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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 19 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CRWD CROWDSTRIKE HLDGS INC Technology 2,657.0 $1.0M 0.01% NEW $390.41 +66.0%
362 HEI HEICO CORP NEW Industrials 3,773.0 $1.0M 0.01% NEW $274.20 +9.8%
363 KMT KENNAMETAL INC Industrials 28,539.0 $1.0M 0.01% NEW $36.13 -2.5%
364 GE GE AEROSPACE Industrials 3,609.0 $1.0M 0.01% +3K +802.2% $283.77 +6.3%
365 WM WASTE MGMT INC DEL Industrials 4,442.0 $1.0M 0.01% +4K +624.6% $229.79 -4.4%
366 EVRG PUT EVERGY INC Utilities 12,400.0 $1.0M 0.01% NEW $81.92 +2.1%
367 FANG CALL DIAMONDBACK ENERGY INC Energy 5,100.0 $1.0M 0.01% NEW $197.79 +1.6%
368 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,100.0 $1.0M 0.01% NEW $197.50 +19.8%
369 DIS PUT DISNEY WALT CO Communication Services 10,400.0 $1.0M 0.01% +2K +19.5% $96.38 +7.5%
370 CRS CARPENTER TECHNOLOGY CORP Industrials 2,499.0 $985K 0.01% NEW $394.15 +11.2%
371 APP APPLOVIN CORP Technology 2,454.0 $977K 0.01% -88K -97.3% $398.00 +22.1%
372 CAT CATERPILLAR INC Industrials 1,362.0 $965K 0.01% -169K -99.2% $708.46 +22.2%
373 NFLX CALL NETFLIX INC. Communication Services 10,000.0 $962K 0.01% $96.15 -7.1%
374 BAC CALL BANK AMERICA CORP Financial Services 19,700.0 $960K 0.01% +11K +116.5% $48.75 +5.6%
375 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 36,000.0 $951K 0.01% +22K +159.9% $26.43 +5.6%
376 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 1,900.0 $934K 0.01% +700.0 +58.3% $491.53 -8.1%
377 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 40,000.0 $923K 0.01% NEW $23.08 +17.2%
378 CB PUT CHUBB LTD SWITZ Financial Services 2,800.0 $913K 0.01% +2K +250.0% $325.93 +1.3%
379 AEP PUT AMERICAN ELEC PWR CO INC Utilities 6,900.0 $904K 0.01% +5K +245.0% $131.08 -1.1%
380 BA CALL BOEING CO Industrials 4,500.0 $896K 0.01% +3K +136.8% $199.03 +10.3%
Page 19 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%