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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 13 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLC CALL SELECT SECTOR SPDR TR 2,100.0 $233K 0.00% NEW $110.86 +4.7%
242 THC TENET HEALTHCARE CORP Healthcare 1,233.0 $233K 0.00% NEW $188.71 -0.7%
243 ALLE ALLEGION PLC Industrials 1,598.0 $232K 0.00% NEW $145.29 -10.0%
244 NXE NEXGEN ENERGY LTD Energy 20,000.0 $232K 0.00% NEW $11.60 -9.2%
245 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,836.0 $230K 0.00% NEW $80.95 -3.1%
246 TRGP PUT TARGA RES CORP Energy 900.0 $226K 0.00% NEW $250.73 +8.0%
247 CVNA PUT CARVANA CO Consumer Cyclical 700.0 $220K 0.00% NEW $314.38 -79.5%
248 AFL PUT AFLAC INC Financial Services 2,000.0 $219K 0.00% NEW $109.71 +7.4%
249 MSI PUT MOTOROLA SOLUTIONS INC Technology 500.0 $217K 0.00% NEW $433.97 -7.8%
250 ROK PUT ROCKWELL AUTOMATION INC Industrials 600.0 $215K 0.00% NEW $358.88 +21.6%
251 VNO VORNADO RLTY TR Real Estate 8,270.0 $215K 0.00% NEW $25.99 +21.6%
252 AXP AMERICAN EXPRESS CO Financial Services 710.0 $215K 0.00% NEW $302.48 +2.4%
253 OKE PUT ONEOK INC NEW Energy 2,300.0 $208K 0.00% NEW $90.39 +2.5%
254 ALL PUT ALLSTATE CORP Financial Services 1,000.0 $207K 0.00% NEW $207.34 +3.4%
255 NU CALL NU HLDGS LTD Financial Services 14,300.0 $205K 0.00% NEW $14.37 -8.4%
256 FUTU CALL FUTU HLDGS LTD Financial Services 1,500.0 $205K 0.00% NEW $136.76 -9.4%
257 FUTU PUT FUTU HLDGS LTD Financial Services 1,500.0 $205K 0.00% NEW $136.76 -9.4%
258 STM PUT STMICROELECTRONICS N V Technology 5,900.0 $204K 0.00% NEW $34.55 +77.2%
259 TENB TENABLE HLDGS INC Technology 11,916.0 $202K 0.00% NEW $16.91 +50.8%
260 WAB PUT WABTEC Industrials 800.0 $200K 0.00% NEW $249.91 +3.7%
Page 13 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%