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CIA
OKLO
Cape Investment Advisory’s
Oklo
OKLO
Stock Holding History
Cape Investment Advisory’s Portfolio
OKLO Stock Details
OKLO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-126
Closed
-$9.04K
–
1267
2025
Q4
$9.04K
Buy
+126
New
+$14.1K
﹤0.01%
775
2025
Q3
–
Sell
-40
Closed
-$2.24K
–
1218
2025
Q2
$2.24K
Sell
40
-960
-96%
-$37K
﹤0.01%
922
2025
Q1
$21.6K
Buy
+1,000
New
+$33.8K
0.01%
467
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30.48%
1-Year Est. Return
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VPM
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VanEck Associates
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$133B AUM
72.99%
1-Year Est. Return
VCM
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$4.04T AUM
DE
Defiance ETFs
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$6.95B AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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