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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 19 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SIMO SILICON MOTION TECHNOLOGY CO Technology 88,015.0 $29.3M 0.03% +67K +326.1% $333.33 -22.5%
362 BP CALL BP PLC Energy 792,000.0 $29.3M 0.03% +183K +30.1% $36.95 +21.1%
363 AFRM CALL AFFIRM HLDGS INC Technology 356,200.0 $29.0M 0.03% +42K +13.4% $81.55 -5.5%
364 TWLO CALL TWILIO INC Communication Services 140,700.0 $29.0M 0.03% +89K +170.1% $206.33 +9.2%
365 AXON AXON ENTERPRISE INC Industrials 51,545.0 $28.9M 0.03% +10K +23.9% $560.61 +12.0%
366 ORCL ORACLE CORP Technology 194,650.0 $28.5M 0.03% +152K +352.9% $146.55 -0.1%
367 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 111,300.0 $28.5M 0.03% +80K +254.5% $255.88 +25.7%
368 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 109,200.0 $28.5M 0.03% +4K +3.9% $260.64 -14.6%
369 EFA CALL ISHARES TR 272,000.0 $28.3M 0.03% +135K +98.0% $103.88 +4.2%
370 ARKK CALL ARK ETF TR 349,100.0 $28.2M 0.03% +93K +36.1% $80.82 +6.7%
371 CI PUT THE CIGNA GROUP Healthcare 101,800.0 $28.1M 0.03% +42K +68.8% $275.68 +0.7%
372 GDX VANECK ETF TRUST 369,784.0 $27.9M 0.03% +114K +44.7% $75.45 +36.3%
373 RH PUT RH Consumer Cyclical 168,400.0 $27.7M 0.03% +7K +4.2% $164.73 -7.0%
374 APOS PUT APOLLO GLOBAL MGMT INC 233,600.0 $27.6M 0.03% +79K +50.7% $118.31
375 BLK PUT BLACKROCK INC Financial Services 28,700.0 $27.6M 0.03% +6K +28.7% $961.56 +20.3%
376 ZS CALL ZSCALER INC Technology 194,800.0 $27.5M 0.03% +134K +219.9% $141.15 +28.8%
377 ESTC CALL ELASTIC N V Technology 479,500.0 $27.3M 0.03% +37K +8.3% $57.02 +50.7%
378 LULU LULULEMON ATHLETICA INC Consumer Cyclical 238,647.0 $27.2M 0.03% +4K +1.7% $114.18 +6.0%
379 ONDS CALL ONDAS INC Technology 3,305,200.0 $27.2M 0.03% +235K +7.7% $8.24 +5.7%
380 NXPI PUT NXP SEMICONDUCTORS N V Technology 96,300.0 $27.1M 0.03% +41K +72.9% $281.03 -19.7%
Page 19 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%