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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 23 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 1,161,700.0 $20.8M 0.02% +769K +196.0% $17.92 -27.6%
442 EQIX PUT EQUINIX INC Real Estate 19,900.0 $20.7M 0.02% +17K +563.3% $1042.39 +2.2%
443 NEM NEWMONT CORP Basic Materials 221,949.0 $20.7M 0.02% +59K +36.2% $93.40 +40.9%
444 MARA CALL MARA HOLDINGS INC Financial Services 1,479,200.0 $20.5M 0.02% +13K +0.9% $13.89 -18.9%
445 RIO CALL RIO TINTO PLC Basic Materials 216,300.0 $20.5M 0.02% +56K +34.8% $94.93 +10.9%
446 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 131,800.0 $20.4M 0.02% +45K +52.2% $155.13 +39.3%
447 SLAB PUT SILICON LABORATORIES INC Technology 93,100.0 $20.3M 0.02% +92K +7061.5% $218.56 -0.3%
448 HL PUT HECLA MINING COMPANY Basic Materials 1,307,400.0 $20.2M 0.02% +240K +22.4% $15.43 +34.3%
449 PAAS CALL PAN AMERN SILVER CORP Basic Materials 440,000.0 $19.7M 0.02% +149K +51.3% $44.79 +18.5%
450 CAR CALL AVIS BUDGET GROUP INC Industrials 133,100.0 $19.7M 0.02% +122K +1121.1% $147.83 -0.8%
451 GDXJ CALL VANECK ETF TRUST 198,400.0 $19.5M 0.02% +38K +23.7% $98.25 +35.0%
452 ZS PUT ZSCALER INC Technology 137,900.0 $19.5M 0.02% +110K +385.6% $141.15 +28.8%
453 ITW CALL ILLINOIS TOOL WKS INC Industrials 71,400.0 $19.3M 0.02% +55K +340.7% $270.47 +4.4%
454 GRMN CALL GARMIN LTD Technology 81,100.0 $19.3M 0.02% +56K +225.7% $237.54 +24.1%
455 DOCU CALL DOCUSIGN INC Technology 432,200.0 $19.2M 0.02% +14K +3.2% $44.42 +39.6%
456 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 400,200.0 $19.1M 0.02% +194K +94.5% $47.81 -8.5%
457 HIMS CALL HIMS & HERS HEALTH INC Healthcare 547,100.0 $19.0M 0.02% +312K +132.6% $34.67 -2.6%
458 ENPH PUT ENPHASE ENERGY INC Energy 383,900.0 $18.9M 0.02% +64K +20.1% $49.24 -21.6%
459 TJX CALL TJX COS INC NEW Consumer Cyclical 124,000.0 $18.8M 0.02% +16K +14.3% $151.50 -7.3%
460 BMA PUT BANCO MACRO S A Financial Services 202,200.0 $18.7M 0.02% +202K +10000.0% $92.59 -21.3%
Page 23 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%