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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 16 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TEL CALL TE CONNECTIVITY PLC Technology 600.0 $125K 0.00% NEW $209.02 -3.7%
302 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 1,300.0 $125K 0.00% NEW $96.47 +2.3%
303 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,900.0 $125K 0.00% NEW $32.01 +2.5%
304 MTB PUT M & T BK CORP Financial Services 600.0 $124K 0.00% NEW $206.72 +2.7%
305 ADM PUT ARCHER DANIELS MIDLAND CO Consumer Defensive 1,700.0 $124K 0.00% NEW $72.69 +6.1%
306 AFRM CALL AFFIRM HLDGS INC Technology 2,600.0 $119K 0.00% NEW $45.82 +46.6%
307 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 300.0 $118K 0.00% NEW $391.76 +91.7%
308 BKR CALL BAKER HUGHES COMPANY Energy 1,900.0 $116K 0.00% NEW $61.05 +7.8%
309 XEL XCEL ENERGY INC Utilities 1,444.0 $115K 0.00% NEW $79.44 +0.5%
310 EMR EMERSON ELEC CO Industrials 855.0 $112K 0.00% NEW $131.02 +3.0%
311 VRTX VERTEX PHARMACEUTICALS INC Healthcare 247.0 $110K 0.00% NEW $446.54 -3.6%
312 WELL WELLTOWER INC Real Estate 549.0 $109K 0.00% NEW $197.71 +10.6%
313 OTIS PUT OTIS WORLDWIDE CORP Industrials 1,400.0 $108K 0.00% NEW $77.08 -7.1%
314 RDDT CALL REDDIT INC Communication Services 800.0 $108K 0.00% NEW $134.65 +9.0%
315 RDDT PUT REDDIT INC Communication Services 800.0 $108K 0.00% NEW $134.65 +9.0%
316 XYL PUT XYLEM INC Industrials 900.0 $108K 0.00% NEW $119.50 -9.4%
317 FAST CALL FASTENAL CO Industrials 2,300.0 $107K 0.00% NEW $46.40 -6.2%
318 FAST PUT FASTENAL CO Industrials 2,300.0 $107K 0.00% NEW $46.40 -6.2%
319 CVS CVS HEALTH CORP Healthcare 1,465.0 $105K 0.00% NEW $71.82 +29.9%
320 EXR PUT EXTRA SPACE STORAGE INC Real Estate 800.0 $105K 0.00% NEW $131.13 +9.7%
Page 16 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%