CM
OKLO

Caption Management’s Oklo OKLO Stock Holding History

Caption Management’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
Q2 		$7.88M Buy
150,540
+149,640
+16,627% +$9.34M 0.04% 450
2026
Q1 		$44.6K Sell
900
-8,300
-90% -$597K ﹤0.01% 1428
2025
Q4 		$660K Sell
9,200
-19,820
-68% -$2.21M ﹤0.01% 1184
2025
Q3 		$3.24M Buy
+29,020
New +$2.27M 0.03% 648
2025
Q1 		– Sell
-9,400
Closed -$318K – 2135
2024
Q4 		$200K Buy
+9,400
New +$182K ﹤0.01% 1277
2024
Q3 		– Sell
-85,971
Closed -$728K – 1642
2024
Q2 		$728K Buy
+85,971
New +$967K 0.01% 730

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caption Management's OKLO Position: Q2 2026 in Review

Caption Management increased its Oklo (OKLO) stake by 16,627% in Q2 2026, buying an estimated $9.34M and bringing the position to 150,540 shares worth $7.88M. The position accounts for 0.04% of the portfolio, ranked #450.

Caption Management first reported a position in OKLO in Q2 2024 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Caption Management held 150,540 shares of Oklo worth $7.88M as of Q2 2026.
  • Caption Management bought 149,640 Oklo shares in Q2 2026, an estimated $9.34M.
  • Oklo made up 0.04% of Caption Management's portfolio in Q2 2026, its #450 holding.
  • Caption Management first reported a position in Oklo in Q2 2024 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.