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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $36.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2325 New
Page 34 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RIVN CALL RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 699,300.0 $13.8M 0.04% NEW $19.71 -23.3%
662 ANF PUT ABERCROMBIE & FITCH CO CL A Consumer Cyclical 109,500.0 $13.8M 0.04% NEW $125.87 -36.0%
663 AR ANTERO RESOURCES CORP COM Energy 398,503.0 $13.7M 0.04% NEW $34.46 +2.3%
664 SFM CALL SPROUTS FMRS MKT INC COM Consumer Defensive 172,300.0 $13.7M 0.04% NEW $79.67 +8.5%
665 KEY KEYCORP COM Financial Services 664,908.0 $13.7M 0.04% NEW $20.64 +3.0%
666 USB CALL US BANCORP DEL COM NEW Financial Services 257,000.0 $13.7M 0.04% NEW $53.36 +2.3%
667 NET PUT CLOUDFLARE INC CL A COM Technology 69,400.0 $13.7M 0.04% NEW $197.15 +14.3%
668 NCLH NORWEGIAN CRUISE LINE HLDG L SHS Consumer Cyclical 611,208.0 $13.6M 0.04% NEW $22.32 -18.4%
669 PRU PRUDENTIAL FINL INC COM Financial Services 120,804.0 $13.6M 0.04% NEW $112.88 -9.7%
670 HSBC PUT HSBC HLDGS PLC SPON ADR NEW Financial Services 173,300.0 $13.6M 0.04% NEW $78.67 +18.2%
671 ULTA PUT ULTA BEAUTY INC COM Consumer Cyclical 22,500.0 $13.6M 0.04% NEW $605.01 -14.2%
672 CAR PUT AVIS BUDGET GROUP COM Industrials 105,900.0 $13.6M 0.04% NEW $128.32 +37.7%
673 SPG SIMON PPTY GROUP INC NEW COM Real Estate 73,171.0 $13.5M 0.04% NEW $185.11 +11.4%
674 ASTS CALL AST SPACEMOBILE INC COM CL A Technology 185,600.0 $13.5M 0.04% NEW $72.63 +72.5%
675 INCY INCYTE CORP COM Healthcare 136,343.0 $13.5M 0.04% NEW $98.77 -2.0%
676 URI CALL UNITED RENTALS INC COM Industrials 16,600.0 $13.4M 0.04% NEW $809.32 +22.2%
677 ZM PUT ZOOM COMMUNICATIONS INC CL A Technology 154,700.0 $13.3M 0.04% NEW $86.29 +15.2%
678 ALLY ALLY FINL INC COM Financial Services 294,600.0 $13.3M 0.04% NEW $45.29 -6.3%
679 VALE PUT VALE S A SPONSORED ADS Basic Materials 1,023,000.0 $13.3M 0.04% NEW $13.03 +27.5%
680 DHR PUT DANAHER CORPORATION COM Healthcare 58,200.0 $13.3M 0.04% NEW $228.92 -22.0%
Page 34 of 117  ·  2,325 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 26.4%
Financial Services 15.7%
Consumer Cyclical 13.3%
Industrials 12.9%
Healthcare 8.6%
Communication Services 4.7%
Energy 4.7%
Consumer Defensive 4.6%
Basic Materials 4.5%
Utilities 3.6%