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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 79 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GTLB PUT GITLAB INC CLASS A COM Technology 60,900.0 $1.3M 0.01% -49K -44.4% $21.64 +23.7%
1562 CPRT COPART INC COM Industrials 39,532.0 $1.3M 0.01% +2K +6.6% $33.20 +0.1%
1563 ESNT ESSENT GROUP LTD COM Financial Services 22,437.0 $1.3M 0.01% -19K -46.5% $58.44 +3.4%
1564 KSS PUT KOHLS CORP COM Consumer Cyclical 101,600.0 $1.3M 0.01% -166K -62.0% $12.90 +3.0%
1565 RDW CALL REDWIRE CORPORATION COM Industrials 153,600.0 $1.3M 0.01% -144K -48.5% $8.50 +159.3%
1566 AAL AMERICAN AIRLINES GROUP INC COM Industrials 121,086.0 $1.3M 0.01% -467K -79.4% $10.74 +38.2%
1567 AOS SMITH A O CORP COM Industrials 19,589.0 $1.3M 0.01% -19K -49.3% $65.94 -11.5%
1568 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 34,222.0 $1.3M 0.01% NEW $37.74 +59.2%
1569 ROG ROGERS CORP COM Technology 12,026.0 $1.3M 0.01% +932.0 +8.4% $107.33 +34.2%
1570 MNST CALL MONSTER BEVERAGE CORP NEW COM Consumer Defensive 17,800.0 $1.3M 0.01% -54K -75.1% $72.46 +20.6%
1571 URA PUT GLOBAL X FDS GLOBAL X URANIUM 26,600.0 $1.3M 0.01% -67K -71.5% $48.43 +5.0%
1572 AFL CALL AFLAC INC COM Financial Services 11,700.0 $1.3M 0.01% -38K -76.6% $109.71 +6.5%
1573 ANF CALL ABERCROMBIE & FITCH CO CL A Consumer Cyclical 14,000.0 $1.3M 0.01% -82K -85.4% $91.37 -18.2%
1574 AMKR AMKOR TECHNOLOGY INC COM Technology 28,331.0 $1.3M 0.01% NEW $45.03 +63.1%
1575 AGNC PUT AGNC INVT CORP COM Real Estate 127,100.0 $1.3M 0.01% +12K +9.9% $10.03 +4.0%
1576 DRS LEONARDO DRS INC COM Industrials 28,623.0 $1.3M 0.01% -98K -77.3% $44.52 +2.9%
1577 AMLP CALL ALPS ETF TR ALERIAN MLP 24,200.0 $1.3M 0.01% -5K -18.0% $52.64 +1.3%
1578 MNDY CALL MONDAY COM LTD SHS Technology 18,400.0 $1.3M 0.01% NEW $69.11 +11.2%
1579 VOD PUT VODAFONE GROUP PLC SPONSORED ADR Communication Services 84,400.0 $1.3M 0.01% -26K -23.7% $15.02 -1.2%
1580 CSGP PUT COSTAR GROUP INC COM Real Estate 31,400.0 $1.3M 0.01% +11K +56.2% $40.34 -19.4%
Page 79 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%