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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 38 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PDD CALL PDD HOLDINGS INC Consumer Cyclical 2,000.0 $204K 0.00% -25K -92.7% $102.18 -4.3%
742 STM PUT STMICROELECTRONICS N V Technology 5,900.0 $204K 0.00% NEW $34.55 +77.2%
743 TENB TENABLE HLDGS INC Technology 11,916.0 $202K 0.00% NEW $16.91 +50.8%
744 WAB PUT WABTEC Industrials 800.0 $200K 0.00% NEW $249.91 +3.7%
745 COF CAPITAL ONE FINL CORP Financial Services 1,095.0 $200K 0.00% NEW $182.43 +2.3%
746 COP CALL CONOCOPHILLIPS Energy 1,500.0 $198K 0.00% -2K -53.1% $132.00 -8.7%
747 RSG PUT REPUBLIC SVCS INC Industrials 900.0 $197K 0.00% +400.0 +80.0% $219.02 -3.1%
748 SBUX CALL STARBUCKS CORP Consumer Cyclical 2,200.0 $197K 0.00% -700.0 -24.1% $89.59 +18.9%
749 UNH UNITEDHEALTH GROUP INC Healthcare 727.0 $197K 0.00% NEW $270.59 +41.7%
750 ARM CALL ARM HOLDINGS PLC Technology 1,300.0 $197K 0.00% NEW $151.28 +97.1%
751 ARM PUT ARM HOLDINGS PLC Technology 1,300.0 $197K 0.00% NEW $151.28 +97.1%
752 DUK CALL DUKE ENERGY CORP NEW Utilities 1,500.0 $196K 0.00% $130.94 -4.8%
753 AZO AUTOZONE INC Consumer Cyclical 58.0 $196K 0.00% NEW $3377.78 +1.8%
754 ADBE CALL ADOBE INC Technology 800.0 $194K 0.00% -300.0 -27.3% $243.08 +0.4%
755 TDG TRANSDIGM GROUP INC Industrials 166.0 $192K 0.00% NEW $1158.96 +3.4%
756 EW PUT EDWARDS LIFESCIENCES CORP Healthcare 2,400.0 $192K 0.00% NEW $80.08 +3.9%
757 CARR PUT CARRIER GLOBAL CORPORATION Industrials 3,400.0 $191K 0.00% NEW $56.31 +10.4%
758 RIOT RIOT PLATFORMS INC Financial Services 15,442.0 $191K 0.00% +9K +141.7% $12.36 +91.5%
759 PUT SANDISK CORP 300.0 $191K 0.00% NEW $635.34
760 GLW CALL CORNING INC Technology 1,400.0 $190K 0.00% +400.0 +40.0% $135.97 +41.1%
Page 38 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%