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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CALL CONSTELLATION ENERGY CORP Utilities 6,100.0 $1.7M 0.01% -300.0 -4.7% $279.25 +2.4%
62 LOW LOWES COS INC Consumer Cyclical 6,988.0 $1.7M 0.01% -35K -83.2% $236.28 -8.0%
63 MRVL CALL MARVELL TECHNOLOGY INC Technology 16,200.0 $1.6M 0.01% -14K -46.0% $99.05 +92.5%
64 CMI CUMMINS INC Industrials 2,964.0 $1.6M 0.01% -3K -52.8% $538.02 +18.7%
65 NFLX NETFLIX INC. Communication Services 16,554.0 $1.6M 0.01% -3K -17.4% $96.15 -7.1%
66 XOM EXXON MOBIL CORP Energy 9,007.0 $1.5M 0.01% -793K -98.9% $169.66 -7.9%
67 XLP SELECT SECTOR SPDR TR 18,375.0 $1.5M 0.01% -2K -10.7% $81.98 +3.3%
68 UBER PUT UBER TECHNOLOGIES INC Technology 20,800.0 $1.5M 0.01% -2.3M -99.1% $71.93 +3.7%
69 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 4,400.0 $1.5M 0.01% -29K -86.8% $337.95 +18.8%
70 WMT WALMART INC Consumer Defensive 11,608.0 $1.4M 0.01% -47K -80.3% $124.28 +5.3%
71 LLY CALL ELI LILLY & CO Healthcare 1,500.0 $1.4M 0.01% -300.0 -16.7% $919.77 +13.3%
72 INDA ISHARES TR 29,200.0 $1.4M 0.01% -32K -52.2% $46.84 +2.6%
73 EEM ISHARES TR 23,879.0 $1.4M 0.01% -638K -96.4% $56.79 +16.3%
74 ETN EATON CORP PLC Industrials 3,751.0 $1.3M 0.01% -843.0 -18.4% $357.67 +6.7%
75 RDDT REDDIT INC Communication Services 9,374.0 $1.3M 0.01% -3K -26.0% $134.65 +9.0%
76 MRK PUT MERCK & CO INC Healthcare 10,200.0 $1.2M 0.01% -200.0 -1.9% $120.29 -3.7%
77 GM PUT GENERAL MTRS CO Consumer Cyclical 15,000.0 $1.1M 0.01% -19K -56.3% $74.50 +3.6%
78 NKE PUT NIKE INC Consumer Cyclical 20,200.0 $1.1M 0.01% -625K -96.9% $52.82 -16.0%
79 WFC PUT WELLS FARGO & CO Financial Services 13,200.0 $1.1M 0.01% -1K -8.3% $79.61 -4.8%
80 F PUT FORD MTR CO Consumer Cyclical 90,800.0 $1.0M 0.01% -66K -42.1% $11.54 +18.5%
Page 4 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%