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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 9 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADI CALL ANALOG DEVICES INC Technology 14,700.0 $4.0M 0.02% NEW $271.20 +57.2%
162 SLB PUT SLB LIMITED Energy 102,800.0 $3.9M 0.02% NEW $38.38 +43.9%
163 PDD PDD HOLDINGS INC Consumer Cyclical 34,442.0 $3.9M 0.02% NEW $113.39 -16.4%
164 META CALL META PLATFORMS INC Communication Services 5,700.0 $3.8M 0.02% NEW $660.09 -8.1%
165 BIIB BIOGEN INC Healthcare 21,295.0 $3.7M 0.02% NEW $175.99 +8.1%
166 REV GROUP INC 59,672.0 $3.6M 0.02% NEW $60.81
167 QCOM CALL QUALCOMM INC Technology 20,900.0 $3.6M 0.02% NEW $171.05 +21.9%
168 MS CALL MORGAN STANLEY Financial Services 20,100.0 $3.6M 0.02% NEW $177.53 +8.7%
169 TSLA CALL TESLA INC Consumer Cyclical 7,600.0 $3.4M 0.02% NEW $449.72 -6.8%
170 JAMF HLDG CORP 260,000.0 $3.4M 0.02% NEW $13.01
171 INDA ISHARES TR 61,100.0 $3.3M 0.02% NEW $54.05 -11.4%
172 CMI CUMMINS INC Industrials 6,274.0 $3.2M 0.02% NEW $510.45 +35.0%
173 PDD CALL PDD HOLDINGS INC Consumer Cyclical 27,400.0 $3.1M 0.02% NEW $113.39 -16.4%
174 CDE COEUR MNG INC Basic Materials 172,107.0 $3.1M 0.01% NEW $17.83 +1.0%
175 NWE NORTHWESTERN ENERGY GROUP IN Utilities 46,512.0 $3.0M 0.01% NEW $64.54 +10.6%
176 CWAN CLEARWATER ANALYTICS HLDGS I Technology 124,360.0 $3.0M 0.01% NEW $24.12 +1.0%
177 TXN CALL TEXAS INSTRS INC Technology 17,200.0 $3.0M 0.01% NEW $173.49 +77.4%
178 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 54,800.0 $3.0M 0.01% NEW $53.94 +7.2%
179 MS MORGAN STANLEY Financial Services 16,453.0 $2.9M 0.01% NEW $177.53 +8.7%
180 RDDT REDDIT INC Communication Services 12,667.0 $2.9M 0.01% NEW $229.87 -33.0%
Page 9 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%