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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 10 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLP PUT SELECT SECTOR SPDR TR 38,100.0 $3.1M 0.02% NEW $81.98 +3.3%
182 ORCL ORACLE CORP Technology 21,032.0 $3.1M 0.02% +18K +556.2% $147.11 +29.0%
183 ROKU ROKU INC Communication Services 32,690.0 $3.1M 0.02% NEW $94.62 +31.2%
184 JPM JPMORGAN CHASE & CO Financial Services 10,401.0 $3.1M 0.02% +6K +116.8% $294.16 +3.0%
185 AMAT APPLIED MATLS INC Technology 8,947.0 $3.1M 0.02% +8K +878.9% $341.79 +25.0%
186 AXS AXIS CAP HLDGS LTD Financial Services 29,685.0 $3.0M 0.02% NEW $101.41 -0.7%
187 CEG CONSTELLATION ENERGY CORP Utilities 10,760.0 $3.0M 0.02% -239K -95.7% $279.25 +2.4%
188 SBUX PUT STARBUCKS CORP Consumer Cyclical 33,400.0 $3.0M 0.02% +31K +1236.0% $89.59 +18.9%
189 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 3,000.0 $3.0M 0.02% +2K +200.0% $996.43 +5.4%
190 LRCX LAM RESEARCH CORP Technology 13,964.0 $3.0M 0.02% NEW $213.66 +41.5%
191 PLD PUT PROLOGIS INC. Real Estate 22,200.0 $2.9M 0.02% +14K +161.2% $132.18 +9.5%
192 LAUR LAUREATE ED INC Consumer Defensive 81,884.0 $2.9M 0.02% NEW $34.84 -5.4%
193 AMD ADVANCED MICRO DEVICES INC Technology 13,870.0 $2.8M 0.02% NEW $203.43 +121.0%
194 CVX CALL CHEVRON CORPORATION Energy 13,600.0 $2.8M 0.02% -1K -6.8% $206.90 -7.7%
195 NET CLOUDFLARE INC Technology 13,526.0 $2.8M 0.02% +7K +97.1% $206.34 +3.1%
196 INTC CALL INTEL CORP Technology 63,200.0 $2.8M 0.02% -48K -43.0% $44.13 +168.5%
197 PH PUT PARKER-HANNIFIN CORP Industrials 3,100.0 $2.8M 0.02% +3K +933.3% $895.24 -4.0%
198 NEE PUT NEXTERA ENERGY INC Utilities 29,800.0 $2.8M 0.02% -4K -13.1% $92.88 -3.4%
199 WBD PUT WARNER BROS DISCOVERY INC Communication Services 100,000.0 $2.7M 0.02% -1.2M -92.0% $27.46 -0.1%
200 HUBS HUBSPOT INC Technology 11,027.0 $2.7M 0.02% NEW $244.10 -18.7%
Page 10 of 54  ·  1,068 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%