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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 14 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BKV BKV CORP Energy 68,589.0 $2.0M 0.01% NEW $28.52 +0.1%
262 LYFT LYFT INC Technology 147,053.0 $2.0M 0.01% +141K +2268.8% $13.30 +1.4%
263 WMT CALL WALMART INC Consumer Defensive 15,700.0 $2.0M 0.01% +5K +48.1% $124.28 +5.3%
264 DELL CALL DELL TECHNOLOGIES INC Technology 11,800.0 $1.9M 0.01% -10K -45.6% $164.13 +54.1%
265 NRG PUT NRG ENERGY INC Utilities 13,000.0 $1.9M 0.01% NEW $146.14 -6.3%
266 BROOKFIELD ASSET MANAGMT LTD 37,800.0 $1.9M 0.01% -53K -58.4% $50.15
267 MS CALL MORGAN STANLEY Financial Services 11,300.0 $1.9M 0.01% -9K -43.8% $164.57 +21.8%
268 NOW PUT SERVICENOW INC Technology 17,700.0 $1.9M 0.01% +15K +608.0% $104.55 -4.6%
269 PDD PDD HOLDINGS INC Consumer Cyclical 17,584.0 $1.8M 0.01% -17K -49.0% $102.18 -4.3%
270 MP PUT MP MATERIALS CORP Basic Materials 37,100.0 $1.8M 0.01% NEW $48.26 +27.9%
271 CNI PUT CANADIAN NATL RY CO Industrials 17,400.0 $1.8M 0.01% NEW $102.77 +11.1%
272 GOOG CALL ALPHABET INC Communication Services 6,200.0 $1.8M 0.01% NEW $286.86 +33.7%
273 CTLP CANTALOUPE INC Technology 163,953.0 $1.8M 0.01% NEW $10.81 +3.6%
274 MPWR PUT MONOLITHIC PWR SYS INC Technology 1,600.0 $1.7M 0.01% NEW $1093.35 +42.8%
275 T PUT AT&T INC Communication Services 59,400.0 $1.7M 0.01% +30K +105.5% $28.99 -14.0%
276 KMT PUT KENNAMETAL INC Industrials 47,600.0 $1.7M 0.01% NEW $36.13 -2.5%
277 MS PUT MORGAN STANLEY Financial Services 10,400.0 $1.7M 0.01% +5K +82.5% $164.57 +21.8%
278 MSTR PUT STRATEGY INC Technology 13,700.0 $1.7M 0.01% -113K -89.2% $124.80 +32.1%
279 LIFE360 INC 41,872.0 $1.7M 0.01% NEW $40.82
280 BIDU BAIDU INC Communication Services 15,290.0 $1.7M 0.01% NEW $111.42 +17.7%
Page 14 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%