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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 53 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CL COLGATE PALMOLIVE CO Consumer Defensive 243.0 $21K -4K -94.5% $85.23 +6.1%
1042 AFL AFLAC INC Financial Services 187.0 $21K NEW $109.71 +7.4%
1043 CSGP CALL COSTAR GROUP INC Real Estate 500.0 $20K NEW $40.34 -15.9%
1044 STT STATE STR CORP Financial Services 158.0 $20K NEW $126.56 +21.7%
1045 MTB M & T BK CORP Financial Services 95.0 $20K NEW $206.72 +2.7%
1046 BK BANK NEW YORK MELLON CORP Financial Services 165.0 $20K -4K -96.2% $118.63 +17.2%
1047 COIN COINBASE GLOBAL INC Financial Services 112.0 $20K -426K -100.0% $174.61 +10.9%
1048 PNC PNC FINL SVCS GROUP INC Financial Services 92.0 $19K +47.0 +104.4% $208.09 +4.2%
1049 GD GENERAL DYNAMICS CORP Industrials 55.0 $19K -281.0 -83.6% $343.22 -1.3%
1050 SMH VANECK ETF TRUST 49.0 $19K -34K -99.9% $383.41 +48.0%
1051 GSAT GLOBALSTAR INC Communication Services 281.0 $19K -340.0 -54.8% $66.42 +24.5%
1052 TEL TE CONNECTIVITY PLC Technology 87.0 $18K NEW $209.02 -3.7%
1053 EFX CALL EQUIFAX INC Industrials 100.0 $18K NEW $180.07 -9.4%
1054 EFX PUT EQUIFAX INC Industrials 100.0 $18K NEW $180.07 -9.4%
1055 GS GOLDMAN SACHS GROUP INC Financial Services 21.0 $18K -523.0 -96.1% $846.00 +16.8%
1056 SLB SLB LIMITED Energy 340.0 $17K -42K -99.2% $51.39 +11.5%
1057 APA APA CORPORATION Energy 357.0 $15K -4K -92.1% $42.44 -9.7%
1058 NRG CALL NRG ENERGY INC Utilities 100.0 $15K NEW $146.14 -6.3%
1059 RJF CALL RAYMOND JAMES FINL INC Financial Services 100.0 $14K $144.79 +5.0%
1060 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 198.0 $14K NEW $72.46 +19.1%
Page 53 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%