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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 46 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MET PUT METLIFE INC Financial Services 1,400.0 $99K 0.00% -1K -41.7% $70.72 +19.2%
902 VLO CALL VALERO ENERGY CORP Energy 400.0 $99K 0.00% NEW $247.08 +2.7%
903 EXC CALL EXELON CORP Utilities 2,000.0 $98K 0.00% NEW $49.02 -7.5%
904 AIG PUT AMERICAN INTL GROUP INC Financial Services 1,300.0 $98K 0.00% +300.0 +30.0% $75.25 +4.5%
905 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 614.0 $97K 0.00% -555.0 -47.5% $157.28 -3.7%
906 ARM ARM HOLDINGS PLC Technology 635.0 $96K 0.00% -6K -89.7% $151.28 +97.1%
907 MCO MOODYS CORP Financial Services 220.0 $96K 0.00% +216.0 +5400.0% $436.25 +2.1%
908 APOS APOLLO GLOBAL MGMT INC Financial Services 852.0 $95K 0.00% +399.0 +88.1% $111.42 -76.5%
909 CALL CENCORA INC 300.0 $94K 0.00% NEW $314.14
910 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 500.0 $93K 0.00% $186.53 +9.4%
911 TMO THERMO FISHER SCIENTIFIC INC Healthcare 188.0 $92K 0.00% NEW $491.53 -8.1%
912 ISRG INTUITIVE SURGICAL INC Healthcare 200.0 $92K 0.00% NEW $460.99 -4.6%
913 O CALL REALTY INCOME CORP Real Estate 1,500.0 $92K 0.00% -400.0 -21.1% $61.18 +1.7%
914 CARR CALL CARRIER GLOBAL CORPORATION Industrials 1,600.0 $90K 0.00% NEW $56.31 +10.4%
915 AMP CALL AMERIPRISE FINL INC Financial Services 200.0 $89K 0.00% $444.40 +1.4%
916 AMT AMERICAN TOWER CORP Real Estate 515.0 $89K 0.00% +110.0 +27.2% $172.58 +6.5%
917 D DOMINION ENERGY INC Utilities 1,433.0 $89K 0.00% +1K +325.2% $61.82 +10.5%
918 AON AON PLC Financial Services 273.0 $88K 0.00% NEW $322.78 +0.4%
919 RSG CALL REPUBLIC SVCS INC Industrials 400.0 $88K 0.00% $219.02 -3.1%
920 TRV CALL TRAVELERS COMPANIES INC Financial Services 300.0 $88K 0.00% -200.0 -40.0% $291.68 +5.2%
Page 46 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%