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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 17 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DDOG PUT DATADOG INC Technology 10,900.0 $1.3M 0.01% NEW $118.05 +84.7%
322 NUE NUCOR CORP Basic Materials 7,605.0 $1.3M 0.01% NEW $169.10 +33.9%
323 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 25,600.0 $1.3M 0.01% +8K +44.6% $50.20 -4.7%
324 RDDT REDDIT INC Communication Services 9,374.0 $1.3M 0.01% -3K -26.0% $134.65 +9.0%
325 T CALL AT&T INC Communication Services 43,300.0 $1.3M 0.01% +26K +154.7% $28.99 -14.0%
326 NTES NETEASE COM INC Technology 11,191.0 $1.3M 0.01% NEW $111.94 +2.1%
327 SO SOUTHERN CO Utilities 12,944.0 $1.2M 0.01% +11K +708.5% $96.52 -3.0%
328 XLB SELECT SECTOR SPDR TR 24,729.0 $1.2M 0.01% NEW $49.97 +0.1%
329 RACE FERRARI N V Consumer Cyclical 3,693.0 $1.2M 0.01% NEW $333.53 +2.5%
330 WMB WILLIAMS COS INC Energy 16,867.0 $1.2M 0.01% +16K +3550.9% $72.78 +7.0%
331 MRK PUT MERCK & CO INC Healthcare 10,200.0 $1.2M 0.01% -200.0 -1.9% $120.29 -3.7%
332 EXC EXELON CORP Utilities 24,816.0 $1.2M 0.01% NEW $49.02 -7.5%
333 MCK PUT MCKESSON CORP Healthcare 1,400.0 $1.2M 0.01% +300.0 +27.3% $865.36 -11.4%
334 CNI CANADIAN NATL RY CO Industrials 11,782.0 $1.2M 0.01% NEW $102.77 +11.1%
335 KO PUT COCA COLA CO Consumer Defensive 15,700.0 $1.2M 0.01% $76.05 +6.7%
336 GEV GE VERNOVA INC Utilities 1,364.0 $1.2M 0.01% NEW $872.90 +19.6%
337 PH PARKER-HANNIFIN CORP Industrials 1,316.0 $1.2M 0.01% NEW $895.24 -4.0%
338 DE DEERE & CO Industrials 2,060.0 $1.2M 0.01% +2K +317.9% $563.30 -5.7%
339 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,800.0 $1.2M 0.01% +3K +280.0% $304.08 +6.1%
340 XEROX HOLDINGS CORP 4,500.0 $1.1M 0.01% $254.70
Page 17 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%