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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 18 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 3,500.0 $1.1M 0.01% +2K +250.0% $327.07 +13.3%
342 SBUX STARBUCKS CORP Consumer Cyclical 12,698.0 $1.1M 0.01% +8K +196.1% $89.59 +18.9%
343 GM PUT GENERAL MTRS CO Consumer Cyclical 15,000.0 $1.1M 0.01% -19K -56.3% $74.50 +3.6%
344 QIAGEN NV 27,820.0 $1.1M 0.01% NEW $40.04
345 UNH CALL UNITEDHEALTH GROUP INC Healthcare 4,100.0 $1.1M 0.01% +1K +51.9% $270.59 +41.7%
346 MDT PUT MEDTRONIC PLC Healthcare 12,800.0 $1.1M 0.01% +100.0 +0.8% $86.65 -9.8%
347 RTX PUT RTX CORPORATION Industrials 5,700.0 $1.1M 0.01% +200.0 +3.6% $192.90 -9.4%
348 AXP PUT AMERICAN EXPRESS CO Financial Services 3,600.0 $1.1M 0.01% +1K +38.5% $302.48 +2.4%
349 CVX CHEVRON CORPORATION Energy 5,259.0 $1.1M 0.01% +1K +31.2% $206.90 -7.7%
350 FANG PUT DIAMONDBACK ENERGY INC Energy 5,500.0 $1.1M 0.01% NEW $197.79 +1.6%
351 ADBE ADOBE INC Technology 4,462.0 $1.1M 0.01% +4K +3919.8% $243.08 +0.4%
352 RTX CALL RTX CORPORATION Industrials 5,600.0 $1.1M 0.01% +4K +211.1% $192.90 -9.4%
353 NKE PUT NIKE INC Consumer Cyclical 20,200.0 $1.1M 0.01% -625K -96.9% $52.82 -16.0%
354 ABBV CALL ABBVIE INC Healthcare 4,900.0 $1.1M 0.01% +1K +32.4% $217.49 -1.3%
355 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 6,400.0 $1.1M 0.01% +500.0 +8.5% $165.34 +14.1%
356 COF PUT CAPITAL ONE FINL CORP Financial Services 5,800.0 $1.1M 0.01% +4K +190.0% $182.43 +2.3%
357 WFC PUT WELLS FARGO & CO Financial Services 13,200.0 $1.1M 0.01% -1K -8.3% $79.61 -4.8%
358 F PUT FORD MTR CO Consumer Cyclical 90,800.0 $1.0M 0.01% -66K -42.1% $11.54 +18.5%
359 KMI KINDER MORGAN INC DEL Energy 31,169.0 $1.0M 0.01% NEW $33.53 -0.1%
360 AFRM AFFIRM HLDGS INC Technology 22,768.0 $1.0M 0.01% -10K -30.0% $45.82 +46.6%
Page 18 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%