Capula Management Ltd Portfolio Stock Holdings

Capula Management Ltd disclosed 413 stock positions valued at approximately $11.5 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and CLEARWATER ANALYTICS HLDGS I. 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
413
Portfolio Value
$11.5B
Holdings by Sector
Capula Management Ltd Portfolio Holdings in Q1 2026

394 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther51.82%9,094,984+8,478,226+1374.64%$5,940,934,499
STATE STR SPDR S&P 500 ETF TSPYOther34.94%6,159,222+497,045+8.78%$4,005,588,434
CLEARWATER ANALYTICS HLDGS ICWANTechnology0.55%2,677,322+2,552,962+2052.88%$63,318,665
NVIDIA CORPORATIONNVDATechnology0.51%336,778+209,282+164.15%$58,734,084
AMICUS THERAPEUTICFOLDHealthcare0.40%3,191,610+3,161,610+10538.70%$46,150,680
LIBERTY BROADBAND CORPLBRDKCommunication Services0.37%838,294+698,149+498.16%$42,166,188
NORFOLK SOUTHN CORPNSCIndustrials0.36%144,749+94,749+189.50%$41,542,963
KENVUE INCKVUEConsumer Defensive0.34%2,247,472+1,301,854+137.67%$38,746,417
SEALED AIR CORP NEWSEEConsumer Cyclical0.34%918,694+352,289+62.20%$38,631,083
VANGUARD INDEX FDSVOOOther0.34%64,495-11,839,121-99.46%$38,538,987
ISHARES TRFXIOther0.33%1,044,191+662,191+173.35%$37,486,457
HOLOGIC INCHOLXHealthcare0.31%465,126+268,942+137.09%$35,158,874
AES CORPAESUtilities0.30%2,474,180+2,462,833+21704.71%$34,861,197
CHART INDS INCGTLSIndustrials0.30%166,320+166,320+100.00%$34,386,660
WARNER BROS DISCOVERY INCWBDCommunication Services0.30%1,231,919+259,851+26.73%$33,828,496
PENUMBRA INCPENHealthcare0.29%101,779+101,779+100.00%$33,421,170
ELECTRONIC ARTS INCEACommunication Services0.26%148,098+15,948+12.07%$30,192,739
DIGITALBRIDGE GROUP INCDBRGReal Estate0.22%1,665,769+1,665,769+100.00%$25,686,158
MASIMO CORPMASIHealthcare0.22%142,800+142,800+100.00%$25,399,836
ISHARES TRIWMOther0.20%91,315+91,315+100.00%$22,646,120
CSG SYS INTL INCCSGSTechnology0.18%257,088+257,088+100.00%$20,551,615
SUN CTRY AIRLS HLDGS INCSNCYIndustrials0.18%1,218,670+1,218,670+100.00%$20,132,428
INVESCO QQQ TRQQQOther0.17%33,752-42,843-55.93%$19,480,979
MICROSOFT CORPMSFTTechnology0.17%52,158+48,387+1283.13%$19,307,326
AMAZON COM INCAMZNConsumer Cyclical0.17%91,529+85,683+1465.67%$19,062,746
TESLA INCTSLAConsumer Cyclical0.16%49,824-2,310-4.43%$18,522,071
COTERRA ENERGY INCCTRAEnergy0.13%412,352+412,352+100.00%$14,490,049
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.13%114,546-697,270-85.89%$14,370,940
TRI POINTE HOMES INCTPHConsumer Cyclical0.12%294,100+294,100+100.00%$13,743,293
APPLE INCAAPLTechnology0.11%50,323+40,580+416.50%$12,771,474
BROADCOM INCAVGOTechnology0.10%37,485+35,038+1431.88%$11,601,984
JANUS HENDERSON GROUP PLCJHGOther0.10%225,417+225,417+100.00%$11,579,671
PPL CORPPPLUtilities0.10%450,000+450,000+100.00%$11,485,698
PEAKSTONE REALTY TRUSTPKSTReal Estate0.10%531,511+531,511+100.00%$11,103,265
WEBSTER FINL CORPWBSFinancial Services0.09%145,990+145,990+100.00%$10,134,625
INTERNATIONAL MONEY EXPRESSIMXITechnology0.09%630,191+630,191+100.00%$9,957,018
ENHABIT INCEHABHealthcare0.08%645,000+645,000+100.00%$9,088,050
ALPHABET INCGOOGLCommunication Services0.08%30,791-175,131-85.05%$8,854,260
KRANESHARES TRUSTKWEBOther0.07%297,080+294,952+13860.53%$8,445,984
ISHARES TREFAOther0.07%79,930+79,930+100.00%$7,763,601
ISHARES TRLQDOther0.07%69,044+69,044+100.00%$7,525,106
META PLATFORMS INCMETACommunication Services0.07%13,079+9,425+257.94%$7,482,888
MICRON TECHNOLOGY INCMUTechnology0.06%21,845+14,761+208.37%$7,380,115
SELECT SECTOR SPDR TRXLCOther0.06%65,292+65,292+100.00%$7,238,271
ISHARES TRHYGOther0.06%89,555+89,555+100.00%$7,124,996
FERGUSON ENTERPRISES INCFERGIndustrials0.06%30,461+30,461+100.00%$7,105,333
ALPHABET INCGOOGCommunication Services0.06%24,039+24,039+100.00%$6,895,828
TERNS PHARMACEUTICALS INCTERNHealthcare0.06%120,976+120,976+100.00%$6,377,855
SHARKNINJA INCSNOther0.06%59,973+59,973+100.00%$6,351,141
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.05%17,984+17,984+100.00%$6,077,692
SEMRUSH HLDGS INCSEMRTechnology0.05%488,521+393,831+415.92%$5,832,941
ZIM INTEGRATED SHIPPING SERVM9T951109Other0.05%206,368+206,368+100.00%$5,437,797
VALARIS LTDVALEnergy0.05%55,415+55,415+100.00%$5,432,887
MARVELL TECHNOLOGY INCMRVLTechnology0.04%52,013-72,321-58.17%$5,151,888
SANDISK CORPSNDKOther0.04%7,700+6,706+674.65%$4,892,118
UNDER ARMOUR INCUAAConsumer Cyclical0.04%749,640+749,640+100.00%$4,430,373
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.04%13,115-66-0.50%$4,339,360
NEWS CORP NEWNWSACommunication Services0.04%169,482-91,535-35.07%$4,225,186
SHOPIFY INCSHOPTechnology0.04%34,189+21,830+176.63%$4,055,499
SPDR SERIES TRUSTKREOther0.03%61,536+61,536+100.00%$4,009,071
COEUR MNG INCCDEBasic Materials0.03%213,088+40,981+23.81%$3,999,662
HEICO CORP NEWHEI-AIndustrials0.03%18,716+18,716+100.00%$3,950,760
ALLISON TRANSMISSION HLDGS IALSNConsumer Cyclical0.03%33,692+33,692+100.00%$3,943,986
CREDO TECHNOLOGY GROUP HOLDIG25457105Other0.03%38,073+38,073+100.00%$3,573,913
MISSION PRODUCE INCAVOConsumer Defensive0.03%258,000+258,000+100.00%$3,550,080
INTEL CORPINTCTechnology0.03%79,221+78,932+27312.11%$3,496,022
HOME DEPOT INCHDConsumer Cyclical0.03%10,535+6,607+168.20%$3,464,856
SELECT MED HLDGS CORPSEMHealthcare0.03%206,810+206,810+100.00%$3,368,935
ASML HLDG NVASMLOther0.03%2,539+2,539+100.00%$3,353,587
SPDR SERIES TRUSTXBIOther0.03%25,933+18,609+254.08%$3,312,422
ELI LILLY & COLLYHealthcare0.03%3,499+3,146+891.22%$3,218,276
PALANTIR TECHNOLOGIES INCPLTRTechnology0.03%21,638+19,344+843.24%$3,165,206
ORACLE CORPORCLTechnology0.03%21,032+17,827+556.22%$3,094,018
ROKU INCROKUCommunication Services0.03%32,690+32,690+100.00%$3,093,128
JPMORGAN CHASE & COJPMFinancial Services0.03%10,401+5,603+116.78%$3,059,558
APPLIED MATLS INCAMATTechnology0.03%8,947+8,033+878.88%$3,057,995
AXIS CAP HLDGS LTDG0692U109Other0.03%29,685+29,685+100.00%$3,010,356
CONSTELLATION ENERGY CORPCEGUtilities0.03%10,760-114,240-91.39%$3,004,730
LAM RESEARCH CORPLRCXOther0.03%13,964+13,964+100.00%$2,983,548
LAUREATE ED INCLAURConsumer Defensive0.02%81,884+81,884+100.00%$2,852,839
ADVANCED MICRO DEVICES INCAMDTechnology0.02%13,870+13,870+100.00%$2,821,575
CLOUDFLARE INCNETTechnology0.02%13,526+6,662+97.06%$2,790,955
HUBSPOT INCHUBSTechnology0.02%11,027+11,027+100.00%$2,691,691
SALESFORCE INCCRMTechnology0.02%14,055+12,508+808.53%$2,623,647
TALKSPACE INCTALKHealthcare0.02%500,000+500,000+100.00%$2,587,500
RITHM CAPITAL CORPRITMReal Estate0.02%272,699+272,699+100.00%$2,585,187
SYNOPSYS INCSNPSTechnology0.02%6,517+6,465+12432.69%$2,583,860
ASTERA LABS INCALABTechnology0.02%23,571+18,529+367.49%$2,583,382
ATLANTA BRAVES HLDGS INCBATRKCommunication Services0.02%58,641+58,641+100.00%$2,503,971
GARRETT MOTION INCGTXConsumer Cyclical0.02%137,043+137,043+100.00%$2,490,071
LIBERTY GLOBAL LTDLBTYKOther0.02%210,109+167,080+388.30%$2,464,579
KLA CORPKLACTechnology0.02%1,660+1,434+634.51%$2,444,201
VISA INCVFinancial Services0.02%7,969+6,668+512.53%$2,408,550
ZILLOW GROUP INCZCommunication Services0.02%57,352+54,211+1725.92%$2,373,226
SAMSARA INCIOTTechnology0.02%74,267+74,267+100.00%$2,353,521
LENNAR CORPLENConsumer Cyclical0.02%27,050+27,050+100.00%$2,349,022
LAZARD INCLAZFinancial Services0.02%55,093+55,093+100.00%$2,340,351
CANADIAN NAT RES LTD MED TERCNQEnergy0.02%48,008+48,008+100.00%$2,339,430
APELLIS PHARMACEUTICALS INCAPLSHealthcare0.02%56,266+56,266+100.00%$2,263,581
TEXAS INSTRS INCTXNTechnology0.02%11,398+9,733+584.56%$2,212,808
Capula Management Ltd Options Holdings in Q1 2026

618 options positions in the latest reporting period.

Page 1 of 7
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026TSLATesla, Inc.CALL705,800$262,381,150
Q1 2026NVDANVIDIA CorporationPUT1,182,800$206,280,320
Q1 2026QQQInvesco QQQ Trust, Series 1PUT343,300$198,145,894
Q1 2026IWMiShares Russell 2000 ETFPUT583,600$144,732,800
Q1 2026METAMeta Platforms, Inc.PUT181,400$103,784,382
Q1 2026FXIiShares China Large-Cap ETFPUT2,006,200$72,022,580
Q1 2026IWMiShares Russell 2000 ETFCALL244,000$60,512,000
Q1 2026TSLATesla, Inc.PUT143,200$53,234,600
Q1 2026AMZNAmazon.com, Inc.PUT252,400$52,567,348
Q1 2026AAPLApple Inc.PUT206,500$52,407,635
Q1 2026EEMiShares MSCI Emerging Index FunPUT875,500$49,719,645
Q1 2026QQQInvesco QQQ Trust, Series 1CALL82,600$47,675,068
Q1 2026SPYSPDR S&P 500PUT69,100$44,938,494
Q1 2026MSFTMicrosoft CorporationPUT119,100$44,087,247
Q1 2026SPYSPDR S&P 500CALL64,400$41,881,896
Q1 2026SMHVanEck Semiconductor ETFCALL100,000$38,340,000
Q1 2026AVGOBroadcom Inc.PUT102,300$31,662,873
Q1 2026GOOGLAlphabet Inc.PUT109,100$31,372,796
Q1 2026AMATApplied Materials, Inc.PUT80,800$27,616,632
Q1 2026XLCThe Communication Services SelePUT181,900$20,165,434
Q1 2026EFAiShares MSCI EAFE ETFPUT195,300$18,969,489
Q1 2026TSMTaiwan Semiconductor ManufacturPUT51,000$17,235,450
Q1 2026PLTRPalantir Technologies Inc.PUT115,400$16,880,712
Q1 2026KWEBKraneShares Trust KraneShares CPUT577,200$16,409,796
Q1 2026IGViShares Expanded Tech-Software CALL204,400$16,362,220
Q1 2026PDDPDD Holdings Inc.PUT152,000$15,531,360
Q1 2026GOOGAlphabet Inc.PUT51,300$14,715,918
Q1 2026JPMJP Morgan Chase & Co.PUT43,600$12,825,376
Q1 2026MUMicron Technology, Inc.PUT36,100$12,196,024
Q1 2026AMDAdvanced Micro Devices, Inc.PUT59,000$12,002,370
Q1 2026AAPLApple Inc.CALL45,000$11,420,550
Q1 2026XLESPDR Select Sector Fund - EnergCALL180,000$11,026,800
Q1 2026FXIiShares China Large-Cap ETFCALL295,700$10,615,630
Q1 2026HDHome Depot, Inc. (The)PUT31,500$10,360,035
Q1 2026M9T951109ZIMCALL388,400$10,234,340
Q1 2026KRESPDR S&P Regional Banking ETFCALL150,000$9,772,500
Q1 2026NVDANVIDIA CorporationCALL55,500$9,679,200
Q1 2026LLYEli Lilly and CompanyPUT10,500$9,657,585
Q1 2026ORCLOracle CorporationPUT64,300$9,459,173
Q1 2026MSFTMicrosoft CorporationCALL24,900$9,217,233
Q1 2026COSTCostco Wholesale CorporationPUT9,200$9,167,156
Q1 2026GOOGLAlphabet Inc.CALL31,700$9,115,652
Q1 2026ASMLASMLPUT6,700$8,849,561
Q1 2026BABAAlibaba Group Holding LimitedPUT70,500$8,844,930
Q1 2026LRCXLam ResearchPUT41,300$8,824,158
Q1 2026XOMExxon Mobil CorporationPUT49,400$8,381,204
Q1 2026INTCIntel CorporationPUT187,600$8,278,788
Q1 2026KLACKLA CorporationPUT5,400$7,951,014
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT61,400$7,842,622
Q1 2026ADIAnalog Devices, Inc.PUT24,400$7,762,616
Q1 2026TXNTexas Instruments IncorporatedPUT39,600$7,687,944
Q1 2026WMTWalmart Inc.PUT60,000$7,456,800
Q1 2026CVXChevron CorporationPUT34,800$7,200,120
Q1 2026JNJJohnson & JohnsonPUT29,200$7,137,648
Q1 2026CEGConstellation Energy CorporatioPUT24,500$6,841,625
Q1 2026VVisa Inc.PUT21,500$6,498,160
Q1 2026MCDMcDonald's CorporationPUT20,500$6,371,195
Q1 2026CSCOCisco Systems, Inc.PUT75,600$5,865,804
Q1 2026SNPSSynopsys, Inc.PUT14,400$5,709,312
Q1 2026CRMSalesforce, Inc.PUT29,500$5,506,765
Q1 2026MAMastercard IncorporatedPUT10,900$5,446,294
Q1 2026ABBVAbbVie Inc.PUT25,000$5,437,250
Q1 2026KRESPDR S&P Regional Banking ETFPUT82,100$5,348,815
Q1 2026QCOMQUALCOMM IncorporatedPUT41,100$5,292,858
Q1 2026TJXTJX Companies, Inc. (The)PUT32,800$5,238,160
Q1 2026LOWLowe's Companies, Inc.PUT20,000$4,725,600
Q1 2026BPBP p.l.c.CALL100,000$4,700,000
Q1 2026MRVLMarvell Technology, Inc.PUT46,100$4,566,205
Q1 2026GEVGE Vernova Inc.PUT5,200$4,539,080
Q1 2026METAMeta Platforms, Inc.CALL7,800$4,462,614
Q1 2026XLVSPDR Select Sector Fund - HealtPUT30,100$4,412,961
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT11,200$4,372,592
Q1 2026BABoeing Company (The)PUT21,800$4,338,854
Q1 2026BHFBrighthouse Financial, Inc.CALL70,800$4,239,504
Q1 2026BMYBristol-Myers Squibb CompanyPUT67,000$4,063,550
Q1 2026PGProcter & Gamble Company (The)PUT28,000$4,044,320
Q1 2026CATCaterpillar, Inc.PUT5,600$3,967,376
Q1 2026AVGOBroadcom Inc.CALL12,600$3,899,826
Q1 2026PANWPalo Alto Networks, Inc.PUT24,200$3,879,744
Q1 2026INTUIntuit Inc.PUT8,900$3,848,182
Q1 2026NFLXNetflix, Inc.PUT38,800$3,730,620
Q1 2026BACBank of America CorporationPUT75,600$3,685,500
Q1 2026DUKDuke Energy Corporation (HoldinPUT28,000$3,666,320
Q1 2026AMZNAmazon.com, Inc.CALL17,600$3,665,552
Q1 2026APPApplovin CorporationPUT9,200$3,661,600
Q1 2026SLViShares Silver TrustPUT53,400$3,638,676
Q1 2026CDNSCadence Design Systems, Inc.PUT12,700$3,528,949
Q1 2026EXCExelon CorporationPUT71,900$3,524,538
Q1 2026DEDeere & CompanyPUT6,200$3,492,460
Q1 2026GEGE AerospacePUT12,100$3,433,617
Q1 2026JPMJP Morgan Chase & Co.CALL11,600$3,412,256
Q1 2026SOSouthern Company (The)PUT33,500$3,233,420
Q1 2026BIDUBaidu, Inc.PUT28,800$3,208,896
Q1 2026ADBEAdobe Inc.PUT13,000$3,160,040
Q1 2026CCitigroup, Inc.PUT27,600$3,130,116
Q1 2026XLPSPDR Select Sector Fund - ConsuPUT38,100$3,123,438
Q1 2026SBUXStarbucks CorporationPUT33,400$2,992,306
Q1 2026COSTCostco Wholesale CorporationCALL3,000$2,989,290
Q1 2026PLDPrologis, Inc.PUT22,200$2,934,396
Q1 2026CVXChevron CorporationCALL13,600$2,813,840

Notional value represents the total exposure of the options position.