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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 82 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 LMND LEMONADE INC COM Financial Services 33,322.0 $2.4M 0.01% NEW $71.18 -20.4%
1622 BCE PUT BCE INC COM NEW Communication Services 99,000.0 $2.4M 0.01% NEW $23.82 +5.3%
1623 ALGN PUT ALIGN TECHNOLOGY INC COM Healthcare 15,100.0 $2.4M 0.01% NEW $156.15 +4.3%
1624 FND PUT FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 38,700.0 $2.4M 0.01% NEW $60.89 -18.4%
1625 SBLK CALL STAR BULK CARRIERS CORP. SHS PAR Industrials 122,100.0 $2.3M 0.01% NEW $19.22 +42.2%
1626 BALL CALL BALL CORP COM Consumer Cyclical 44,200.0 $2.3M 0.01% NEW $52.97 +6.7%
1627 EGO PUT ELDORADO GOLD CORP NEW COM Basic Materials 65,100.0 $2.3M 0.01% NEW $35.92 -12.2%
1628 SAIC SCIENCE APPLICATIONS INTL CO COM Technology 23,189.0 $2.3M 0.01% NEW $100.66 +1.0%
1629 OWL PUT BLUE OWL CAPITAL INC COM CL A Financial Services 156,100.0 $2.3M 0.01% NEW $14.94 -32.2%
1630 DT CALL DYNATRACE INC COM NEW Technology 53,600.0 $2.3M 0.01% NEW $43.34 -10.2%
1631 FOXA PUT FOX CORP CL A COM Communication Services 31,700.0 $2.3M 0.01% NEW $73.07 -10.4%
1632 FOXA CALL FOX CORP CL A COM Communication Services 31,600.0 $2.3M 0.01% NEW $73.07 -10.4%
1633 DCI DONALDSON INC COM Industrials 26,005.0 $2.3M 0.01% NEW $88.66 -5.6%
1634 GNRC CALL GENERAC HLDGS INC COM Industrials 16,900.0 $2.3M 0.01% NEW $136.37 +105.7%
1635 RF CALL REGIONS FINANCIAL CORP NEW COM Financial Services 84,600.0 $2.3M 0.01% NEW $27.10 +3.7%
1636 ASO ACADEMY SPORTS & OUTDOORS IN COM Consumer Cyclical 45,835.0 $2.3M 0.01% NEW $49.96 +5.8%
1637 DT PUT DYNATRACE INC COM NEW Technology 52,800.0 $2.3M 0.01% NEW $43.34 -10.2%
1638 GGAL PUT GRUPO FINANCIERO GALICIA S.A SPONSORED ADR Financial Services 42,300.0 $2.3M 0.01% NEW $53.94 -10.7%
1639 CALL DAVE INC CLASS A COM NEW 10,300.0 $2.3M 0.01% NEW $221.41
1640 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 79,160.0 $2.3M 0.01% NEW $28.78 +83.0%
Page 82 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%