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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 5 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNOW PUT SNOWFLAKE INC Technology 103,800.0 $22.8M 0.11% NEW $219.36 -31.3%
82 KWEB CALL KRANESHARES TRUST 600,000.0 $20.4M 0.10% NEW $34.05 -17.3%
83 PDD PUT PDD HOLDINGS INC Consumer Cyclical 177,800.0 $20.2M 0.10% NEW $113.39 -15.7%
84 AMAT PUT APPLIED MATLS INC Technology 75,300.0 $19.4M 0.10% NEW $256.99 +69.9%
85 MSTR PUT STRATEGY INC Technology 126,600.0 $19.2M 0.10% NEW $151.95 +23.0%
86 MSTR STRATEGY INC Technology 126,288.0 $19.2M 0.10% NEW $151.95 +23.0%
87 INDA CALL ISHARES TR 350,000.0 $18.9M 0.10% NEW $54.05 -11.2%
88 TLT CALL ISHARES TR 200,000.0 $17.4M 0.09% NEW $87.16 -4.0%
89 ASPEN INSURANCE HOLDINGS LTD 445,997.0 $16.5M 0.08% NEW $37.10
90 KVUE KENVUE INC Consumer Defensive 945,618.0 $16.3M 0.08% NEW $17.25 -0.3%
91 ASTS AST SPACEMOBILE INC Technology 223,243.0 $16.2M 0.08% NEW $72.63 +15.2%
92 ASTS PUT AST SPACEMOBILE INC Technology 220,000.0 $16.0M 0.08% NEW $72.63 +15.2%
93 AIR LEASE CORP 243,831.0 $15.7M 0.08% NEW $64.23
94 FXI ISHARES TR 382,000.0 $14.6M 0.07% NEW $38.29 -5.5%
95 HOLOGIC INC 196,184.0 $14.6M 0.07% NEW $74.49
96 NSC NORFOLK SOUTHN CORP Industrials 50,000.0 $14.4M 0.07% NEW $288.72 +10.0%
97 JPM PUT JPMORGAN CHASE & CO. Financial Services 43,800.0 $14.1M 0.07% NEW $322.22 -6.9%
98 DLTR DOLLAR TREE INC Consumer Defensive 110,099.0 $13.5M 0.07% NEW $123.01 -26.9%
99 DLTR PUT DOLLAR TREE INC Consumer Defensive 110,000.0 $13.5M 0.07% NEW $123.01 -26.9%
100 FXI PUT ISHARES TR 350,000.0 $13.4M 0.07% NEW $38.29 -5.5%
Page 5 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%