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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 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LEIDOS HOLDINGS INC COM 69,846.0 $10.9M 0.05% +56K +395.3% $155.52
522 SCHW SCHWAB CHARLES CORP COM Financial Services 115,491.0 $10.9M 0.05% -430K -78.8% $93.98 -4.9%
523 IDCC INTERDIGITAL INC COM Technology 35,902.0 $10.8M 0.05% +13K +57.5% $302.00 -12.8%
524 F CALL FORD MTR CO COM Consumer Cyclical 939,000.0 $10.8M 0.05% -1.3M -58.2% $11.54 +32.8%
525 SATS PUT ECHOSTAR CORP CL A Technology 92,300.0 $10.8M 0.05% -9K -8.6% $117.07 +5.2%
526 AFRM AFFIRM HLDGS INC COM CL A Technology 235,113.0 $10.8M 0.05% -77K -24.6% $45.82 +51.2%
527 EXC EXELON CORP COM Utilities 219,074.0 $10.7M 0.05% +128K +141.3% $49.02 -6.1%
528 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 46,498.0 $10.7M 0.05% -11K -18.9% $230.89 -3.4%
529 IONS IONIS PHARMACEUTICALS INC COM Healthcare 142,201.0 $10.7M 0.05% NEW $75.09 +1.3%
530 GILD CALL GILEAD SCIENCES INC COM Healthcare 76,600.0 $10.7M 0.05% -16K -17.3% $139.37 -4.0%
531 FXI ISHARES TR CHINA LG-CAP ETF 295,423.0 $10.6M 0.05% -903K -75.3% $35.90 -0.4%
532 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 2,251,125.0 $10.5M 0.05% NEW $4.68 -4.3%
533 APH PUT AMPHENOL CORP CL A Technology 83,200.0 $10.5M 0.05% -213K -71.9% $126.35 +10.5%
534 CEG PUT CONSTELLATION ENERGY CORP COM Utilities 37,600.0 $10.5M 0.05% -38K -50.4% $279.25 +8.0%
535 FDX FEDEX CORP COM Industrials 29,421.0 $10.5M 0.05% -14K -31.7% $356.18 +12.3%
536 WMB WILLIAMS COS INC COM Energy 143,309.0 $10.4M 0.05% NEW $72.78 +7.8%
537 FDS FACTSET RESH SYS INC COM Financial Services 47,916.0 $10.4M 0.05% -43K -47.4% $216.99 +6.4%
538 GIS PUT GENERAL MILLS INC COM Consumer Defensive 277,100.0 $10.3M 0.05% -570K -67.3% $37.22 -10.9%
539 TTD PUT THE TRADE DESK INC COM CL A Technology 454,100.0 $10.3M 0.05% -956K -67.8% $22.69 -2.2%
540 HAL HALLIBURTON CO COM Energy 264,041.0 $10.3M 0.05% +33K +14.1% $38.99 +5.4%
Page 27 of 101  ·  2,005 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%