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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 23 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 V CALL VISA INC Financial Services 2,300.0 $695K 0.01% -2K -45.2% $302.24 +9.4%
442 ISRG PUT INTUITIVE SURGICAL INC Healthcare 1,500.0 $691K 0.01% +200.0 +15.4% $460.99 -4.6%
443 CNA CNA FINL CORP Financial Services 15,029.0 $690K 0.01% -41K -73.4% $45.92 -3.5%
444 COP PUT CONOCOPHILLIPS Energy 5,200.0 $686K 0.01% +2K +73.3% $132.00 -8.7%
445 AZO PUT AUTOZONE INC Consumer Cyclical 200.0 $676K 0.01% NEW $3377.78 +1.8%
446 FIG FIGMA INC Technology 31,900.0 $674K 0.01% +10K +48.8% $21.14 +2.1%
447 PLD PROLOGIS INC. Real Estate 5,098.0 $674K 0.01% +4K +535.7% $132.18 +9.5%
448 BAC BANK AMERICA CORP Financial Services 13,619.0 $664K 0.01% +931.0 +7.3% $48.75 +5.6%
449 AOS CALL SMITH A O CORP Industrials 10,000.0 $659K 0.01% NEW $65.94 -13.3%
450 AOS PUT SMITH A O CORP Industrials 10,000.0 $659K 0.01% NEW $65.94 -13.3%
451 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,140.0 $659K 0.01% +7K +1369.1% $92.31 +0.0%
452 URI CALL UNITED RENTALS INC Industrials 900.0 $656K 0.01% +800.0 +800.0% $728.56 +28.5%
453 RIO RIO TINTO PLC Basic Materials 7,020.0 $655K 0.01% NEW $93.29 +10.7%
454 VMC CALL VULCAN MATLS CO Basic Materials 2,400.0 $654K 0.01% +2K +1100.0% $272.30 -3.3%
455 CB CALL CHUBB LTD SWITZ Financial Services 2,000.0 $652K 0.01% +1K +100.0% $325.93 +1.3%
456 PG CALL PROCTER & GAMBLE CO Consumer Defensive 4,500.0 $650K 0.01% -1K -23.7% $144.44 -1.4%
457 NEE NEXTERA ENERGY INC Utilities 6,847.0 $636K 0.01% NEW $92.88 -3.4%
458 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 7,800.0 $631K 0.00% NEW $80.95 -3.1%
459 BEKE PUT KE HLDGS INC Real Estate 42,100.0 $630K 0.00% NEW $14.97 +12.8%
460 JD JD.COM INC Consumer Cyclical 21,290.0 $630K 0.00% -1.3M -98.4% $29.57 +6.4%
Page 23 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%