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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 1 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 3,416,800.0 $2.55B 2.91% +1.7M +94.3% $746.77 +2.5%
2 AAPL CALL APPLE INC Technology 4,903,300.0 $1.42B 1.62% +29K +0.6% $289.36 +9.7%
3 QQQ CALL INVESCO QQQ TR Financial Services 1,790,300.0 $1.32B 1.50% +351K +24.4% $736.40 -3.3%
4 NVDA PUT NVIDIA CORPORATION Technology 6,134,300.0 $1.23B 1.40% +389K +6.8% $200.09 +8.4%
5 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 1,831,700.0 $874.8M 1.00% +952K +108.3% $477.57 -13.1%
6 SNDK PUT SANDISK CORP Technology 361,300.0 $821.5M 0.94% +61K +20.4% $2273.73 -29.9%
7 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 1,055,700.0 $788.4M 0.90% +154K +17.0% $746.77 +2.5%
8 AMD CALL ADVANCED MICRO DEVICES INC Technology 1,253,700.0 $728.3M 0.83% +22K +1.8% $580.91 -20.2%
9 MSFT PUT MICROSOFT CORP Technology 1,795,700.0 $669.8M 0.77% +1.1M +141.3% $373.02 +29.2%
10 GOOGL ALPHABET INC Communication Services 1,831,473.0 $654.5M 0.75% +645K +54.4% $357.37 -4.4%
11 AAPL PUT APPLE INC Technology 2,174,500.0 $629.2M 0.72% +1.4M +197.6% $289.36 +9.7%
12 PANW CALL PALO ALTO NETWORKS INC Technology 1,798,800.0 $613.4M 0.70% +852K +90.0% $341.02 +3.7%
13 SNDK CALL SANDISK CORP Technology 260,200.0 $591.6M 0.68% +54K +26.4% $2273.73 -29.9%
14 AMZN CALL AMAZON COM INC Consumer Cyclical 2,477,300.0 $590.4M 0.67% +1.0M +69.4% $238.34 +9.9%
15 AVGO PUT BROADCOM INC Technology 1,431,800.0 $540.9M 0.62% +157K +12.3% $377.75 -3.9%
16 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,090,437.0 $520.8M 0.59% +601K +122.6% $477.57 -13.1%
17 GS CALL GOLDMAN SACHS GROUP INC Financial Services 511,000.0 $516.8M 0.59% +156K +44.1% $1011.37 -0.2%
18 META PUT META PLATFORMS INC Communication Services 846,300.0 $476.7M 0.54% +282K +50.0% $563.29 -3.7%
19 AMZN PUT AMAZON COM INC Consumer Cyclical 1,797,800.0 $428.5M 0.49% +402K +28.9% $238.34 +9.9%
20 FSLR CALL FIRST SOLAR INC Energy 1,697,200.0 $400.5M 0.46% +400K +30.9% $235.96 -8.3%
Page 1 of 91  ·  1,803 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
Technology 38.8%
Communication Services 16.0%
Financial Services 14.9%
Consumer Cyclical 8.3%
Healthcare 8.2%
Industrials 5.8%
Energy 2.3%
Basic Materials 2.0%
Consumer Defensive 1.9%
Utilities 1.2%