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Portfolio (Quarterly) Guide ↗

Capula Management Ltd

· CIK 0001557017
13F Portfolio $20.0B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 810 New
Page 11 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GM CALL GENERAL MTRS CO Consumer Cyclical 31,200.0 $2.5M 0.01% NEW $81.32 -8.7%
202 THG HANOVER INS GROUP INC Financial Services 13,434.0 $2.5M 0.01% NEW $182.77 +8.9%
203 ROKU CALL ROKU INC Communication Services 22,400.0 $2.4M 0.01% NEW $108.49 +16.7%
204 AFRM AFFIRM HLDGS INC Technology 32,541.0 $2.4M 0.01% NEW $74.43 -14.5%
205 AFG AMERICAN FINL GROUP INC OHIO Financial Services 17,717.0 $2.4M 0.01% NEW $136.68 +0.0%
206 NEE CALL NEXTERA ENERGY INC Utilities 29,000.0 $2.3M 0.01% NEW $80.28 +8.4%
207 ZM ZOOM COMMUNICATIONS INC Technology 26,662.0 $2.3M 0.01% NEW $86.29 +14.7%
208 TRV TRAVELERS COMPANIES INC Financial Services 7,835.0 $2.3M 0.01% NEW $290.06 +5.0%
209 ETN PUT EATON CORP PLC Industrials 7,100.0 $2.3M 0.01% NEW $318.51 +19.0%
210 CEG CALL CONSTELLATION ENERGY CORP Utilities 6,400.0 $2.3M 0.01% NEW $353.27 -25.9%
211 JPM CALL JPMORGAN CHASE & CO. Financial Services 7,000.0 $2.3M 0.01% NEW $322.22 -7.0%
212 SNPS CALL SYNOPSYS INC Technology 4,800.0 $2.3M 0.01% NEW $469.72 +5.2%
213 PLYMOUTH INDL REIT INC 101,883.0 $2.2M 0.01% NEW $21.88
214 CVX CALL CHEVRON CORP NEW Energy 14,600.0 $2.2M 0.01% NEW $152.41 +27.7%
215 UAL UNITED AIRLS HLDGS INC Industrials 19,748.0 $2.2M 0.01% NEW $111.82 -17.0%
216 ADSK CALL AUTODESK INC Technology 7,400.0 $2.2M 0.01% NEW $296.01 -18.6%
217 F CALL FORD MTR CO Consumer Cyclical 165,800.0 $2.2M 0.01% NEW $13.12 +0.7%
218 CRWV COREWEAVE INC Technology 30,125.0 $2.2M 0.01% NEW $71.61 +39.5%
219 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 6,800.0 $2.1M 0.01% NEW $312.58 +10.0%
220 EQIX CALL EQUINIX INC Real Estate 2,700.0 $2.1M 0.01% NEW $766.16 +38.2%
Page 11 of 41  ·  810 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
Financial Services 71.1%
Technology 12.6%
Consumer Cyclical 5.5%
Communication Services 4.6%
Industrials 1.9%
Energy 1.5%
Utilities 1.4%
Healthcare 0.7%
Consumer Defensive 0.6%
Basic Materials 0.1%