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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 5 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY PUT ELI LILLY & CO Healthcare 10,500.0 $9.7M 0.07% +1K +12.9% $919.77 +13.3%
82 ORCL PUT ORACLE CORP Technology 64,300.0 $9.5M 0.07% +27K +74.2% $147.11 +29.0%
83 MSFT CALL MICROSOFT CORP Technology 24,900.0 $9.2M 0.07% +10K +64.9% $370.17 +13.2%
84 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 9,200.0 $9.2M 0.07% +2K +27.8% $996.43 +5.4%
85 GOOGL CALL ALPHABET INC Communication Services 31,700.0 $9.1M 0.07% +4K +16.5% $287.56 +34.8%
86 EHAB ENHABIT INC Healthcare 645,000.0 $9.1M 0.07% NEW $14.09 -2.1%
87 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 72,000.0 $9.0M 0.06% -1.9M -96.3% $125.46 +4.8%
88 GOOGL ALPHABET INC Communication Services 30,791.0 $8.9M 0.06% -375K -92.4% $287.56 +34.8%
89 ASML PUT ASML HLDG NV Technology 6,700.0 $8.8M 0.06% +2K +48.9% $1320.83 +20.5%
90 LRCX PUT LAM RESEARCH CORP Technology 41,300.0 $8.8M 0.06% -3K -7.2% $213.66 +41.5%
91 KWEB KRANESHARES TRUST 297,080.0 $8.4M 0.06% +295K +10000.0% $28.43 -2.8%
92 XOM PUT EXXON MOBIL CORP Energy 49,400.0 $8.4M 0.06% -823K -94.3% $169.66 -7.9%
93 INTC PUT INTEL CORP Technology 187,600.0 $8.3M 0.06% +171K +1058.0% $44.13 +168.5%
94 KLAC PUT KLA CORP Technology 5,400.0 $8.0M 0.06% +900.0 +20.0% $1472.41 +25.1%
95 XBI PUT SPDR SERIES TRUST 61,400.0 $7.8M 0.06% NEW $127.73 +4.0%
96 EFA ISHARES TR 79,930.0 $7.8M 0.06% NEW $97.13 +7.3%
97 ADI PUT ANALOG DEVICES INC Technology 24,400.0 $7.8M 0.06% +14K +141.6% $318.14 +20.8%
98 TXN PUT TEXAS INSTRS INC Technology 39,600.0 $7.7M 0.06% +36K +890.0% $194.14 +57.0%
99 LQD ISHARES TR 69,044.0 $7.5M 0.05% NEW $108.99 -0.8%
100 META META PLATFORMS INC Communication Services 13,079.0 $7.5M 0.05% -51K -79.5% $572.13 +6.2%
Page 5 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%