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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $22.1B AUM 2,005 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 307 New 465 Added 1227 Reduced 627 Exited
Page 14 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CPNG CALL COUPANG INC CL A Consumer Cyclical 303,800.0 $5.7M 0.03% +77K +33.9% $18.88 -14.6%
262 SYM SYMBOTIC INC CLASS A COM Industrials 107,537.0 $5.7M 0.03% +33K +44.7% $53.20 +1.6%
263 KBH KB HOME COM Consumer Cyclical 110,532.0 $5.7M 0.03% +59K +116.5% $51.75 -6.1%
264 CSX PUT CSX CORP COM Industrials 138,400.0 $5.7M 0.03% +9K +6.9% $41.05 +10.9%
265 CNK CINEMARK HLDGS INC COM Communication Services 198,371.0 $5.7M 0.03% +139K +233.2% $28.52 -7.3%
266 KT KT CORP SPONSORED ADR Communication Services 263,298.0 $5.6M 0.03% +45K +20.8% $21.45 -14.6%
267 HPQ PUT HP INC COM Technology 292,300.0 $5.6M 0.03% +17K +6.2% $19.21 +31.4%
268 DCI DONALDSON INC COM Industrials 64,482.0 $5.5M 0.03% +38K +148.0% $84.87 -1.4%
269 QUBT PUT QUANTUM COMPUTING INC COM Technology 797,300.0 $5.5M 0.03% +269K +50.8% $6.85 +79.7%
270 CR CRANE COMPANY COMMON STOCK Industrials 31,639.0 $5.4M 0.02% +13K +65.3% $171.00 +5.1%
271 TDC TERADATA CORP DEL COM Technology 205,840.0 $5.3M 0.02% +40K +24.3% $25.63 +30.5%
272 WULF CALL TERAWULF INC COM Financial Services 355,800.0 $5.1M 0.02% +140K +65.2% $14.43 +58.1%
273 CORT CORCEPT THERAPEUTICS INC COM Healthcare 126,429.0 $5.1M 0.02% +29K +29.5% $40.31 +49.4%
274 PUT UNILEVER PLC SPON ADR NEW 88,816.0 $5.1M 0.02% +52K +140.9% $56.97
275 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 122,309.0 $4.9M 0.02% +7K +5.7% $40.47 +12.1%
276 PAYX PUT PAYCHEX INC COM Industrials 53,200.0 $4.9M 0.02% +20K +58.8% $92.12 +5.3%
277 AVT AVNET INC COM Technology 77,822.0 $4.8M 0.02% +16K +24.9% $61.62 +39.4%
278 COHR CALL COHERENT CORP COM Technology 20,100.0 $4.8M 0.02% +4K +21.8% $238.21 +58.5%
279 AEP CALL AMERICAN ELEC PWR CO INC COM Utilities 36,300.0 $4.8M 0.02% +4K +10.7% $131.08 +0.4%
280 BCC BOISE CASCADE CO DEL COM Basic Materials 62,009.0 $4.7M 0.02% +14K +29.4% $75.85 -11.5%
Page 14 of 24  ·  465 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
Technology 26.1%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 11.5%
Financial Services 11.2%
Energy 7.1%
Basic Materials 5.9%
Utilities 4.5%
Consumer Defensive 4.0%
Communication Services 3.2%