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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 6 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB PUT SLB LIMITED Energy 11,100.0 $570K 0.00% -92K -89.2% $51.39 +11.5%
102 TXN CALL TEXAS INSTRS INC Technology 2,900.0 $563K 0.00% -14K -83.1% $194.14 +57.0%
103 KO CALL COCA COLA CO Consumer Defensive 7,400.0 $563K 0.00% -2K -19.6% $76.05 +6.7%
104 MSTR STRATEGY INC Technology 4,456.0 $556K 0.00% -122K -96.5% $124.80 +32.1%
105 AMAT CALL APPLIED MATLS INC Technology 1,600.0 $547K 0.00% -17K -91.3% $341.79 +25.0%
106 LMT PUT LOCKHEED MARTIN CORP Industrials 900.0 $544K 0.00% -100.0 -10.0% $604.39 -13.5%
107 ADI CALL ANALOG DEVICES INC Technology 1,700.0 $541K 0.00% -13K -88.4% $318.14 +20.8%
108 LNG CHENIERE ENERGY INC Energy 1,879.0 $533K 0.00% -30K -94.2% $283.76 -15.3%
109 QCOM CALL QUALCOMM INC Technology 4,000.0 $515K 0.00% -17K -80.9% $128.78 +57.3%
110 ZM PUT ZOOM COMMUNICATIONS INC Technology 6,400.0 $514K 0.00% -16K -71.2% $80.39 +23.7%
111 LRCX CALL LAM RESEARCH CORP Technology 2,400.0 $513K 0.00% -38K -94.1% $213.66 +41.5%
112 ANET PUT ARISTA NETWORKS INC Technology 4,100.0 $503K 0.00% -2K -26.8% $122.78 +21.0%
113 LIN CALL LINDE PLC Basic Materials 1,000.0 $496K 0.00% -200.0 -16.7% $495.76 +3.8%
114 WFC CALL WELLS FARGO & CO Financial Services 6,200.0 $494K 0.00% -2K -24.4% $79.61 -4.8%
115 SHW SHERWIN WILLIAMS CO Basic Materials 1,530.0 $490K 0.00% -179.0 -10.5% $320.55 -4.0%
116 EQIX PUT EQUINIX INC Real Estate 500.0 $490K 0.00% -2K -80.0% $980.24 +10.0%
117 ORCL CALL ORACLE CORP Technology 3,300.0 $485K 0.00% -51K -93.9% $147.11 +29.0%
118 C CITIGROUP INC Financial Services 4,257.0 $483K 0.00% -9K -67.0% $113.41 +10.4%
119 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 2,900.0 $479K 0.00% -600.0 -17.1% $165.34 +14.1%
120 MU CALL MICRON TECHNOLOGY INC Technology 1,400.0 $473K 0.00% -25K -94.7% $337.84 +125.6%
Page 6 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%