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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 68 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 RCAT RED CAT HLDGS INC Technology 115,166.0 $1.2M 0.00% +14K +14.2% $10.65 -9.7%
1342 ESTC PUT ELASTIC N V Technology 21,500.0 $1.2M 0.00% +14K +207.1% $57.02 +50.7%
1343 ALKS CALL ALKERMES PLC Healthcare 23,300.0 $1.2M 0.00% +21K +959.1% $52.40 -7.8%
1344 RBRK PUT RUBRIK INC. Technology 15,200.0 $1.2M 0.00% +500.0 +3.4% $80.28 +24.7%
1345 KDP KEURIG DR PEPPER INC Consumer Defensive 36,760.0 $1.2M 0.00% +34K +1241.1% $32.73 -2.1%
1346 WTW PUT WILLIS TOWERS WATSON PLC LTD Financial Services 4,600.0 $1.2M 0.00% +4K +475.0% $261.37 +30.8%
1347 MKSI CALL MKS INC. Technology 2,700.0 $1.2M 0.00% +2K +170.0% $444.80 -37.3%
1348 VAL VALARIS LTD Energy 16,399.0 $1.2M 0.00% +7K +73.7% $72.60 +20.9%
1349 PAYX CALL PAYCHEX INC Industrials 12,100.0 $1.2M 0.00% +4K +45.8% $98.33 +26.6%
1350 CRK COMSTOCK RES INC Energy 79,665.0 $1.2M 0.00% +76K +2225.3% $14.92 -4.7%
1351 PFGC PUT PERFORMANCE FOOD GROUP CO Consumer Defensive 10,600.0 $1.2M 0.00% +10K +10000.0% $111.79 -6.1%
1352 ACHR CALL ARCHER AVIATION INC Industrials 250,400.0 $1.2M 0.00% +113K +82.4% $4.73 +33.2%
1353 REAL PUT THE REALREAL INC Consumer Cyclical 99,800.0 $1.2M 0.00% +19K +22.9% $11.79 -5.7%
1354 RITM RITHM CAPITAL CORP Real Estate 124,493.0 $1.2M 0.00% +121K +3152.2% $9.39 +8.5%
1355 MDLZ MONDELEZ INTL INC Consumer Defensive 20,199.0 $1.2M 0.00% +2K +11.1% $57.84 +11.4%
1356 PNW PINNACLE WEST CAP CORP Utilities 10,771.0 $1.2M 0.00% +1K +14.2% $107.00 -9.0%
1357 STLA PUT STELLANTIS N.V Consumer Cyclical 200,700.0 $1.2M 0.00% +48K +31.4% $5.74 -5.7%
1358 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 13,391.0 $1.1M 0.00% +6K +77.5% $85.75 +1.4%
1359 MED CALL MEDIFAST INC Consumer Cyclical 108,000.0 $1.1M 0.00% +16K +16.9% $10.61 +12.6%
1360 ENVX PUT ENOVIX CORPORATION Industrials 188,000.0 $1.1M 0.00% +146K +344.4% $6.07 -44.3%
Page 68 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%