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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 49 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 1,000.0 $65K NEW $64.61 +41.0%
962 XEL CALL XCEL ENERGY INC Utilities 800.0 $64K NEW $79.44 +0.5%
963 CRH PLC 598.0 $63K NEW $105.12
964 OXY OCCIDENTAL PETE CORP Energy 960.0 $62K NEW $65.00 -9.5%
965 IDXX IDEXX LABS INC Healthcare 111.0 $62K NEW $561.89 -1.6%
966 YUM CALL YUM BRANDS INC Consumer Cyclical 400.0 $62K NEW $155.48 -1.8%
967 MTB CALL M & T BK CORP Financial Services 300.0 $62K NEW $206.72 +2.7%
968 TFC TRUIST FINL CORP Financial Services 1,323.0 $61K NEW $45.97 +4.4%
969 AME AMETEK INC Industrials 279.0 $60K NEW $214.36 +4.1%
970 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 300.0 $59K NEW $197.50 +19.8%
971 KMB KIMBERLY-CLARK CORP Consumer Defensive 614.0 $59K NEW $96.47 +2.3%
972 XYL XYLEM INC Industrials 494.0 $59K NEW $119.50 -9.4%
973 UPS UNITED PARCEL SVCS INC Industrials 597.0 $59K NEW $98.38 +0.5%
974 OTIS OTIS WORLDWIDE CORP Industrials 760.0 $59K NEW $77.08 -7.1%
975 DHI D R HORTON INC Consumer Cyclical 424.0 $58K NEW $137.22 +5.0%
976 WTW CALL WILLIS TOWERS WATSON PLC LTD Financial Services 200.0 $58K NEW $290.70 -12.6%
977 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 800.0 $58K NEW $72.46 +19.1%
978 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 199.0 $58K NEW $290.70 -12.6%
979 BAYTEX ENERGY CORP 12,680.0 $57K NEW $4.47
980 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 700.0 $57K NEW $80.95 -3.1%
Page 49 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%