Capstone Capital Management Ltd Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$104.0M

Holdings

108

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
INTCINTEL CORP
$8.0M
AGGISHARES TR
$7.0M
SNPSSYNOPSYS INC
$7.0M
XLFISELECT SECTOR SPDR TR
$3.0M
NVDANVIDIA CORPORATION
$3.0M
BABOEING CO
$3.0M
EFAISHARES TR
$2.0M
PDDPDD HOLDINGS INC
$2.0M
SBACSBA COMMUNICATIONS CORP NEW
$1.0M
MCDMCDONALDS CORP
$1.0M
ANETARISTA NETWORKS INC
$1.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.0M
XLVSELECT SECTOR SPDR TR
$1.0M
AGQPROSHARES TR
$1.0M
PTCPTC INC
$1.0M
ORCLORACLE CORP
$1.0M
TPLTEXAS PACIFIC LAND CORPORATI
$1.0M
VXXBARCLAYS BANK PLC
$1.0M
XLESELECT SECTOR SPDR TR
$1.0M
BEBLOOM ENERGY CORP
$1.0M
LVSLAS VEGAS SANDS CORP
$0
PODDINSULET CORP
$0
GILDGILEAD SCIENCES INC
$0
DLTRDOLLAR TREE INC
$0
GLWCORNING INC
$0
QBTSD-WAVE QUANTUM INC
$0
CRMSALESFORCE INC
$0
ADBEADOBE INC
$0
LEGNLEGEND BIOTECH CORP
$0
PSAPUBLIC STORAGE OPER CO
$0
PANWPALO ALTO NETWORKS INC
$0
RBLXROBLOX CORP
$0
WSMWILLIAMS SONOMA INC
$0
AAPLAPPLE INC
$0
LDOSLEIDOS HOLDINGS INC
$0
SBETSHARPLINK GAMING INC
$0
FLNCFLUENCE ENERGY INC
$0
ORLYOREILLY AUTOMOTIVE INC
$0
AMDADVANCED MICRO DEVICES INC
$0
NRANRG ENERGY INC
$0
GOOGALPHABET INC
$0
URIUNITED RENTALS INC
$0
VRTVERTIV HOLDINGS CO
$0
VLOVALERO ENERGY CORP
$0
FSLRFIRST SOLAR INC
$0
NSYNICE LTD
$0
NOWSERVICENOW INC
$0
RTXRTX CORPORATION
$0
ILMNILLUMINA INC
$0
HWMHOWMET AEROSPACE INC
$0
UNHUNITEDHEALTH GROUP INC
$0
QCOMQUALCOMM INC
$0
TWLOTWILIO INC
$0
SPXUPROSHARES TR
$0
UTHUNITED THERAPEUTICS CORP DEL
$0
MMM3M CO
$0
NUTXNUTEX HEALTH INC
$0
BSXBOSTON SCIENTIFIC CORP
$0
DEODIAGEO PLC
$0
COSTCOSTCO WHSL CORP NEW
$0
NVTSNAVITAS SEMICONDUCTOR CORP
$0
ALNYALNYLAM PHARMACEUTICALS INC
$0
LACLITHIUM AMERS CORP NEW
$0
BMNRBITMINE IMMERSION TECNOLOGIE
$0
JCIJOHNSON CTLS INTL PLC
$0
ASTHASTRANA HEALTH INC
$0
LOWLOWES COS INC
$0
CGCARLYLE GROUP INC
$0
MRKMERCK & CO INC
$0
ULCCFRONTIER GROUP HLDGS INC
$0
EAELECTRONIC ARTS INC
$0
WMBWILLIAMS COS INC
$0
ABNBAIRBNB INC
$0
UUNITY SOFTWARE INC
$0
NVRNVR INC
$0
AESAES CORP
$0
NKENIKE INC
$0
AEPAMERICAN ELEC PWR CO INC
$0
RGLDROYAL GOLD INC
$0
LRCXLAM RESEARCH CORP
$0
MOALTRIA GROUP INC
$0
VRTXVERTEX PHARMACEUTICALS INC
$0
CRWVCOREWEAVE INC
$0
FFAIFARADAY FUTURE INTLGT ELEC I
$0
GBTCGRAYSCALE BITCOIN TRUST ETF
$0
IOTSAMSARA INC
$0
CSTLCASTLE BIOSCIENCES INC
$0
AVGOBROADCOM INC
$0
MNSTMONSTER BEVERAGE CORP NEW
$0
TOSTTOAST INC
$0
OWLBLUE OWL CAPITAL INC
$0
VRSNVERISIGN INC
$0
BROBROWN & BROWN INC
$0
AMZNAMAZON COM INC
$0
ROSTROSS STORES INC
$0
TTDTHE TRADE DESK INC
$0
METAMETA PLATFORMS INC
$0
TSLATESLA INC
$0
CLCOLGATE PALMOLIVE CO
$0
EBAEBAY INC.
$0
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