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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 47 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SRE CALL SEMPRA Utilities 900.0 $87K 0.00% -100.0 -10.0% $97.17 -5.9%
922 WTW PUT WILLIS TOWERS WATSON PLC LTD Financial Services 300.0 $87K 0.00% NEW $290.70 -12.6%
923 KR CALL KROGER CO Consumer Defensive 1,200.0 $87K 0.00% NEW $72.36 -7.3%
924 MSI CALL MOTOROLA SOLUTIONS INC Technology 200.0 $87K 0.00% NEW $433.97 -7.8%
925 MRSH CALL MARSH & MCLENNAN COS INC Financial Services 500.0 $87K 0.00% NEW $173.45 -4.8%
926 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 500.0 $87K 0.00% NEW $173.45 -4.8%
927 ROST CALL ROSS STORES INC Consumer Cyclical 400.0 $87K 0.00% -200.0 -33.3% $216.63 -1.8%
928 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 1,500.0 $86K 0.00% -600.0 -28.6% $57.64 +6.7%
929 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,700.0 $86K 0.00% NEW $32.01 +2.5%
930 DAL CALL DELTA AIR LINES INC Industrials 1,300.0 $86K 0.00% NEW $66.48 +13.8%
931 PYPL CALL PAYPAL HLDGS INC Financial Services 1,900.0 $86K 0.00% -800.0 -29.6% $45.23 -1.9%
932 ROP ROPER TECHNOLOGIES INC Industrials 242.0 $86K 0.00% NEW $353.86 -7.1%
933 AXON CALL AXON ENTERPRISE INC Industrials 200.0 $85K 0.00% NEW $424.69 -8.2%
934 CTVA CALL CORTEVA INC Basic Materials 1,000.0 $84K 0.00% NEW $83.71 -5.6%
935 DDOG CALL DATADOG INC Technology 700.0 $83K 0.00% NEW $118.05 +84.7%
936 DHR DANAHER CORP DEL Healthcare 430.0 $82K 0.00% NEW $189.60 -8.6%
937 PYPL PAYPAL HLDGS INC Financial Services 1,786.0 $81K 0.00% -1.6M -99.9% $45.23 -1.9%
938 MET CALL METLIFE INC Financial Services 1,100.0 $78K 0.00% -200.0 -15.4% $70.72 +19.2%
939 ADP AUTOMATIC DATA PROCESSING IN Industrials 377.0 $77K 0.00% -306.0 -44.8% $203.18 +8.3%
940 CTAS CINTAS CORP Industrials 452.0 $76K 0.00% -126.0 -21.8% $169.14 +1.9%
Page 47 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%