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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 43 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ALAB PUT ASTERA LABS INC COM Technology 51,600.0 $5.7M 0.03% -78K -60.2% $109.60 +187.0%
842 KT KT CORP SPONSORED ADR Communication Services 263,298.0 $5.6M 0.03% +45K +20.8% $21.45 -17.1%
843 EMN EASTMAN CHEM CO COM Basic Materials 73,959.0 $5.6M 0.03% -54K -42.0% $76.32 -0.3%
844 TEX TEREX CORP NEW COM Industrials 95,329.0 $5.6M 0.03% -11K -10.4% $59.10 +0.2%
845 INSP INSPIRE MED SYS INC COM Healthcare 109,015.0 $5.6M 0.03% -14K -11.2% $51.58 -18.4%
846 YOU CLEAR SECURE INC COM CL A Technology 116,145.0 $5.6M 0.03% NEW $48.41 +19.4%
847 HPQ PUT HP INC COM Technology 292,300.0 $5.6M 0.03% +17K +6.2% $19.21 +29.2%
848 MARA CALL MARA HOLDINGS INC COM Financial Services 681,000.0 $5.6M 0.03% -996K -59.4% $8.16 +74.6%
849 PSX PUT PHILLIPS 66 COM Energy 30,500.0 $5.6M 0.03% -22K -42.0% $182.18 -4.4%
850 HON CALL HONEYWELL INTL INC COM Industrials 24,500.0 $5.5M 0.03% -15K -38.6% $226.03 +3.0%
851 ABNB CALL AIRBNB INC COM CL A Consumer Cyclical 43,800.0 $5.5M 0.03% -109K -71.3% $126.28 +6.0%
852 BCE BCE INC COM NEW Communication Services 217,877.0 $5.5M 0.03% -23K -9.4% $25.24 -0.3%
853 DCI DONALDSON INC COM Industrials 64,482.0 $5.5M 0.03% +38K +148.0% $84.87 -0.8%
854 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 15,248.0 $5.5M 0.03% -19K -55.3% $358.79 -11.6%
855 QUBT PUT QUANTUM COMPUTING INC COM Technology 797,300.0 $5.5M 0.03% +269K +50.8% $6.85 +64.7%
856 NCLH PUT NORWEGIAN CRUISE LINE HLDGS SHS Consumer Cyclical 291,600.0 $5.5M 0.03% -231K -44.2% $18.70 -3.8%
857 ZTS CALL ZOETIS INC CL A Healthcare 46,100.0 $5.4M 0.03% -39K -45.8% $118.21 -32.1%
858 PUT HUT 8 CORP COM 115,600.0 $5.4M 0.03% -6K -5.0% $46.91
859 CR CRANE COMPANY COMMON STOCK Industrials 31,639.0 $5.4M 0.02% +13K +65.3% $171.00 +5.9%
860 AMP AMERIPRISE FINL INC COM Financial Services 12,151.0 $5.4M 0.02% -3K -19.0% $444.40 -0.8%
Page 43 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%