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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 48 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PCG CALL PG&E CORP Utilities 4,300.0 $76K 0.00% +1K +43.3% $17.57 -6.4%
942 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 936.0 $75K 0.00% NEW $80.56 -13.0%
943 AIG CALL AMERICAN INTL GROUP INC Financial Services 1,000.0 $75K 0.00% -300.0 -23.1% $75.25 +4.5%
944 WAB CALL WABTEC Industrials 300.0 $75K 0.00% NEW $249.91 +3.7%
945 KKR KKR & CO INC Financial Services 799.0 $74K 0.00% +333.0 +71.5% $92.50 +2.4%
946 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 250.0 $73K 0.00% NEW $292.75 +33.2%
947 RPD RAPID7 INC Technology 13,253.0 $73K 0.00% NEW $5.51 +32.7%
948 OKE CALL ONEOK INC NEW Energy 800.0 $72K 0.00% NEW $90.39 +2.5%
949 ROK CALL ROCKWELL AUTOMATION INC Industrials 200.0 $72K 0.00% NEW $358.88 +21.6%
950 SYY CALL SYSCO CORP Consumer Defensive 1,000.0 $71K 0.00% +300.0 +42.9% $71.33 +5.8%
951 BWA BORGWARNER INC Consumer Cyclical 1,312.0 $71K 0.00% NEW $54.26 +17.1%
952 CFG CITIZENS FINL GROUP INC Financial Services 1,185.0 $71K 0.00% NEW $59.97 +4.7%
953 AMP AMERIPRISE FINL INC Financial Services 155.0 $69K NEW $444.40 +1.4%
954 PSA PUBLIC STORAGE OPER CO Real Estate 253.0 $69K -2K -89.0% $270.88 +11.8%
955 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 700.0 $68K NEW $96.47 +2.3%
956 CALL ENTERGY CORP NEW 600.0 $67K NEW $112.36
957 ITW ILLINOIS TOOL WKS INC Industrials 258.0 $67K +16.0 +6.6% $260.29 -4.0%
958 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 600.0 $67K -300.0 -33.3% $111.42 -76.5%
959 VST VISTRA CORP Utilities 441.0 $66K +207.0 +88.5% $150.33 -4.2%
960 AFL CALL AFLAC INC Financial Services 600.0 $66K NEW $109.71 +7.4%
Page 48 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%