALNY 13F-HR 14 Aug 2024, 12:26
Q1 2024 364 $908M +$416M -$452M -$36M C, VZ, KRE, META, SRPT 13F-HR 15 May 2024, 10:41
Q4 2023 434 $919M +$530M -$456M +$74.2M VZ, C, KRE, CYTK, APLS 13F-HR 14 Feb 2024, 13:43
Q3 2023 1,654 $6.49B +$3.52B -$2.63B +$888M ATVI, HZNP, SGEN, TMUS, SRPT 13F-HR 14 Nov 2023, 15:00
Q2 2023 1,506 $5.65B +$2.86B -$2.52B +$331M ATVI, HZNP, PANW, ATVI, OXY 13F-HR 14 Aug 2023, 13:57
Q1 2023 1,029 $5.18B +$2.85B -$1.19B +$1.66B ATVI, OXY, PANW, KWEB, WWE 13F-HR 15 May 2023, 10:10
Q4 2022 1,225 $6.41B +$2.92B -$1.68B +$1.25B MSFT, HZNP, CAT, PANW, KWEB 13F-HR 14 Feb 2023, 14:34
Q3 2022 1,448 $7.23B +$3.7B -$1.78B +$1.91B PANW, CVX, MSFT, DVN, BIIB 13F-HR 14 Nov 2022, 11:58
Q2 2022 1,375 $6.96B +$3.62B -$1.03B +$2.59B PANW, DVN, TCOM, ALNY, TCOM 13F-HR 15 Aug 2022, 12:51
Q1 2022 1,396 $8.31B +$4.28B -$1.71B +$2.58B PANW, DVN, GS, DVN, XLE 13F-HR 13 May 2022, 15:06
Q4 2021 1,541 $8.92B +$4.27B -$1.51B +$2.76B PANW, RIO, LVS, BIIB, RCL 13F-HR 11 Feb 2022, 09:21
Q3 2021 508 $1.52B +$954M -$475M +$479M BIIB, PBR, DVN, W, META 13F-HR 12 Nov 2021, 11:10
Q2 2021 391 $1.11B +$741M -$439M +$302M W, DRI, BIIB, META, DVN 13F-HR 16 Aug 2021, 16:21
Q1 2021 348 $778M +$557M -$422M +$134M W, AMGN, BIIB, NEM, CYH 13F-HR 17 May 2021, 10:56
Q4 2020 929 $4.39B +$2.05B -$1.07B +$982M PTON, SHOP, OIH, ENPH, W 13F-HR 16 Feb 2021, 08:46
Q3 2020 991 $4.28B +$2.45B -$475M +$1.98B SHOP, AMZN, RUN, CRM, W 13F-HR 16 Nov 2020, 08:44
Q2 2020 888 $3B +$2.03B -$373M +$1.66B SHOP, OIH, W, BHVNXXXX, RUN 13F-HR 14 Aug 2020, 17:21
Q1 2020 819 $1.77B +$1.13B -$338M +$790M CMG, DIA, AMT, TDG, BABA 13F-HR 14 May 2020, 18:21
Q4 2019 800 $2.98B +$1.86B -$350M +$1.51B MDCO, CMG, ITCI, MDCO, IQV 13F-HR 13 Feb 2020, 13:58
Q3 2019 680 $1.92B +$1.14B -$232M +$909M MDCO, PYPL, MDCO, GWPH, MPC 13F-HR 14 Nov 2019, 11:50
Q2 2019 637 $1.99B +$1.37B -$252M +$1.12B APC, AMGN, QURE, DVA, MDCO 13F-HR 13 Aug 2019, 15:18
Q1 2019 537 $1.81B +$1.48B -$232M +$1.25B CELG, BMY, DIS, BA, TPR 13F-HR 14 May 2019, 16:44
Q4 2018 452 $1.25B +$794M -$198M +$596M CI, ERI, FOXA, EXAS, WWXXXX 13F-HR 30 Jan 2019, 10:32
Q3 2018 494 $1.81B +$1.38B -$112M +$1.27B MHK, DVA, PYPL, CIXXXX, SHPG 13F-HR 14 Nov 2018, 09:16
Q2 2018 379 $1.27B +$1.03B -$45.7M +$981M MU, MU, LNW, NXPI, KSS 13F-HR 14 Aug 2018, 17:05
Q1 2018 211 $701M +$579M -$39.1M +$540M MU, MU, NOC, NTAP, MCK Restatement 15 May 2018, 13:39
Q4 2017 231 $964M UNP, WWXXXX, LULU, LRCX, MAC 13F-HR 14 Feb 2018, 08:30