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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 37 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MDT CALL MEDTRONIC PLC Healthcare 2,500.0 $217K 0.00% +800.0 +47.1% $86.65 -9.8%
722 ROK PUT ROCKWELL AUTOMATION INC Industrials 600.0 $215K 0.00% NEW $358.88 +21.6%
723 MARA MARA HOLDINGS INC Financial Services 26,348.0 $215K 0.00% +8K +42.8% $8.16 +66.1%
724 VNO VORNADO RLTY TR Real Estate 8,270.0 $215K 0.00% NEW $25.99 +21.6%
725 AXP AMERICAN EXPRESS CO Financial Services 710.0 $215K 0.00% NEW $302.48 +2.4%
726 KKR PUT KKR & CO INC Financial Services 2,300.0 $213K 0.00% -1K -34.3% $92.50 +2.4%
727 SO CALL SOUTHERN CO Utilities 2,200.0 $212K 0.00% -600.0 -21.4% $96.52 -3.0%
728 BXP BXP INC Real Estate 4,073.0 $211K 0.00% +1K +49.0% $51.90 +15.9%
729 TMUS CALL T-MOBILE US INC Communication Services 1,000.0 $210K 0.00% -200.0 -16.7% $210.03 -9.5%
730 CMCSA CALL COMCAST CORP NEW Communication Services 7,300.0 $210K 0.00% -2K -25.5% $28.71 -12.6%
731 PANW CALL PALO ALTO NETWORKS INC Technology 1,300.0 $208K 0.00% -400.0 -23.5% $160.32 +57.8%
732 ITW PUT ILLINOIS TOOL WKS INC Industrials 800.0 $208K 0.00% +200.0 +33.3% $260.29 -4.0%
733 OKE PUT ONEOK INC NEW Energy 2,300.0 $208K 0.00% NEW $90.39 +2.5%
734 ALL PUT ALLSTATE CORP Financial Services 1,000.0 $207K 0.00% NEW $207.34 +3.4%
735 AMT PUT AMERICAN TOWER CORP Real Estate 1,200.0 $207K 0.00% +300.0 +33.3% $172.58 +6.5%
736 CME CALL CME GROUP INC Financial Services 700.0 $207K 0.00% -200.0 -22.2% $295.35 -2.1%
737 NU CALL NU HLDGS LTD Financial Services 14,300.0 $205K 0.00% NEW $14.37 -8.4%
738 FUTU CALL FUTU HLDGS LTD Financial Services 1,500.0 $205K 0.00% NEW $136.76 -9.4%
739 FUTU PUT FUTU HLDGS LTD Financial Services 1,500.0 $205K 0.00% NEW $136.76 -9.4%
740 NOC CALL NORTHROP GRUMMAN CORP Industrials 300.0 $205K 0.00% $682.24 -19.2%
Page 37 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%