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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 12 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 F PUT FORD MTR CO Consumer Cyclical 156,900.0 $2.1M 0.01% NEW $13.12 +0.7%
222 ROKU PUT ROKU INC Communication Services 18,800.0 $2.0M 0.01% NEW $108.49 +16.7%
223 MU MICRON TECHNOLOGY INC Technology 7,084.0 $2.0M 0.01% NEW $285.41 +141.5%
224 CPNG COUPANG INC Consumer Cyclical 85,134.0 $2.0M 0.01% NEW $23.59 -33.3%
225 SHOP SHOPIFY INC Technology 12,359.0 $2.0M 0.01% NEW $160.97 -37.0%
226 AMT CALL AMERICAN TOWER CORP NEW Real Estate 11,200.0 $2.0M 0.01% NEW $175.57 -0.7%
227 PBR PETROLEO BRASILEIRO SA PETRO Energy 164,470.0 $1.9M 0.01% NEW $11.85 +72.4%
228 LLY CALL ELI LILLY & CO Healthcare 1,800.0 $1.9M 0.01% NEW $1074.68 -7.9%
229 ZM PUT ZOOM COMMUNICATIONS INC Technology 22,200.0 $1.9M 0.01% NEW $86.29 +14.7%
230 EQIX PUT EQUINIX INC Real Estate 2,500.0 $1.9M 0.01% NEW $766.16 +38.2%
231 NFLX NETFLIX INC Communication Services 20,039.0 $1.9M 0.01% NEW $93.76 -4.6%
232 MSFT MICROSOFT CORP Technology 3,771.0 $1.8M 0.01% NEW $483.62 -13.1%
233 IWF ISHARES TR 3,748.0 $1.8M 0.01% NEW $473.30 -73.8%
234 XLV SELECT SECTOR SPDR TR 10,981.0 $1.7M 0.01% NEW $154.80 -6.2%
235 EVENTBRITE INC 378,096.0 $1.7M 0.01% NEW $4.45
236 HOOD ROBINHOOD MKTS INC Financial Services 14,689.0 $1.7M 0.01% NEW $113.10 -32.5%
237 SLB SLB LIMITED Energy 42,508.0 $1.6M 0.01% NEW $38.38 +48.5%
238 GDX VANECK ETF TRUST 18,760.0 $1.6M 0.01% NEW $85.77 +1.6%
239 XLP SELECT SECTOR SPDR TR 20,565.0 $1.6M 0.01% NEW $77.68 +9.8%
240 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 5,000.0 $1.6M 0.01% NEW $312.58 +10.0%
Page 12 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%