Capital Fund Management S.A. Portfolio Stock Holdings

Capital Fund Management S.A. disclosed 833 stock positions valued at approximately $11.2 billion in its latest SEC 13F filing. The largest holdings include APPLE INC COM, MICROSOFT CORP COM, and TESLA INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
833
Portfolio Value
$11.2B
Holdings by Sector
Capital Fund Management S.A. Portfolio Holdings in Q1 2026

806 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INC COMAAPLTechnology2.50%1,100,176+249,251+29.29%$279,213,667
MICROSOFT CORP COMMSFTTechnology2.27%685,655+685,655+100.00%$253,808,911
TESLA INC COMTSLAConsumer Cyclical2.21%663,358+122,300+22.60%$246,603,336
CHEVRON CORPORATION COMCVXEnergy1.97%1,062,623+233,426+28.15%$219,856,698
AMAZON COM INC COMAMZNConsumer Cyclical1.63%872,677+440,881+102.10%$181,752,438
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSTSMTechnology1.60%529,652-176,726-25.02%$178,995,893
ELI LILLY & CO COMLLYHealthcare1.56%189,558+189,558+100.00%$174,349,761
MICRON TECHNOLOGY INC COMMUTechnology1.27%419,411+118,630+39.44%$141,693,812
GE AEROSPACE COM NEWGEIndustrials1.24%486,645+82,008+20.27%$138,095,251
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.14%266,520+103,457+63.45%$127,716,384
CITIGROUP INC COM NEWCFinancial Services1.13%1,112,838+537,322+93.36%$126,206,957
SANDISK CORP COMSNDKOther1.09%191,037+191,037+100.00%$121,373,447
BOOKING HOLDINGS INC COMBKNGConsumer Cyclical1.00%26,486+4,691+21.52%$111,514,535
BOSTON SCIENTIFIC CORP COMBSXHealthcare0.94%1,665,947+513,899+44.61%$104,538,174
ALTRIA GROUP INC COMMOConsumer Defensive0.89%1,510,755-195,843-11.48%$99,694,722
PALANTIR TECHNOLOGIES INC CL APLTRTechnology0.86%654,498+654,498+100.00%$95,739,967
LAM RESEARCH CORP COM NEWLRCXOther0.79%413,342+84,704+25.77%$88,314,651
AMERICAN INTL GROUP INC COM NEWAIGFinancial Services0.76%1,133,136+563,345+98.87%$85,268,484
RTX CORPORATION COMRTXIndustrials0.75%434,379-44,257-9.25%$83,791,709
DEVON ENERGY CORP NEW COMDVNEnergy0.75%1,662,548+604,952+57.20%$83,659,415
ASML HLDG NV N Y REGISTRY SHSASMLOther0.74%62,689+35,398+129.71%$82,801,511
ADOBE INC COMADBETechnology0.74%338,368+176,126+108.56%$82,250,493
NEWMONT CORP COMNEMBasic Materials0.72%740,683+643,739+664.03%$80,178,934
ROBINHOOD MKTS INC COM CL AHOODFinancial Services0.72%1,155,175+942,355+442.79%$80,053,627
AIRBNB INC COM CL AABNBConsumer Cyclical0.63%557,633-117,952-17.46%$70,417,895
GE VERNOVA INC COMGEVUtilities0.63%80,134-71,709-47.23%$69,948,968
ALBEMARLE CORP COMALBBasic Materials0.60%372,253-67,898-15.43%$66,830,581
BLOOM ENERGY CORP COM CL ABEIndustrials0.59%490,436+411,877+524.29%$66,449,173
MCDONALDS CORP COMMCDConsumer Cyclical0.59%212,590+37,294+21.27%$66,070,846
INTUITIVE SURGICAL INC COM NEWISRGHealthcare0.59%143,196+69,745+94.95%$66,011,924
UBER TECHNOLOGIES INC COMUBERTechnology0.59%915,987+915,987+100.00%$65,886,944
MARVELL TECHNOLOGY INC COMMRVLTechnology0.58%658,399+584,012+785.10%$65,214,420
TE CONNECTIVITY PLC ORD SHSTELOther0.55%294,026+176,690+150.58%$61,457,314
T-MOBILE US INC COMTMUSCommunication Services0.54%286,937+194,543+210.56%$60,265,378
JPMORGAN CHASE & CO COMJPMFinancial Services0.52%198,920-76,278-27.72%$58,514,307
SOUTHERN CO COMSOUtilities0.52%597,740+268,309+81.45%$57,693,864
EXXON MOBIL CORP COMXOMEnergy0.51%338,435-82,251-19.55%$57,418,882
CATERPILLAR INC COMCATIndustrials0.51%80,448+24,243+43.13%$56,994,190
3M CO COMMMMIndustrials0.51%390,187+152,719+64.31%$56,666,858
ADVANCED MICRO DEVICES INC COMAMDTechnology0.51%277,983-202,414-42.13%$56,550,081
MARSH & MCLENNAN COS INC COMMMCFinancial Services0.50%323,016+191,128+144.92%$56,027,125
VERTEX PHARMACEUTICALS INC COMVRTXHealthcare0.49%122,934+122,934+100.00%$54,894,948
AGNICO EAGLE MINES LTD COMAEMBasic Materials0.48%265,884-25,221-8.66%$53,969,134
COCA COLA CO COMKOConsumer Defensive0.48%705,864+705,864+100.00%$53,680,957
MCKESSON CORP COMMCKHealthcare0.47%60,801+60,801+100.00%$52,614,753
STRYKER CORPORATION COMSYKHealthcare0.47%159,450+39,866+33.34%$52,393,675
META PLATFORMS INC CL AMETACommunication Services0.46%89,014+10,485+13.35%$50,927,579
HOWMET AEROSPACE INC COMHWMIndustrials0.45%219,885+99,426+82.54%$50,674,697
HUMANA INC COMHUMHealthcare0.45%291,331+163,335+127.61%$50,513,882
AMERICAN ELEC PWR CO INC COMAEPUtilities0.45%383,428+55,217+16.82%$50,259,742
HONEYWELL INTL INC COMHONIndustrials0.43%213,684-224,467-51.23%$48,298,994
CONSOLIDATED EDISON INC COMEDUtilities0.43%421,349+64,526+18.08%$47,688,279
ALNYLAM PHARMACEUTICALS INC COMALNYHealthcare0.42%140,109+119,169+569.10%$46,357,864
OTIS WORLDWIDE CORP COMOTISIndustrials0.41%592,731+152,483+34.64%$45,687,705
APPLIED MATLS INC COMAMATTechnology0.41%133,003+133,003+100.00%$45,459,095
DOCUSIGN INC COMDOCUTechnology0.40%950,244+624,524+191.74%$45,051,068
PHILIP MORRIS INTL INC COMPMConsumer Defensive0.40%267,993-381,853-58.76%$44,309,962
FREEPORT MCMORAN INC CL BFCXBasic Materials0.39%750,302+250,519+50.13%$44,102,751
SERVICENOW INC COMNOWTechnology0.39%421,251-101,763-19.46%$44,041,792
SPOTIFY TECHNOLOGY S A SHSSPOTOther0.38%88,502-10,348-10.47%$42,915,504
BRITISH AMERN TOB PLC SPONSORED ADRBTIConsumer Defensive0.38%727,249-112,178-13.36%$42,522,249
KINROSS GOLD CORP COMKGCBasic Materials0.37%1,363,063+1,036,072+316.85%$41,600,682
METLIFE INC COMMETFinancial Services0.37%586,819+247,621+73.00%$41,499,839
CINTAS CORP COMCTASIndustrials0.36%235,398-2,413-1.01%$39,815,217
DANAHER CORP DEL COMDHRHealthcare0.36%209,532+209,532+100.00%$39,727,267
VISTRA CORP COMVSTUtilities0.35%261,450+104,715+66.81%$39,303,778
SELECT SECTOR SPDR TR STATE STREET HEAXLVOther0.35%267,734-253,134-48.60%$39,252,481
ATLASSIAN CORPORATION CL ATEAMTechnology0.35%571,896+297,755+108.61%$39,031,902
NUSCALE PWR CORP CL A COMSMRIndustrials0.34%3,550,574+1,652,839+87.10%$38,488,222
BLACKSTONE INC COMBXFinancial Services0.34%326,355-85,586-20.78%$37,527,561
BARRICK MNG CORP COM SHSBOther0.33%915,708+316,034+52.70%$37,351,729
INTERNATIONAL BUSINESS MACHS COMIBMTechnology0.33%150,817+150,817+100.00%$36,556,532
AMPHENOL CORP CL AAPHTechnology0.33%287,964+221,154+331.02%$36,384,251
SALESFORCE INC COMCRMTechnology0.32%190,141-77,311-28.91%$35,493,620
PARKER-HANNIFIN CORP COMPHIndustrials0.31%38,786+38,786+100.00%$34,722,778
CONOCOPHILLIPS COMCOPEnergy0.31%262,477+198,237+308.59%$34,646,964
AUTOMATIC DATA PROCESSING IN COMADPTechnology0.31%168,841+168,841+100.00%$34,305,114
TRANSDIGM GROUP INC COMTDGIndustrials0.31%29,585+9,396+46.54%$34,287,831
BP PLC SPONSORED ADRBPEnergy0.30%721,394+10,891+1.53%$33,905,518
DEXCOM INC COMDXCMHealthcare0.30%532,396+197,112+58.79%$33,434,468
SOLAREDGE TECHNOLOGIES INC COMSEDGTechnology0.30%649,692+163,772+33.70%$33,166,776
SEA LTD SPONSORD ADSSEConsumer Cyclical0.30%399,316-203,580-33.77%$33,067,357
SELECT SECTOR SPDR TR STATE STREET UTIXLUOther0.30%718,345-96,900-11.89%$32,964,852
MOODYS CORP COMMCOFinancial Services0.29%75,466+44,857+146.55%$32,922,042
ACCENTURE PLC IRELAND SHS CLASS AACNTechnology0.28%158,005+130,706+478.79%$31,330,811
ROKU INC COM CL AROKUCommunication Services0.28%329,672+86,625+35.64%$31,193,564
FIDELITY NATL INFORMATION SV COMFISTechnology0.28%662,831+515,124+348.75%$31,093,402
DECKERS OUTDOOR CORP COMDECKConsumer Cyclical0.28%307,866+98,452+47.01%$30,814,307
KLA CORP COM NEWKLACTechnology0.27%20,690+20,690+100.00%$30,464,162
MASTERCARD INCORPORATED CL AMAFinancial Services0.27%60,823+12,922+26.98%$30,390,820
XCEL ENERGY INC COMXELUtilities0.27%381,019+306,051+408.24%$30,268,149
AMERICAN TOWER CORP COMAMTReal Estate0.26%171,400+119,536+230.48%$29,580,212
INCYTE CORP COMINCYHealthcare0.26%312,021+175,678+128.85%$29,367,416
UNITED AIRLS HLDGS INC COMUALIndustrials0.26%317,100+199,320+169.23%$29,195,397
UNITED THERAPEUTICS CORP DEL COMUTHRHealthcare0.26%48,964+15,605+46.78%$29,034,672
MODERNA INC COMMRNAHealthcare0.26%569,930-367,150-39.18%$28,952,444
GODADDY INC CL AGDDYTechnology0.26%346,915-40,022-10.34%$28,679,463
TERADYNE INC COMTERTechnology0.25%94,123-8,546-8.32%$27,903,704
WESTERN DIGITAL CORP COMWDCTechnology0.24%100,563-126,534-55.72%$27,201,285
LENNAR CORP CL ALENConsumer Cyclical0.24%308,756+70,620+29.66%$26,812,371
Capital Fund Management S.A. Options Holdings in Q1 2026

1148 options positions in the latest reporting period.

Page 1 of 12
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026MUMicron Technology, Inc.PUT697,100$235,508,264
Q1 2026TSLATesla, Inc.CALL408,900$152,008,575
Q1 2026TSMTaiwan Semiconductor ManufacturPUT311,700$105,339,015
Q1 2026AAPLApple Inc.CALL400,900$101,744,411
Q1 2026XLFSPDR Select Sector Fund - FinanCALL1,996,800$98,582,016
Q1 2026MUMicron Technology, Inc.CALL259,000$87,500,560
Q1 2026METAMeta Platforms, Inc.CALL145,000$82,958,850
Q1 2026MSFTMicrosoft CorporationCALL219,000$81,067,230
Q1 2026AAPLApple Inc.PUT304,900$77,380,571
Q1 2026INTCIntel CorporationCALL1,664,700$73,463,211
Q1 2026NVDANVIDIA CorporationCALL416,300$72,602,720
Q1 2026SPYSPDR S&P 500CALL110,200$71,667,468
Q1 2026TSLATesla, Inc.PUT181,300$67,398,275
Q1 2026SMHVanEck Semiconductor ETFPUT165,100$63,299,340
Q1 2026JNJJohnson & JohnsonPUT255,600$62,478,864
Q1 2026LLYEli Lilly and CompanyPUT67,400$61,992,498
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT70,800$59,896,092
Q1 2026XOMExxon Mobil CorporationPUT344,600$58,464,836
Q1 2026PLTRPalantir Technologies Inc.CALL387,900$56,742,012
Q1 2026ORCLOracle CorporationPUT379,400$55,813,534
Q1 2026NOWServiceNow, Inc.CALL525,700$54,961,935
Q1 2026AMDAdvanced Micro Devices, Inc.PUT269,600$54,844,728
Q1 2026GOOGLAlphabet Inc.PUT189,000$54,348,840
Q1 2026COSTCostco Wholesale CorporationCALL53,700$53,508,291
Q1 2026GDXVanEck Gold Miners ETFPUT579,600$53,189,892
Q1 2026MSFTMicrosoft CorporationPUT141,500$52,379,055
Q1 2026PLTRPalantir Technologies Inc.PUT355,200$51,958,656
Q1 2026INTCIntel CorporationPUT1,150,900$50,789,217
Q1 2026UNHUnitedHealth Group IncorporatedCALL186,600$50,492,094
Q1 2026AVGOBroadcom Inc.PUT162,600$50,326,326
Q1 2026ARMArm Holdings plcPUT313,500$47,426,280
Q1 2026GDXVanEck Gold Miners ETFCALL511,000$46,894,470
Q1 2026AMZNAmazon.com, Inc.PUT223,500$46,548,345
Q1 2026JPMJP Morgan Chase & Co.PUT157,500$46,330,200
Q1 2026METAMeta Platforms, Inc.PUT80,700$46,170,891
Q1 2026NOWServiceNow, Inc.PUT438,100$45,803,355
Q1 2026PEPPepsico, Inc.PUT293,400$45,562,086
Q1 2026NFLXNetflix, Inc.CALL473,700$45,546,255
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT354,500$45,280,285
Q1 2026CCitigroup, Inc.PUT395,600$44,864,996
Q1 2026AVGOBroadcom Inc.CALL144,900$44,847,999
Q1 2026AMDAdvanced Micro Devices, Inc.CALL219,900$44,734,257
Q1 2026XLFSPDR Select Sector Fund - FinanPUT896,600$44,265,142
Q1 2026NFLXNetflix, Inc.PUT456,500$43,892,475
Q1 2026CVXChevron CorporationPUT210,900$43,635,210
Q1 2026TSMTaiwan Semiconductor ManufacturCALL127,900$43,223,805
Q1 2026KRESPDR S&P Regional Banking ETFPUT661,700$43,109,755
Q1 2026AMZNAmazon.com, Inc.CALL203,500$42,382,945
Q1 2026UNHUnitedHealth Group IncorporatedPUT155,400$42,049,686
Q1 2026FXIiShares China Large-Cap ETFPUT1,165,000$41,823,500
Q1 2026NVDANVIDIA CorporationPUT239,600$41,786,240
Q1 2026CVXChevron CorporationCALL194,300$40,200,670
Q1 2026GOOGLAlphabet Inc.CALL139,700$40,172,132
Q1 2026CATCaterpillar, Inc.PUT56,300$39,886,298
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL44,500$37,646,555
Q1 2026PEPPepsico, Inc.CALL241,800$37,549,122
Q1 2026XOMExxon Mobil CorporationCALL220,700$37,443,962
Q1 2026BABoeing Company (The)PUT186,600$37,138,998
Q1 2026SMHVanEck Semiconductor ETFCALL96,600$37,036,440
Q1 2026VZVerizon Communications Inc.PUT735,300$36,912,060
Q1 2026LRCXLam ResearchPUT172,400$36,834,984
Q1 2026CATCaterpillar, Inc.CALL51,400$36,414,844
Q1 2026CRMSalesforce, Inc.PUT193,800$36,176,646
Q1 2026XLKSPDR Select Sector Fund - TechnPUT266,700$35,444,430
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL73,800$35,364,960
Q1 2026ORCLOracle CorporationCALL239,700$35,262,267
Q1 2026NKENike, Inc.PUT661,600$34,945,712
Q1 2026WDCWestern Digital CorporationPUT128,700$34,812,063
Q1 2026PANWPalo Alto Networks, Inc.CALL216,800$34,757,376
Q1 2026UBERUber Technologies, Inc.PUT481,000$34,598,330
Q1 2026ADBEAdobe Inc.CALL133,500$32,451,180
Q1 2026TAT&T Inc.CALL1,100,700$31,909,293
Q1 2026XLVSPDR Select Sector Fund - HealtPUT214,700$31,477,167
Q1 2026COSTCostco Wholesale CorporationPUT31,500$31,387,545
Q1 2026XLESPDR Select Sector Fund - EnergCALL510,300$31,260,978
Q1 2026AMATApplied Materials, Inc.PUT91,100$31,137,069
Q1 2026XLKSPDR Select Sector Fund - TechnCALL234,000$31,098,600
Q1 2026ANETArista NetworksPUT253,200$31,087,896
Q1 2026DISWalt Disney Company (The)CALL320,000$30,841,600
Q1 2026KRESPDR S&P Regional Banking ETFCALL470,100$30,627,015
Q1 2026CMCSAComcast CorporationCALL1,058,700$30,395,277
Q1 2026XLESPDR Select Sector Fund - EnergPUT494,900$30,317,574
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProPUT165,200$30,038,316
Q1 2026DISWalt Disney Company (The)PUT310,700$29,945,266
Q1 2026CSCOCisco Systems, Inc.PUT384,300$29,817,837
Q1 2026HALHalliburton CompanyPUT764,600$29,811,754
Q1 2026SBUXStarbucks CorporationPUT331,200$29,672,208
Q1 2026GMGeneral Motors CompanyPUT398,100$29,658,450
Q1 2026QCOMQUALCOMM IncorporatedPUT230,000$29,619,400
Q1 2026LRCXLam ResearchCALL138,600$29,613,276
Q1 2026COINCoinbase Global, Inc.CALL168,600$29,439,246
Q1 2026XBISPDR Series Trust SPDR S&P BioCALL230,200$29,403,446
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT74,900$29,241,709
Q1 2026DELLDell Technologies Inc.PUT178,000$29,215,140
Q1 2026CRCLCircleCALL305,300$29,128,673
Q1 2026WMTWalmart Inc.CALL234,200$29,106,376
Q1 2026DELLDell Technologies Inc.CALL177,100$29,067,423
Q1 2026BEBloom Energy CorporationPUT213,900$28,981,311
Q1 2026WMTWalmart Inc.PUT232,800$28,932,384
Q1 2026MRVLMarvell Technology, Inc.PUT291,700$28,892,885

Notional value represents the total exposure of the options position.