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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 16 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APP PUT APPLOVIN CORP Technology 72,800.0 $37.5M 0.04% +6K +9.0% $515.23 -40.7%
302 SNPS CALL SYNOPSYS INC Technology 83,400.0 $37.2M 0.04% +51K +159.8% $446.07 -10.8%
303 PG PUT PROCTER & GAMBLE CO Consumer Defensive 253,400.0 $37.2M 0.04% +67K +35.9% $146.64 -1.3%
304 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 399,300.0 $36.4M 0.04% +9K +2.4% $91.20 -16.6%
305 NRG PUT NRG ENERGY INC Utilities 248,600.0 $36.3M 0.04% +179K +257.2% $146.06 -22.6%
306 SWKS CALL SKYWORKS SOLUTIONS INC Technology 529,500.0 $35.9M 0.04% +273K +106.7% $67.80 -1.0%
307 GTLS PUT CHART INDS INC Industrials 171,700.0 $35.9M 0.04% +8K +4.9% $208.94 +0.5%
308 DXCM CALL DEXCOM INC Healthcare 531,900.0 $35.8M 0.04% +123K +30.0% $67.35 +37.1%
309 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 94,900.0 $35.6M 0.04% +70K +275.1% $375.32 -15.0%
310 NXPI CALL NXP SEMICONDUCTORS N V Technology 126,200.0 $35.5M 0.04% +97K +332.2% $281.03 -19.7%
311 ABBV PUT ABBVIE INC Healthcare 140,800.0 $35.4M 0.04% +29K +25.7% $251.64 +5.3%
312 MPWR CALL MONOLITHIC PWR SYS INC Technology 25,600.0 $35.4M 0.04% +5K +26.7% $1382.36 -4.8%
313 UNP CALL UNION PAC CORP Industrials 129,400.0 $35.2M 0.04% +44K +51.0% $272.00 +13.3%
314 VALE PUT VALE S A Basic Materials 2,336,200.0 $35.1M 0.04% +941K +67.5% $15.04 -3.0%
315 WBD PUT WARNER BROS DISCOVERY INC Communication Services 1,316,200.0 $35.1M 0.04% +181K +15.9% $26.66 +7.1%
316 DE PUT DEERE & CO Industrials 55,300.0 $35.1M 0.04% +5K +9.7% $634.33 +2.1%
317 CORZ PUT CORE SCIENTIFIC INC NEW Technology 1,370,500.0 $35.1M 0.04% +535K +64.1% $25.59 -30.4%
318 GXO PUT GXO LOGISTICS INCORPORATED Industrials 690,000.0 $35.0M 0.04% +653K +1759.8% $50.70 -9.8%
319 ADSK CALL AUTODESK INC Technology 179,200.0 $34.8M 0.04% +143K +389.6% $194.42 +30.6%
320 CMCSA CALL COMCAST CORP NEW Communication Services 1,412,700.0 $34.7M 0.04% +244K +20.9% $24.55 +9.4%
Page 16 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 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%