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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 15 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TPC TUTOR PERINI CORP COM Industrials 60,668.0 $4.7M 0.02% +13K +27.6% $77.19 -5.7%
282 WIX CALL WIX COM LTD SHS Technology 51,800.0 $4.7M 0.02% +6K +12.6% $90.07 -40.9%
283 PAYX CALL PAYCHEX INC COM Industrials 50,300.0 $4.6M 0.02% +24K +92.0% $92.12 +5.3%
284 CALL UNILEVER PLC SPON ADR NEW 80,800.0 $4.6M 0.02% +50K +163.0% $56.97
285 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 371,697.0 $4.6M 0.02% +264K +245.9% $12.32 -7.1%
286 HPE CALL HEWLETT PACKARD ENTERPRISE C COM Technology 192,200.0 $4.6M 0.02% +22K +12.7% $23.81 +57.8%
287 POR PORTLAND GEN ELEC CO COM NEW Utilities 86,284.0 $4.6M 0.02% +68K +375.7% $52.77 -5.6%
288 SSNC SS&C TECH HLDGS COM Technology 65,853.0 $4.4M 0.02% +14K +26.7% $67.57 -0.8%
289 SO CALL SOUTHERN CO COM Utilities 45,500.0 $4.4M 0.02% +12K +37.5% $96.52 -2.0%
290 AGIO AGIOS PHARMACEUTICALS INC COM Healthcare 129,531.0 $4.4M 0.02% +94K +261.9% $33.83 -16.8%
291 ZS PUT ZSCALER INC COM Technology 30,600.0 $4.3M 0.02% +19K +163.8% $140.29 +21.9%
292 AVA AVISTA CORP COM Utilities 106,903.0 $4.3M 0.02% +2K +1.5% $40.14 +3.3%
293 PRGS PROGRESS SOFTWARE CORP COM Technology 165,634.0 $4.2M 0.02% +60K +57.5% $25.65 +16.1%
294 CPNG PUT COUPANG INC CL A Consumer Cyclical 222,800.0 $4.2M 0.02% +116K +109.4% $18.88 -14.6%
295 AG PUT FIRST MAJESTIC SILVER CORP COM Basic Materials 191,500.0 $4.1M 0.02% +102K +114.2% $21.48 -9.5%
296 FRPT FRESHPET INC COM Consumer Defensive 69,076.0 $4.1M 0.02% +26K +59.9% $58.96 -12.5%
297 AN AUTONATION INC COM Consumer Cyclical 20,528.0 $4.0M 0.02% +5K +32.3% $195.26 -2.7%
298 ADSK CALL AUTODESK INC COM Technology 16,400.0 $3.9M 0.02% +1K +9.3% $239.40 +0.7%
299 NOV NOV INC COM Energy 208,658.0 $3.9M 0.02% +138K +193.6% $18.81 +10.6%
300 SO PUT SOUTHERN CO COM Utilities 40,200.0 $3.9M 0.02% +3K +7.8% $96.52 -2.0%
Page 15 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%