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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 17 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TEL PUT TE CONNECTIVITY PLC Technology 500.0 $105K 0.00% NEW $209.02 -3.7%
322 ALL CALL ALLSTATE CORP Financial Services 500.0 $104K 0.00% NEW $207.34 +3.4%
323 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 300.0 $104K 0.00% NEW $345.15 -11.2%
324 VLO CALL VALERO ENERGY CORP Energy 400.0 $99K 0.00% NEW $247.08 +2.7%
325 EXC CALL EXELON CORP Utilities 2,000.0 $98K 0.00% NEW $49.02 -7.5%
326 CALL CENCORA INC 300.0 $94K 0.00% NEW $314.14
327 TMO THERMO FISHER SCIENTIFIC INC Healthcare 188.0 $92K 0.00% NEW $491.53 -8.1%
328 ISRG INTUITIVE SURGICAL INC Healthcare 200.0 $92K 0.00% NEW $460.99 -4.6%
329 CARR CALL CARRIER GLOBAL CORPORATION Industrials 1,600.0 $90K 0.00% NEW $56.31 +10.4%
330 AON AON PLC Financial Services 273.0 $88K 0.00% NEW $322.78 +0.4%
331 WTW PUT WILLIS TOWERS WATSON PLC LTD Financial Services 300.0 $87K 0.00% NEW $290.70 -12.6%
332 KR CALL KROGER CO Consumer Defensive 1,200.0 $87K 0.00% NEW $72.36 -7.3%
333 MSI CALL MOTOROLA SOLUTIONS INC Technology 200.0 $87K 0.00% NEW $433.97 -7.8%
334 MRSH CALL MARSH & MCLENNAN COS INC Financial Services 500.0 $87K 0.00% NEW $173.45 -4.8%
335 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 500.0 $87K 0.00% NEW $173.45 -4.8%
336 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,700.0 $86K 0.00% NEW $32.01 +2.5%
337 DAL CALL DELTA AIR LINES INC Industrials 1,300.0 $86K 0.00% NEW $66.48 +13.8%
338 ROP ROPER TECHNOLOGIES INC Industrials 242.0 $86K 0.00% NEW $353.86 -7.1%
339 AXON CALL AXON ENTERPRISE INC Industrials 200.0 $85K 0.00% NEW $424.69 -8.2%
340 CTVA CALL CORTEVA INC Basic Materials 1,000.0 $84K 0.00% NEW $83.71 -5.6%
Page 17 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%