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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 51 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,468.0 $47K NEW $32.01 +2.5%
1002 ROK ROCKWELL AUTOMATION INC Industrials 130.0 $47K NEW $358.88 +21.6%
1003 OTIS CALL OTIS WORLDWIDE CORP Industrials 600.0 $46K NEW $77.08 -7.1%
1004 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 649.0 $46K NEW $71.18 -9.6%
1005 UAL CALL UNITED AIRLS HLDGS INC Industrials 500.0 $46K $92.07 +6.5%
1006 A CALL AGILENT TECHNOLOGIES INC Healthcare 400.0 $46K +200.0 +100.0% $113.98 +0.7%
1007 PWR QUANTA SVCS INC Industrials 80.0 $44K NEW $549.02 +29.3%
1008 MCO CALL MOODYS CORP Financial Services 100.0 $44K $436.25 +2.1%
1009 STM STMICROELECTRONICS N V Technology 1,258.0 $43K NEW $34.55 +77.2%
1010 CI THE CIGNA GROUP Healthcare 162.0 $43K NEW $266.75 +5.7%
1011 AUR AURORA INNOVATION INC Technology 10,472.0 $43K NEW $4.12 +74.0%
1012 TT TRANE TECHNOLOGIES PLC Industrials 100.0 $42K +88.0 +733.3% $416.74 +8.4%
1013 DHI CALL D R HORTON INC Consumer Cyclical 300.0 $41K NEW $137.22 +5.0%
1014 XLP CALL SELECT SECTOR SPDR TR 500.0 $41K NEW $81.98 +3.3%
1015 AIG AMERICAN INTL GROUP INC Financial Services 528.0 $40K +396.0 +300.0% $75.25 +4.5%
1016 ADSK AUTODESK INC Technology 165.0 $40K -87.0 -34.5% $239.40 +0.3%
1017 EW EDWARDS LIFESCIENCES CORP Healthcare 460.0 $37K NEW $80.08 +3.9%
1018 EXR EXTRA SPACE STORAGE INC Real Estate 280.0 $37K NEW $131.13 +9.7%
1019 PGR PROGRESSIVE CORP Financial Services 180.0 $36K -306.0 -63.0% $198.24 +2.2%
1020 AXON AXON ENTERPRISE INC Industrials 84.0 $36K NEW $424.69 -8.2%
Page 51 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%