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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 43 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 615,157.0 $9.9M 0.03% NEW $16.10 +145.4%
842 IBB CALL ISHARES TR ISHARES BIOTECH 58,400.0 $9.9M 0.03% NEW $168.77 +12.3%
843 DT DYNATRACE INC COM NEW Technology 227,341.0 $9.9M 0.03% NEW $43.34 +3.4%
844 FANG CALL DIAMONDBACK ENERGY INC COM Energy 65,500.0 $9.8M 0.03% NEW $150.33 +26.5%
845 FIS FIDELITY NATL INFORMATION SV COM Technology 147,707.0 $9.8M 0.03% NEW $66.46 -35.9%
846 RIOT PUT RIOT PLATFORMS INC COM Financial Services 774,200.0 $9.8M 0.03% NEW $12.67 +48.5%
847 DPZ PUT DOMINOS PIZZA INC COM Consumer Cyclical 23,400.0 $9.8M 0.03% NEW $416.82 -20.9%
848 MOH PUT MOLINA HEALTHCARE INC COM Healthcare 56,100.0 $9.7M 0.03% NEW $173.54 +29.5%
849 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 363,011.0 $9.7M 0.03% NEW $26.73 -55.1%
850 GRAL GRAIL INC COM Healthcare 113,207.0 $9.7M 0.03% NEW $85.59 -15.9%
851 NEM NEWMONT CORP COM Basic Materials 96,944.0 $9.7M 0.03% NEW $99.85 -9.0%
852 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 474,831.0 $9.7M 0.03% NEW $20.35 +10.1%
853 GS GOLDMAN SACHS GROUP INC COM Financial Services 10,991.0 $9.7M 0.03% NEW $879.00 +24.6%
854 PEGA PEGASYSTEMS INC COM Technology 161,729.0 $9.7M 0.03% NEW $59.72 -44.9%
855 VLO PUT VALERO ENERGY CORP COM Energy 59,300.0 $9.7M 0.03% NEW $162.79 +79.8%
856 COIN COINBASE GLOBAL INC COM CL A Financial Services 42,658.0 $9.6M 0.03% NEW $226.14 -29.0%
857 APOS CALL APOLLO GLOBAL MGMT INC COM Financial Services 66,500.0 $9.6M 0.03% NEW $144.76 -82.3%
858 ORLY PUT OREILLY AUTOMOTIVE INC COM Consumer Cyclical 105,500.0 $9.6M 0.03% NEW $91.21 -5.4%
859 CRBG COREBRIDGE FINL INC COM Financial Services 318,756.0 $9.6M 0.03% NEW $30.17 +5.5%
860 WHR PUT WHIRLPOOL CORP COM Consumer Cyclical 133,200.0 $9.6M 0.03% NEW $72.14 -46.5%
Page 43 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%