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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 5 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 928,318.0 $2.2M 0.02% NEW $2.37 +1.3%
82 NUE PUT NUCOR CORP Basic Materials 13,000.0 $2.2M 0.02% NEW $169.10 +33.9%
83 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 5,500.0 $2.2M 0.01% NEW $394.15 +11.2%
84 TXNM ENERGY INC 36,021.0 $2.1M 0.01% NEW $58.46
85 ADI ANALOG DEVICES INC Technology 6,545.0 $2.1M 0.01% NEW $318.14 +20.8%
86 COPX GLOBAL X FDS 26,800.0 $2.0M 0.01% NEW $76.35 +8.7%
87 WTM WHITE MTNS INS GROUP LTD Financial Services 921.0 $2.0M 0.01% NEW $2196.96 -2.4%
88 TER PUT TERADYNE INC Technology 6,800.0 $2.0M 0.01% NEW $296.46 +16.2%
89 MSGE SPHERE ENTERTAINMENT CO Communication Services 17,011.0 $2.0M 0.01% NEW $117.40 -40.9%
90 HUBB PUT HUBBELL INC Industrials 4,000.0 $2.0M 0.01% NEW $490.74 -6.1%
91 DRI PUT DARDEN RESTAURANTS INC Consumer Cyclical 10,000.0 $2.0M 0.01% NEW $196.04 +0.5%
92 BKV BKV CORP Energy 68,589.0 $2.0M 0.01% NEW $28.52 +0.1%
93 NRG PUT NRG ENERGY INC Utilities 13,000.0 $1.9M 0.01% NEW $146.14 -6.3%
94 MP PUT MP MATERIALS CORP Basic Materials 37,100.0 $1.8M 0.01% NEW $48.26 +27.9%
95 CNI PUT CANADIAN NATL RY CO Industrials 17,400.0 $1.8M 0.01% NEW $102.77 +11.1%
96 GOOG CALL ALPHABET INC Communication Services 6,200.0 $1.8M 0.01% NEW $286.86 +33.7%
97 CTLP CANTALOUPE INC Technology 163,953.0 $1.8M 0.01% NEW $10.81 +3.6%
98 MPWR PUT MONOLITHIC PWR SYS INC Technology 1,600.0 $1.7M 0.01% NEW $1093.35 +42.8%
99 KMT PUT KENNAMETAL INC Industrials 47,600.0 $1.7M 0.01% NEW $36.13 -2.5%
100 LIFE360 INC 41,872.0 $1.7M 0.01% NEW $40.82
Page 5 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%