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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 38 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CM CANADIAN IMPERIAL BANK OF CO COM Financial Services 73,466.0 $7.0M 0.03% -43K -36.8% $94.75 +22.2%
742 LYB PUT LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 86,100.0 $6.9M 0.03% -143K -62.4% $80.56 -14.3%
743 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 22,692.0 $6.9M 0.03% -16K -41.1% $304.08 +6.5%
744 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 404,627.0 $6.9M 0.03% -511K -55.8% $17.04 -7.7%
745 GRAL GRAIL INC COM Healthcare 132,887.0 $6.9M 0.03% +20K +17.4% $51.68 +33.4%
746 AAL PUT AMERICAN AIRLINES GROUP INC COM Industrials 639,200.0 $6.9M 0.03% -197K -23.6% $10.74 +38.2%
747 CIEN CIENA CORP COM NEW Technology 17,486.0 $6.8M 0.03% -88K -83.5% $388.23 +55.2%
748 MDB CALL MONGODB INC CL A Technology 27,700.0 $6.8M 0.03% -300.0 -1.1% $244.77 +25.6%
749 XHB SPDR SERIES TRUST STATE STREET SPD 68,672.0 $6.8M 0.03% -93K -57.5% $98.72 +3.7%
750 EXPO EXPONENT INC COM Industrials 103,643.0 $6.8M 0.03% +19K +23.1% $65.25 -11.8%
751 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 161,498.0 $6.7M 0.03% +118K +267.3% $41.72 -14.8%
752 PUT ASTRAZENECA PLC SPONSORED ADR 34,150.0 $6.7M 0.03% +15K +82.6% $197.22
753 ON PUT ON SEMICONDUCTOR CORP COM Technology 108,600.0 $6.7M 0.03% -108K -49.9% $61.92 +105.1%
754 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 745,338.0 $6.7M 0.03% +500K +203.5% $8.98 +134.7%
755 DDS DILLARDS INC CL A Consumer Cyclical 11,698.0 $6.7M 0.03% -3K -21.4% $572.11 +0.8%
756 PUT FORTINET INC COM 81,600.0 $6.7M 0.03% -136K -62.5% $81.72
757 CVNA CALL CARVANA CO CL A Consumer Cyclical 21,200.0 $6.7M 0.03% -43K -67.1% $314.38 -77.7%
758 BX PUT BLACKSTONE INC COM Financial Services 57,400.0 $6.6M 0.03% -78K -57.5% $114.99 +2.7%
759 ICLN ISHARES TR GL CLEAN ENE ETF 360,122.0 $6.6M 0.03% -286K -44.3% $18.29 +25.4%
760 AXP CALL AMERICAN EXPRESS CO COM Financial Services 21,700.0 $6.6M 0.03% -156K -87.8% $302.48 +2.7%
Page 38 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%