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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 8 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BA PUT BOEING CO Industrials 21,800.0 $4.3M 0.03% +18K +541.2% $199.03 +10.3%
142 BHF CALL BRIGHTHOUSE FINL INC Financial Services 70,800.0 $4.2M 0.03% NEW $59.88 +4.7%
143 NWSA NEWS CORP NEW Communication Services 169,482.0 $4.2M 0.03% -92K -35.1% $24.93 +5.3%
144 WHIRLPOOL CORP 200,000.0 $4.1M 0.03% NEW $20.61
145 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 67,000.0 $4.1M 0.03% +12K +22.3% $60.65 -1.8%
146 SHOP SHOPIFY INC Technology 34,189.0 $4.1M 0.03% +22K +176.6% $118.62 -11.5%
147 PG PUT PROCTER & GAMBLE CO Consumer Defensive 28,000.0 $4.0M 0.03% -4K -13.3% $144.44 -1.4%
148 KRE SPDR SERIES TRUST 61,536.0 $4.0M 0.03% NEW $65.15 +6.2%
149 CDE COEUR MNG INC Basic Materials 213,088.0 $4.0M 0.03% +41K +23.8% $18.77 -5.0%
150 CAT PUT CATERPILLAR INC Industrials 5,600.0 $4.0M 0.03% -167K -96.8% $708.46 +22.2%
151 HEICO CORP NEW 18,716.0 $4.0M 0.03% NEW $211.09
152 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 33,692.0 $3.9M 0.03% NEW $117.06 -6.8%
153 AVGO CALL BROADCOM INC Technology 12,600.0 $3.9M 0.03% -14K -53.3% $309.51 +33.9%
154 PANW PUT PALO ALTO NETWORKS INC Technology 24,200.0 $3.9M 0.03% -103K -81.0% $160.32 +57.8%
155 INTU PUT INTUIT Technology 8,900.0 $3.8M 0.03% +8K +641.7% $432.38 -29.0%
156 CRWV COREWEAVE INC Technology 48,804.0 $3.8M 0.03% +19K +62.0% $77.47 +38.9%
157 NFLX PUT NETFLIX INC. Communication Services 38,800.0 $3.7M 0.03% -31K -44.2% $96.15 -7.1%
158 BAC PUT BANK AMERICA CORP Financial Services 75,600.0 $3.7M 0.03% -55K -41.9% $48.75 +5.6%
159 DUK PUT DUKE ENERGY CORP NEW Utilities 28,000.0 $3.7M 0.03% +25K +865.5% $130.94 -4.8%
160 AMZN CALL AMAZON COM INC Consumer Cyclical 17,600.0 $3.7M 0.03% -2K -7.8% $208.27 +28.9%
Page 8 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%