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David Zimmerman

Capstone Investment Advisors, Llc

Assets Managed
$57.414B
Holdings
1002
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
12.39%(2Q avg: 3.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1002 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 57.414B in assets, with a quarterly growth rate of 12.39% and a 2-quarter average growth rate of 3.74%. The portfolio is managed by David Zimmerman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 258.48%
26.79%
$15.381B
26.648M shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -18.04%
19.37%
$11.117B
17.094M shares@ $650.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 88.23%
5.22%
$2.994B
14.378M shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 160.86%
4.48%
$2.571B
6.945M shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -37.11%
4.44%
$2.544B
14.59M shares@ $174.4 avg price
TSLA
Tesla Inc
Recent Activity
Increased 20.77%
2.78%
$1.595B
4.292M shares@ $371.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.09%
2.32%
$1.331B
5.246M shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -12.52%
1.78%
$1.018B
1.558M shares@ $653.21 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -10.51%
1.62%
$927.364M
3.233M shares@ $286.87 avg price
FXI
Ishares China Large-cap Etf
Recent Activity
Increased 58.57%
1.43%
$818.132M
22.789M shares@ $35.91 avg price

1-10 of 1002