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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 12 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 400.0 $122K 0.00% -200.0 -33.3% $304.08 +6.1%
222 TGT CALL TARGET CORP Consumer Defensive 1,000.0 $121K 0.00% -200.0 -16.7% $121.20 +0.9%
223 UPWK UPWORK INC Industrials 11,037.0 $121K 0.00% -4K -27.4% $10.96 -21.0%
224 SNPS CALL SYNOPSYS INC Technology 300.0 $119K 0.00% -4K -93.8% $396.48 +25.8%
225 CTAS CALL CINTAS CORP Industrials 700.0 $118K 0.00% -100.0 -12.5% $169.14 +1.9%
226 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 400.0 $117K 0.00% -200.0 -33.3% $292.75 +33.2%
227 PCAR CALL PACCAR INC Industrials 1,000.0 $116K 0.00% -400.0 -28.6% $115.50 -5.3%
228 ABNB CALL AIRBNB INC Consumer Cyclical 900.0 $114K 0.00% -200.0 -18.2% $126.28 +6.3%
229 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 1,200.0 $111K 0.00% -100.0 -7.7% $92.31 +0.0%
230 PYPL PUT PAYPAL HLDGS INC Financial Services 2,400.0 $109K 0.00% -1.6M -99.8% $45.23 -1.9%
231 MCK MCKESSON CORP Healthcare 123.0 $106K 0.00% -67.0 -35.3% $865.36 -11.4%
232 CALL FORTINET INC 1,300.0 $106K 0.00% -300.0 -18.8% $81.72
233 AMGN CALL AMGEN INC Healthcare 300.0 $106K 0.00% -800.0 -72.7% $351.85 -4.1%
234 FRSH FRESHWORKS INC Technology 13,109.0 $105K 0.00% -4K -24.8% $8.03 +13.0%
235 D CALL DOMINION ENERGY INC Utilities 1,700.0 $105K 0.00% -200.0 -10.5% $61.82 +10.5%
236 MET PUT METLIFE INC Financial Services 1,400.0 $99K 0.00% -1K -41.7% $70.72 +19.2%
237 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 614.0 $97K 0.00% -555.0 -47.5% $157.28 -3.7%
238 ARM ARM HOLDINGS PLC Technology 635.0 $96K 0.00% -6K -89.7% $151.28 +97.1%
239 O CALL REALTY INCOME CORP Real Estate 1,500.0 $92K 0.00% -400.0 -21.1% $61.18 +1.7%
240 TRV CALL TRAVELERS COMPANIES INC Financial Services 300.0 $88K 0.00% -200.0 -40.0% $291.68 +5.2%
Page 12 of 14  ·  279 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%