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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 1 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM PUT ISHARES TR 583,600.0 $144.7M 1.03% NEW $248.00 +13.9%
2 IWM CALL ISHARES TR 244,000.0 $60.5M 0.43% NEW $248.00 +13.9%
3 ALLIED GOLD CORP 1,002,000.0 $43.2M 0.31% NEW $43.12
4 GTLS CHART INDS INC Industrials 166,320.0 $34.4M 0.24% NEW $206.75 +0.7%
5 PEN PENUMBRA INC Healthcare 101,779.0 $33.4M 0.24% NEW $328.37 -0.1%
6 ONESTREAM INC 1,074,711.0 $25.8M 0.18% NEW $24.00
7 DIGITALBRIDGE GROUP INC 1,665,769.0 $25.7M 0.18% NEW $15.42
8 MASI MASIMO CORP Healthcare 142,800.0 $25.4M 0.18% NEW $177.87 +0.4%
9 IWM ISHARES TR 91,315.0 $22.6M 0.16% NEW $248.00 +13.9%
10 CSGS CSG SYS INTL INC Technology 257,088.0 $20.6M 0.15% NEW $79.94 +0.9%
11 XLC PUT SELECT SECTOR SPDR TR 181,900.0 $20.2M 0.14% NEW $110.86 +4.7%
12 SNCY SUN CTRY AIRLS HLDGS INC Industrials 1,218,670.0 $20.1M 0.14% NEW $16.52 -2.1%
13 EFA PUT ISHARES TR 195,300.0 $19.0M 0.14% NEW $97.13 +7.3%
14 ALIBABA GROUP HLDG LTD 12,500.0 $17.4M 0.12% NEW $1388.10
15 KWEB PUT KRANESHARES TRUST 577,200.0 $16.4M 0.12% NEW $28.43 -2.8%
16 IGV CALL ISHARES TR 204,400.0 $16.4M 0.12% NEW $80.05 +15.5%
17 KRE PUT SPDR SERIES TRUST 232,100.0 $15.1M 0.11% NEW $65.15 +6.2%
18 CTRA COTERRA ENERGY INC Energy 412,352.0 $14.5M 0.10% NEW $35.14 -7.3%
19 JAZZ INVESTMENTS I LTD 10,000.0 $14.1M 0.10% NEW $1413.10
20 NEXTERA ENERGY INC 549,593.0 $13.8M 0.10% NEW $25.15
Page 1 of 22  ·  423 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%