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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 11 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRU PUT PRUDENTIAL FINL INC Financial Services 4,200.0 $410K 0.00% NEW $97.69 +5.7%
202 OXY CALL OCCIDENTAL PETE CORP Energy 6,300.0 $410K 0.00% NEW $65.00 -9.5%
203 SHEL CALL SHELL PLC Energy 4,400.0 $409K 0.00% NEW $93.00 -6.8%
204 SHEL PUT SHELL PLC Energy 4,400.0 $409K 0.00% NEW $93.00 -6.8%
205 AOS SMITH A O CORP Industrials 6,012.0 $396K 0.00% NEW $65.94 -13.3%
206 LYFT CALL LYFT INC Technology 29,800.0 $396K 0.00% NEW $13.30 +1.4%
207 PRU CALL PRUDENTIAL FINL INC Financial Services 4,000.0 $391K 0.00% NEW $97.69 +5.7%
208 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 4,800.0 $387K 0.00% NEW $80.56 -13.0%
209 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 4,800.0 $387K 0.00% NEW $80.56 -13.0%
210 FICO FAIR ISAAC CORP Technology 354.0 $378K 0.00% NEW $1067.54 +15.0%
211 ROST ROSS STORES INC Consumer Cyclical 1,737.0 $376K 0.00% NEW $216.63 -1.8%
212 STLA PUT STELLANTIS N.V Consumer Cyclical 52,500.0 $372K 0.00% NEW $7.09 +6.2%
213 EVRG EVERGY INC Utilities 4,425.0 $362K 0.00% NEW $81.92 +2.1%
214 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 900.0 $353K 0.00% NEW $391.76 +91.7%
215 WDC PUT WESTERN DIGITAL CORP Technology 1,300.0 $352K 0.00% NEW $270.49 +69.9%
216 THC PUT TENET HEALTHCARE CORP Healthcare 1,800.0 $340K 0.00% NEW $188.71 -0.7%
217 EQT CALL EQT CORP Energy 5,200.0 $331K 0.00% NEW $63.64 -9.3%
218 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 12,500.0 $330K 0.00% NEW $26.43 +5.6%
219 BUD CALL ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,700.0 $326K 0.00% NEW $69.37 +20.2%
220 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,700.0 $326K 0.00% NEW $69.37 +20.2%
Page 11 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%