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Portfolio (Quarterly) Guide ↗

Capula Management Ltd

· CIK 0001557017
13F Portfolio $14.1B AUM 1,256 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New 312 Added 279 Reduced 165 Exited
Page 10 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PFE CALL PFIZER INC Healthcare 25,500.0 $716K 0.01% +13K +99.2% $28.08 -7.6%
182 COIN CALL COINBASE GLOBAL INC Financial Services 4,100.0 $716K 0.01% +2K +115.8% $174.61 +10.9%
183 VMC PUT VULCAN MATLS CO Basic Materials 2,600.0 $708K 0.01% +2K +766.7% $272.30 -3.3%
184 INTU INTUIT Technology 1,630.0 $705K 0.01% +1K +986.7% $432.38 -29.0%
185 GILD PUT GILEAD SCIENCES INC Healthcare 5,000.0 $697K 0.01% +100.0 +2.0% $139.37 -6.4%
186 AXP CALL AMERICAN EXPRESS CO Financial Services 2,300.0 $696K 0.01% +2K +228.6% $302.48 +2.4%
187 ISRG PUT INTUITIVE SURGICAL INC Healthcare 1,500.0 $691K 0.01% +200.0 +15.4% $460.99 -4.6%
188 COP PUT CONOCOPHILLIPS Energy 5,200.0 $686K 0.01% +2K +73.3% $132.00 -8.7%
189 FIG FIGMA INC Technology 31,900.0 $674K 0.01% +10K +48.8% $21.14 +2.1%
190 PLD PROLOGIS INC. Real Estate 5,098.0 $674K 0.01% +4K +535.7% $132.18 +9.5%
191 BAC BANK AMERICA CORP Financial Services 13,619.0 $664K 0.01% +931.0 +7.3% $48.75 +5.6%
192 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,140.0 $659K 0.01% +7K +1369.1% $92.31 +0.0%
193 URI CALL UNITED RENTALS INC Industrials 900.0 $656K 0.01% +800.0 +800.0% $728.56 +28.5%
194 VMC CALL VULCAN MATLS CO Basic Materials 2,400.0 $654K 0.01% +2K +1100.0% $272.30 -3.3%
195 CB CALL CHUBB LTD SWITZ Financial Services 2,000.0 $652K 0.01% +1K +100.0% $325.93 +1.3%
196 USB PUT US BANCORP Financial Services 12,000.0 $624K 0.00% +5K +79.1% $52.01 +4.8%
197 MSTR CALL STRATEGY INC Technology 5,000.0 $624K 0.00% +400.0 +8.7% $124.80 +32.1%
198 SYY SYSCO CORP Consumer Defensive 8,686.0 $620K 0.00% +2K +32.9% $71.33 +5.8%
199 CVS CALL CVS HEALTH CORP Healthcare 8,500.0 $610K 0.00% +6K +269.6% $71.82 +29.9%
200 MO CALL ALTRIA GROUP INC Consumer Defensive 9,200.0 $607K 0.00% +6K +170.6% $65.99 +11.7%
Page 10 of 16  ·  312 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 80.1%
Technology 5.9%
Communication Services 2.9%
Healthcare 2.8%
Industrials 2.6%
Consumer Cyclical 2.2%
Utilities 1.1%
Consumer Defensive 1.0%
Energy 0.6%
Real Estate 0.3%