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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 13 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 A AGILENT TECHNOLOGIES INC Healthcare 2,797.0 $319K 0.00% +2K +178.0% $113.98 +0.7%
242 APP CALL APPLOVIN CORP Technology 800.0 $318K 0.00% +600.0 +300.0% $398.00 +22.1%
243 MPC PUT MARATHON PETE CORP Energy 1,300.0 $317K 0.00% +200.0 +18.2% $244.18 +1.7%
244 NXPI CALL NXP SEMICONDUCTORS N V Technology 1,600.0 $315K 0.00% +900.0 +128.6% $196.86 +52.1%
245 RJF RAYMOND JAMES FINL INC Financial Services 2,173.0 $315K 0.00% +846.0 +63.8% $144.79 +5.0%
246 APH CALL AMPHENOL CORP Technology 2,400.0 $303K 0.00% +800.0 +50.0% $126.35 -1.2%
247 SLB CALL SLB LIMITED Energy 5,900.0 $303K 0.00% +2K +59.5% $51.39 +11.5%
248 BLK BLACKROCK INC Financial Services 313.0 $301K 0.00% +306.0 +4371.4% $961.71 +10.6%
249 RMD RESMED INC Healthcare 1,303.0 $292K 0.00% +175.0 +15.5% $224.48 -6.5%
250 PSX PUT PHILLIPS 66 Energy 1,600.0 $291K 0.00% +100.0 +6.7% $182.18 -1.6%
251 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 3,400.0 $290K 0.00% +2K +126.7% $85.23 +6.1%
252 VST CALL VISTRA CORP Utilities 1,900.0 $286K 0.00% +1K +137.5% $150.33 -4.2%
253 HCA PUT HCA HEALTHCARE INC Healthcare 600.0 $284K 0.00% +300.0 +100.0% $473.24 -17.0%
254 SRE PUT SEMPRA Utilities 2,900.0 $282K 0.00% +2K +107.1% $97.17 -5.9%
255 PNR PENTAIR PLC Industrials 3,205.0 $279K 0.00% +1K +55.9% $87.11 -14.8%
256 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,000.0 $275K 0.00% +600.0 +150.0% $275.18 -7.7%
257 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 900.0 $263K 0.00% +500.0 +125.0% $292.75 +33.2%
258 DASH DOORDASH INC Communication Services 1,750.0 $263K 0.00% +2K +1256.6% $150.15 +6.1%
259 SPG PUT SIMON PPTY GROUP INC NEW Real Estate 1,400.0 $261K 0.00% +100.0 +7.7% $186.53 +9.4%
260 MCK CALL MCKESSON CORP Healthcare 300.0 $260K 0.00% +100.0 +50.0% $865.36 -11.4%
Page 13 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%