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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 4 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU PUT INTUIT Technology 8,900.0 $3.8M 0.03% +8K +641.7% $432.38 -29.0%
62 CRWV COREWEAVE INC Technology 48,804.0 $3.8M 0.03% +19K +62.0% $77.47 +38.9%
63 DUK PUT DUKE ENERGY CORP NEW Utilities 28,000.0 $3.7M 0.03% +25K +865.5% $130.94 -4.8%
64 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 12,700.0 $3.5M 0.03% +8K +154.0% $277.87 +29.0%
65 INTC INTEL CORP Technology 79,221.0 $3.5M 0.03% +79K +10000.0% $44.13 +168.5%
66 DE PUT DEERE & CO Industrials 6,200.0 $3.5M 0.03% +5K +520.0% $563.30 -5.7%
67 HD HOME DEPOT INC Consumer Cyclical 10,535.0 $3.5M 0.03% +7K +168.2% $328.89 -4.6%
68 JPM CALL JPMORGAN CHASE & CO Financial Services 11,600.0 $3.4M 0.02% +5K +65.7% $294.16 +3.0%
69 XBI SPDR SERIES TRUST 25,933.0 $3.3M 0.02% +19K +254.1% $127.73 +4.0%
70 SO PUT SOUTHERN CO Utilities 33,500.0 $3.2M 0.02% +31K +1140.7% $96.52 -3.0%
71 LLY ELI LILLY & CO Healthcare 3,499.0 $3.2M 0.02% +3K +891.2% $919.77 +13.3%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 21,638.0 $3.2M 0.02% +19K +843.2% $146.28 -6.2%
73 ADBE PUT ADOBE INC Technology 13,000.0 $3.2M 0.02% +12K +1344.4% $243.08 +0.4%
74 C PUT CITIGROUP INC Financial Services 27,600.0 $3.1M 0.02% +19K +228.6% $113.41 +10.4%
75 ORCL ORACLE CORP Technology 21,032.0 $3.1M 0.02% +18K +556.2% $147.11 +29.0%
76 JPM JPMORGAN CHASE & CO Financial Services 10,401.0 $3.1M 0.02% +6K +116.8% $294.16 +3.0%
77 AMAT APPLIED MATLS INC Technology 8,947.0 $3.1M 0.02% +8K +878.9% $341.79 +25.0%
78 SBUX PUT STARBUCKS CORP Consumer Cyclical 33,400.0 $3.0M 0.02% +31K +1236.0% $89.59 +18.9%
79 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 3,000.0 $3.0M 0.02% +2K +200.0% $996.43 +5.4%
80 PLD PUT PROLOGIS INC. Real Estate 22,200.0 $2.9M 0.02% +14K +161.2% $132.18 +9.5%
Page 4 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%