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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 5 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NET CLOUDFLARE INC Technology 13,526.0 $2.8M 0.02% +7K +97.1% $206.34 +3.1%
82 PH PUT PARKER-HANNIFIN CORP Industrials 3,100.0 $2.8M 0.02% +3K +933.3% $895.24 -4.0%
83 KMI PUT KINDER MORGAN INC DEL Energy 79,100.0 $2.7M 0.02% +76K +2097.2% $33.53 -0.1%
84 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 18,000.0 $2.6M 0.02% +13K +283.0% $146.28 -6.2%
85 CRM SALESFORCE INC Technology 14,055.0 $2.6M 0.02% +13K +808.5% $186.67 -5.5%
86 SNPS SYNOPSYS INC Technology 6,517.0 $2.6M 0.02% +6K +10000.0% $396.48 +25.8%
87 ALAB ASTERA LABS INC Technology 23,571.0 $2.6M 0.02% +19K +367.5% $109.60 +171.8%
88 ETN PUT EATON CORP PLC Industrials 7,200.0 $2.6M 0.02% +100.0 +1.4% $357.67 +6.7%
89 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 9,300.0 $2.6M 0.02% +8K +830.0% $275.18 -7.7%
90 UNP PUT UNION PAC CORP Industrials 10,200.0 $2.5M 0.02% +8K +466.7% $242.62 +9.6%
91 LIBERTY GLOBAL LTD 210,109.0 $2.5M 0.02% +167K +388.3% $11.73
92 GS PUT GOLDMAN SACHS GROUP INC Financial Services 2,900.0 $2.5M 0.02% +2K +107.1% $845.99 +16.8%
93 KLAC KLA CORP Technology 1,660.0 $2.4M 0.02% +1K +634.5% $1472.41 +25.1%
94 V VISA INC Financial Services 7,969.0 $2.4M 0.02% +7K +512.5% $302.24 +9.4%
95 Z ZILLOW GROUP INC Communication Services 57,352.0 $2.4M 0.02% +54K +1725.9% $41.38 -11.9%
96 WM PUT WASTE MGMT INC DEL Industrials 10,200.0 $2.3M 0.02% +10K +1357.1% $229.79 -4.4%
97 WMB PUT WILLIAMS COS INC Energy 32,100.0 $2.3M 0.02% +28K +682.9% $72.78 +7.0%
98 HD CALL HOME DEPOT INC Consumer Cyclical 7,100.0 $2.3M 0.02% +4K +173.1% $328.89 -4.6%
99 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 24,900.0 $2.3M 0.02% +24K +1678.6% $92.31 +0.0%
100 HWM PUT HOWMET AEROSPACE INC Industrials 9,900.0 $2.3M 0.02% +9K +1314.3% $230.46 +12.8%
Page 5 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%