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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 35 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AEP CALL AMERICAN ELEC PWR CO INC Utilities 1,100.0 $127K 0.00% NEW $115.31 +9.4%
682 APD AIR PRODS & CHEMS INC Basic Materials 511.0 $126K 0.00% NEW $247.02 +19.3%
683 SRE PUT SEMPRA Utilities 1,400.0 $124K 0.00% NEW $88.29 +2.0%
684 GE GE AEROSPACE Industrials 400.0 $123K 0.00% NEW $308.03 -7.5%
685 GLW PUT CORNING INC Technology 1,400.0 $123K 0.00% NEW $87.56 +105.7%
686 LYFT LYFT INC Technology 6,208.0 $120K 0.00% NEW $19.37 -30.1%
687 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 1,300.0 $119K 0.00% NEW $91.21 -1.0%
688 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 1,500.0 $119K 0.00% NEW $79.02 +13.1%
689 TGT CALL TARGET CORP Consumer Defensive 1,200.0 $117K 0.00% NEW $97.75 +24.6%
690 LIN LINDE PLC Basic Materials 274.0 $117K 0.00% NEW $426.39 +20.2%
691 BK CALL BANK NEW YORK MELLON CORP Financial Services 1,000.0 $116K 0.00% NEW $116.09 +17.4%
692 MPC CALL MARATHON PETE CORP Energy 700.0 $114K 0.00% NEW $162.63 +58.8%
693 GD GENERAL DYNAMICS CORP Industrials 336.0 $113K 0.00% NEW $336.66 +0.6%
694 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 2,100.0 $113K 0.00% NEW $53.83 +13.6%
695 USB CALL US BANCORP DEL Financial Services 2,100.0 $112K 0.00% NEW $53.36 +0.3%
696 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 400.0 $112K 0.00% NEW $278.92 -9.2%
697 D CALL DOMINION ENERGY INC Utilities 1,900.0 $111K 0.00% NEW $58.59 +14.1%
698 AIG CALL AMERICAN INTL GROUP INC Financial Services 1,300.0 $111K 0.00% NEW $85.55 -9.5%
699 APA APA CORPORATION Energy 4,536.0 $111K 0.00% NEW $24.46 +63.9%
700 PGR PROGRESSIVE CORP Financial Services 486.0 $111K 0.00% NEW $227.72 -11.1%
Page 35 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%