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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 6 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NET PUT CLOUDFLARE INC Technology 448,000.0 $109.9M 0.12% +206K +85.1% $245.28 +17.9%
102 UPS PUT UNITED PARCEL SVCS INC Industrials 1,018,900.0 $109.5M 0.12% +187K +22.4% $107.50 -5.1%
103 AXON CALL AXON ENTERPRISE INC Industrials 194,400.0 $109.0M 0.12% +66K +51.0% $560.61 +12.7%
104 VST CALL VISTRA CORP Utilities 686,800.0 $108.9M 0.12% +371K +117.5% $158.63 -13.7%
105 ALAB PUT ASTERA LABS INC Technology 221,100.0 $106.8M 0.12% +108K +96.0% $483.02 -41.1%
106 MDB CALL MONGODB INC Technology 315,000.0 $105.8M 0.12% +156K +97.6% $335.90 +26.9%
107 VRT PUT VERTIV HOLDINGS CO Industrials 315,800.0 $105.7M 0.12% +47K +17.5% $334.82 -21.7%
108 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 570,100.0 $104.4M 0.12% +93K +19.5% $183.11 -0.5%
109 DOCN PUT DIGITALOCEAN HLDGS INC Technology 660,300.0 $103.7M 0.12% +591K +855.6% $157.03 -26.7%
110 TGT CALL TARGET CORP Consumer Defensive 787,400.0 $102.8M 0.12% +127K +19.3% $130.61 +25.1%
111 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 574,100.0 $102.3M 0.12% +560K +3971.6% $178.24 +17.8%
112 GDX CALL VANECK ETF TRUST 1,342,900.0 $101.3M 0.12% +294K +28.1% $75.45 +36.2%
113 WOLF PUT WOLFSPEED INC Technology 2,081,800.0 $100.4M 0.12% +2.1M +9628.0% $48.25 -46.5%
114 PFE CALL PFIZER INC Healthcare 4,152,100.0 $100.0M 0.11% +3.2M +328.1% $24.08 +16.1%
115 RKLB PUT ROCKET LAB CORP Industrials 973,000.0 $98.9M 0.11% +131K +15.6% $101.65 -28.0%
116 CVS CALL CVS HEALTH CORP Healthcare 954,000.0 $98.7M 0.11% +104K +12.3% $103.45 -9.9%
117 OKLO CALL OKLO INC Utilities 1,882,900.0 $98.5M 0.11% +1.3M +209.6% $52.33 -19.5%
118 CVS PUT CVS HEALTH CORP Healthcare 947,800.0 $98.0M 0.11% +117K +14.1% $103.45 -9.9%
119 GLW CALL CORNING INC Technology 382,300.0 $97.7M 0.11% +184K +93.2% $255.43 -41.1%
120 XOM PUT EXXON MOBIL CORP Energy 712,300.0 $97.4M 0.11% +47K +7.1% $136.72 +20.9%
Page 6 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%