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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 4 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JD PUT JD.COM INC Consumer Cyclical 1,330,000.0 $38.2M 0.19% NEW $28.70 +14.5%
62 JD JD.COM INC Consumer Cyclical 1,330,000.0 $38.2M 0.19% NEW $28.70 +14.5%
63 AMGN PUT AMGEN INC Healthcare 115,600.0 $37.8M 0.19% NEW $327.31 -0.3%
64 DAYFORCE INC 532,716.0 $36.8M 0.18% NEW $69.16
65 EEM ISHARES TR 662,118.0 $36.2M 0.18% NEW $54.71 +18.9%
66 WBD PUT WARNER BROS DISCOVERY INC Communication Services 1,254,400.0 $36.2M 0.18% NEW $28.82 -5.9%
67 AMGN AMGEN INC Healthcare 110,026.0 $36.0M 0.18% NEW $327.31 -0.3%
68 SLV CALL ISHARES SILVER TR Financial Services 550,800.0 $35.5M 0.18% NEW $64.42 +7.2%
69 CYBERARK SOFTWARE LTD 79,291.0 $35.4M 0.18% NEW $446.06
70 AMZN PUT AMAZON COM INC Consumer Cyclical 139,100.0 $32.1M 0.16% NEW $230.82 +14.4%
71 AVIDITY BIOSCIENCES INC 389,566.0 $28.1M 0.14% NEW $72.13
72 EA ELECTRONIC ARTS INC Communication Services 132,150.0 $27.0M 0.14% NEW $204.33 -1.7%
73 AVGO PUT BROADCOM INC Technology 77,400.0 $26.8M 0.13% NEW $346.10 +22.9%
74 FRONTIER COMMUNICATIONS PARE 658,205.0 $25.1M 0.13% NEW $38.07
75 GLD CALL SPDR GOLD TR Financial Services 60,000.0 $23.8M 0.12% NEW $396.31 +7.8%
76 SEALED AIR CORP NEW 566,405.0 $23.5M 0.12% NEW $41.43
77 PANW PUT PALO ALTO NETWORKS INC Technology 127,100.0 $23.4M 0.12% NEW $184.20 +29.3%
78 ARKK CALL ARK ETF TR 300,000.0 $23.1M 0.12% NEW $76.92 -2.6%
79 SMCI SUPER MICRO COMPUTER INC Technology 785,000.0 $23.0M 0.12% NEW $29.27 +12.8%
80 SMCI PUT SUPER MICRO COMPUTER INC Technology 785,000.0 $23.0M 0.12% NEW $29.27 +12.8%
Page 4 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%