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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
SHLSShoals Technologies Group In
Recent Activity
Exited
0%
$649,297
104,054 shares@ $6.25 avg price
CVCOCavco Inds Inc Del
Recent Activity
Exited
0%
$645,607
1,865 shares@ $346.17 avg price
DBXDropbox Inc
Recent Activity
Exited
0%
$639,564
28,463 shares@ $22.48 avg price
GMSGms Inc
Recent Activity
Exited
0%
$636,174
7,892 shares@ $80.61 avg price
FHIFederated Hermes Inc
Recent Activity
Exited
0%
$630,704
19,182 shares@ $32.88 avg price
CVECenovus Energy Inc
Recent Activity
Exited
0%
$625,463
31,814 shares@ $19.66 avg price
RHIRobert Half Inc.
Recent Activity
Exited
0%
$618,239↓ Put
9,663 shares@ $63.99 avg price
CHWYChewy Inc
Recent Activity
Exited
0%
$614,235
22,549 shares@ $27.25 avg price
CLHClean Harbors Inc
Recent Activity
Exited
0%
$608,344
2,690 shares@ $226.16 avg price
IBKRInteractive Brokers Group In
Recent Activity
Exited
0%
$602,089
4,911 shares@ $122.61 avg price