Capstone Capital Management Ltd

Fundamental diversified ★Signal technology specialist (64%) CIK 2069260
League rank
#328
in Fundamental diversified · #3092 overall
Long book
$99.3M
Q1 2026
Positions
51
Top-10 weight
62%
concentration
Last quarter
+53.4%
SPY +14.8%
Turnover
83%
of book per quarter

Strategy in plain words

auto-generated from filings

Capstone Capital Management Ltd is a diversified fundamental manager, specialised in technology (64% of the long book), running a $99.3M US long book across 51 positions.

The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INTEL CORP, SYNOPSYS INC, TESLA INC, PDD HOLDINGS INC, SANDISK CORP.

We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-1.1%
Q1 2026
+53.4%

Sector allocation

Technology
72%
Industrials
10%
Healthcare
8%
Other
6%
Utilities
3%
Consumer discretionary
1%
Communications
1%
Consumer staples
0%

Long book by quarter

$104.1M
Q4 2025
$99.3M
Q1 2026

What does Capstone Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
INTC INTEL CORPTechnology423.7K$18.7M18.8%+93.2%
SNPS SYNOPSYS INCTechnology36.5K$14.5M14.6%+125.2%
TSLA TESLA INCIndustrials14.0K$5.2M5.2%+2113.1%
SNDK SANDISK CORPTechnology6.3K$4.0M4.0%New
MU MICRON TECHNOLOGY INCTechnology11.5K$3.9M3.9%New
LITE LUMENTUM HOLDINGS INCTechnology4.3K$3.0M3.0%New
PANW PALO ALTO NETWORKS INCTechnology15.6K$2.5M2.5%+246.8%
COHR COHERENT CORPOther10.0K$2.4M2.4%New
ORCL ORACLE CORPTechnology15.3K$2.2M2.3%+87.2%
GOOG ALPHABET INC-CL CTechnology7.3K$2.1M2.1%+830.5%
BA BOEING CO/THEIndustrials17.3K$2.0M2.0%+10.0%
RMBS RAMBUS INCTechnology23.3K$2.0M2.0%New
NRG NRG ENERGY INCUtilities13.4K$2.0M2.0%+254.8%
AMKR AMKOR TECHNOLOGY INCTechnology35.8K$1.6M1.6%New
CRWV COREWEAVE INC-CL ATechnology18.1K$1.4M1.4%+275.4%
META META PLATFORMS INC-CLASS ATechnology2.3K$1.3M1.4%+183.7%
BSX BOSTON SCIENTIFIC CORPHealthcare41.2K$1.2M1.2%+576.3%
WVE WAVE LIFE SCIENCES LTDHealthcare144.0K$1.0M1.1%New
GOOGL ALPHABET INC-CL ATechnology3.6K$1.0M1.0%New
AS AMER SPORTS INCOther30.6K$1.0M1.0%New
ARWR ARROWHEAD PHARMACEUTICALS INHealthcare15.7K$987K1.0%New
JCI JOHNSON CONTROLS INTERNATIONIndustrials6.4K$838K0.8%+84.2%
PFE PFIZER INCHealthcare29.7K$833K0.8%New
IONS IONIS PHARMACEUTICALS INCHealthcare21.4K$832K0.8%New
BROS DUTCH BROS INC-CLASS AConsumer discretionary11.6K$587K0.6%New
ALNY ALNYLAM PHARMACEUTICALS INCHealthcare1.8K$585K0.6%-23.2%
NKE NIKE INC -CL BOther10.7K$563K0.6%+153.5%
T AT&T INCCommunications16.6K$481K0.5%New
BMY BRISTOL-MYERS SQUIBB COHealthcare7.4K$448K0.5%New
ADBE ADOBE INCTechnology1.8K$444K0.4%+103.0%
EA ELECTRONIC ARTS INCTechnology2.2K$443K0.4%-45.8%
CL COLGATE-PALMOLIVE COOther5.1K$439K0.4%-41.9%
SMMT SUMMIT THERAPEUTICS INCHealthcare23.1K$439K0.4%-17.9%
CMG CHIPOTLE MEXICAN GRILL INCConsumer discretionary10.8K$346K0.3%New
AAPL APPLE INCTechnology1.0K$263K0.3%-64.5%
PG PROCTER & GAMBLE CO/THEOther1.5K$217K0.2%New
CWEN CLEARWAY ENERGY INC-CUtilities5.2K$204K0.2%New
CAG CONAGRA BRANDS INCConsumer staples11.0K$173K0.2%New
AES AES CORPUtilities12.0K$169K0.2%-68.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 30, 202651$99.3M canonicalSEC ↗
Q4 202513F-HRFeb 6, 2026108$104.1M canonicalSEC ↗