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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 18 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DDOG CALL DATADOG INC Technology 700.0 $83K 0.00% NEW $118.05 +84.7%
342 DHR DANAHER CORP DEL Healthcare 430.0 $82K 0.00% NEW $189.60 -8.6%
343 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 936.0 $75K 0.00% NEW $80.56 -13.0%
344 WAB CALL WABTEC Industrials 300.0 $75K 0.00% NEW $249.91 +3.7%
345 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 250.0 $73K 0.00% NEW $292.75 +33.2%
346 RPD RAPID7 INC Technology 13,253.0 $73K 0.00% NEW $5.51 +32.7%
347 OKE CALL ONEOK INC NEW Energy 800.0 $72K 0.00% NEW $90.39 +2.5%
348 ROK CALL ROCKWELL AUTOMATION INC Industrials 200.0 $72K 0.00% NEW $358.88 +21.6%
349 BWA BORGWARNER INC Consumer Cyclical 1,312.0 $71K 0.00% NEW $54.26 +17.1%
350 CFG CITIZENS FINL GROUP INC Financial Services 1,185.0 $71K 0.00% NEW $59.97 +4.7%
351 AMP AMERIPRISE FINL INC Financial Services 155.0 $69K NEW $444.40 +1.4%
352 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 700.0 $68K NEW $96.47 +2.3%
353 CALL ENTERGY CORP NEW 600.0 $67K NEW $112.36
354 AFL CALL AFLAC INC Financial Services 600.0 $66K NEW $109.71 +7.4%
355 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 1,000.0 $65K NEW $64.61 +41.0%
356 XEL CALL XCEL ENERGY INC Utilities 800.0 $64K NEW $79.44 +0.5%
357 CRH PLC 598.0 $63K NEW $105.12
358 OXY OCCIDENTAL PETE CORP Energy 960.0 $62K NEW $65.00 -9.5%
359 IDXX IDEXX LABS INC Healthcare 111.0 $62K NEW $561.89 -1.6%
360 YUM CALL YUM BRANDS INC Consumer Cyclical 400.0 $62K NEW $155.48 -1.8%
Page 18 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%