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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 52 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FDX CALL FEDEX CORP Industrials 100.0 $36K -200.0 -66.7% $356.18 +9.2%
1022 ROP CALL ROPER TECHNOLOGIES INC Industrials 100.0 $35K NEW $353.86 -7.1%
1023 FDX FEDEX CORP Industrials 98.0 $35K NEW $356.18 +9.2%
1024 AZN ASTRAZENECA PLC Healthcare 162.0 $32K NEW $197.22 -3.8%
1025 UAL UNITED AIRLS HLDGS INC Industrials 347.0 $32K -19K -98.2% $92.07 +6.5%
1026 TER CALL TERADYNE INC Technology 100.0 $30K NEW $296.46 +16.2%
1027 RSG REPUBLIC SVCS INC Industrials 127.0 $28K -985.0 -88.6% $219.02 -3.1%
1028 KEYS KEYSIGHT TECHNOLOGIES INC Technology 94.0 $27K NEW $282.37 +19.5%
1029 MRK MERCK & CO INC Healthcare 220.0 $26K NEW $120.29 -3.7%
1030 PFE PFIZER INC Healthcare 929.0 $26K -6K -85.7% $28.08 -7.6%
1031 MSI MOTOROLA SOLUTIONS INC Technology 60.0 $26K NEW $433.97 -7.8%
1032 CVNA CARVANA CO Consumer Cyclical 81.0 $25K -3K -97.4% $314.38 -79.5%
1033 JCI JOHNSON CONTROLS INTERNATION Industrials 177.0 $23K NEW $130.95 +3.5%
1034 WFC WELLS FARGO & CO Financial Services 291.0 $23K NEW $79.61 -4.8%
1035 LIN LINDE PLC Basic Materials 46.0 $23K -228.0 -83.2% $495.76 +3.8%
1036 WAB WABTEC Industrials 91.0 $23K NEW $249.91 +3.7%
1037 RMD CALL RESMED INC Healthcare 100.0 $22K $224.48 -6.5%
1038 PRU PRUDENTIAL FINL INC Financial Services 227.0 $22K NEW $97.69 +5.7%
1039 AMGN AMGEN INC Healthcare 61.0 $21K -110K -99.9% $351.85 -4.1%
1040 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 300.0 $21K NEW $71.18 -9.6%
Page 52 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%