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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 3 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC PUT KLA CORP Technology 5,400.0 $8.0M 0.06% +900.0 +20.0% $1472.41 +25.1%
42 ADI PUT ANALOG DEVICES INC Technology 24,400.0 $7.8M 0.06% +14K +141.6% $318.14 +20.8%
43 TXN PUT TEXAS INSTRS INC Technology 39,600.0 $7.7M 0.06% +36K +890.0% $194.14 +57.0%
44 MU MICRON TECHNOLOGY INC Technology 21,845.0 $7.4M 0.05% +15K +208.4% $337.84 +125.6%
45 CVX PUT CHEVRON CORPORATION Energy 34,800.0 $7.2M 0.05% +17K +98.9% $206.90 -7.7%
46 MCD PUT MCDONALDS CORP Consumer Cyclical 20,500.0 $6.4M 0.04% +18K +606.9% $310.79 -8.6%
47 CSCO PUT CISCO SYS INC Technology 75,600.0 $5.9M 0.04% +58K +339.5% $77.59 +52.3%
48 SEMR SEMRUSH HLDGS INC Technology 488,521.0 $5.8M 0.04% +394K +415.9% $11.94 +0.5%
49 SNPS PUT SYNOPSYS INC Technology 14,400.0 $5.7M 0.04% +14K +2300.0% $396.48 +25.8%
50 CRM PUT SALESFORCE INC Technology 29,500.0 $5.5M 0.04% +26K +851.6% $186.67 -5.5%
51 TJX PUT TJX COS INC NEW Consumer Cyclical 32,800.0 $5.2M 0.04% +28K +569.4% $159.70 -0.3%
52 SANDISK CORP 7,700.0 $4.9M 0.04% +7K +674.6% $635.34
53 MRVL PUT MARVELL TECHNOLOGY INC Technology 46,100.0 $4.6M 0.03% +16K +53.7% $99.05 +92.5%
54 GEV PUT GE VERNOVA INC Utilities 5,200.0 $4.5M 0.03% +4K +225.0% $872.90 +19.6%
55 META CALL META PLATFORMS INC Communication Services 7,800.0 $4.5M 0.03% +2K +36.8% $572.13 +6.2%
56 CRWD PUT CROWDSTRIKE HLDGS INC Technology 11,200.0 $4.4M 0.03% +10K +1144.4% $390.41 +66.0%
57 BA PUT BOEING CO Industrials 21,800.0 $4.3M 0.03% +18K +541.2% $199.03 +10.3%
58 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 67,000.0 $4.1M 0.03% +12K +22.3% $60.65 -1.8%
59 SHOP SHOPIFY INC Technology 34,189.0 $4.1M 0.03% +22K +176.6% $118.62 -11.5%
60 CDE COEUR MNG INC Basic Materials 213,088.0 $4.0M 0.03% +41K +23.8% $18.77 -5.0%
Page 3 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%