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Emily Locher

@Capstone Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$32.86BTotal holdings867
Assets growth rate2.96%Assets growth rate (2-Q avg)8.97%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 867 positions.

Assets under management

The assets under management (AUM) of Capstone Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 32.86B in assets, with a quarterly growth rate of 2.96% and a 2-quarter average growth rate of 8.97%. The portfolio is managed by Emily Locher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ALURAllurion Technologies Inc
Recent Activity
Exited
0%
$698,320
700,000 shares@ $1.0 avg price
JWNNordstrom Inc
Recent Activity
Exited
0%
$676,472
31,879 shares@ $21.22 avg price
SPBSpectrum Brands Hldgs Inc Ne
Recent Activity
Exited
0%
$675,839
7,865 shares@ $85.93 avg price
WCNWaste Connections Inc
Recent Activity
Exited
0%
$672,330
3,834 shares@ $175.36 avg price
BGSB & G Foods Inc New
Recent Activity
Exited
0%
$672,280
83,203 shares@ $8.08 avg price
BURLBurlington Stores Inc
Recent Activity
Exited
0%
$668,880
2,787 shares@ $240.0 avg price
PGNYProgyny Inc
Recent Activity
Exited
0%
$668,187
23,355 shares@ $28.62 avg price
ACIWAci Worldwide Inc
Recent Activity
Exited
0%
$663,251
16,753 shares@ $39.59 avg price
RACEFerrari N V
Recent Activity
Exited
0%
$660,743
1,618 shares@ $408.38 avg price
EQHEquitable Hldgs Inc
Recent Activity
Exited
0%
$652,984
15,981 shares@ $40.87 avg price