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Duckhorn Portfolio shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $736k 127k 5.81
2024-03-31 $1.4M 149k 9.31

More positions owned by Capstone Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation Put Option (NVDA)
Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)
Amazon Call Option (AMZN)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors Call Option (TSLA)
Alphabet Cap Stk Cl C Call Option (GOOG)
Broadcom (AVGO)
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)

View all positions for Capstone Investment Advisors

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Vanguard Group
Westwood Holdings
BlackRock
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Morgan Stanley
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Verition Fund Management
Geode Capital Management
State Street Corporation

View all funds holding Duckhorn Portfolio