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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 8 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LEG LEGGETT & PLATT INC Consumer Cyclical 79,400.0 $784K 0.01% NEW $9.88 +1.6%
142 EFX EQUIFAX INC Industrials 4,345.0 $782K 0.01% NEW $180.07 -9.4%
143 MFC PUT MANULIFE FINL CORP Financial Services 22,700.0 $782K 0.01% NEW $34.44 +13.4%
144 FICO PUT FAIR ISAAC CORP Technology 700.0 $747K 0.01% NEW $1067.54 +15.0%
145 YUM PUT YUM BRANDS INC Consumer Cyclical 4,800.0 $746K 0.01% NEW $155.48 -1.8%
146 MRNA MODERNA INC Healthcare 14,500.0 $737K 0.01% NEW $50.80 -7.0%
147 TER TERADYNE INC Technology 2,471.0 $733K 0.01% NEW $296.46 +16.2%
148 LOAR LOAR HOLDINGS INC Industrials 12,547.0 $719K 0.01% NEW $57.29 +9.2%
149 UDR CALL UDR INC Real Estate 21,100.0 $713K 0.01% NEW $33.78 +12.0%
150 UDR PUT UDR INC Real Estate 21,100.0 $713K 0.01% NEW $33.78 +12.0%
151 AZO PUT AUTOZONE INC Consumer Cyclical 200.0 $676K 0.01% NEW $3377.78 +1.8%
152 AOS PUT SMITH A O CORP Industrials 10,000.0 $659K 0.01% NEW $65.94 -13.3%
153 AOS CALL SMITH A O CORP Industrials 10,000.0 $659K 0.01% NEW $65.94 -13.3%
154 RIO RIO TINTO PLC Basic Materials 7,020.0 $655K 0.01% NEW $93.29 +10.7%
155 NEE NEXTERA ENERGY INC Utilities 6,847.0 $636K 0.01% NEW $92.88 -3.4%
156 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 7,800.0 $631K 0.00% NEW $80.95 -3.1%
157 BEKE PUT KE HLDGS INC Real Estate 42,100.0 $630K 0.00% NEW $14.97 +12.8%
158 EXR CALL EXTRA SPACE STORAGE INC Real Estate 4,800.0 $629K 0.00% NEW $131.13 +9.7%
159 MCW MISTER CAR WASH INC Consumer Cyclical 87,533.0 $610K 0.00% NEW $6.97 +1.9%
160 SCHW SCHWAB CHARLES CORP Financial Services 6,340.0 $596K 0.00% NEW $93.98 -4.1%
Page 8 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%