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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 55 of 62  ·  1,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BN PUT BROOKFIELD CORP CL A LTD VT SH Financial Services 20,800.0 $842K 0.00% -14K -39.8% $40.47 +12.1%
1082 SYM CALL SYMBOTIC INC CLASS A COM Industrials 15,700.0 $835K 0.00% -20K -55.8% $53.20 +1.6%
1083 YPF PUT YPF SOCIEDAD ANONIMA SPON ADR CL D Energy 17,900.0 $827K 0.00% -63K -77.8% $46.22 +3.7%
1084 GEO PUT GEO GROUP INC COM Industrials 48,900.0 $822K 0.00% -27K -35.7% $16.81 +39.9%
1085 ROCK GIBRALTAR INDS INC COM Industrials 20,563.0 $820K 0.00% -2K -7.3% $39.87 -6.7%
1086 ELF CALL E L F BEAUTY INC COM Consumer Defensive 13,500.0 $818K 0.00% -38K -73.9% $60.61 -12.7%
1087 AMPX CALL AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 48,500.0 $818K 0.00% -12K -20.1% $16.86 -4.9%
1088 BEN CALL FRANKLIN RESOURCES INC COM Financial Services 34,400.0 $813K 0.00% -7K -16.3% $23.62 +31.3%
1089 CE PUT CELANESE CORP DEL COM Basic Materials 12,300.0 $809K 0.00% -21K -63.2% $65.77 -20.3%
1090 PSTG PUT EVERPURE INC CL A Technology 13,700.0 $809K 0.00% -28K -67.3% $59.04 +47.7%
1091 INFY CALL INFOSYS LTD SPONSORED ADR Technology 59,800.0 $808K 0.00% -76K -55.8% $13.51 -6.2%
1092 EGO CALL ELDORADO GOLD CORP NEW COM Basic Materials 23,500.0 $807K 0.00% -60K -71.9% $34.33 -8.7%
1093 JOBY CALL JOBY AVIATION INC COMMON STOCK Industrials 97,300.0 $804K 0.00% -759K -88.6% $8.26 +32.2%
1094 M PUT MACYS INC COM Consumer Cyclical 44,300.0 $801K 0.00% -58K -56.7% $18.09 +14.2%
1095 BMRN CALL BIOMARIN PHARMACEUTICAL INC COM Healthcare 14,100.0 $797K 0.00% -30K -68.4% $56.49 -4.2%
1096 SYF CALL SYNCHRONY FINANCIAL COM Financial Services 11,700.0 $796K 0.00% -133K -91.9% $68.02 +5.6%
1097 LC LENDINGCLUB ISSUANCE TR SER COM NEW Financial Services 53,894.0 $772K 0.00% -17K -23.6% $14.32 +9.1%
1098 SLG PUT SL GREEN RLTY CORP COM Real Estate 20,600.0 $761K 0.00% -24K -53.4% $36.94 +17.1%
1099 CALL DIGITALBRIDGE GROUP INC CL A NEW 49,100.0 $757K 0.00% -28K -36.7% $15.42
1100 BILL CALL BILL HOLDINGS INC COM Technology 19,100.0 $732K 0.00% -22K -54.0% $38.30 -5.6%
Page 55 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%