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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 42 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 EOG CALL EOG RES INC Energy 1,000.0 $145K 0.00% -400.0 -28.6% $144.57 -3.2%
822 HCA CALL HCA HEALTHCARE INC Healthcare 300.0 $142K 0.00% +100.0 +50.0% $473.24 -17.0%
823 KEYS PUT KEYSIGHT TECHNOLOGIES INC Technology 500.0 $141K 0.00% NEW $282.37 +19.5%
824 ANET ARISTA NETWORKS INC Technology 1,146.0 $141K 0.00% NEW $122.78 +21.0%
825 STT PUT STATE STR CORP Financial Services 1,100.0 $139K 0.00% NEW $126.56 +21.7%
826 KKR CALL KKR & CO INC Financial Services 1,500.0 $139K 0.00% -400.0 -21.1% $92.50 +2.4%
827 UAL PUT UNITED AIRLS HLDGS INC Industrials 1,500.0 $138K 0.00% +800.0 +114.3% $92.07 +6.5%
828 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 1,900.0 $138K 0.00% NEW $72.46 +19.1%
829 LIBERTY GLOBAL LTD 11,370.0 $137K 0.00% NEW $12.09
830 VMC VULCAN MATLS CO Basic Materials 504.0 $137K 0.00% -563.0 -52.8% $272.30 -3.3%
831 DHI PUT D R HORTON INC Consumer Cyclical 1,000.0 $137K 0.00% NEW $137.22 +5.0%
832 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 1,600.0 $136K 0.00% -400.0 -20.0% $85.23 +6.1%
833 WDC CALL WESTERN DIGITAL CORP Technology 500.0 $135K 0.00% NEW $270.49 +69.9%
834 GEHC PUT GE HEALTHCARE TECHNOLOGIES I Healthcare 1,900.0 $135K 0.00% NEW $71.18 -9.6%
835 PUT ENTERGY CORP NEW 1,200.0 $135K 0.00% NEW $112.36
836 AEP CALL AMERICAN ELEC PWR CO INC Utilities 1,000.0 $131K 0.00% -100.0 -9.1% $131.08 -1.1%
837 EMR CALL EMERSON ELEC CO Industrials 1,000.0 $131K 0.00% -400.0 -28.6% $131.02 +3.0%
838 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 400.0 $131K 0.00% -200.0 -33.3% $327.07 +13.3%
839 TAL TAL ED GROUP Consumer Defensive 11,458.0 $130K 0.00% NEW $11.37 -7.9%
840 SMCI CALL SUPER MICRO COMPUTER INC Technology 5,700.0 $130K 0.00% +5K +1800.0% $22.77 +46.9%
Page 42 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%