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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 36 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,207.0 $239K 0.00% +163.0 +15.6% $198.29 +11.8%
702 BXP PUT BXP INC Real Estate 4,600.0 $239K 0.00% $51.90 +15.9%
703 PGR CALL PROGRESSIVE CORP Financial Services 1,200.0 $238K 0.00% -200.0 -14.3% $198.24 +2.2%
704 DBX DROPBOX INC Technology 10,368.0 $236K 0.00% +4K +51.2% $22.72 +19.9%
705 TRV PUT TRAVELERS COMPANIES INC Financial Services 800.0 $233K 0.00% -100.0 -11.1% $291.68 +5.2%
706 XLC CALL SELECT SECTOR SPDR TR 2,100.0 $233K 0.00% NEW $110.86 +4.7%
707 THC TENET HEALTHCARE CORP Healthcare 1,233.0 $233K 0.00% NEW $188.71 -0.7%
708 ALLE ALLEGION PLC Industrials 1,598.0 $232K 0.00% NEW $145.29 -10.0%
709 NXE NEXGEN ENERGY LTD Energy 20,000.0 $232K 0.00% NEW $11.60 -9.2%
710 ECL ECOLAB INC Basic Materials 865.0 $230K 0.00% +821.0 +1865.9% $266.02 -6.0%
711 NOW CALL SERVICENOW INC Technology 2,200.0 $230K 0.00% -800.0 -26.7% $104.55 -4.6%
712 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,836.0 $230K 0.00% NEW $80.95 -3.1%
713 TRGP PUT TARGA RES CORP Energy 900.0 $226K 0.00% NEW $250.73 +8.0%
714 ZTS PUT ZOETIS INC Healthcare 1,900.0 $225K 0.00% +1K +137.5% $118.21 -32.6%
715 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 1,100.0 $223K 0.00% +400.0 +57.1% $203.18 +8.3%
716 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 2,000.0 $223K 0.00% $111.42 -76.5%
717 CVNA PUT CARVANA CO Consumer Cyclical 700.0 $220K 0.00% NEW $314.38 -79.5%
718 AFL PUT AFLAC INC Financial Services 2,000.0 $219K 0.00% NEW $109.71 +7.4%
719 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 721.0 $219K 0.00% -2K -76.5% $304.08 +6.1%
720 MSI PUT MOTOROLA SOLUTIONS INC Technology 500.0 $217K 0.00% NEW $433.97 -7.8%
Page 36 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%