Holdings
Capstone Capital Management Ltd
As of Jun 30, 2026, Capstone Capital Management Ltd reported 133 positions worth US$169M. Largest: Coreweave, Inc., Oracle Corporation and Synopsys, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coreweave, Inc. | 89,780 | US$8.94M | +71,730 | Jun 30, 2026 |
| Oracle Corporation | 52,266 | US$7.66M | +37,011 | Jun 30, 2026 |
| Synopsys, Inc. | 14,351 | US$6.4M | −22,175 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 6,988 | US$4.06M | new | Jun 30, 2026 |
| Kla Corporation | 13,302 | US$4.01M | new | Jun 30, 2026 |
| Western Digital Corporation | 6,069 | US$3.88M | new | Jun 30, 2026 |
| Bloom Energy Corporation | 12,230 | US$3.7M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,347 | US$3.34M | −1,515 | Jun 30, 2026 |
| Servicenow, Inc. | 32,604 | US$3.24M | new | Jun 30, 2026 |
| Coherent Corp. | 8,182 | US$3.23M | −1,846 | Jun 30, 2026 |