CAPSTONE INVESTMENT ADVISORS, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$37.8B

Holdings

701

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (701 positions)

StockValue
CYTK 4 11/15/26CYTOKINETICS INC
$32.9M
PFEPFIZER INC
$32.7M
CNK 4.5 08/15/25CINEMARK HLDGS INC
$32.4M
SBUXSTARBUCKS CORP
$32.2M
$32.1M
DAY 0.25 03/15/26DAYFORCE INC
$31.9M
SLBSCHLUMBERGER LTD
$31.1M
SPOT 0 03/15/26SPOTIFY USA INC
$31.1M
AMGNAMGEN INC
$30.8M
AMATAPPLIED MATLS INC
$30.7M
STZCONSTELLATION BRANDS INC
$30.6M
LVLNSPDR SER TR
$30.6M
GEGE AEROSPACE
$30.5M
UNPUNION PAC CORP
$30.5M
TRVCCITIGROUP INC
$30.3M
WWAYFAIR INC
$30.0M
TMOTHERMO FISHER SCIENTIFIC INC
$29.9M
APY1EURCHAMPIONX CORPORATION
$29.8M
BMYBRISTOL-MYERS SQUIBB CO
$29.6M
GILDGILEAD SCIENCES INC
$29.4M
NKENIKE INC
$29.0M
CMECME GROUP INC
$28.7M
BACVERIZON COMMUNICATIONS INC
$28.6M
PANWPALO ALTO NETWORKS INC
$28.5M
LOWLOWES COS INC
$28.4M
KEXKIRBY CORP
$28.1M
KKRKKR & CO INC
$28.0M
COFCAPITAL ONE FINL CORP
$28.0M
UPSUNITED PARCEL SERVICE INC
$27.6M
ISRGINTUITIVE SURGICAL INC
$27.3M
GXOGXO LOGISTICS INCORPORATED
$27.2M
PEPPEPSICO INC
$27.1M
CVSCVS HEALTH CORP
$26.3M
CMCSACOMCAST CORP NEW
$26.3M
KELKELLANOVA
$26.2M
LENLENNAR CORP
$25.9M
PYPLPAYPAL HLDGS INC
$25.3M
TXNTEXAS INSTRS INC
$24.9M
TJXTJX COS INC NEW
$24.6M
RACEFERRARI N V
$24.6M
PLYAPLAYA HOTELS & RESORTS NV
$24.3M
GMGENERAL MTRS CO
$24.0M
CATCATERPILLAR INC
$23.9M
NEENEXTERA ENERGY INC
$23.8M
SPGIS&P GLOBAL INC
$23.8M
LRCXLAM RESEARCH CORP
$23.5M
HCI 4.75 06/01/42HCI GROUP INC
$23.5M
PRGSPROGRESS SOFTWARE CORP
$22.5M
MTZMASTEC INC
$22.1M
$22.0M
FISVFISERV INC
$21.9M
HONHONEYWELL INTL INC
$21.8M
PGRPROGRESSIVE CORP
$21.8M
TSTENARIS S A
$21.5M
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
$20.8M
DFSEURDISCOVER FINL SVCS
$20.3M
VREX 4 06/01/25VAREX IMAGING CORP
$20.0M
DHRDANAHER CORPORATION
$19.8M
CHEF 2.375 12/15/28CHEFS WHSE INC
$19.5M
TRIP 0.25 04/01/26TRIPADVISOR INC
$19.3M
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
$19.3M
INTUINTUIT
$19.0M
FCXFREEPORT-MCMORAN INC
$18.0M
USX1UNITED STATES STL CORP NEW
$18.0M
$17.9M
IPGINTERPUBLIC GROUP COS INC
$17.7M
ADIANALOG DEVICES INC
$17.6M
LYFTLYFT INC
$17.5M
DYHTARGET CORP
$17.5M
DOWDOW INC
$17.4M
ADPAUTOMATIC DATA PROCESSING IN
$17.0M
MDLZMONDELEZ INTL INC
$16.7M
OMCL 0.25 09/15/25OMNICELL COM
$16.5M
ACIALBERTSONS COS INC
$16.5M
BABAALIBABA GROUP HLDG LTD
$16.4M
ALRM 0 01/15/26ALARM COM HLDGS INC
$16.3M
AMTAMERICAN TOWER CORP NEW
$16.2M
CBCHUBB LIMITED
$16.0M
HOODROBINHOOD MKTS INC
$16.0M
ICEINTERCONTINENTAL EXCHANGE IN
$15.9M
CNRCANADIAN NATL RY CO
$15.8M
DEDEERE & CO
$15.8M
DYDYCOM INDS INC
$15.6M
MMYT 0 02/15/28MAKEMYTRIP LIMITED MAURITIUS
$15.4M
BSY 0.375 07/01/27BENTLEY SYS INC
$15.2M
ETNEATON CORP PLC
$15.2M
FLSFLOWSERVE CORP
$15.2M
ANETARISTA NETWORKS INC
$14.8M
LPXLOUISIANA PAC CORP
$14.7M
MDTMEDTRONIC PLC
$14.7M
FE 4 05/01/26FIRSTENERGY CORP
$14.7M
CITHE CIGNA GROUP
$14.3M
$14.1M
EBAEBAY INC.
$14.1M
NEMNEWMONT CORP
$14.1M
EFAISHARES TR
$14.0M
NOWSERVICENOW INC
$14.0M
EYE 2.5 05/15/25NATIONAL VISION HLDGS INC
$14.0M
$13.9M
LMTLOCKHEED MARTIN CORP
$13.6M
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