Capstone Capital Management Ltd 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CC
Capstone Capital Management Ltd
Institutional Filer 4.66%$99.3M51

Current Portfolio Holdings

Showing all 51 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1INTCIntel CorporationTechnology424K$18.7M18.84%
2SNPSSynopsys, Inc.Technology37K$14.5M14.59%
3TSLATesla, Inc.Consumer Cyclical14K$5.2M5.25%
4PDDPDD Holdings Inc.Consumer Cyclical42K$4.3M4.31%
5SNDKSandisk CorporationTechnology6K$4.0M4.01%
6MUMicron Technology, Inc.Technology12K$3.9M3.92%
7VXXBARCLAYS BANK PLC IPATH S&P 500 SH89K$3.2M3.19%
8LITELumentum Holdings Inc.Technology4K$3.0M3.04%
9PANWPalo Alto Networks, Inc.Technology16K$2.5M2.52%
10COHRCoherent, Inc.Technology10K$2.4M2.41%
11ORCLOracle CorporationTechnology15K$2.2M2.26%
12GOOGAlphabet Inc.Technology7K$2.1M2.12%
13BAThe Boeing CompanyIndustrials17K$2.0M2.05%
14RMBSRambus Inc.Technology23K$2.0M2.02%
15NRGNRG Energy, Inc.Utilities13K$2.0M1.97%
Showing 1 to 15 of 51 holdings