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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 23 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LLY ELI LILLY & CO Healthcare 353.0 $379K 0.00% NEW $1074.68 -5.8%
442 VZ VERIZON COMMUNICATIONS INC Communication Services 9,262.0 $377K 0.00% NEW $40.73 +16.6%
443 DVA PUT DAVITA INC Healthcare 3,300.0 $375K 0.00% NEW $113.61 +72.1%
444 UNP CALL UNION PAC CORP Industrials 1,600.0 $370K 0.00% NEW $231.32 +18.9%
445 SPGI CALL S&P GLOBAL INC Financial Services 700.0 $366K 0.00% NEW $522.59 -20.9%
446 MLM MARTIN MARIETTA MATLS INC Basic Materials 582.0 $362K 0.00% NEW $622.66 -13.6%
447 SBUX STARBUCKS CORP Consumer Cyclical 4,289.0 $361K 0.00% NEW $84.21 +27.6%
448 AMGN CALL AMGEN INC Healthcare 1,100.0 $360K 0.00% NEW $327.31 +0.9%
449 MRK CALL MERCK & CO INC Healthcare 3,400.0 $358K 0.00% NEW $105.26 +8.7%
450 USB PUT US BANCORP DEL Financial Services 6,700.0 $358K 0.00% NEW $53.36 +0.4%
451 DKS PUT DICKS SPORTING GOODS INC Consumer Cyclical 1,800.0 $356K 0.00% NEW $197.97 +8.1%
452 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 2,200.0 $356K 0.00% NEW $161.96 -3.5%
453 DIS CALL DISNEY WALT CO Communication Services 3,100.0 $353K 0.00% NEW $113.77 -10.0%
454 ABBV ABBVIE INC Healthcare 1,540.0 $352K 0.00% NEW $228.49 -6.0%
455 GS CALL GOLDMAN SACHS GROUP INC Financial Services 400.0 $352K 0.00% NEW $879.00 +6.7%
456 HON CALL HONEYWELL INTL INC Industrials 1,800.0 $351K 0.00% NEW $195.09 +11.7%
457 TT PUT TRANE TECHNOLOGIES PLC Industrials 900.0 $350K 0.00% NEW $389.20 +16.4%
458 CL COLGATE PALMOLIVE CO Consumer Defensive 4,376.0 $346K 0.00% NEW $79.02 +13.6%
459 JNJ JOHNSON & JOHNSON Healthcare 1,670.0 $346K 0.00% NEW $206.95 +11.0%
460 DHR CALL DANAHER CORPORATION Healthcare 1,500.0 $343K 0.00% NEW $228.92 -27.0%
Page 23 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%