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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 9 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACN CALL ACCENTURE PLC IRELAND Technology 1,300.0 $258K 0.00% -400.0 -23.5% $198.29 -10.3%
162 SPGI CALL S&P GLOBAL INC Financial Services 600.0 $255K 0.00% -100.0 -14.3% $425.34 -2.0%
163 SYK STRYKER CORPORATION Healthcare 773.0 $254K 0.00% -166.0 -17.7% $328.59 -2.2%
164 MAR MARRIOTT INTL INC NEW Consumer Cyclical 771.0 $252K 0.00% -142.0 -15.6% $327.07 +13.3%
165 ETN CALL EATON CORP PLC Industrials 700.0 $250K 0.00% -200.0 -22.2% $357.67 +6.7%
166 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,113.0 $249K 0.00% -11K -72.2% $60.65 -1.8%
167 DHR CALL DANAHER CORP DEL Healthcare 1,300.0 $246K 0.00% -200.0 -13.3% $189.60 -8.6%
168 ANET CALL ARISTA NETWORKS INC Technology 2,000.0 $246K 0.00% -900.0 -31.0% $122.78 +21.0%
169 PCAR PUT PACCAR INC Industrials 2,100.0 $243K 0.00% -100.0 -4.5% $115.50 -5.3%
170 TGT PUT TARGET CORP Consumer Defensive 2,000.0 $242K 0.00% -200.0 -9.1% $121.20 +0.9%
171 PGR CALL PROGRESSIVE CORP Financial Services 1,200.0 $238K 0.00% -200.0 -14.3% $198.24 +2.2%
172 TRV PUT TRAVELERS COMPANIES INC Financial Services 800.0 $233K 0.00% -100.0 -11.1% $291.68 +5.2%
173 NOW CALL SERVICENOW INC Technology 2,200.0 $230K 0.00% -800.0 -26.7% $104.55 -4.6%
174 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 721.0 $219K 0.00% -2K -76.5% $304.08 +6.1%
175 KKR PUT KKR & CO INC Financial Services 2,300.0 $213K 0.00% -1K -34.3% $92.50 +2.4%
176 SO CALL SOUTHERN CO Utilities 2,200.0 $212K 0.00% -600.0 -21.4% $96.52 -3.0%
177 TMUS CALL T-MOBILE US INC Communication Services 1,000.0 $210K 0.00% -200.0 -16.7% $210.03 -9.5%
178 CMCSA CALL COMCAST CORP NEW Communication Services 7,300.0 $210K 0.00% -2K -25.5% $28.71 -12.6%
179 PANW CALL PALO ALTO NETWORKS INC Technology 1,300.0 $208K 0.00% -400.0 -23.5% $160.32 +57.8%
180 CME CALL CME GROUP INC Financial Services 700.0 $207K 0.00% -200.0 -22.2% $295.35 -2.1%
Page 9 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%