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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 27 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ANET PUT ARISTA NETWORKS INC Technology 4,100.0 $503K 0.00% -2K -26.8% $122.78 +21.0%
522 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,751.0 $501K 0.00% NEW $64.61 +41.0%
523 OKLO CALL OKLO INC Utilities 10,000.0 $496K 0.00% NEW $49.59 +31.3%
524 LIN CALL LINDE PLC Basic Materials 1,000.0 $496K 0.00% -200.0 -16.7% $495.76 +3.8%
525 WFC CALL WELLS FARGO & CO Financial Services 6,200.0 $494K 0.00% -2K -24.4% $79.61 -4.8%
526 SHW SHERWIN WILLIAMS CO Basic Materials 1,530.0 $490K 0.00% -179.0 -10.5% $320.55 -4.0%
527 EQIX PUT EQUINIX INC Real Estate 500.0 $490K 0.00% -2K -80.0% $980.24 +10.0%
528 NEM PUT NEWMONT CORP Basic Materials 4,500.0 $487K 0.00% +2K +125.0% $108.25 +0.1%
529 ORCL CALL ORACLE CORP Technology 3,300.0 $485K 0.00% -51K -93.9% $147.11 +29.0%
530 C CITIGROUP INC Financial Services 4,257.0 $483K 0.00% -9K -67.0% $113.41 +10.4%
531 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,220.0 $481K 0.00% NEW $149.52 +8.2%
532 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 2,900.0 $479K 0.00% -600.0 -17.1% $165.34 +14.1%
533 BWA CALL BORGWARNER INC Consumer Cyclical 8,800.0 $477K 0.00% NEW $54.26 +17.1%
534 BWA PUT BORGWARNER INC Consumer Cyclical 8,800.0 $477K 0.00% NEW $54.26 +17.1%
535 MU CALL MICRON TECHNOLOGY INC Technology 1,400.0 $473K 0.00% -25K -94.7% $337.84 +125.6%
536 CMCSA COMCAST CORP NEW Communication Services 16,358.0 $470K 0.00% -76K -82.3% $28.71 -12.6%
537 MORN MORNINGSTAR INC Financial Services 2,760.0 $467K 0.00% NEW $169.05 +2.6%
538 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 1,600.0 $465K 0.00% +1K +166.7% $290.49 -0.1%
539 ES EVERSOURCE ENERGY Utilities 6,572.0 $455K 0.00% -540.0 -7.6% $69.28 +0.5%
540 COIN PUT COINBASE GLOBAL INC Financial Services 2,600.0 $454K 0.00% -424K -99.4% $174.61 +10.9%
Page 27 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%