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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 21 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AZN ASTRAZENECA PLC Healthcare 162.0 $32K NEW $197.22 -3.8%
402 TER CALL TERADYNE INC Technology 100.0 $30K NEW $296.46 +16.2%
403 KEYS KEYSIGHT TECHNOLOGIES INC Technology 94.0 $27K NEW $282.37 +19.5%
404 MRK MERCK & CO INC Healthcare 220.0 $26K NEW $120.29 -3.7%
405 MSI MOTOROLA SOLUTIONS INC Technology 60.0 $26K NEW $433.97 -7.8%
406 JCI JOHNSON CONTROLS INTERNATION Industrials 177.0 $23K NEW $130.95 +3.5%
407 WFC WELLS FARGO & CO Financial Services 291.0 $23K NEW $79.61 -4.8%
408 WAB WABTEC Industrials 91.0 $23K NEW $249.91 +3.7%
409 PRU PRUDENTIAL FINL INC Financial Services 227.0 $22K NEW $97.69 +5.7%
410 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 300.0 $21K NEW $71.18 -9.6%
411 AFL AFLAC INC Financial Services 187.0 $21K NEW $109.71 +7.4%
412 CSGP CALL COSTAR GROUP INC Real Estate 500.0 $20K NEW $40.34 -15.9%
413 STT STATE STR CORP Financial Services 158.0 $20K NEW $126.56 +21.7%
414 MTB M & T BK CORP Financial Services 95.0 $20K NEW $206.72 +2.7%
415 TEL TE CONNECTIVITY PLC Technology 87.0 $18K NEW $209.02 -3.7%
416 EFX CALL EQUIFAX INC Industrials 100.0 $18K NEW $180.07 -9.4%
417 EFX PUT EQUIFAX INC Industrials 100.0 $18K NEW $180.07 -9.4%
418 NRG CALL NRG ENERGY INC Utilities 100.0 $15K NEW $146.14 -6.3%
419 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 198.0 $14K NEW $72.46 +19.1%
420 NEM NEWMONT CORP Basic Materials 108.0 $12K NEW $108.25 +0.1%
Page 21 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%