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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 4 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DDOG CALL DATADOG INC Technology 598,600.0 $155.9M 0.18% +381K +175.0% $260.36 -10.7%
62 CRM PUT SALESFORCE INC Technology 983,100.0 $154.0M 0.18% +378K +62.6% $156.66 +31.1%
63 GDX PUT VANECK ETF TRUST 2,020,700.0 $152.5M 0.17% +575K +39.8% $75.45 +32.3%
64 ADBE ADOBE INC Technology 740,478.0 $151.8M 0.17% +489K +193.9% $205.02 +32.8%
65 RKLB CALL ROCKET LAB CORP Industrials 1,477,800.0 $150.2M 0.17% +771K +109.0% $101.65 -28.2%
66 LLY CALL ELI LILLY & CO Healthcare 123,700.0 $148.4M 0.17% +70K +132.1% $1199.43 +3.7%
67 DIS CALL DISNEY WALT CO Communication Services 1,538,800.0 $148.1M 0.17% +570K +58.8% $96.25 +11.5%
68 HOOD CALL ROBINHOOD MKTS INC Financial Services 1,463,400.0 $146.7M 0.17% +392K +36.6% $100.28 -5.2%
69 META META PLATFORMS INC Communication Services 255,263.0 $143.8M 0.16% +106K +70.7% $563.29 -3.1%
70 SATS PUT ECHOSTAR CORP Technology 1,416,600.0 $143.8M 0.16% +409K +40.6% $101.50 -8.9%
71 ALAB CALL ASTERA LABS INC Technology 296,600.0 $143.3M 0.16% +132K +80.6% $483.02 -39.9%
72 NET CALL CLOUDFLARE INC Technology 583,900.0 $143.2M 0.16% +250K +74.9% $245.28 +13.7%
73 SBUX PUT STARBUCKS CORP Consumer Cyclical 1,395,900.0 $142.6M 0.16% +301K +27.5% $102.19 +1.8%
74 RDDT CALL REDDIT INC Communication Services 798,200.0 $138.6M 0.16% +304K +61.6% $173.58 -13.4%
75 PUT BERKSHIRE HATHAWAY INC DEL 275,100.0 $137.7M 0.16% +118K +75.0% $500.39
76 APP CALL APPLOVIN CORP Technology 266,700.0 $137.4M 0.16% +122K +84.6% $515.23 -40.1%
77 CI CALL THE CIGNA GROUP Healthcare 493,700.0 $136.1M 0.15% +464K +1545.7% $275.68 -0.5%
78 SOXX PUT ISHARES TR 205,000.0 $131.4M 0.15% +121K +145.2% $640.76 -18.5%
79 UAL PUT UNITED AIRLS HLDGS INC Industrials 963,800.0 $131.1M 0.15% +190K +24.5% $135.99 -17.9%
80 CSCO CALL CISCO SYS INC Technology 1,099,700.0 $129.2M 0.15% +728K +195.6% $117.46 -6.7%
Page 4 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%