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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 14 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CSCO PUT CISCO SYS INC Technology 17,200.0 $1.3M 0.01% NEW $77.03 +53.5%
262 CCL PUT CARNIVAL CORP Consumer Cyclical 43,000.0 $1.3M 0.01% NEW $30.54 -18.4%
263 FCX PUT FREEPORT-MCMORAN INC Basic Materials 25,700.0 $1.3M 0.01% NEW $50.79 +24.1%
264 XOM CALL EXXON MOBIL CORP Energy 10,800.0 $1.3M 0.01% NEW $120.34 +31.2%
265 XEROX HOLDINGS CORP 4,500.0 $1.3M 0.01% NEW $287.32
266 PM PHILIP MORRIS INTL INC Consumer Defensive 8,036.0 $1.3M 0.01% NEW $160.40 +18.2%
267 HPQ HP INC Technology 57,724.0 $1.3M 0.01% NEW $22.28 -6.6%
268 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 18,794.0 $1.3M 0.01% NEW $68.23 +11.2%
269 CCL CALL CARNIVAL CORP Consumer Cyclical 41,700.0 $1.3M 0.01% NEW $30.54 -18.4%
270 F FORD MTR CO Consumer Cyclical 95,870.0 $1.3M 0.01% NEW $13.12 +2.1%
271 GRAB PUT GRAB HOLDINGS LIMITED Technology 250,000.0 $1.2M 0.01% NEW $4.99 -28.9%
272 GS PUT GOLDMAN SACHS GROUP INC Financial Services 1,400.0 $1.2M 0.01% NEW $879.00 +7.9%
273 MDT PUT MEDTRONIC PLC Healthcare 12,700.0 $1.2M 0.01% NEW $96.06 -20.7%
274 FCX CALL FREEPORT-MCMORAN INC Basic Materials 23,500.0 $1.2M 0.01% NEW $50.79 +24.1%
275 WMT CALL WALMART INC Consumer Defensive 10,600.0 $1.2M 0.01% NEW $111.41 +18.0%
276 MA CALL MASTERCARD INCORPORATED Financial Services 2,000.0 $1.1M 0.01% NEW $570.88 -13.4%
277 SEMR SEMRUSH HLDGS INC Technology 94,690.0 $1.1M 0.01% NEW $11.89 +0.9%
278 KO PUT COCA COLA CO Consumer Defensive 15,700.0 $1.1M 0.01% NEW $69.91 +15.6%
279 MRK PUT MERCK & CO INC Healthcare 10,400.0 $1.1M 0.01% NEW $105.26 +5.8%
280 PLD PUT PROLOGIS INC. Real Estate 8,500.0 $1.1M 0.01% NEW $127.66 +10.1%
Page 14 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%