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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 24 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EXR CALL EXTRA SPACE STORAGE INC Real Estate 4,800.0 $629K 0.00% NEW $131.13 +9.7%
462 USB PUT US BANCORP Financial Services 12,000.0 $624K 0.00% +5K +79.1% $52.01 +4.8%
463 MSTR CALL STRATEGY INC Technology 5,000.0 $624K 0.00% +400.0 +8.7% $124.80 +32.1%
464 SYY SYSCO CORP Consumer Defensive 8,686.0 $620K 0.00% +2K +32.9% $71.33 +5.8%
465 GEV CALL GE VERNOVA INC Utilities 700.0 $611K 0.00% $872.90 +19.6%
466 CVS CALL CVS HEALTH CORP Healthcare 8,500.0 $610K 0.00% +6K +269.6% $71.82 +29.9%
467 MCW MISTER CAR WASH INC Consumer Cyclical 87,533.0 $610K 0.00% NEW $6.97 +1.9%
468 MO CALL ALTRIA GROUP INC Consumer Defensive 9,200.0 $607K 0.00% +6K +170.6% $65.99 +11.7%
469 MDT MEDTRONIC PLC Healthcare 6,991.0 $606K 0.00% +4K +170.3% $86.65 -9.8%
470 SCHW SCHWAB CHARLES CORP Financial Services 6,340.0 $596K 0.00% NEW $93.98 -4.1%
471 SYK CALL STRYKER CORPORATION Healthcare 1,800.0 $591K 0.00% +900.0 +100.0% $328.59 -2.2%
472 UAA PUT UNDER ARMOUR INC Consumer Cyclical 100,000.0 $591K 0.00% NEW $5.91 -12.9%
473 UAA CALL UNDER ARMOUR INC Consumer Cyclical 100,000.0 $591K 0.00% NEW $5.91 -12.9%
474 HON PUT HONEYWELL INTL INC Industrials 2,600.0 $588K 0.00% -4K -61.8% $226.03 -1.0%
475 CI PUT THE CIGNA GROUP Healthcare 2,200.0 $587K 0.00% +2K +340.0% $266.75 +5.7%
476 TDG PUT TRANSDIGM GROUP INC Industrials 500.0 $579K 0.00% NEW $1158.96 +3.4%
477 TDG CALL TRANSDIGM GROUP INC Industrials 500.0 $579K 0.00% NEW $1158.96 +3.4%
478 BLK CALL BLACKROCK INC Financial Services 600.0 $577K 0.00% +200.0 +50.0% $961.71 +10.6%
479 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 6,602.0 $577K 0.00% -1K -18.2% $87.40 -0.4%
480 APA PUT APA CORPORATION Energy 13,500.0 $573K 0.00% $42.44 -9.7%
Page 24 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%