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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 39 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 1,200.0 $189K 0.00% -200.0 -14.3% $157.28 -3.7%
762 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,500.0 $188K 0.00% NEW $125.46 +4.8%
763 F FORD MTR CO Consumer Cyclical 16,265.0 $188K 0.00% -80K -83.0% $11.54 +18.5%
764 BILI CALL BILIBILI INC Technology 8,300.0 $187K 0.00% NEW $22.56 -22.1%
765 BILI PUT BILIBILI INC Technology 8,300.0 $187K 0.00% NEW $22.56 -22.1%
766 HWM CALL HOWMET AEROSPACE INC Industrials 800.0 $184K 0.00% +300.0 +60.0% $230.46 +12.8%
767 EL LAUDER ESTEE COS INC Consumer Defensive 2,556.0 $183K 0.00% NEW $71.77 +9.9%
768 LMT CALL LOCKHEED MARTIN CORP Industrials 300.0 $181K 0.00% -300.0 -50.0% $604.39 -13.5%
769 KR PUT KROGER CO Consumer Defensive 2,500.0 $181K 0.00% NEW $72.36 -7.3%
770 HON CALL HONEYWELL INTL INC Industrials 800.0 $181K 0.00% -1K -55.6% $226.03 -1.0%
771 YUM YUM BRANDS INC Consumer Cyclical 1,162.0 $181K 0.00% NEW $155.48 -1.8%
772 MRK CALL MERCK & CO INC Healthcare 1,500.0 $180K 0.00% -2K -55.9% $120.29 -3.7%
773 PH CALL PARKER-HANNIFIN CORP Industrials 200.0 $179K 0.00% $895.24 -4.0%
774 PGR PUT PROGRESSIVE CORP Financial Services 900.0 $178K 0.00% -1K -57.1% $198.24 +2.2%
775 WELL CALL WELLTOWER INC Real Estate 900.0 $178K 0.00% $197.71 +10.6%
776 WELL PUT WELLTOWER INC Real Estate 900.0 $178K 0.00% $197.71 +10.6%
777 AMP PUT AMERIPRISE FINL INC Financial Services 400.0 $178K 0.00% +100.0 +33.3% $444.40 +1.4%
778 WMB CALL WILLIAMS COS INC Energy 2,400.0 $175K 0.00% -600.0 -20.0% $72.78 +7.0%
779 MCO PUT MOODYS CORP Financial Services 400.0 $174K 0.00% +100.0 +33.3% $436.25 +2.1%
780 NEM CALL NEWMONT CORP Basic Materials 1,600.0 $173K 0.00% +100.0 +6.7% $108.25 +0.1%
Page 39 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%