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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 41 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FCX CALL FREEPORT MCMORAN INC Basic Materials 2,800.0 $165K 0.00% -21K -88.1% $58.78 +6.0%
802 CXM SPRINKLR INC Technology 27,204.0 $163K 0.00% NEW $6.00 -12.0%
803 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 800.0 $163K 0.00% -200.0 -20.0% $203.18 +8.3%
804 PSA PUT PUBLIC STORAGE OPER CO Real Estate 600.0 $163K 0.00% -2K -80.0% $270.88 +11.8%
805 AON PUT AON PLC Financial Services 500.0 $161K 0.00% $322.78 +0.4%
806 WM CALL WASTE MGMT INC DEL Industrials 700.0 $161K 0.00% -300.0 -30.0% $229.79 -4.4%
807 MMM CALL 3M CO Industrials 1,100.0 $160K 0.00% -200.0 -15.4% $145.23 +4.4%
808 M MACYS INC Consumer Cyclical 8,802.0 $159K 0.00% +4K +86.1% $18.09 +14.0%
809 CVNA CALL CARVANA CO Consumer Cyclical 500.0 $157K 0.00% NEW $314.38 -79.5%
810 IBM INTERNATIONAL BUSINESS MACHS Technology 648.0 $157K 0.00% -680K -99.9% $242.39 +4.4%
811 PCG PUT PG&E CORP Utilities 8,900.0 $156K 0.00% +5K +111.9% $17.57 -6.4%
812 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 23,333.0 $155K 0.00% NEW $6.63 -11.5%
813 REGN CALL REGENERON PHARMACEUTICALS Healthcare 200.0 $155K 0.00% -100.0 -33.3% $772.64 -15.9%
814 SPGI S&P GLOBAL INC Financial Services 363.0 $154K 0.00% +261.0 +255.9% $425.34 -2.0%
815 UPWK PUT UPWORK INC Industrials 13,900.0 $152K 0.00% $10.96 -21.0%
816 CSX CALL CSX CORP Industrials 3,700.0 $152K 0.00% -1K -24.5% $41.05 +11.8%
817 BX BLACKSTONE INC Financial Services 1,312.0 $151K 0.00% +881.0 +204.4% $114.99 +3.1%
818 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 2,600.0 $150K 0.00% +900.0 +52.9% $57.64 +6.7%
819 MPC CALL MARATHON PETE CORP Energy 600.0 $147K 0.00% -100.0 -14.3% $244.18 +1.7%
820 PNC CALL PNC FINL SVCS GROUP INC Financial Services 700.0 $146K 0.00% -300.0 -30.0% $208.09 +4.2%
Page 41 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%