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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ULTA CALL ULTA BEAUTY INC Consumer Cyclical 7,000 $4.2M 0.02% SOLD
42 EMB ISHARES TR 42,482 $4.1M 0.02% SOLD
43 BIIB BIOGEN INC Healthcare 21,295 $3.7M 0.02% SOLD
44 REV GROUP INC 59,672 $3.6M 0.02% SOLD
45 JAMF HLDG CORP 260,000 $3.4M 0.02% SOLD
46 NWE NORTHWESTERN ENERGY GROUP IN Utilities 46,512 $3.0M 0.01% SOLD
47 MS MORGAN STANLEY Financial Services 16,453 $2.9M 0.01% SOLD
48 DKNG DRAFTKINGS INC NEW Consumer Cyclical 77,931 $2.7M 0.01% SOLD
49 SUI SUN CMNTYS INC Real Estate 21,451 $2.7M 0.01% SOLD
50 STE STERIS PLC Healthcare 10,432 $2.6M 0.01% SOLD
51 HUM PUT HUMANA INC Healthcare 10,300 $2.6M 0.01% SOLD
52 HTO H2O AMERICA Utilities 53,476 $2.6M 0.01% SOLD
53 HUM CALL HUMANA INC Healthcare 10,100 $2.6M 0.01% SOLD
54 GL GLOBE LIFE INC Financial Services 18,208 $2.5M 0.01% SOLD
55 HAL CALL HALLIBURTON CO Energy 90,000 $2.5M 0.01% SOLD
56 HAL PUT HALLIBURTON CO Energy 90,000 $2.5M 0.01% SOLD
57 THG HANOVER INS GROUP INC Financial Services 13,434 $2.5M 0.01% SOLD
58 ROKU CALL ROKU INC Communication Services 22,400 $2.4M 0.01% SOLD
59 AFG AMERICAN FINL GROUP INC OHIO Financial Services 17,717 $2.4M 0.01% SOLD
60 TRV TRAVELERS COMPANIES INC Financial Services 7,835 $2.3M 0.01% SOLD
Page 3 of 9  ·  165 positions
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%