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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 20 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STT CALL STATE STR CORP Financial Services 400.0 $51K NEW $126.56 +21.7%
382 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 692.0 $50K NEW $72.69 +6.1%
383 TRGP CALL TARGA RES CORP Energy 200.0 $50K NEW $250.73 +8.0%
384 CARR CARRIER GLOBAL CORPORATION Industrials 857.0 $48K NEW $56.31 +10.4%
385 XYL CALL XYLEM INC Industrials 400.0 $48K NEW $119.50 -9.4%
386 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,468.0 $47K NEW $32.01 +2.5%
387 ROK ROCKWELL AUTOMATION INC Industrials 130.0 $47K NEW $358.88 +21.6%
388 OTIS CALL OTIS WORLDWIDE CORP Industrials 600.0 $46K NEW $77.08 -7.1%
389 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 649.0 $46K NEW $71.18 -9.6%
390 PWR QUANTA SVCS INC Industrials 80.0 $44K NEW $549.02 +29.3%
391 STM STMICROELECTRONICS N V Technology 1,258.0 $43K NEW $34.55 +77.2%
392 CI THE CIGNA GROUP Healthcare 162.0 $43K NEW $266.75 +5.7%
393 AUR AURORA INNOVATION INC Technology 10,472.0 $43K NEW $4.12 +74.0%
394 DHI CALL D R HORTON INC Consumer Cyclical 300.0 $41K NEW $137.22 +5.0%
395 XLP CALL SELECT SECTOR SPDR TR 500.0 $41K NEW $81.98 +3.3%
396 EW EDWARDS LIFESCIENCES CORP Healthcare 460.0 $37K NEW $80.08 +3.9%
397 EXR EXTRA SPACE STORAGE INC Real Estate 280.0 $37K NEW $131.13 +9.7%
398 AXON AXON ENTERPRISE INC Industrials 84.0 $36K NEW $424.69 -8.2%
399 ROP CALL ROPER TECHNOLOGIES INC Industrials 100.0 $35K NEW $353.86 -7.1%
400 FDX FEDEX CORP Industrials 98.0 $35K NEW $356.18 +9.2%
Page 20 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%