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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 7 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH PARKER-HANNIFIN CORP Industrials 1,316.0 $1.2M 0.01% NEW $895.24 -4.0%
122 QIAGEN NV 27,820.0 $1.1M 0.01% NEW $40.04
123 FANG PUT DIAMONDBACK ENERGY INC Energy 5,500.0 $1.1M 0.01% NEW $197.79 +1.6%
124 KMI KINDER MORGAN INC DEL Energy 31,169.0 $1.0M 0.01% NEW $33.53 -0.1%
125 CRWD CROWDSTRIKE HLDGS INC Technology 2,657.0 $1.0M 0.01% NEW $390.41 +66.0%
126 HEI HEICO CORP NEW Industrials 3,773.0 $1.0M 0.01% NEW $274.20 +9.8%
127 KMT KENNAMETAL INC Industrials 28,539.0 $1.0M 0.01% NEW $36.13 -2.5%
128 EVRG PUT EVERGY INC Utilities 12,400.0 $1.0M 0.01% NEW $81.92 +2.1%
129 FANG CALL DIAMONDBACK ENERGY INC Energy 5,100.0 $1.0M 0.01% NEW $197.79 +1.6%
130 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,100.0 $1.0M 0.01% NEW $197.50 +19.8%
131 CRS CARPENTER TECHNOLOGY CORP Industrials 2,499.0 $985K 0.01% NEW $394.15 +11.2%
132 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 40,000.0 $923K 0.01% NEW $23.08 +17.2%
133 AIZ PUT ASSURANT INC Financial Services 3,900.0 $849K 0.01% NEW $217.81 +17.4%
134 AIZ CALL ASSURANT INC Financial Services 3,900.0 $849K 0.01% NEW $217.81 +17.4%
135 CTVA CORTEVA INC Basic Materials 9,933.0 $831K 0.01% NEW $83.71 -5.6%
136 STLA CALL STELLANTIS N.V Consumer Cyclical 116,200.0 $824K 0.01% NEW $7.09 +6.2%
137 RAMP LIVERAMP HLDGS INC Technology 30,991.0 $822K 0.01% NEW $26.52 +42.3%
138 YUMC PUT YUM CHINA HLDGS INC Consumer Cyclical 16,800.0 $820K 0.01% NEW $48.78 -6.6%
139 ALLE PUT ALLEGION PLC Industrials 5,400.0 $785K 0.01% NEW $145.29 -10.0%
140 ALLE CALL ALLEGION PLC Industrials 5,400.0 $785K 0.01% NEW $145.29 -10.0%
Page 7 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%