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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 20 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LIN PUT LINDE PLC Basic Materials 1,800.0 $892K 0.01% +800.0 +80.0% $495.76 +3.8%
382 ABNB PUT AIRBNB INC Consumer Cyclical 6,900.0 $871K 0.01% +5K +283.3% $126.28 +6.3%
383 MCD CALL MCDONALDS CORP Consumer Cyclical 2,800.0 $870K 0.01% +1K +64.7% $310.79 -8.6%
384 PEP PUT PEPSICO INC Consumer Defensive 5,600.0 $870K 0.01% -500.0 -8.2% $155.29 -4.1%
385 BLK PUT BLACKROCK INC Financial Services 900.0 $866K 0.01% +200.0 +28.6% $961.71 +10.6%
386 SHW PUT SHERWIN WILLIAMS CO Basic Materials 2,700.0 $865K 0.01% $320.55 -4.0%
387 SYK PUT STRYKER CORPORATION Healthcare 2,600.0 $854K 0.01% +1K +73.3% $328.59 -2.2%
388 AIZ PUT ASSURANT INC Financial Services 3,900.0 $849K 0.01% NEW $217.81 +17.4%
389 AIZ CALL ASSURANT INC Financial Services 3,900.0 $849K 0.01% NEW $217.81 +17.4%
390 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 1,900.0 $848K 0.01% +2K +375.0% $446.54 -3.6%
391 GDX VANECK ETF TRUST 9,196.0 $844K 0.01% -10K -51.0% $91.77 -6.2%
392 UBER CALL UBER TECHNOLOGIES INC Technology 11,700.0 $842K 0.01% +7K +143.8% $71.93 +3.7%
393 CTVA CORTEVA INC Basic Materials 9,933.0 $831K 0.01% NEW $83.71 -5.6%
394 STLA CALL STELLANTIS N.V Consumer Cyclical 116,200.0 $824K 0.01% NEW $7.09 +6.2%
395 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 16,400.0 $823K 0.01% +6K +54.7% $50.20 -4.7%
396 RAMP LIVERAMP HLDGS INC Technology 30,991.0 $822K 0.01% NEW $26.52 +42.3%
397 COF CALL CAPITAL ONE FINL CORP Financial Services 4,500.0 $821K 0.01% +3K +246.2% $182.43 +2.3%
398 YUMC PUT YUM CHINA HLDGS INC Consumer Cyclical 16,800.0 $820K 0.01% NEW $48.78 -6.6%
399 IWN ISHARES TR 4,269.0 $809K 0.01% -611.0 -12.5% $189.59 +10.7%
400 UNP UNION PAC CORP Industrials 3,326.0 $807K 0.01% +3K +9682.4% $242.62 +9.6%
Page 20 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%