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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 50 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 200.0 $56K NEW $282.37 +19.5%
982 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 700.0 $56K NEW $80.08 +3.9%
983 PSA CALL PUBLIC STORAGE OPER CO Real Estate 200.0 $54K $270.88 +11.8%
984 CMI CALL CUMMINS INC Industrials 100.0 $54K -100.0 -50.0% $538.02 +18.7%
985 GPC GENUINE PARTS CO Consumer Cyclical 508.0 $54K NEW $105.75 -7.7%
986 ITW CALL ILLINOIS TOOL WKS INC Industrials 200.0 $52K $260.29 -4.0%
987 HON HONEYWELL INTL INC Industrials 229.0 $52K -4K -94.3% $226.03 -1.0%
988 SRE SEMPRA Utilities 527.0 $51K -724.0 -57.9% $97.17 -5.9%
989 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 700.0 $51K NEW $72.69 +6.1%
990 NUE CALL NUCOR CORP Basic Materials 300.0 $51K NEW $169.10 +33.9%
991 CSIQ CANADIAN SOLAR INC Energy 3,660.0 $51K NEW $13.85 +30.7%
992 STT CALL STATE STR CORP Financial Services 400.0 $51K NEW $126.56 +21.7%
993 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 692.0 $50K NEW $72.69 +6.1%
994 TRGP CALL TARGA RES CORP Energy 200.0 $50K NEW $250.73 +8.0%
995 MET METLIFE INC Financial Services 707.0 $50K -74.0 -9.5% $70.72 +19.2%
996 UPS CALL UNITED PARCEL SVCS INC Industrials 500.0 $49K -2K -75.0% $98.38 +0.5%
997 CARR CARRIER GLOBAL CORPORATION Industrials 857.0 $48K NEW $56.31 +10.4%
998 ADSK CALL AUTODESK INC Technology 200.0 $48K -7K -97.3% $239.40 +0.3%
999 XYL CALL XYLEM INC Industrials 400.0 $48K NEW $119.50 -9.4%
1000 MDLZ MONDELEZ INTL INC Consumer Defensive 816.0 $47K -370.0 -31.2% $57.64 +6.7%
Page 50 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%