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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 28 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SBUX CALL STARBUCKS CORP Consumer Cyclical 2,900.0 $244K 0.00% NEW $84.21 +26.8%
542 SO CALL SOUTHERN CO Utilities 2,800.0 $244K 0.00% NEW $87.20 +6.1%
543 TMUS CALL T-MOBILE US INC Communication Services 1,200.0 $244K 0.00% NEW $203.04 -8.8%
544 CASY CASEYS GEN STORES INC Consumer Cyclical 440.0 $243K 0.00% NEW $552.71 +54.8%
545 KKR CALL KKR & CO INC Financial Services 1,900.0 $242K 0.00% NEW $127.48 -23.9%
546 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,125.0 $242K 0.00% NEW $113.78 -22.7%
547 PCAR PUT PACCAR INC Industrials 2,200.0 $241K 0.00% NEW $109.51 +0.7%
548 SPG PUT SIMON PPTY GROUP INC NEW Real Estate 1,300.0 $241K 0.00% NEW $185.11 +8.1%
549 NXPI PUT NXP SEMICONDUCTORS N V Technology 1,100.0 $239K 0.00% NEW $217.06 +34.3%
550 AMPL AMPLITUDE INC Technology 20,434.0 $237K 0.00% NEW $11.58 -45.2%
551 SANDISK CORP 994.0 $236K 0.00% NEW $237.38
552 RSG REPUBLIC SVCS INC Industrials 1,112.0 $236K 0.00% NEW $211.93 -1.7%
553 SO PUT SOUTHERN CO Utilities 2,700.0 $235K 0.00% NEW $87.20 +6.1%
554 AMAT APPLIED MATLS INC Technology 914.0 $235K 0.00% NEW $256.99 +60.9%
555 CRWD CALL CROWDSTRIKE HLDGS INC Technology 500.0 $234K 0.00% NEW $468.76 +26.7%
556 ROST PUT ROSS STORES INC Consumer Cyclical 1,300.0 $234K 0.00% NEW $180.14 +18.1%
557 TT CALL TRANE TECHNOLOGIES PLC Industrials 600.0 $234K 0.00% NEW $389.20 +19.9%
558 IREN IREN LIMITED Financial Services 6,174.0 $233K 0.00% NEW $37.77 +40.2%
559 DLR PUT DIGITAL RLTY TR INC Real Estate 1,500.0 $232K 0.00% NEW $154.71 +21.8%
560 REGN CALL REGENERON PHARMACEUTICALS Healthcare 300.0 $232K 0.00% NEW $771.87 -9.5%
Page 28 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%