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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 24 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ASAN CALL ASANA INC CL A Technology 50,200.0 $321K 0.00% +33K +195.3% $6.40 +3.4%
462 RITM PUT RITHM CAPITAL CORP COM NEW Real Estate 31,600.0 $300K 0.00% +11K +50.5% $9.48 -2.3%
463 COMP COMPASS INC CL A Technology 33,346.0 $244K 0.00% +8K +31.5% $7.31 +14.9%
464 CHYM PUT CHIME FINL INC COM SHS CL A Financial Services 12,900.0 $242K 0.00% +1K +11.2% $18.73 -5.0%
465 PCT CALL PURECYCLE TECHNOLOGIES INC COM Industrials 39,800.0 $207K 0.00% +12K +42.6% $5.19 +118.1%
Page 24 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%