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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 27 of 62  ·  1,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PUT HUT 8 CORP COM 115,600.0 $5.4M 0.03% -6K -5.0% $46.91
522 AMP AMERIPRISE FINL INC COM Financial Services 12,151.0 $5.4M 0.02% -3K -19.0% $444.40 -1.4%
523 BTI CALL BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 91,900.0 $5.4M 0.02% -49K -34.6% $58.47 +9.5%
524 RELX RELX PLC SPONSORED ADR Communication Services 161,651.0 $5.4M 0.02% -11K -6.6% $33.15 -0.7%
525 NET CALL CLOUDFLARE INC CL A COM Technology 25,900.0 $5.3M 0.02% -51K -66.4% $206.34 +2.6%
526 APA PUT APA CORPORATION COM Energy 125,500.0 $5.3M 0.02% -61K -32.7% $42.44 -12.4%
527 IBB PUT ISHARES TR ISHARES BIOTECH 31,500.0 $5.3M 0.02% -71K -69.3% $168.85 +0.9%
528 FHN FIRST HORIZON CORPORATION COM Financial Services 233,600.0 $5.3M 0.02% -264K -53.1% $22.76 +6.6%
529 PAAS PUT PAN AMERN SILVER CORP COM Basic Materials 97,000.0 $5.3M 0.02% -365K -79.0% $54.63 -1.4%
530 LSTR LANDSTAR SYS INC COM Industrials 32,930.0 $5.3M 0.02% -9K -21.8% $160.31 +26.6%
531 CLX CLOROX CO DEL COM Consumer Defensive 50,901.0 $5.3M 0.02% -129K -71.7% $103.63 -5.5%
532 SMR PUT NUSCALE PWR CORP CL A COM Utilities 485,800.0 $5.3M 0.02% -635K -56.7% $10.84 +12.7%
533 HCA CALL HCA HEALTHCARE INC COM Healthcare 11,000.0 $5.2M 0.02% -9K -45.3% $473.24 -17.2%
534 SHEL PUT SHELL PLC SPON ADS Energy 55,900.0 $5.2M 0.02% -2K -3.6% $93.00 -9.9%
535 TMO CALL THERMO FISHER SCIENTIFIC INC COM Healthcare 10,500.0 $5.2M 0.02% -25K -70.8% $491.53 -8.8%
536 KGC PUT KINROSS GOLD CORP COM Basic Materials 169,100.0 $5.2M 0.02% -368K -68.5% $30.52 -5.1%
537 UFPI UFP INDUSTRIES INC COM Basic Materials 55,922.0 $5.2M 0.02% -3K -4.4% $92.12 -10.3%
538 GWRE GUIDEWIRE SOFTWARE INC COM Technology 34,362.0 $5.1M 0.02% -70K -66.9% $149.56 -10.4%
539 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES Technology 54,700.0 $5.1M 0.02% -73K -57.2% $93.87 +131.6%
540 WDAY PUT WORKDAY INC CL A Technology 39,400.0 $5.1M 0.02% -16K -28.2% $129.92 -3.7%
Page 27 of 62  ·  1,227 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%